Episode Summary:
In this episode of The DOC Podcast, I welcome Mr. Erik Brenner, a private wealth advisor with over 30 years of experience and the President and CEO of Hilltop Wealth and Tax Solutions. Erik is also the author of the Amazon bestseller, "The Personal CFO Revolution: A Comprehensive Guide to Navigating Your Retirement." Together, we break down the often overwhelming world of personal finance, offering practical advice for every stage of your career and life.

What You’ll Learn in This Episode:

• The Importance of Having a Financial Plan: Why everyone, regardless of career stage, needs a plan—and how to revisit and update it as your life evolves.
• Understanding the Role of a Fiduciary Advisor:
  What it means to work with a fiduciary, and why it matters for your financial security.
• Breaking Down Financial Planning by Life Stage:
  Dr. Mike and Erik discuss four key periods:

Early Career (School to 5 Years Out):

• Building an emergency fund
• Managing and understanding debt
• The value of starting to save and invest early (time value of money)
• Basics of insurance and budgeting

Mid-Career (5–20 Years):

• Growing wealth and managing taxes
• Maximizing retirement plans (401k, HSA, backdoor Roth strategies)
• Asset protection, estate planning, and insurance updates
• The importance of accurate bookkeeping and proactive tax planning

Late Career (20 Years to Retirement):

• Increasing complexity: business ownership, real estate, and advanced tax mitigation
• Planning for college expenses and balancing support for children with retirement goals
• Regular estate plan checkups and preparing for the “walkaway” number

Retirement:

• Transitioning from accumulation to distribution
• Managing multiple income streams and ongoing tax mitigation
• Emotional and lifestyle considerations for a fulfilling retirement
• Insurance needs, self-insuring, and long-term care planning

Actionable Advice for Every Listener:

• The value of assembling a trusted advisory team
• Why intentional planning and flexibility are the true keys to building wealth
• How to ask the right questions and be proactive with your advisors

 Resources & Links:

• Get Erik’s Book:
  The Personal CFO Revolution: A Comprehensive Guide to Navigating Your Retirement
  Visit the link for a free copy and to schedule a no-obligation introductory call with Erik’s team.
• Connect with Dr. Mike DeLuke:
  • Email: [email protected]
  • The Ortho Coach – CE Courses & Coaching
  • Join the DOC Community on Facebook: https://www.facebook.com/share/g/1Cb9rkQVde/

Special Offer:
Listeners of The DOC Podcast can receive a $500 discount on registration for Airway Palooza 2025 in Fort Lauderdale by using code DOCPALOOZA at checkout. https://airwayhealthsolutions.com/palooza

Thank You for Listening!
If you enjoyed this episode, please share it with colleagues, friends, or family who could benefit from these insights. Don’t forget to subscribe, leave a review, and join us next time for more conversations to help you lead a happier, healthier, and more prosperous life.

In this episode, I welcome Dr. Becca Bockow, a renowned orthodontist, periodontist, and educator, for a deep dive into the evolving world of interceptive (Phase I) orthodontic treatment. Dr. Bockow shares her unique journey from restorative dentistry to dual specialty training and how her interdisciplinary background shapes her approach to pediatric airway health and early intervention.

Key Topics Covered:

• The science and evidence behind early orthodontic expansion and its impact on long-term health
• The relationship between airway, sleep-disordered breathing, and craniofacial development
• Why traditional orthodontic training often overlooks early intervention—and how to bridge the gap
• The importance of interdisciplinary collaboration with ENTs, pediatricians, sleep specialists, and therapists
• Practical screening tools and questionnaires for identifying pediatric sleep issues
• The role of 3D imaging (CBCT) in modern orthodontic diagnosis and treatment planning
• Addressing common misconceptions and stigma around Phase I treatment
• How early intervention can help prevent surgery and improve quality of life for children

Actionable Takeaways:

• Early orthodontic evaluation is about more than just teeth—it's about whole-body health.
• Orthodontists can play a pivotal role in identifying and addressing pediatric airway issues.
• Collaboration and ongoing education are key to advancing patient care and professional growth.

