The Dentalpreneur Podcast w/ Dr. Mark Costes
2466: The Family Office Model for Dentists and Physicians
Mar 16, 2026
· 55m
<p>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.</p> <p>They explore the critical difference between simply deferring taxes and truly mitigating them, why working …
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