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 | 16 | Founded | 3 months ago |
|---|---|---|---|---|---|
| Language |  Korean | Category | Business | ||
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許多長輩早年用一兩百萬買下的房產，經過公告現值調整與區域發展後，如今可能已是千萬、甚至上億的資產。
但多數家庭卻不知道：真正的傳承難題，不只房子，更是稅負與分配。
在本集中，羅澤鈺會計師將帶你深入了解：
✨公寓、華廈、透天的土地持分差異
✨公告現值十年暴漲帶來的傳承衝擊
✨房地合一 1.0 → 2.0 你一定要懂的稅制變化
✨父母沒有立遺囑時最常見的爭議與破口
✨理財顧問如何用「盤點」協助客戶提前準備
不動產傳承，是理財顧問最需要切入的核心議題。只要數字長出來，就能看見... more
台股屢創新高，許多中小企業主、創業者，手上的股權價值早已翻了數十倍，從「面額十元」變成上億資產，但不少人仍不知道自己已是高資產族群。本集邀請羅澤鈺會計師，帶大家從實務角度認識：
● 台股創高下的隱形資產 ● 傳承上最常見的盲點 ● 子女不接班時的經營權問題 ● 為何理財顧問「勇於開口」如此重要 ● 數字算出來，就能真正開始討論傳承
如果你正在協助客戶規劃家庭資產、退休或傳承，這集會帶給你全新的視角與方法。立即收聽，讓你更懂企業主背後的真正需求。
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在保險談保障已經不稀奇的年代，台灣壽險業正朝「資產管理」全面升級。亞資中心上路後，富邦、國泰、南山等壽險三雄紛紛布局高雄金融專區，從保單質借、保費融資，到國際保險 OIU 跨境配置，高資產客戶已經不只是在買「保單」，而是在打造全球財富架構。
本集《CFP®俱樂部》邀請 銘傳大學資訊應用與金融保險學系 盧榮和 博士，帶我們理解： 壽險業如何從「賣保險」走向「幫你管理資產」，以及 CFP®理財顧問如何在這場跨境財富管理浪潮中，成為關鍵推手。
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市場波動、匯率起落，許多人第一反應就是「先把保單解掉拿現金」。 但你知道嗎？那一瞬間的決定，可能讓你的保障從此中斷。
本集邀請— 🎓 銘傳大學資訊應用與金融保險學系 盧榮和 副教授 一起談談：
💡 為什麼台灣人習慣把儲蓄險當定存？💡 解約潮背後反映的理財焦慮與風險盲點？💡 CFP® 顧問如何協助保戶穩定資金與保障？
👉 用 30 分鐘，重新理解「保險」的真正價值。
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