Resources & Links:

• Airway Palooza 2025: An upcoming conference focused on airway health, with a special $500 discount code for listeners (DOCPALOOZA) - https://airwayhealthsolutions.com/palooza
• Pediatric Sleep Questionnaire: https://www.researchgate.net/figure/Pediatric-Sleep-Questionnaire_fig1_347054293
• Ferris 6 Sleep Study: https://www.fairest.org/tools/
• Rethinking Rhinoplasty – Howard Stupak: https://www.amazon.com/Rethinking-Rhinoplasty-Facial-Surgery-Re-Analysis/dp/3030446751
• DeLuke Orthodontic Coaching Website:  www.theorthocoach.com

Tune in for an inspiring and practical conversation that challenges the status quo and empowers clinicians to make a lasting impact on their patients’ lives.

Episode Overview: In this episode, I welcome Dr. Vincenzo Recine, a physical therapist and founder of Prime Physio, to discuss a holistic approach to health, wellness, and pain management. Dr. Recine shares his journey from athletic training to specializing in physical therapy for TMJ, TMD, and orofacial pain, and explains how his practice integrates advanced manual therapy, movement re-education, and a whole-person perspective.

Key Topics Covered:

• Dr. Recine’s background and what inspired his career in physical therapy
• The prevalence and impact of TMJ/TMD pain in the U.S.
• Comprehensive evaluation and personalized treatment plans for pain, dysfunction, and performance
• The connection between airway health, sleep, and orofacial pain
• Collaboration between physical therapists and dental professionals to improve patient outcomes
• The importance of considering orofacial musculature in malocclusion and TMD
• Strategies for staying healthy and pain-free, especially for those with sedentary or repetitive work (e.g., dental professionals)
• The value of proactive, diagnostic-focused care over symptom-based treatment
• Advice for clinicians on being open-minded, self-reflective, and collaborative

Actionable Takeaways:

• Seek comprehensive evaluations that look beyond symptoms to root causes
• For providers: invest time in diagnostics and patient education for better outcomes
• Don’t hesitate to reach out to specialists or collaborate across disciplines
• Move regularly and find ways to incorporate “exercise snacks” throughout your day
• Prioritize sleep, hydration, and nutrition as foundational to healing and performance

Resources & Mentions:

• Airway Palooza 2025: An upcoming conference focused on airway health, with a special $500 discount code for listeners (Enter: DOCPALOOZA at checkout) - https://airwayhealthsolutions.com/palooza
• The Ortho Coach CE Course: A comprehensive course on interceptive orthodontic treatment and airway-focused care. (https://theorthocoach.com/courses/phase-i-arch-development/?portfolioCats=99)
• Article on postural adaptations in rats: https://www.felicefesta.it/document/The%20Influence%20of%20an%20Experimentally%20Induced%20Malocclusion%20On%20Vertebral%20Alignment.pdf
• Article on Dental Distress Syndrome: https://stamforddentist.com/wp-content/uploads/2016/04/ddsquantified.pdf

Connect with Dr. Recine:

• DM on Instagram: @primephysio_ 
• Website: https://www.prime-physio.net/
• Open to questions from both patients and professionals

Contact the Show:

• Email Dr. Mike DeLuke: [email protected]
• Join the DOC Community on Facebook: https://www.facebook.com/share/g/19conYSiL6/

Thank you for listening! If you enjoyed this episode, please subscribe, leave a review, and share with your colleagues and friends.

Don’t miss this AMAZING conversation with Dr. Marianna Evans!  As a dual-trained orthodontist/periodontist and expert in anthropology, she offers a unique perspective on the etiology of malocclusion, the periodontal consequences of the traditional approach to orthodontic treatment, and the numerous benefits of initiating orthodontic treatment in younger children.  She is also very knowledgeable about how airway patency impacts craniofacial growth and development and is passionate about the role the orthodontist can and should play in airway management. 

