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On today’s episode, Dr. Mark Costes sits down with Micah Brown, founder of Legacy Financial Solutions and author of Owner’s Blind Spot, to discuss why selling your practice shouldn’t be your entire retirement strategy. Micah shares his three-part approach to protecting your income, keeping more of what you earn, and converting your assets into retirement income.
They explore gaps in disability coverage, how cash balance plans can fit into retirement planning, and why buy-sell agreements need regular attention. From understanding your spending to looking beyond a practice’s sale price, this conversation highlights the planning decisions owners often put off until retirement gets close.
Be sure to check out the full episode from the Dentalpreneur Podcast!
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