Investing in Longevity: How Personalized Care is Changing Health Planning
February 5, 2026 •
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.
Memorable moments:
(00:08:44) “The whole basis of improving your health has to come from that knowledge that you know me, you understand what I do, you understand my environment…”
(00:10:47) “They have no idea how important their mouths and how well their mouths are kept affects their entire cardiovascular system.”
(00:22:17) “There’s only one you. And if you don’t take care of you, then all the rest, you know, the wheels fall off the bus.”
Useful Links
Connect with Catherine Allen-Carlozo callencarlozo@hfmadvisors.com | LinkedIn
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