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Join attorney, wealth manager, and well-known author David Mandell, JD, MBA in this podcast dedicated to improving a physician’s personal financial bottom line. David talks with doctors from every specialty and stage of career about their real-world lessons in financial matters, and interviews industry experts in all areas of wealth management. Tune in every other week for new episodes!
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The Millionaire Dentist™

Four Quadrants Advisory

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Are you a practice-owning dentist? Discover how to navigate taxes, optimize cash flow, and build secure retirement savings with The Millionaire Dentist™ podcast. Join hosts Casey Hiers and Jarrod Bridgeman, and special guests from the financial and dental industries as they share their expertise. Ready to retire with millions in the bank? Tune in and transform your financial future. Available on all major podcast platforms.
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Dr. Grace Yum has quietly become one of the highest profile pediatric dentists in Chicago and beyond. She is in a small pool of less than 5% of all dentists who become certified in pediatrics. She also founded and built Yummy Dental and Orthodontics for Kids into a leader in its category. In this Podcast, Dr. Yum shares pearls of wisdom based on her experience that are designed to help moms be successful in their medical careers and in their lives more broadly. She interviews a rotating cast ...
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Beauty and the Biz

Catherine Maley, MBA

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Learn the Tactics and Strategies to take your Cosmetic Practice to the Next Level. Catherine has helped many practices double or even triple their revenue, all while creating a magnetic environment that encourages word-of-mouth referrals and repeat patients. Her proven, dynamic approach to marketing, advertising, sales and customer relations has been continually developed and refined for over 40 years. Starting as an interdisciplinary Staff Coordinator with the Illinois State Medical Society ...
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The Dental Amigos

The Dental Amigos

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Friendship, collaboration and education for the dental profession. Dentistry can be a lonely profession without good friends. The Dental Amigos hope to serve as a resource for dentists and those who like, love or spend time with dentists, and to bring the dental world together for the RIGHT reasons–fun, friendship and (practical) learning inside and outside of the operatory.
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The Dental Business Guide

