EP12 為愛建立風險防護罩 人生精算師CFP®-李昆餘 episode artwork

EPISODE · Oct 30, 2025 · 24 MIN

EP12 為愛建立風險防護罩 人生精算師CFP®-李昆餘

from 財務幸福之路 · host 臺灣理財顧問認證協會

CFP®李昆餘這次要提醒所有家長——財務風險不是只發生在投資市場,也潛藏在我們的家庭中。
當家裡有特殊狀況孩子時,該如何提前建立財務與法律的防護罩?
理財不只是讓錢變多,更是讓家庭安心。 在本集節目中你會聽到— ✅ 為什麼家長遲遲不願意聲請輔助或監護宣告 ✅ 特殊狀況孩子的長期財務規劃該怎麼做 ✅ 為什麼理財的第一步,是「預防」而不是「治療」 -- Hosting provided by SoundOn

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EP12 為愛建立風險防護罩 人生精算師CFP®-李昆餘

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