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富世代Talk

富承家辦

#We fulfill your Will|管錢、管稅、管分配 「錢的問題,真的只有 有錢人會遇到嗎?」 我們破解財務盲點,邀請專家分享真實案例,激盪出合情合理合法的關鍵抉擇。 無論資產買賣、繼承、贈與還是穩健投資,提供客製化錦囊妙計,一起打造你的富世代! 有些話,只能私下聊! 財務問題不好問?來這裡,幫您梳理。 偷偷加入 lin.ee/2sBuu3G -- Hosting provided by SoundOn

PublishesTwice monthlyEpisodes21Founded9 months ago
Language
Korean
Number of ListenersCategory
Leisure

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Artwork for 富世代Talk

Latest Episodes

本集節目圖文版整理:www.fortunecfp.com/podcast/ep21

本篇文章以曹西平案例為切入,邀請朱柏璁律師解析特留分爭議與遺產超前部署的法律策略,並說明實務操作中可能面臨的挑戰與風險。

本集重點

*曹西平案例:生前財產安排與乾兒子繼承權問題

*法定繼承與特留分制度解析

*生前財產移轉工具:買賣、贈與、遺囑/信託

*實務操作挑戰與法律風險提醒

不論您是想了解如何用法律實現遺願,

或希望提早為自己與家人做好資產安排,

《富世代Talk... more

本集節目圖文版整理:www.fortunecfp.com/podcast/ep20

「車禍的時候,大家第一個會打給誰?」

這個問題,道出了多數人面對突發事故時的慌亂。

本篇邀請 理賠專家陶子 分享多年協助車禍案件的實務經驗,

帶你從事故現場到理賠爭議,

一次掌握完整流程與那些「最容易被忽略的細節」。

本集重點

*車禍當下處理SOP:先冷靜,再行動

*拍照關鍵與報案三聯單的重要性

*出險與理賠的差別,保費何時會調漲?

* 家庭責任險:最實用但鮮少... more

本集節目圖文版整理:www.fortunecfp.com/podcast/ep19

年關將近,你是否也正準備開始大掃除?

面對滿屋的物品,總覺得「好像都還能用」、「丟了又可惜」?

但整理的過程,其實不只是收拾空間——

更是一場關於人生資源與心理狀態的盤點。

本集邀請整理收納顧問 Grace,

分享她在協助客戶時觀察到的「人與物的關係」,

以及從整理空間中,看見一個人如何面對安全感、掌控感與變化。

本集重點

*為什麼「整理」其實是一種心理練習,而不只是... more

本集節目圖文版整理:www.fortunecfp.com/podcast/ep18

當家中長輩突發中風、失能,或因高齡需要長時間照護時,許多家庭往往必須思考一個問題——是否聘請外籍看護?

本集特別邀請 巨泰國際人力公司 的 Michael(謝晉璋),從第一線中介實務經驗出發,帶您完整了解「外籍看護」的申請資格、國外引進與國內轉介的優缺點、費用結構與相關法規,並延伸至實際照顧過程中的磨合重點與實務建議,協助您做出更安心、合適的選擇。

本集重點

*為什麼家庭會考慮外籍... more

本集節目圖文版整理:www.fortunecfp.com/podcast/ep17

本集從生命故事出發,談我們最無能為力的「來不及」。延續上一集內容,透過《想你時,終於可以笑著流淚》的生命觀,帶你認識「五大行李箱」與「單程行李包」,學習如何提前整理醫療、財務與傳承規劃,減輕家人未來的負擔,把愛好好留下。

本集重點

* 《想你時,終於可以笑著流淚》:學會與遺憾和平共處

* 為什麼要提前準備?從「來不及」談提早規劃的真正意義

* 五大行李箱:醫療、財務、殯葬、法律與心... more

本集節目圖文版整理:www.fortunecfp.com/podcast/ep16

台灣已正式邁入超高齡社會,長照與末期醫療的議題變得愈加沉重。許多家庭在面臨親人重症或臨終的關鍵時刻,往往必須在短短幾秒內,做出攸關生命品質的重大抉擇。

本集邀請到單程旅行社社長 郭憲鴻(小冬瓜),分享他多年來在殯葬與醫療末端累積的深刻觀察,深入探討DNR(不施行心肺復甦術)與預立醫療決定(AD,AdvanceDecision)的核心意義。

本集重點

*什麼是「善終權」?如何透過法律保障... more

本集節目圖文版整理:www.fortunecfp.com/podcast/ep15

很多人把併購比喻成談戀愛:

剛開始互相欣賞、彼此吸引,充滿期待;

但真正開始共同運作後,才會逐漸理解雙方在價值觀、習慣與文化上的不同。

而併購不同的是——沒有「磨合期」。

簽完約就等於正式進入合作關係,需要立即適應彼此的運作方式,也因此更考驗雙方在事前對細節的掌握。

本集將延續上一集內容,更深入探討併購過程中常見的複雜議題與需要留意的細項。

本集重點

*併購後最常見的挑戰?... more

本集節目圖文版整理:www.fortunecfp.com/podcast/ep14

在創業與企業經營的世界裡,「投資」與「併購」常被混為一談。

本集我們邀請企業律師從法律與實務角度,帶你深入了解兩者之間的關鍵差異,並剖析談判過程中的重點與風險。

本集重點

*投資與併購的根本差異

*投資人類型與投資目的

*交易雙方常見的風險

*律師與法務在併購中的關鍵角色

*併購流程與實務步驟

不論您是正在評估企業投資與併購的經營者,或只是想了解交易背後法律與策略邏輯... more

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富世代Talk launched 9 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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