Joint Ownership and Why Jason Hates It
Feb 02, 2022•1 hr 6 min•Season 4Ep. 12
Listen to this episode in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more
Episode description
Recently minted CFP® Professional Christian Battistelli joins Jason for a discussion around joint ownership. Christian’s investment dealer is Assante Financial Management Ltd.
Subscribe at the CE Drive Podcast Page to get access to Quizzes!
Supplementary Materials:
MONEY ARCHITECT FINANCIAL PLANNING
Investment Risk Tolerance Assessment
The charity that gave birth to a $300M global impact asset manager
For the best experience, listen in Metacast app for iOS or Android