336. Owning Together: What Could Go Wrong?

About this episode

This episode discusses the potential pitfalls of owning property jointly with others.

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 o...

People in this episode

Host: Shawna Theriault

Guest: Arun Gupta

Topics covered

• joint ownership
• financial planning
• legal complications
• real estate
• investment opportunities

Keywords

• joint ownership
• financial complications
• real estate investment
• estate planning
• legal issues

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