EPISODE · Sep 25, 2025 · 26 MIN
EP7 理財小白的財務重生故事-CFP®張惠芳顧問
from 財務幸福之路 · host 臺灣理財顧問認證協會
此集節目CFP® 張惠芳顧問分享兩個真實案例：從 60 歲善良家管的百萬保費斷捨離，到 30 歲理財小白的第一步投資。透過專業陪伴，將焦慮化為安定，讓財務規劃成為幸福人生的起點。 在本集節目中你會聽到 ✅ 60 歲家管如何從 72 張保單省下百萬保費 ✅ 理財小白如何建立人生目標與投資自信 ✅ 張惠芳顧問如何扮演財務管家，陪伴客戶走過低谷 ✅ 理財不只是數字，更是心靈的安定力量 -- Hosting provided by SoundOn
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EP7 理財小白的財務重生故事-CFP®張惠芳顧問
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