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094: Investing and Banking Accounts with Joe Garrisi

094: Investing and Banking Accounts with Joe Garrisi



This week on the podcast, Jeremy interviews Joe Garrisi of Backwards Planning Finanical to discuss different ways that you can have your co-owned bank accounts, investment accounts, and real estate titled and the pros and cons of each of the three methods discussed.

 

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Check out Joe Garrisi and Backwards Planning Finanical here: backwardsplanningfinancial.com

 

No part of this episode is legal financial advice. If you want that, then hire Joe.


Published on 2 years, 4 months ago






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