EP37.陳秋蘭資深協理--安養信託 episode artwork

EPISODE · Aug 10, 2024 · 21 MIN

EP37.陳秋蘭資深協理--安養信託

from 快樂向前行 · host 漢聲廣播電臺|黃瑩

把錢花在刀口上,拒當下流老人;一般人在進行退休規劃時,可能遇到三大風險:1.退休金不夠又不懂投資—退休金再投資可能有虧損風險 2.有錢但害怕自己花不到—例如失能或失智,導致無力管理自有資產 3.遺產分配及稅負等問題。準備退休或已退休人士,手邊應該有部分的資產(不動產、退休金或保險),未來能否100%用在自己身上,就要預先做好規劃,且安養信託也可以結合長照一起規劃! -- Hosting provided by SoundOn

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EP37.陳秋蘭資深協理--安養信託

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