Samera Business Advisors

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Presented by the team at Samera Business Advisors. The Dental Business Guide is all about helping aspiring dental practice owners build and grow their dental business empire. Tune in for tips and tricks by leading industry experts on how you can start and grow your dental business.
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Is your loyalty to your accountant or financial planner costing your practice serious money? In this episode, we discuss why focusing on objective results, not personal feelings, is crucial when it comes to your financial and business advisors. Learn how emotional connections can cloud judgment, hurt your bottom line, and when it's time to make tou…
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Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode of Dentist Money's Two Cents, Matt, Taylor, and Rabih talk about Japan and how it's declining population, debt levels, and interest rates create a unique situation for the global economy. They discuss Taylor's personal dilemma: w…
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In this episode, Dr. Deepika Ganne, Endodontist and MDIB Co-Regional Leader of Austin, opens up about breaking barriers in a male-dominated field, finding her voice as a partner in practice, and the pivotal role community played in her journey. Tune in for an honest, inspiring conversation on confidence, community, and creating a fulfilling career.…
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📅 Schedule Your Practice Growth Strategy Review ⚙️ Restart your practice in 7 days ⬇️⬇️⬇️ Hello, and welcome to "Beauty and the Biz," where we’ll discuss how Sheila Malek Kassir, MD went from being an actress to becoming an international surgeon. Additionally, we’ll discuss the general business and marketing side of plastic surgery. As always, I’m …
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Is it time to spring clean your spending habits? On this episode of the Dentist Money Show, Jake, Will, and Taylor talk about how easy it is to accumulate unnecessary expenses and how those hidden expenses can throw off your financial plan. They discuss the importance of tracking spending, understanding the real impact of “big-ticket” items, and ma…
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In this episode, host David Mandell welcomes Bob Goettling, a seasoned investment banker and legal expert with over 30 years of experience in healthcare transactions, to discuss the emerging relevance of ESOPs (Employee Stock Ownership Plans) for physician practices. Goettling shares his professional journey, from early M&A work to helping physicia…
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Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode of Dentist Money's Two Cents, Matt, Jake, and Taylor talk about what Moody's downgrade of the US credit score means and how it ties into the larger debt spend. They reevaluate how much it costs to raise a child (different from wh…
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📅 Schedule Your Practice Growth Strategy Review ⚙️ Restart your practice in 7 days ⬇️⬇️⬇️ Hello, and welcome to "Beauty and the Biz," where we’ll explore the pros and cons of joining an established practice. Additionally, we’ll discuss the general business and marketing side of plastic surgery. As always, I’m your host, Catherine Maley, author of "…
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In this insightful podcast CE episode, Dr. Brenda Nishimura joins Dr. Grace Yum to explore the often-overlooked link between menopause and oral health. Drawing on clinical expertise, Dr. Nishimura explains how menopause impacts teeth, gums, function, and esthetics—and what dentists need to know to deliver better patient care. Episode highlights: Th…
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Host Jarrod Bridgeman and Brogan Baxter, COO of Four Quadrants Advisory, explore how the dental industry has transformed over 20 years. Once "elementary," challenges now include fierce competition, tech demands, dwindling insurance, and staffing crises. They discuss the immense financial and emotional toll on dentists and how reducing overhead can …
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How does tax-loss harvesting help lower your taxes? What are some of the wash sale rules? How does my stress relate to building liquidity? On this listener Q&R (Question and Response) episode of the Dentist Money Show, Matt and Ryan answer some financial questions posed by our member of the Dentist Advisors’ Facebook Discussion Group. Tune in for s…
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In our new TL;DR series episode, Jordan reads Jake's blog post where he discusses the common frustration dentists feel about paying taxes and offers strategies to alleviate that burden. Jake emphasizes that while taxes are inevitable, proactive financial planning can help minimize their impact. He encourages dentists to focus on aspects they can co…
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Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On the 100th episode of Dentist Money's Two Cents, Matt, Ryan, and Rabih break down the latest interest rate updates and how both the Fed and the markets are responding. They dive into the influence of private equity—what it means for businesses…
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In this episode, Dr. Yum sits down with returning guest Brittany Frazier of Cain Watters & Associates to discuss women and investing. Brittany explores the Great Wealth Transfer and its significance for women, highlighting the importance of being informed, confident, and prepared when it comes to managing finances and building a secure future. Epis…
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📅 Schedule Your Practice Growth Strategy Review ⚙️ Restart your practice in 7 days ⬇️⬇️⬇️ Hello, and welcome to "Beauty and the Biz," where we’ll discover if you are actually scaling or just spending more. Additionally, we’ll discuss the general business and marketing side of plastic surgery. As always, I’m your host, Catherine Maley, author of "Yo…
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Feeling stuck with practice finances? This episode reveals how mindset, not just external factors, is key to improving overhead, cash flow, and savings. Learn to overcome ego and limiting beliefs, avoid the comparison trap, and adopt a coachable, solution-oriented approach for real business and financial growth in your dental practice. Interested i…
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On this episode of the Dentist Money Show, Jake Elm, CFP® has a conversation with his client Dr. Ben Friberg who shares his journey of becoming a dentist and practice owner. Dr. Friberg talks about what it takes to build a fulfilling dental career and shares how aligning his personal values with his business transformed his practice and his life. H…