Dr. Evans and I discuss:

• Why and how she decided to open her own practice from scratch in 2011, and how it’s going now.
• Her educational background, including why she decided to obtain degrees in both orthodontics and periodontics, and how it has helped her be a better orthodontist.
• How she developed an interest in, and eventually a passion for, anthropology by studying the Morton Skull Collection while at UPenn.
• The problem with using transverse norms based on post-industrial skulls.
• Why humans today can no longer accommodate 32 teeth, and why that is a bigger problem than we may realize.
• How diet and obstructed nasal breathing are turning malocclusion into a pandemic.
• The role of the orthodontist’s ego in the prevention of the advancement of our profession.
• Marianna’s advice to residents and young docs regarding questioning what they learn in their orthodontic residency.
• What the research says about providing orthodontic treatment to patients in the primary dentition.
• How the refusal of orthodontists to treat patients at a younger age will lead to the death of our specialty.
• The thinning of the alveolar bone that inevitably occurs during all orthodontic tooth movement.
• Why we should be more focused on developing the jaws in the primary dentition to allow the teeth to erupt into the center of the ridge.
• The need for orthodontists to look at their cases 20 years after treatment, and how that could change their perspective.
• The numerous flaws with the literature stating that early treatment is not effective.
• How to communicate to parents that their young child is in need of orthodontic treatment.
• Why we should be referring to the orthodontic treatment of younger patients as “preventative,” not “early.”
• The story of how she got connected with James Nestor and what it was like to be featured in his bestselling book, Breath.
• And much, much more!!

LINKS:
-Airway Palooza 2025: An upcoming conference focused on airway health, with a special $500 discount code for listeners (DOCPALOOZA) - https://airwayhealthsolutions.com/palooza

-Email Dr. Evans: [email protected] 

-Email Dr. Mike:  [email protected]

-Breath by James Nestor: https://a.co/d/1JGxJa8 

Episode Overview:
In this episode, I’m joined by three leaders in dentistry and airway health—Drs. Stacy Becker, Tracey Nguyen, and  Michelle Weddle, founders of the ASAP Pathway. Together, we discuss the evolution of airway-focused dental care, the importance of nasal breathing, and the challenges and progress in integrating airway health into mainstream dental and orthodontic practice.

Key Topics Discussed:

• Raising awareness about airway health and its role in craniofacial and neurocognitive development.
• The journey of airway health in dentistry: where the field started, current challenges, and future goals.
• The importance of collaboration between general dentists, orthodontists, pediatric dentists, and medical professionals.
• Barriers to change in dental and orthodontic practice, including education gaps, workflow challenges, and financial considerations.
• The role of evidence-based medicine in airway dentistry and the limitations of current research.
• The need for respectful dialogue and teamwork across specialties to improve patient outcomes.
• Empowering parents and patients to advocate for airway health and seek the right care.
• The value of community, ongoing education, and practice-based research networks.

Special Mentions:

• Airway Palooza 2025: An upcoming conference focused on airway health, with a special $500 discount code for listeners (DOCPALOOZA) - https://airwayhealthsolutions.com/palooza
• The Ortho Coach CE Course: A comprehensive course on interceptive orthodontic treatment and airway-focused care. (https://theorthocoach.com/courses/phase-i-arch-development/?portfolioCats=99)
• Contact information for research collaboration: [email protected]

Resources & Links:

• TheOrthoCoach.com – For CE courses and coaching
• ASAP Pathway – Educational resources and community.
• DOC Podcast Facebook Community – For ongoing discussion and support.

Calls to Action:

• Share the episode with colleagues and friends interested in airway health.
• Consider attending Airway Palooza or enrolling in the Ortho Coach CE course.
• Reach out to the hosts or guests for collaboration or to share your story.

