EP111 人生難題怎麼抉擇？財務顧問幫你釐清金錢價值觀！

from 聽進理投 · host 商益

聽進理投 EP111 邀請《頂尖財務顧問的48堂財商素養課》作者洪哲茗、邱茂恒（查爾獅）來聊聊成為財務顧問需要經過哪些考驗？財務顧問的工作內容有哪些？在服務客戶的過程中發現哪些人性常見的問題？我們又該做哪些事情讓自己的財務越來越安全呢？歡迎點擊收聽！ 00:24 什麼是財務顧問？誰會需要理財顧問？ 02:43 理財顧問證照 CFA 跟 CFP 有什麼不一樣？ 07:25 財務顧問養成心得：理論與實務差異在哪裡？ 13:28 為什麼成為不收佣金的財務顧問？ 20:09 對財務管理有問題，不要羞於尋求專業協助 23:33 擁有財務素養的優勢：避免被騙與降低失誤 25:22 記帳不無聊，記帳呈現你的價值觀！ 28:59 夫妻買房意見不同，財務顧問幫忙釐清 33:41 身為財務顧問，家裡誰來管錢？ 35:15 夫妻每年定期談錢讓價值觀與未來規劃更合拍 40:52 案例分享：財務顧問幫客戶做的退休規劃 47:33 理財顧問的價值：釐清問題、確實執行、定期檢視本集節目也有 YouTube 影片版喔！  See omnystudio.com/listener for privacy information.

Episode metadata supplied by the publisher feed · Published Jan 29, 2025

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EP111 人生難題怎麼抉擇？財務顧問幫你釐清金錢價值觀！

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