EP9 CFP®邱冠敏:你以為的常識,未必是常識 episode artwork

EPISODE · Oct 9, 2025 · 31 MIN

EP9 CFP®邱冠敏:你以為的常識,未必是常識

from 財務幸福之路 · host 臺灣理財顧問認證協會

從銀行主管到獨立顧問,CFP®邱冠敏用真實案例告訴你——理財不只是投資報酬率,更是系統化思考與風險管理的整合。 在本集節目中你會聽到 ✅ 金融業夫妻年收百萬仍卡關:為什麼專業人士也會理財失衡? ✅ 槓桿投資不動產的陷阱:寬限期後的現金流崩盤警訊 ✅ 中產階級最常見的理財誤區與盲點 ✅ CFP®顧問如何用專業分析與學習力,讓複雜問題迎刃而解 -- Hosting provided by SoundOn

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EP9 CFP®邱冠敏:你以為的常識,未必是常識

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