In this episode, Jarrod teams up with Steve Levy, CPA & JD, to uncover what practice owners must do before stepping into retirement. From payroll shutdowns to legal dissolutions, Steve breaks down the essential steps most owners don’t even realize they’re responsible for—until it’s too late. Their conversation makes a complex, high-stakes process feel surprisingly simple. Whether you're selling, transitioning, or fully winding down, this episode reveals the five key actions every dentist needs to take to avoid IRS issues, state penalties, payroll problems, or even identity theft. If you want your retirement to start smoothly instead of with a stack of surprise notices, this is the episode to catch.
Interested in more info on how to: Earn More, Save More, and Retire Early
Upcoming Tour Dates: Go to our EVENTS page for info
Facebook: Four Quadrants Advisory
Instagram: @fourquadrantsadvisory
LinkedIn: Four Quadrants Advisory
