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 | 43 | Founded | 10 months ago |
|---|---|---|---|---|---|
| Language |  Korean | Number of Listeners | Category | Business |
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本集邀請擁有20多年實務經驗的CFP®專業理財講師葉俊佑，同時也是台大經濟系高材生。
他會在本集分享他人生最痛的一堂投資課，公開他的心路歷程，並告訴你：
專業也會犯錯，但錯誤必須成為你下一次安心理財累積財富的智慧武器。
主持人 黃洛婷 X 葉俊佑 顧問
✅CFP®的慘賠教訓教你遠離發財夢陷阱
✅不懂止損！執著債券期貨慘賠數百萬
✅別人貪婪時您要懂得停利止損
✅用時間為你賺錢而不是用情緒才能安心累積財富
⌚播出時間：每週四18:00更新一集
📻收聽平台：Spotif... more
如何挑基金？定期定額真的適合每一個人嗎？
本集邀請到CFP®葉芷娟，也是CSIA 證券分析師的她，帶你破解小資族最常掉入的投資陷阱，並分享她自己私下的投資策略，你想安心正確理財這一集必聽。
主持人黃洛婷 X 葉芷娟 顧問
✅基金挑選三原則新手必聽
✅定期定額的真相：適合長期但不一定賺
✅投資最怕的不是沒錢是亂買瞎做決定
✅基金不是買來安心是研究產業成長性後長期投資累積財富
✅投資紀律比亂選股更重要
⌚播出時間：每週四18:00更新一集
📻收聽平台：Spotify、... more
本集來賓葉芷娟是同時擁有CFP®國際理財顧問以及CSIA證券分析師證照的專業財經主持人，將為您分析台股站上歷史新高後還能追買嗎？還是該居高思危落袋為安？
這集，我們不談投機，只談AI崛起後如何安全投資累積安心財富。
主持人黃洛婷 X 葉芷娟 顧問
😀本集節目中您會聽到：
✅新觀點：AI 基本面長線強勢？
✅核心vs 衛星部位的獲利邏輯
✅台股站上歷史新高：投資組合該如何調整？
✅台股背後藏養、套、殺風險？
✅別人貪婪您要懂得落袋為安
⌚播出時間：每週四18:00更... more
五月是報稅月，每一年都有很多人因為一個小小的申報錯誤就白繳了數千甚至上萬元冤枉稅，今天來賓CFP®呂勝為擁有 12 張專業證照要一次把「特別扣除額」、「夫妻到底合併還是分開報比較省」、以及「你一定要注意的投資與收入節稅技巧」說清楚講明白，用專業幫助您合法節稅。
主持人黃洛婷 X 呂勝為 顧問
😀本集節目中您會聽到：
✅租屋族今年最受惠上限 18 萬
✅列舉VS標準扣除額全攻略
✅醫療費、牙齒手術、生育費用、試管嬰兒、產檢都可列入扣除額
✅保險費扣除額（限扣列人身保險）
more
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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
Taiwan4 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 States7 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Taiwan7 months ago
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #143 | Taiwan/Business |
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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?
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財務幸福之路 launched 10 months ago and published 43 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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