Closing Thoughts:
The episode wraps up with a candid, behind-the-scenes conversation about the realities of changing dental practice, the importance of humility and open-mindedness, and the power of community in driving progress for airway health.

Thank you for listening to The DOC Podcast! For guest suggestions or to connect, email Dr. Mike at [email protected].

Episode Summary:
In this episode, I welcome Dr. Kevin Boyd, a renowned pediatric dentist and expert in early orthodontic intervention, anthropology, and evolutionary oral medicine. Together, we explore the importance of early diagnosis and treatment of malocclusion, the interplay between genetics and environment, and the need for a paradigm shift in orthodontic education and practice.

Key Topics Covered:

• Dr. Boyd’s unique career journey: from cardiology research to pediatric dentistry and anthropology
• The historical divide between orthodontic and pediatric dental departments
• The critical role of behavioral sciences in treating young patients
• Why many orthodontists are hesitant to treat children under age 8, and how training and practice models contribute to this reluctance
• The impact of early intervention on long-term oral health and overall well-being
• The evolutionary and anthropological perspective on malocclusion: why it’s a modern problem
• The role of diet, breastfeeding, and environmental factors in craniofacial development
• The importance of collaborative, multidisciplinary care (including ENTs, pediatricians, myofunctional therapists, and more)
• Addressing common myths: genetics vs. environment, and the evidence for early treatment
• How to advocate for proactive, patient-centered care and overcome resistance within the profession

Notable Quotes:

• “We are hardwired to have the capability of epigenetically producing a beautiful craniofacial structure—if we get the right environmental inputs.”
• “You don’t have to treat every child, but you do have to perform a validated risk assessment.”
• “It only takes one case to see the life-changing impact of early intervention.”

Resources & Links:

• Airway Palooza 2025 – [https://airwayhealthsolutions.com/palooza] - Use code DOCPALOOZA for $500 off registration
• TheOrthoCoach.com – Free educational content, CE courses, and coaching
• DOC Community on Facebook – Search “DOC Community” to join
• Recommended reading: “Ultra-Processed People” by Chris van Tulleken, “The Human Respiratory Apparatus” (1953), and works by Melvin Moss, Enlow, and others
• Harvard study by Silver: Silver EI. American Journal of Orthodontics and Oral Surgery. 1994;30(12):635:659.
• Link to AADSM Article: https://aadsm.org/journal/special_article_1_issue_112.php
• Dunedin Study: Richmond-Rakerd LS et al. PNAS. 2021;118(3):1-12
• Ultra-Processed People by VanTullican:  https://www.amazon.com/Ultra-Processed-People-Science-Behind-Food/dp/1324036729/ref=asc_df_1324036729/?gad_source=1&hvadid=693449522341&hvdev=c&hvdvcmdl&hvlocint&hvlocphy=9012267&hvnetw=g&hvpone&hvpos&hvptwo&hvqmt&hvrand=12253883059461682792&hvtargid=pla-1960574051028&linkCode=df0&mcid=f479b78a5ba03190bbb7f73789672dc7&psc=1&tag=hyprod-20
• Email Dr. Mike ([email protected]) to get a copy of Dr. Boyd’s letter to the Primary Care Physician

Contact:

• Email Dr. Mike: [email protected]
• Guest suggestions: Reach out via email or Facebook group

Thank you for listening!
If you enjoyed this episode, please subscribe, leave a review, and share with colleagues. Remember, you have the ability to do amazing things!!

Episode Overview: In this episode, I welcome Dr. Loria Nahatis, a board-certified pediatric dentist with a passion for pediatric airway health. Dr. Nahatis shares her journey from traditional pediatric dentistry to becoming an advocate for early airway intervention, inspired by her own daughter’s health challenges.

