How to Spot a Bad Investment Straight From a Former Federal Prosecutor (ft. Jason Covert)

Dentists get pitched a lot of “can’t-miss” investment opportunities. Real estate. Private funds. Side deals. “Exclusive” opportunities that somehow always land in your inbox. In this episode, we sit down with Jason Covert, an attorney who previously prosecuted fraud cases, to break down how bad deals actually work and what to look for before you wire money. We talk through: Why dentists are prime targets for alternative investments The biggest red flags hidden inside private placement memorandums (PPMs) Why the use of funds section really matters How salespeople (not owners) often pitch investments What questions you should always ask a sponsor When it makes sense to hire a lawyer and when it probably doesn’t How influencers and promoters end up getting sued The difference between being named in a lawsuit and actually being liable A Special Thank You to Our Sponsors Darkhorse Tech Darkhorse Tech handles your IT — the stuff that has to work every day but usually doesn’t get attention until something breaks. They help practices with: IT support Network setup Security (without scare tactics) Making sure your systems actually work the way they’re supposed to And they explain things in plain English, not IT jargon. 👉 First month of service is free 🔗 https://darkhorsetech.com NADA Payments NADA Payments helps practices pass the credit card processing fee to the patient the right way, without sketchy contracts or surprise fees. The practice pays: $25/month 1.5% + $0.25 per debit transaction No other fees That’s it. If your merchant statement looks like it was designed to confuse you, this is worth a look. 🔗 https://nadapayments.com