047 - Gute Finanzentscheidungen treffen mit Philippe Munt...

What this episode covers

In der neuen PlanningFinance Folge spreche ich mit Philippe Muntwyler von Caveo über gute Finanzentscheidungen - und wie man sie systematisch trifft.Du erfährst:✅ Warum manche Anlageportfolios aufgrund verschiedenster Empfehlungen wild zusammengewürfelt sind - und wie es besser geht✅ Ob eine gemischte Lebensversicherung Sinn macht, welche Modelle bald auf den Markt kommen könnten - und ob der 20-jährige Philippe heute noch eine abschliessen würde✅ Warum kostengünstig besser und transparenter ist als gratis✅ Weshalb ein Finanzplaner aus Philippes Sicht ein unglaublich wichtiger Sparringspartner ist🎧 Jetzt reinhören auf Spotify & Apple Podcasts.🎧 Sponsor des PlanningFinance PodcastsDer PlanningFinance Podcast wird von der Saxo Bank Schweiz gesponsert. Saxo ist mein persönlicher Broker, bei dem ich selbst investiere.Profitiere vom PlanningFinance Community Deal:👉 Eröffne dein Konto über meinen Link und erhalte Commission Credits im Wert von 200 Franken für 3 Monate.✅ Keine Depotgebühren✅ Keine Mindesteinzahlung✅ Gratis e-Steuerauszug✅ 100+ ETFs ohne Kaufgebühren via AutoInvestMehr von Philippe Muntwyler🌐 Website📸 Instagram💼 LinkedInMehr von PlanningFinance🌐 Website📸 Instagram💼 LinkedIn📅 Kostenloses Erstgespräch buchen

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How long is this episode of PlanningFinance Podcast?

This episode is 1 hour and 5 minutes long.

When was this PlanningFinance Podcast episode published?

This episode was published on June 6, 2026.

What is this episode about?

In der neuen PlanningFinance Folge spreche ich mit Philippe Muntwyler von Caveo über gute Finanzentscheidungen - und wie man sie systematisch trifft.Du erfährst:✅ Warum manche Anlageportfolios aufgrund verschiedenster Empfehlungen wild...

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