Top Investment Strategies for Orthodontists/Dentists in 2025 w/ Dr. Mart McClellan

The Orthopreneurs Podcast with Dr. Glenn Krieger

As orthodontists, we’re trained to think meticulously, manage patients, and master the art of creating beautiful smiles. But when it comes to financial management, the traditional methods we’re exposed to are not fully serving our needs.
It’s time to look beyond traditional retirement accounts and take charge of our financial futures with a diversified, active approach. Alternative investments such as cryptocurrency and private equity are becoming more accessible and mainstream.
In this episode, I am joined by Dr. Mart McClellan to discuss innovative wealth management/retirement strategies. Dr. McClellan, an orthodontist and founder of Macro Wealth Management, offers wealth management expertise tailored specifically for orthodontists and dentists.
Imagine building a financial portfolio that works as hard as you do – one that doesn’t just sit in a retirement account but grows dynamically, adapting to the changing world.
From cryptocurrency’s future in mainstream investment to economic cycles that could mean explosive growth, he covers it all. Learn why “keeping money in motion” might be the key to unlocking wealth you didn’t even know was possible.
Plus, you’ll get insider tips on how orthodontic OSOs can open doors to private equity and other investment opportunities.
If you’re ready to think differently about your financial future and tap into new wealth-building tactics, this episode is for you.
Listen now to start investing like a pro!
Key Takeaways
Introduction (00:00)
Blockchain’s security potential in finance (02:53)
Evolution of cryptocurrency and Bitcoin ETF acceptance (05:24)
Storing cryptocurrency: hot vs. cold wallets (07:15)
The “orthodontic recession” and economic cycles (16:10)
Global economic impact on the U.S. dollar and inflation (19:31)
Real estate trends and the Fed’s impact on interest rates (23:36)
Differentiating Macro Wealth from traditional financial advisors (27:19)
Avoiding pitfalls of average market return investments (31:18)
Advantages of private equity for OSO members (37:58)
Final thoughts on avoiding “static” investments (48:28)
Additional Resources

- Macro Wealth Website: https://macro-wealth.com/

- Get Dr. McClellan's book: https://www.amazon.com/Your-Retirement-Smile-Treatment-Prevention/dp/1599329565/

- Email Dr. McClellan at: [e-mail]

- Retirement Planning episode: https://youtu.be/MeuAKRBMT8M

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- Register for the OrthoPreneurs Summit 2025: http://opsummit2025.com/
- For more information, visit: https://orthopreneurs.com/
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