PTO Done Right: Building Fair & Functional Time-Off Policies

In this episode, Jarrod sits down with Steve Levy, CPA & JD, and Stacy Phillips, CFP™, to break down one of the most misunderstood practice essentials: a well-designed PTO policy. They explore why clarity matters, how to prevent jealousy or inequity among employees, and what happens when you don’t put guidelines in writing. From accrual methods to avoiding accidental loopholes, they highlight the foundation every practice needs. The conversation also digs into practical decisions—like probationary periods, rewarding longevity, managing time-off requests, and protecting your practice from operational chaos.Interested in more info on how to: Earn More, Save More, and Retire EarlyUpcoming Tour Dates: Go to our EVENTS page for infoFacebook: Four Quadrants AdvisoryInstagram: @fourquadrantsadvisoryLinkedIn: Four Quadrants Advisory