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336. Owning Together: What Could Go Wrong?
A Wiser Retirement®
Owning property with others, whether it’s a spouse, sibling, friend, or business partner, can seem like a smart financial move. It can reduce costs, create investment opportunities, and simplify certain aspects of ownership. But without proper planning, it can also lead to serious financial and legal complications.
In this episode of the A Wiser Retirement® Podcast, Shawna Theriault, CFP®, CPA, CDFA®, and Estate Planning Attorney Arun Gupta break down the most common pitfalls of joint ownership and how to avoid them.
Related Podcast Episodes:
Ep 314. The Simple Estate Planning Error That Could Hurt Your Family
Ep 233. How Second Marriages and Blended Families Impact Estate Planning
Related Financial Education Videos:
How to Reduce Capital Gains When Selling Real Estate
Should I invest in real estate or stocks?
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This podcast was produced by Wiser Wealth Management. Thanks for listening!
