Effective financial planning despite share performance: expert tips from Lisa Hassenzahl
Financial planner Lisa Hassenzahl from Her Family Office talks to CapTrader about the wealth tax as a concrete reason for financial planning, financial planning regardless of asset size, the difference between financial advice and financial planning, real estate in the asset structure, the current handling of life insurance, the clarity of financial documents and why financial planning should be the basis for buying or analyzing shares.
The link to register for the webinar with Ms. Hassenzahl:
https://bit.ly/3iKQdxn
Contents of the video include
00:00:00 Welcome & Introduction
00:00:30 Asset levy as a concrete reason for financial planning
00:02:27 Financial planning is independent of asset size
00:04:53 Announcement webinar with Ms. Hassenzahl
00:05:10 Difference between financial advice and financial planning
00:06:28 Financial planning as the basis for investment (strategy)
00:07:54 Real estate, the German's favorite child
00:11:27 Current handling of life insurance policies
00:13:29 Clarity of the financial documents
00:14:47 Farewell
Further links:
Live account with CapTrader: https://bit.ly/31EqOfE
Demo account with CapTrader: https://bit.ly/3fxv8Fx
Newsletter: https://bit.ly/31Ap3h8
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All dates at CapTrader: https://bit.ly/39BKTHw
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