Latest / The Millionaire Dentist™
Retiring Right: The 5 Steps Every Practice Owner Must Know
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…
The skinny
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