Retirement planning: a calm look into the future
03

Retirement & pension planning

Almost everyone knows their net salary to the euro. Almost nobody knows their future pension.

Warum

The state pension level has been falling for years while life expectancy rises. Anyone in their early forties today will have to manage on considerably less than their final net salary suggests. That difference is called the pension gap, and for most people it is larger than they assume.

The first step is therefore not a recommendation but a number: what will you actually receive, what will you realistically need, and how big is the difference? Only once that number is on the table does it make sense to talk about Riester, Rürup, occupational or private solutions.

48 %

pension level before tax projected through 2045, while life expectancy keeps rising

Federal Government pension report

Common assumption

Riester is never worth it.

How it really is

Riester is weak in some situations and very strong in others, for example for families with children. Blanket judgements cost real money here. What matters is your specific case.

What you get

For employees, self-employed people and civil servants who want to know where they will actually stand in retirement.

  • 01 A concrete pension gap calculation using your real figures
  • 02 Comparison of all routes including subsidies and tax effects
  • 03 A check on whether existing contracts are worth continuing
  • 04 A withdrawal strategy for life after work
008 Contact

Let's
talk.

Direct, no detours. Choose whichever channel suits you best.

Appointments available this week

A conversation, with no obligation.

Thirty minutes. We get to know each other. You see how I work. If it fits, we continue together. If not, you leave with an honest assessment.

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30 min · Online or in person · Free
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