Welcome back to the Dollar Wise Podcast. In this episode, HFM advisor Catherine Allen-Carlozo sits down with Dr. Claudine De Dan, an MDVIP-affiliated physician whose personalized, preventative care model is reshaping how patients approach aging and long-term health. Dr. De Dan shares why building a trusting relationship with a primary care physician is critical, especially as we age, and how small, proactive steps can transform not only lifespan but healthspan. They explore the deeper value of investing in your health today for a better tomorrow, and why the quality of your care team can be just as important as financial planning when it comes to life satisfaction.
Tune into this episode to also learn:
● Why traditional primary care often falls short—and what Dr. De Dan is doing differently.
● How personalized testing and ongoing tracking can reveal hidden health risks.
● The surprising connection between dental hygiene and cardiovascular health.
● Why investing early in your health is as vital as saving for retirement.
What we discussed
● [00:01:44] Catherine shares her personal experience discovering Dr. De Dan and the value of MDVIP care.
● [00:03:54] Dr. De Dan’s unconventional journey into medicine and the passion behind her practice.
● [00:07:02] Why standard 15-minute doctor visits aren’t enough—and how deeper patient relationships enable better prevention.
● [00:08:44] How trust and time allow doctors to make meaningful, personalized health plans.
● [00:10:47] Why dental health is a critical—yet often overlooked—indicator of heart health.
● [00:12:55] How Dr. De Dan structures her practice fees and what patients receive in return.
● [00:16:15] The value of accessible communication—how her team creates a caring, responsive environment.
● [00:19:21] How small health improvements, like increased movement, compound over time.
● [00:22:31] The case for early and consistent medical “investments,” mirroring financial planning.
● [00:27:16] What makes Dr. De Dan’s office unique—and how to connect if you're interested.
3 Things To Remember
Building a relationship with a doctor who truly knows you can profoundly impact your long-term health outcomes.
Personalized, preventative care is about more than avoiding illness—it's about improving how you live every day.
Investing in your health early and consistently is just as important as saving for your financial future.
HFM Investment Advisors, LLC is a registered investment adviser. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. All investments involve risk and are not guaranteed. Information expressed does not take into account your specific situation or objectives and is not intended as a recommendation appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment advisor to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.