Key Topics Discussed:

• Dr. Nahatis’s background, education, and early influences in dentistry.
• The personal story that led her to focus on pediatric airway health.
• The importance of early detection and intervention for airway issues in children.
• How to screen for pediatric sleep-disordered breathing using the Pediatric Sleep Questionnaire (PSQ).
• The challenges and rewards of changing practice models to prioritize airway health.
• Collaboration with ENTs, allergists, myofunctional therapists, and other specialists.
• Diagnostic tools: clinical exams, CBCT imaging, and quality of life questionnaires.
• The role of tongue tie releases and the importance of proper timing and collaboration with therapists.
• Advice for dental and orthodontic colleagues on starting airway-focused care.
• The impact of airway health on children’s overall well-being and family life.
• Balancing professional, personal, and family responsibilities as a healthcare provider.

Actionable Takeaways:

• Dentists should consider screening all pediatric patients for sleep-disordered breathing.
• Use validated tools like the PSQ and collaborate with other healthcare professionals.
• Educate parents gently and plant seeds for awareness rather than overwhelming them.
• Early intervention can lead to better outcomes and may reduce the need for complex treatments later.
• Building a supportive team and network of like-minded professionals is key.

Resources & Mentions:

• Airway Palooza conference (October 17–18, Fort Lauderdale, FL) – Use code “DOCPALOOZA” for a $500 discount. [https://airwayhealthsolutions.com/palooza]
• The DOC Community on Facebook for further discussion and resources. [https://www.facebook.com/share/g/1AwJhusor4/]
• Pacified app for pacifier sizing and guidance. [https://pacifiedapp.com/#/]
• Dr. Loria Nahatis’s Instagram: @beyondpediatricdentistry and @doctorloria

Contact:

• Dr. Mike DeLuke: [email protected]
• Dr. Loria Nahatis: Instagram handles above

Special Offers:

• $500 off Airway Palooza registration with code “DOCPALOOZA” (link above).

Dr. Jeff Rouse is an educator and clinician who has practiced with the likes of Drs. Frank Spear and Gregg Kinzer.  He is now a Resident Faculty Member at Spear Education and maintains a private practice in prosthodontics in San Antonio, TX.  He has a unique professional journey and understands more about airway and orthodontics than many orthodontists.  We discuss that and much more, including:

• How Jeff’s background in restorative dentistry helped him gain a better understanding of how orthodontic treatment, especially treatment involving extraction of permanent teeth, led to the breakdown of the dentition and airway issues later in life.
• Why Jeff started doing orthodontics when he was practicing as a general dentist and how that led to an “ortho first” approach to patient care.
• How Jeff developed and the curriculum for airway dentistry at Spear Education.
• Why GPs and prosthodontists are more open to the impact of airway on malocclusion than most orthodontists.
• Why orthodontists are resistant to incorporating airway-focused treatment into their practice (and it has nothing to do with evidence/literature!).
• Jeff’s message to orthos who are opposed to intervening earlier than 7yo to address anatomy that can lead to airway compromise.
• The primary causes of airway obstruction in young children (HINT: It’s not genetics!)
• Why orthodontic residents are not treating young children during their training.
• What recent studies in the otolaryngological literature say is a “normal” palatal width.
• The flaws with the studies that say Phase I is ineffective and often unnecessary.
• What is within the dentist’s/orthodontist’s scope of practice when it comes to airway.
• The role that anatomy plays in obstruction of nasal breathing.
• Why watchful waiting is supervised neglect.
• What orthodontists would learn if they had to look at all their cases 20 years out of treatment.
• Whether or not extractions cause airway issues.
• How heart rate variability can be used to determine sleep-related breathing issues.
• A new referral pattern for the future to help remove some of these obstacles.
• Jeff’s advice to young orthodontists.

