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Financemate 2.0 is here
Planning

Financemate 2.0 is here

Financemate 2.0 is here. We share why we rebuilt our hybrid financial planning experience and what’s new: a client-led dashboard with lifetime access to your data, shaped by months of real user feedback.  We introduce the Independence Chart that projects your income and net worth across your life so decisions connect (not live in silos).  Then we walk through the upgraded planners: Income (drag-to-forecast), Cash (fund near-term goals), Pension (German + foreign), Portfolio (projection and withdrawal rules), and Real Estate (investment vs. home with after-tax math).  We also cover data security (EU hosting, best-practice auth) and why a living, holistic plan beats static PDFs every time.  Want to see it live? Book a discovery call at financemate.de.

October 10, 2025
00:47:54

Episode Information

Episode Details

Duration00:47:54
CategoryPlanning
PublishedOctober 10, 2025

Additional Info

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💡 Perfect for internationals in Germany

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The financial planning podcast specifically designed for internationals living in Germany. We tackle the unique challenges you face as an expat - from navigating German tax laws to optimizing cross-border investments and understanding local financial products.

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