財務幸福之路
臺灣理財顧問認證協會透過CFP®專業理財顧問自己服務的個案，帶出個案財務錯誤、轉折，在專業理財顧問的輔導下，重建自己財務基礎的故事，喚醒聽眾對財務智商的重視，並傳遞正確金錢觀與行動力。 -- Hosting provided by SoundOn
| Publishes | Weekly | Episodes | 19 | Founded | 4 months ago |
|---|---|---|---|---|---|
| Language |  Korean | Category | Business | ||
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Latest Episodes
本集嘉賓邀請張桂菁顧問
她從補教老師轉戰財務規劃師
樂於扮演單親媽媽安心理財的GPS幫助客戶找到財務規劃的新方向。
主持人 黃洛婷 X 張桂菁 顧問
本集節目中您會聽到～
✅身障孩童單親家庭理財秘笈
✅善用信託智慧節稅
✅股權信託安心傳承
✅人生的富足 在於心的踏實與平安
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本集來賓邀請到為母則強的黃雅玲，為了撐起家庭經濟從銀行理專轉型成全方位CFP財務顧問，幫助客戶將破碎的財務拼圖翻轉成安心的人生藍圖。
✅扛起家計開創CFP新事業
✅退休夢碎！教師被騙500萬靠雅玲逆轉人生
✅金融高管中風後才覺悟生命比錢更珍貴
✅金句分享：有規劃的人生是藍圖，沒有規劃的人生是拼圖！
主持人黃洛婷 X 黃雅玲顧問
理財必先理債！勇敢面對負債黑洞學會使用安全的普惠金融工具重新投資逆轉人生迎向光明。
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本集來賓邀請到來自牧師家庭的理財顧問李恩雨，因媽媽生病住院幸好有保險理賠解決家庭經濟困境，讓他領悟到財務規劃的重要性，於是他努力充實財金知識考上CFP®國際證照致力於幫助陷入經濟焦慮的客戶們重新開啟財富夢想之門。
在本集節目中您會聽到～
✅因禍得福！照顧生病媽媽意外開啟顧問之路
✅單親媽媽遭詐騙百萬！理財得先理債
✅正確規劃財務，小資族實現大夢想
✅金句分享：明智的管理金錢會影響過去、現在及未來，並對未來產生巨大的影響。
主持人黃洛婷 X 李恩雨顧問
在走心的對談中帶大家... more
本集來賓邀請到從電腦工程師轉戰CFP®的傅丞瀚，他不想爆肝當科技新貴反而愛上有人情味的理財顧問工作，樂於幫助客戶避免被詐騙並懂得投資安全的金融商品累積退休財富。
在本集節目中您會聽到～
✅小心被詐騙！未上市股票別亂買
✅鬼門關前走一遭！保險挽救生活困境
✅退休長輩買股慘套！憂鬱跳樓身亡
✅金句：路遙知馬力；日久見財心
主持人 黃洛婷 X 暖男財務顧問 傅丞瀚
訪談中透過理財實際案例分享
提升您的財商金融知識
避免掉入財務詐騙陷阱
⌚ 播出時間：每週四 18：00... more
Key Facts
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Reviews
- Wow So Good!
謝謝秘書長推廣金融財商知識，主持人聲音好聽生活化提問拉近和我們的距離，喜歡這個節目，已經訂閱會持續聽。
Apple Podcasts5iMonkeyBoy
United Statesa month ago - CFP證照很重要
改變我對理財專員的負面形象以後選擇理財顧問的時候一定要要求他們要有CFP的證照，才能夠真正保障我的財富
Apple Podcasts5想理財的小白
Taiwan2 months ago
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Which podcasts are similar to 財務幸福之路?
These podcasts share a similar audience with 財務幸福之路:
1. 聽天下：天下雜誌Podcast
2. 今周大耳朵
3. CFP®俱樂部-理財顧問的交流空間
4. 投資不踩雷
5. CWC財商講堂
How many episodes of 財務幸福之路 are there?
財務幸福之路 launched 4 months ago and published 19 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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