EP24 用科學頭腦理財安心傳承財富-CFP®莊仁和

from 財務幸福之路 · host 臺灣理財顧問認證協會

主持人黃洛婷 X 莊仁和顧問本集邀請到以「科學腦」聞名的CFP®莊仁和顧問，他從學生物學跨界財務領域，以精準分析與嚴謹邏輯，打造最可靠的資產解方，用數據、風險模型與結構化思維，協助許多家族成功傳承百億資產並用專業財商知識感性成功化解家族紛爭。本集節目中您會聽到： ✅ 從生物邏輯到財務模型重建科技新貴的理財思維 ✅ 情感經濟學 × 財富規劃打造圓滿家族傳承 ✅ 以稅務策略引導父母啟動分配家族資產 ✅ 金句：發揮自己的影響力，努力讓這個世界少一點由錢而生的煩惱，多一點達成夢想的喜悅本節目是由臺灣理財顧問協會製作播出歡迎查看相關官網連結 FPAT 協會官網 https://www.fpat.org.tw/ FPAT Facebook https://www.facebook.com/FPATTW/ FPAT Instagram https://www.instagram.com/fpatinstaccount/ FPAT 官方LINE@ https://lin.ee/3AwP5fR -- Hosting provided by SoundOn

Episode metadata supplied by the publisher feed · Published Jan 22, 2026

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EP24 用科學頭腦理財安心傳承財富-CFP®莊仁和

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