In this episode, Wes and Scott discuss the importance of caution when considering enticing investment opportunities. They cover the hidden risks in high-return propositions, such as whole life insurance, annuities and DSO partnerships, emphasizing the need for thorough research and expert advice. By advocating for due diligence and prudent decision-making, Wes and Scott aim to steer listeners away from unrealistic promises and towards long-term financial security.

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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.