[ADP 19] - Ces petites erreurs retardent sa liberté financière de plusieurs années episode artwork

EPISODE · Mar 8, 2026 · 19 MIN

[ADP 19] - Ces petites erreurs retardent sa liberté financière de plusieurs années

from Investir Simple · host Thomas Creton

🔗 S’inscrire à la masterclass du lundi 9 mars à 20h30👉 Les 3 clés pour devenir un investisseur rentable, passif et serein https://rebrand.ly/f50222🔗 Télécharger le simulateur de sortie du PEE : https://rebrand.ly/mljrwigTélécharger Patrimoine + En version gratuite https://rebrand.ly/3fk39zpDans cette nouvelle analyse de patrimoine issue de Patrimoine+, je décortique le cas d’un investisseur de 39 ans, marié, deux enfants, TMI 30%, avec un objectif clair : atteindre sa liberté financière. Sur le papier, beaucoup de bonnes intentions…Mais dans la réalité, plusieurs choix sous-optimaux viennent pénaliser la performance après impôt, la diversification et la sérénité à long terme. 📌 Au programme de l’épisode :👉 Analyse globale du patrimoine actuel👉 Immobilier papier : les erreurs clés identifiées👉 Pourquoi sa stratégie SCPI entraîne une forte ponction fiscale inutile👉 Actions : allocation incohérente entre AV et PEA👉 Les pistes concrètes d’optimisation👉 Projections en live pour accélérer le chemin vers la liberté financièrePour aller plus loin 📈  Télécharger mon outil de suivi patrimonial gratuit => https://rebrand.ly/3fk39zp📚  Le kit Investisseur débutant (3 outils offerts) => https://rebrand.ly/n0geg2h📧 Recevoir mes mails privés du lundi matin => https://rebrand.ly/w1rgm31🎓 Mes programmes d’accompagnement => https://rebrand.ly/1vk7fo4🚀 Me suivre sur Instagram =>  https://rebrand.ly/0uu651uLes infos du podcast INVESTIR SIMPLE sont pédagogiques, sans valeur de conseil personnalisé ni incitation à acheter ou vendre un produit financier ou assurantiel. Les investissements évoqués comportent des risques, dont celui de perte. Les performances passées ne garantissent pas les futures. Ce contenu est indépendant de l’activité de conseil de 3PE Conseil, bien que des partenariats commerciaux puissent exister avec certains fournisseurs citésHébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

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[ADP 19] - Ces petites erreurs retardent sa liberté financière de plusieurs années

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🔗 S’inscrire à la masterclass du lundi 9 mars à 20h30👉 Les 3 clés pour devenir un investisseur rentable, passif et serein https://rebrand.ly/f50222🔗 Télécharger le simulateur de sortie du PEE : https://rebrand.ly/mljrwigTélécharger Patrimoine +...

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