Why Titling Matters

Don Sowa's MoneyTalk

When Shakespeare wrote, "What's in a Name?", he clearly wasn't talking about financial accounts, because the way we title our accounts has great bearing over who controls them, the limits of that control, and their tax treatment. Nathan and Steve take us through some scenarios that highlight the importance of being intentional about the types of accounts you open, and how you choose to tile them. Also, on our MoneyTalk Moment in Financial History we tell the story of how the California Gold Rush fueled westward expansion at the turn of the century. Hosts: Nathan Beauvais CFP®, CIMA® & Steven Beauvais; Air Date: 1/8/2025. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!

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