歡迎來到《理財公園Podcast》 這是一個用白話聊理財商品的頻道 節目主持人 Steve 和 Dave 都擁有豐富的金融理財背景, 我們的目標是用最簡單、易懂的方式, 與你一同探索理財商品的奧秘。 我們將深入淺出地談論各種理財商品, 解析其背後的原理, 並分享我們的實際經驗, 絕對是你身邊的理財好夥伴。 無論你是理財新手還是老手, 我們在節目裡會提供實用的建議, 幫助你更明智地選擇投資方式。 透過我們的節目, 你將學到如何評估不同的理財工具, 找到最適合自己的方案。 我們相信, 理財不應該是一個令人頭痛的話題, 而是一場有趣且充滿智慧的對話。 記得訂閱我們的理財公園Podcast, 因為每週都會有新的內容, 讓我們一起用輕鬆的心情, 探索理財的奇妙旅程吧! -- Hosting provided by SoundOn
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🇨🇳
Publishing Since
12/15/2023
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December 18, 2023
📝本集錄製想法 自從上一集我們聊到安聯收益成長基金之後, 不得不提銀行或是各大金融金夠非常愛搭配著賣的投資型保單, 為什麼一檔配息型基金需要搭配保單來賣呢? 且聽這集我們來聊聊投資型保單, 該用什麼角度去看這樣理財商品? 對於投資型保單我應該要注意什麼細節呢? 趕快打開『理財公園』Podcast來收聽吧! ( 錄製時間更正為2023/12/12 ) 📌Podcast 時間軸 00:21|先來聊一下最近的市場狀況 01:27|聊投資型保單的緣由 02:39|簡單介紹投資型保單架構 07:51|銀行特愛的轉換要費用? 10:00|買投資型保單應該要有的觀念 11:00|投資型保單有什麼優點? 17:03|為什麼之前買過投資型保單的人這麼厭惡? 21:37|購買投資型保單應該注意什麼細節? 24:50|下集預告 ✉️Podcast 商業合作請洽 [email protected]
December 15, 2023
📝本集錄製想法 安聯收益成長基金長期以來都是台灣人的最愛配置的基金,基金規模有一半都是台灣人的資金,究竟為什麼台灣人會對安聯收益成長基金這麼鍾愛? 購買這檔基金真的有了解裡面投資什麼嗎?或是這檔基金真的適合你的理財配置嗎? 理財公園首集就要來好好聊一下購買這檔基金應該注意哪些問題? 📌Podcast 時間軸 Dave 戴夫自我介紹|0 : 22 Steve 史提夫自我介紹|1 : 07 安聯收益成長基金介紹|2: 14 淨值下跌的問題|4: 06 配息高的迷思|6: 02 買他的原因是什麼|10: 50 市場下跌得考驗|13: 46 淨值的小朋友下樓梯|17: 27 適合退休長期配置領息嗎|20: 39 配置上的考量|23: 05 ✉️Podcast 商業合作請洽 [email protected]
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