Episodios

  • Keep Things Simple: Avoiding Common Accounting Pitfalls
    Aug 14 2024
    Running a successful dental practice isn't just about patient care – it's also about managing your finances effectively. In this episode, we're joined by the accounting guru, Kevin Rhoton, CPA and MBA. He's here to shed light on common accounting mistakes and how to keep your books simple but not too simple.

    Interested in more info on how to: Earn More, Save More, and Retire Early

    Upcoming Tour Dates: Go to our EVENTS page for info

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    19 m
  • All That Glitters Isn't Gold
    Aug 7 2024
    Owning a practice is exhilarating yet overwhelming. In this episode, Casey and Jarrod explore the emotional highs and lows of ownership, uncovering decisions that may not stand the test of time. Gain insights into the complexities and rewards of managing your own practice.


    Interested in more info on how to: Earn More, Save More, and Retire Early

    Upcoming Tour Dates: Go to our EVENTS page for info

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    12 m
  • Dentistry Demystified: Choosing Your Dream Practice
    Jul 18 2024
    Unsure if you want to be a solo dentist or run a multi-chair empire? This episode is for you! Casey and Jarrod break down the different types of dental practices, from solo proprietorships to group practices. They'll help you identify your strengths, navigate fee-for-service vs. insurance models, and guide you toward finding your dream dental practice setup. Tune in and get ready to dive into the world of dental careers!

    Interested in more info on how to: Earn More, Save More, and Retire Early

    Upcoming Tour Dates: Go to our EVENTS page for info

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    18 m
  • Financial Foresight – Regrets in Financial Planning
    Jul 10 2024
    In this thought-provoking episode, Casey and Jarrod focus on the financial regrets that plague many older dentists. Inadequate retirement planning and financial missteps can haunt dental professionals long after they've hung up their scrubs. Our hosts provide actionable advice on how to secure a more stable financial future. Don't miss this episode if you're looking to gain valuable insights on managing your finances effectively throughout your dental career.

    Interested in more info on how to: Earn More, Save More, and Retire Early

    Upcoming Tour Dates: Go to our EVENTS page for info

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    12 m
  • Schemes Unveiled: Insider Tips from Tax Professionals on Staying Safe
    Jun 26 2024
    In this eye-opening episode, Casey and Jarrod team up with tax expert Kevin Rhoton, a seasoned CPA and MBA, to delve into some of the most alarming tax schemes that the IRS has been warning the public about. Kevin breaks down the intricacies of these schemes, offers practical advice on how to spot them, and shares tips on protecting yourself from becoming a victim. Don't get duped—tune in today and arm yourself with the knowledge you need to keep your finances secure.

    Interested in more info on how to: Earn More, Save More, and Retire Early

    Upcoming Tour Dates: Go to our EVENTS page for info

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    22 m
  • Unmasking Ownership: The Power and Purpose of Beneficial Ownership Reporting
    Jun 20 2024
    Casey and Jarrod invite Steve Levy CPA & JD to demystify the new Beneficial Ownership Information (BOI) reporting requirements. This episode covers why BOI is crucial for transparency and accountability, key compliance dates, and the ramifications of missing deadlines. Steve offers essential strategies to maintain compliance and avoid penalties. Tune in for vital insights and expert guidance to navigate BOI mandates effectively.

    Interested in more info on how to: Earn More, Save More, and Retire Early

    Upcoming Tour Dates: Go to our EVENTS page for info

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    15 m
  • Top Tips for Hiring in Your Dental Practice: Finding the Perfect Fit
    Jun 12 2024
    In this insightful episode, Casey and Jarrod speak about the critical process of hiring the right fit for your dental practice. They understand that finding the perfect team member can make or break the success of a practice. Join them as they share their top tips and strategies for identifying and attracting candidates who have the necessary skills and align with your practice’s values and culture.

    Interested in more info on how to: Earn More, Save More, and Retire Early

    Upcoming Tour Dates: Go to our EVENTS page for info

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    Instagram: @fourquadrantsadvisory

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    18 m
  • Commitment Counts: Why Consistency in Financial Planning Matters
    Jun 5 2024
    In today's episode, Casey and Jarrod focus on commitment and consistency in financial planning. They discuss why staying committed to financial goals and maintaining consistent habits, such as regular saving and investing, is crucial. The hosts share stories of individuals who have successfully achieved their financial goals through perseverance and discipline. They also advise on staying motivated and overcoming challenges along the way. By the end of the episode, listeners will be inspired to stay the course and make consistency a cornerstone of their financial planning journey.

    Interested in more info on how to: Earn More, Save More, and Retire Early

    Upcoming Tour Dates: Go to our EVENTS page for info

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    Instagram: @fourquadrantsadvisory

    LinkedIn: Four Quadrants Advisory
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    11 m