Latest / The Dentalpreneur Podcast w/ Dr. Mark Costes
2466: The Family Office Model for Dentists and Physicians
On today's episode, Dr. Mark Costes sits down with Erik Brenner, CFP and author of The Personal CFO Revolution, to discuss how dentists, physicians, and other high-income professionals can build a "personal CFO" framework without needing a nine-figure net worth. Erik explains how integrating investment management, tax planning, and retirement strategy under one coordinated plan mirrors the family office model traditionally reserved for the ultra-wealthy.
They explore the critical difference between simply deferring taxes and truly mitigating them, why working with a fiduciary matters, and how…
The skinny
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