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In this episode of the Wealth Planning for the Modern Physician podcast, host David Mandell sits down with two highly respected medical leaders—Dr. Mark Figgie, Chief Emeritus of the Surgical Arthritis Service at the Hospital for Special Surgery (HSS), and Dr. Joel Press, Physiatrist-in-Chief at HSS—to explore their personal and professional journe…
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Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt and Rabih discuss the recent trade deal between the US and the UK, exploring its implications on tariffs, economic policies, and the Federal Reserve's recent decisions on interest rates. Finally, they analyze Bill Gates' co…
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Doctors, you won't want to miss this podcast. Former Cardiologist, Dr. Vikram Raya, has broken free to financial freedom and shares his insights on how he did it and how he helps other doctors with his message and resources. There is so much help and guidance here to set you free from many things. 1. Do you feel like you're trapped in your professi…
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This week’s episode features Dr. Judee Tippett-Whyte, who shares her inspiring rise in organized dentistry, her passion for advocacy, and how she’s faced life’s challenges head-on—all while balancing leadership, family, and her practice. Episode highlights: Dr. Tippett-Whyte’s path and what inspired her to take on leadership Her journey through org…
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📅 Schedule Your Practice Growth Strategy Review ⚙️ Restart your practice in 7 days ⬇️⬇️⬇️ Hello, and welcome to "Beauty and the Biz," where we’ll talk about Doctor Karimi's blueprint on going from hustle to empire Additionally, we’ll discuss the general business and marketing side of plastic surgery. As always, I’m your host, Catherine Maley, autho…
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📅 Schedule Your Practice Growth Strategy Review ⚙️ Restart your practice in 7 days ⬇️⬇️⬇️ Hello, and welcome to "Beauty and the Biz," where we’ll talk about how Doctor Kwitko built his solo practice of 31 years wtihout compromising. Additionally, we’ll discuss the general business and marketing side of plastic surgery. As always, I’m your host, Cat…
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On this episode of the Dentist Money Show, Dr. Naomi Win from Orion Advisor Solutions, joins Matt to explore the powerful role that uncertainty plays in our lives. They unpack the psychological and physiological effects of uncertainty, including why our brains often crave certainty, even when it leads to unhelpful choices. Dr. Win shares how discom…
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In our new TL;DR series episode, Jordan reads Jake's blog post from April 14, 2025 where he emphasizes the importance of maintaining a disciplined, long-term investment strategy, especially during periods of market turbulence. He explains that a diversified portfolio approach reflects an investor's specific goals, timelines, and risk tolerance. And…
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Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt, Jake, and Rabih cover new economic data topics like GDP, unemployment, and inflation and explain why fears of a recession may be overblown. They also dive into short-term rentals—a popular tax strategy that allows owners t…
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This week, we’re joined by Dr. Andrea Ruby—dentist, practice owner, and MDIB Minnesota Regional Leader—who opens up about her journey through practice ownership and motherhood. From the day-to-day realities of leading a practice to the meaningful support she’s found in the MDIB community, Dr. Ruby offers honest insight and encouragement for fellow …
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Is market volatility shaking up your investments? This episode of The Millionaire Dentist™ explores how recent market swings impact your portfolio and the essential strategies to navigate them. We emphasize building a custom investment approach tailored to your unique goals, highlighting diversification as key to managing risk. Learn why investing …
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Thinking about selling your dental practice but not sure where to start? On this episode of the Dentist Money Show, Matt and Jake break down part two of the four common mistakes dentists make when selling their practice. They discuss the importance of early planning, the difference between usable and non-usable net worth, and the psychological shif…
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In this second episode of a two-episode interview, host David Mandell continues his conversation with Corey Kleinschmidt, an industry veteran in the locum tenens space. The episode kicks off with a recap of Part 1 and a reintroduction to Cory’s extensive background in the industry, including his work with Jackson Healthcare and his current role at …
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Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode, Matt and Rabih discuss reasons to cut interest rates, stock market volatility, and the end of the student loan grace period. They analyze the Federal Reserve's policy stance and the impact of student debt on consumer behavior. A…
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Dr. Tony, founder of the PI Doctors Elite Community, checks in with Kevin Sullivan, AIF® on the services and wealth management support he brings to the PI Doctors Group. Kevin has been a sponsor of this community for the past 3 years. Here are the topics: 1. Tariff and market update 2. Positioning of investment portfolios 3. NEW Online Course for d…
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An experienced Dental Lab Ceramist and Academy Educator, Suzanne brings her 35+ years of experience to each course she leads to provide participants with up-to-date information about dental products and procedures. As a Chairside Specialist, Academy Educator supporting the Dentsply Sirona Restorative and CAD/CAM teams on the Blocks, Suzanne has ext…
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📅 Schedule your free 30-min strategy call with Catherine ⚙️ Restart your practice in 7 days ⬇️⬇️⬇️ Hello, and welcome to "Beauty and the Biz," where we’ll talk on the topic of "inside The Aesthetic Society presidency." Additionally, we’ll discuss the general business and marketing side of plastic surgery. As always, I’m your host, Catherine Maley, …
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On this episode of the Dentist Money Show, Kyle Francis, founder of Professional Transition Strategies joins Matt to break down the evolving landscape of dental practice transitions. He emphasizes the importance of education, preparation, and strategic decision-making. They talk about some of the common misconceptions about DSOs and highlight the b…
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