In this episode, Hilltop Wealth & Tax Solutions Founder and CEO Erik Brenner, CFP®, joins the Dentalpreneur podcast — a show dedicated to helping dentists, physicians, and high-income professionals build more efficient, profitable financial lives.
Erik breaks down how successful professionals can implement a “Personal CFO” framework—a coordinated strategy that integrates tax planning, investment management, and retirement strategy, similar to the family office model traditionally reserved for the ultra-wealthy.
The conversation highlights the risks of fragmented financial advice and explains how proactive tax planning and coordinated decision-making can significantly improve long-term outcomes.
Access the Episode
Key Topics Covered
- The difference between tax deferral vs. true tax mitigation
- Why proactive tax projections matter for high-income earners
- How uncoordinated planning leads to missed opportunities
- The role of a fiduciary advisor in long-term wealth strategy
- How the Personal CFO framework creates alignment across:
- Investments
- Tax strategy
- Retirement planning
- Advanced strategies for high earners, including:
- Oil & gas investments
- Solar tax credits
- Leveraged deductions
- Opportunity zone planning
- Planning considerations for both:
- Practice owners
- W2 professionals
About the Podcast
Dentalpreneur, hosted by Dr. Mark Costes, is focused on helping dentists and high-performing professionals optimize both their businesses and personal financial lives.
The show delivers practical strategies around growth, profitability, and financial efficiency—equipping listeners to make smarter decisions with their income, taxes, and long-term wealth planning.
Additional Hilltop Resources
• The Personal CFO Revolution (free eBook)
• Introductory call with Hilltop
• Guides, webinars, and tax resources
Hilltop Wealth & Tax Solutions (“Hilltop”) pays a monthly fee to Interview Valet. Interview Valet is a separate company, not affiliated with Hilltop. Interview Valet introduces the firm to podcast hosts. There was no additional compensation (cash or non-cash) to Erik Brenner or the podcast host. The interview should not be interpreted by a client or prospective client as a guarantee to experience a certain level of results or a current or past endorsement of Hilltop if engaged.