LINKS:

-AAO Website on age to begin orthodontic treatment: https://aaoinfo.org/orthodontics-for-children/

Episode Overview: In this episode, I welcome Dr. Daniel Camacho, a board-certified orthodontist and owner of Forever Smiles Orthodontics in Fort Lauderdale, Florida. Together, we dive deep into the realities of private practice ownership, financial independence, work-life balance, and the evolving landscape of orthodontics and dental education.

Guest Bio: Dr. Daniel Camacho immigrated from Colombia as a child, completed his undergraduate and dental degrees at the University of Connecticut, and earned his orthodontics certificate and master’s from Seton Hill University. He is known for his patient-centered, boutique practice model and his commitment to mentoring the next generation of orthodontists.

Key Topics Discussed:

• Dr. Camacho’s journey from immigrant to orthodontist and practice owner
• The decision-making process behind buying vs. starting a practice
• The impact of mentorship and residency experiences on career direction
• Financial literacy for dentists: lessons from "Rich Dad, Poor Dad"
• Good debt vs. bad debt, and leveraging business ownership for financial growth
• The importance of building assets, not just income
• Work-life balance and the “three cups” analogy: health, happiness, and money
• Building a strong practice culture, leadership, and team management
• The value of private practice in a corporatized dental world
• Differentiation through customer service and patient care
• The need for modernizing orthodontic education and embracing new technologies
• Early intervention in orthodontics and the importance of airway health

Takeaways:

• Private practice ownership is still viable and rewarding for new orthodontists.
• Financial discipline and asset-building are key to long-term success.
• Leadership and culture are the foundation of a thriving practice.
• Embrace change, invest in education, and always strive to improve patient care.

Special Mentions:

• Airway Palooza 2025: Oct 17-18, Fort Lauderdale, FL. Use code DOCPALOOZA for $500 off! (https://airwayhealthsolutions.com/palooza)
• More resources & CE: https://theorthocoach.com

📧 Contact Dr. Mike: [email protected]
 👥 Join the DOC Community on Facebook! https://www.facebook.com/share/g/16n4MR78DP/

👍 Like, comment, and subscribe for more episodes on practice management, financial tips, and clinical excellence in orthodontics!

Thank you for listening!

Don’t miss this fascinating conversation with the amazing and world-renowned Dr. Audrey Yoon!  

We discuss:

• How Audrey’s journey in sleep medicine began and the role her training at UCLA played in that journey.
• The role that Dr. Stanley Liu played in Audrey’s passion for airway-focused orthodontic treatment.
• How an interaction with Dr. Christian Guilleminault (“CG”) changed Audrey’s life and launched her into a career focused on airway adult and pediatric airway. 
• How Audrey and Mike were both inspired by medical colleagues to go out and teach about airway orthodontics.
• The challenges associated with using polysomnography and AHI classification for diagnosis of pediatric sleep apnea, and why CG expressed regret for creating an AHI scale for pediatric patients.
• The potential for a blood test that determines if a child has sleep apnea.
• Why it is logistically challenging and medically unethical to conduct a double-blinded RCT on the effects of with treatment and control groups.
• The plethora of literature that exists demonstrating the positive impact of expansion on airway patency.
• The difference between anatomical and neuromotor factors in the etiology of OSA/SDB.
• The role the dentist/orthodontist can play in the correction of anatomical factors that contribute to OSA/SDB.
• The recent position statement of the AADSM regarding the impact of different treatment modalities on OSA.
• The reason why many orthodontists remain reluctant to incorporate airway-centered treatment into their practices.
• Audrey’s message to the people who say that it is inappropriate or even malpractice to treat children under the age of 6yo.
• The fact that the American Academy of Pediatric Dentistry lists growth disturbances and airway problems as some of the considerations for treatment at any age that the issue is detected.
• Why Audrey sees a number of referrals from her medical colleagues seeking assistance with sleep-related breathing issues.
• What Audrey is working on now to advance the role of orthodontists in sleep medicine, including forming the World Dentofacial Sleep Society.

And much, much more!!