財務幸福之路
臺灣理財顧問認證協會你是否有許多關於理財的煩惱？ 為什麼你總是在理財的道路中迷失方向？ 快來聽聽CFP®專業理財顧問在面對這些財務的「疑難雜症」是怎麼解決的吧！ 每集節目邀請不同的CFP®理財顧問，分享他們曾協助過的財務個案故事，由專家告訴你哪些是錯誤的理財道路、什麼是理財道路上的「絆腳石」！ 讓我們從不同的財務故事看到自己的理財盲點，一起踏上財務幸福之路~ 本節目由FPAT臺灣理財顧問認證協會製作播出，歡迎查看相關網頁連結： 👉FPAT 協會官網 www.fpat.org.tw/ 👉FPAT Facebook www.facebook.com/FPATTW/ 👉FPAT Instagram www.instagram.com/fpatinstaccount/ 👉FPAT 官方LINE@ lin.ee/3AwP5fR -- Hosting... more
| Publishes | Weekly | Episodes | 48 | Founded | a year ago |
|---|---|---|---|---|---|
| Language |  Chinese (Traditional) | Number of Listeners | Category | Business |
Listen to this Podcast
Latest Episodes
台灣正式邁入高齡社會，未來十到二十年，會看到史上最大的「繼承潮」
如果家族沒有提前做好財務規劃，最壞結果會和孩子們在法院相見。
今天我們特別邀請到 CFP®方士維顧問，他不只是伊利諾大學香檳分校的高材生
更將「會計＋法律＋理財」整合
要幫許多高資產家族做跨世代財富傳承，做好遺愛而不是留遺憾給孩子們。
主持人 黃洛婷 X 方士維 顧問
✅高資產家庭最常犯的 5 大繼承錯誤
✅姐弟本來各分一半，卻告上法院的驚人案例
✅為什麼遺產稅「可以分期」反而是陷阱？
✅重組家庭必做... more
本集來賓CFP®呂勝為有15 年金融資歷，擁有 12 張專業證照，現為高資產家族財務顧問，服務超過數百位高端客戶，他的客戶遍布全球，擅長跨國稅務、保險規劃、家族資產傳承，是實務經驗非常深厚的一線顧問，將為您揭密國際投資迷思。
主持人黃洛婷 X 呂勝為顧問
😀本集節目中您會聽到：
✅富二代跨國遺產為什麼會變成惡夢？
✅海外資產清冊怎麼做最省事？
✅要保人過世，保單為什麼會卡住十多年？
✅拿到 6000 萬保險金，到底該先還房貸還是投資？
✅台灣投資人常見的三大迷思！
more
這集嘉賓請到在保險與財務規劃領域少見的專家—CFP®賴惠玲顧問，她從 HTC 宏達電上市前的行政文書至今有數十年的財務規劃師實戰經驗，她不只看到數字，更看見一個家庭的脈動和隱藏的危機，每一個環節都有她 23 年累積的智慧。
今天你會聽到的，不只是理財而是人生真相。
主持人黃洛婷 X 賴惠玲 顧問
本集節目中您會聽到：
✅如何避免變成保單孤兒
✅年薪 800多萬科技新貴，為何存不到錢？
✅離婚財產如何保障自我權益
✅贈與稅、遺產稅、股票繼承，處理過程如何避免踩坑
✅金句：... more
這集節目我們邀請到的是擁有 16 年保險經驗的CFP®卓蘭君，她從學生時代就讀金融、財經科系，畢業後進入保險領域，看見無數家庭在疾病與風險面前的脆弱，更見證保險如何在生命發生變故時，守住一個家庭的希望！
這集我們要和您聊的不是業務，而是人生保障！
主持人黃洛婷 X 卓蘭君 顧問
😀本集節目中您會聽到：
✅癌症、重疾、重組家庭：保險到底在保什麼？
✅住院無憂！如何申請「醫療分段給付」？
✅乳癌年輕化，為何可以申領 300–400 萬理賠金？
✅傳承保單給小孩，長輩要注意什... more
Key Facts
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Reviews
- 很棒的節目
吸收到許多與生活息息相關的金融知識，受益良多！
Apple Podcasts5R京
Taiwan6 months ago - 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 States9 months 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Taiwan10 months ago
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #221 | Taiwan/Business |
Audience Metrics
Listeners, social reach, demographics and more for this podcast.
| Listeners per Episode | Gender Skew | Location | |||
|---|---|---|---|---|---|
| Interests | Professions | Age Range | |||
| Household Income | Social Media Reach | ||||
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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:
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財務幸福之路 launched a year ago and published 48 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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