財經要雯 EP142 I 留股等於留財？小心最後白忙一場！買ETF、存股之外，別忘了提前規劃傳承。ft.凱基證券專家團隊周宜慧、李宛儒

🔹 保單該留還是該調整？先回到自己的保障與理財需求，別只看報酬率高低。 🔹 投資型保單、分紅保單差在哪？一次了解不同保單的功能特色與適用族群。 🔹 留股票不一定等於留財富，從遺產稅案例看懂預留稅源的重要性。本節目資料僅供參考，投資人應獨立判斷，審慎評估並自負投資風險。影片由凱基證券製作播出。 -節目主持：許娸雯 -成音剪輯：林佳欣 -製作團隊：凱基證券Ｘ聲動創意 -音樂來源：https://www.premiumbeat.com/zh-Hant/home -- Hosting provided by SoundOn

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財經要雯 EP142 I 留股等於留財？小心最後白忙一場！買ETF、存股之外，別忘了提前規劃傳承。ft.凱基證券專家團隊周宜慧、李宛儒

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