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Next Gen DDS

Next Gen DDS

By: Wes Lyon
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Young dentists are faced with some of the most important decisions in their careers right out of school, and yet most of the advice out there is geared towards retiring dentists. We’re here to change that. NextGenDDS focuses on providing clarity and actionable advice to young dentists. Join your hosts, Dr. Scott Menaker and Mario Santiago CPA, CFP®, as they guide young dentists on both the financial and clinical aspects of dentistry. About Us For over 40 years, their team has helped dentists exceed their goals through tax planning, financial planning, financial consulting, practice transitions, wealth management, legal services, and continuing education events, by providing objective and sound advice to doctors in every career stage. The group also publishes The McGill & Lyon Dental Advisory, a dental business publication offering valuable insights for all dentists. The McGill & Lyon Dental Advisory provides strategies and advice to help minimize federal and state income taxes, maximize practice profits, reduce overhead expenses, and create and protect your wealth. Membership includes monthly issues, searchable archives, special reports and bulletins, Q&As, financial calculators, forms, guides, letters, and more! Host Biographies: Scott Menaker, DDS Dr. Scott Menaker enjoyed a successful 38-year career as a practicing dentist, before transitioning to pursue his passion of helping young dentists succeed. Scott now works as a buyer representative, helping young dentists purchase practices and avoid the pitfalls of a failed transition. Mario Santiago, CPA, CFP® Mario Santiago is a tax, business, and financial planning advisor who works exclusively with dentists and dental specialists across the country. He helps doctors reduce taxes, improve practice profitability, and plan confidently for retirement, and is a frequent speaker for local, state, and national dental organizations. Having grown up with two dentist parents, Mario brings a unique perspective and a commitment to honest, objective guidance.Copyright 2024 Next Gen DDS Economics Leadership Management Management & Leadership Personal Finance
Episodes
  • Building Your Team - Your Financial Advisor
    Mar 27 2026

    High income doesn’t automatically mean smart financial decisions! On this episode, Scott and Mario explore why young doctors should consider partnering with a financial advisor sooner rather than later. They discuss practical investment strategies, what fair advisor fees actually look like, and how to avoid costly mistakes so your financial future is as strong as your dental career!

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    Want to submit a question that Mario and Scott will answer on the next episode? Email us at newsletter@mcgillandlyon.com

    If you're not already, subscribe to The McGill & Lyon Dental Advisory newsletter to stay up-to-date on all things practice management, tax saving, and more! Students and residents- sign up for your FREE membership here!

    Listen to our sister show, Drilling It Down! Listen as our expert advisors break down pertinent business topics for dentists and specialists, including investment commentary, reaching financial independence, and how to run an efficient practice.

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    26 mins
  • Building Your Team - Finding a Trusted Tax Advisor
    Mar 13 2026

    What's the difference between a CPA, a tax advisor, and a financial advisor? Scott and Mario distinguish between the three and explain the difference in responsibilities and services that each one provides. They hone in on the role of a tax advisor and how they can work alongside your CPA to lower your tax bill as much as possible. If you want to ensure you're keeping the most of your hard-earned money, a tax advisor is a must!

    ______________________________________________________________

    Want to submit a question that Mario and Scott will answer on the next episode? Email us at newsletter@mcgillandlyon.com

    If you're not already, subscribe to The McGill & Lyon Dental Advisory newsletter to stay up-to-date on all things practice management, tax saving, and more! Students and residents- sign up for your FREE membership here!

    Listen to our sister show, Drilling It Down! Listen as our expert advisors break down pertinent business topics for dentists and specialists, including investment commentary, reaching financial independence, and how to run an efficient practice.

    Show more Show less
    22 mins
  • Building Your Team - Choosing a CPA
    Feb 27 2026

    On this episode, Mario and Scott dive into one of the most overlooked but critical decisions for dentists: selecting the right CPA. Not all accountants understand the unique financial, tax, and growth strategies required in dentistry — and choosing the wrong one can cost you far more than you think.

    They break down what to look for, what to avoid, and how the right CPA becomes a long-term strategic partner — not just a tax preparer.

    ______________________________________________________________

    Want to submit a question that Mario and Scott will answer on the next episode? Email us at newsletter@mcgillandlyon.com

    If you're not already, subscribe to The McGill & Lyon Dental Advisory newsletter to stay up-to-date on all things practice management, tax saving, and more! Students and residents- sign up for your FREE membership here!

    Listen to our sister show, Drilling It Down! Listen as our expert advisors break down pertinent business topics for dentists and specialists, including investment commentary, reaching financial independence, and how to run an efficient practice.

    Show more Show less
    28 mins
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