L'investimento che ogni famiglia dovrebbe fare.

from Il Coach Finanziario - Finanza per Professionisti e Manager · host Andrea Simbula Consulente Finanziario

Nella gestione del patrimonio bisogna sempre partire dall’analisi dei bisogni in modo da orientare correttamente i propri risparmi verso soluzioni (strumenti) specifici. Non ci sono strumenti finanziari migliori o peggiori, gli strumenti devono essere selezionati in base alle esigenze.Questa è la regola aurea per una pianificazione patrimoniale corretta. Tuttavia c’è uno strumento finanziario che non può mancare nel portafoglio patrimoniale di una famiglia.Non è uno strumento complesso ne costoso, ma è molto importante. La copertura per responsabilità civile verso terzi, detta anche RC del capofamiglia. www.andreasimbula.comDiventa un supporter di questo podcast: https://www.spreaker.com/podcast/il-coach-finanziario-finanza-per-professionisti-e-manager--4727434/support.📌 Contatti & risorseInstagram: @il_coach_finanziarioE-Mail: [email protected]

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This episode was published on January 27, 2021.

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