CFP®俱樂部-理財顧問的交流空間
臺灣理財顧問認證協會提供臺灣理財顧問協會CFP®持證的專業理財顧問，掌握國際脈動、全國經濟局勢、最新金融科技、政策法規，為CFP®理財顧問充電的資訊頻道。 -- Hosting provided by SoundOn
| Publishes | Weekly | Episodes | 21 | Founded | 5 months ago |
|---|---|---|---|---|---|
| Language |  Korean | Number of Listeners | Category | Business |
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婚前就有的房子、股票、保單，
離婚時真的就「一定不用分」嗎？
其實依照民法規定，
婚前財產在婚姻關係中所產生的利息、配息、保單增值，會被「視為」婚後財產，
而這個「視為」，代表法律直接規定，不能用反證推翻。
本集《CFP®俱樂部》，我們從法律實務出發，聊聊夫妻最常搞錯、也最容易發生爭議的財產問題，幫你在真正需要面對之前，先把風險看清楚。
在本集節目中你會聽到——
✅ 婚前財產、婚後財產的判斷原則與常見誤解
✅ 為什麼保單在法院眼中被視為「儲蓄」？
✅ 爸媽送的... more
政府的錢，跟我們的錢 投資邏輯其實完全不同
這一集邀請到 兆豐投信董事長 陳佩君 從國發基金到投信產業 她用一句話說清楚關鍵差異——政府資金，負責點亮第一盞燈💡 投信與民間資金則把方向轉化成可長期參與的投資
如果你關心的是：
✅10 年、20 年後的資產配置
這一集，值得您來收聽！
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你以為保單一定免稅嗎？你以為保險只要「有買就好」嗎？
本集節目邀請到 沙振言 老師，從第一線實務出發，帶我們重新理解保險在「法律、稅務與傳承」交會點上，最容易被忽略的風險。
從分紅保單、增額型商品，到保單實質課稅與代位權強制執行，沙老師以大量實際案例說明：很多問題不是商品錯，而是我們低估了制度的影響。
如果你是 CFP®、理專、保險從業人員，或正在進行資產傳承規劃，這一集會讓你重新檢視你「以為安全」的那張保單。
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外溢保單將健康行為與保費誘因結合，被視為壽險業從「事後理賠」走向「事前預防」的重要轉折。投保意願卻仍不到 35%。本集我們再次邀請淡江大學風管系副教授 郝充仁老師，深入解析外溢保單的本質、投保瓶頸、未來商品設計方向與顧問在財務建議中的角色定位。
在本集節目中你會聽到——
✅ 外溢保單三大核心：風險理財、風險控制、生態圈
✅ 民眾為何不買？保費折讓不足、理念太新、配套不全
✅ 外溢保單能否降低醫療險損失率？與人口老化有何關聯？
✅ 未來商品趨勢：健康管理主導、非保證費率結合 IFRS 1... more
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| Listeners per Episode | Gender Skew | Location | |||
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1. Gooaye 股癌
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4. MacroMicro 財經M平方
5. 下班經濟學
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CFP®俱樂部-理財顧問的交流空間 launched 5 months ago and published 21 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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