Most doctors and dentists think they’re being savvy when they opt for free financial advice from banks, insurance agents, or commission-based advisors. But what if that “free” advice is costing you millions?
In this episode, Saad Nadeem unpacks the hidden dangers behind so-called free financial planning—and reveals why it’s often the most expensive mistake high-earning medical professionals make.
🎁 Stick around to get your free copy of The Tax-Free MD Blueprint: rflwealth.ca/blueprint
Key Moments:
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Why Free Advice Isn’t Really Free
– Saad reveals how banks, insurance agents, and commission-based advisors profit from “free” planning. -
The True Cost: Commissions, Hidden Fees & Poor Tax Planning
– How seemingly small costs add up to millions lost over a lifetime. -
Spotting Product-Pushers vs. Fiduciary Planners
– Red flags to help you separate biased advice from genuine financial guidance. -
The Power of Proper Planning
– Real examples of how personalized, conflict-free advice improves wealth, reduces stress, and secures your family’s future. -
Free Resource: The Tax-Free MD Blueprint
– Used by over 100 doctors to reduce taxes and avoid 1% AUM fees.
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