Loading…
你是否有許多關於理財的煩惱？為什麼你總是在理財的道路中迷失方向？快來聽聽CFP®專業理財顧問在面對這些財務的「疑難雜症」是怎麼解決的吧！每集節目邀請不同的CFP®理財顧問，分享他們曾協助過的財務個案故事，由專家告訴你哪些是錯誤的理財道路、什麼是理財道路上的「絆腳石」！讓我們從不同的財務故事看到自己的理財盲點，一起踏上財務幸福之路~本節目由FPAT臺灣理財顧問認證協會製作播出，歡迎查看相關網頁連結：👉FPAT 協會官網https://www.fpat.org.tw/👉FPAT Facebookhttps://www.facebook.com/FPATTW/👉FPAT Instagramhttps://www.instagram.com/fpatinstaccount/👉FPAT 官方LINE@https://lin.ee/3AwP5fR--Hosting provided by SoundOn
Required Pod Score for this show. PitchCentric checks your profile against host openness, topical fit, and audience signals before you generate a pitch.
Contact path
Public web form
Booking probability
31%
Guest openness
Selective
Sign up to generate a grounded pitch for 財務幸福之路.
Signup to Generate a Pitch財務幸福之路 is a business podcast hosted by 臺灣理財顧問認證協會, with 48 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.
臺灣理財顧問認證協會 hosts 財務幸福之路, a business show with 48 episodes published.
Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.
Episode #48
台灣正式邁入高齡社會，未來十到二十年，會看到史上最大的「繼承潮」 如果家族沒有提前做好財務規劃，最壞結果會和孩子們在法院相見。 今天我們特別邀請到 CFP®方士維顧問，他不只是伊利諾大學香檳分校的高材生 更將「會計＋法律＋理財」整合 要幫許多高資產家族做跨世代財富傳承，做好遺愛而不是留遺憾給孩子們。 主持人 黃洛婷 X 方士維 顧問 ✅高資產家庭最常犯的 5 大繼承錯誤 ✅姐弟本來各分一半，卻告上法院的驚人案例 ✅為什麼遺產稅「可以分期」反而是陷阱？ ✅重組家庭必做的「資產防護罩」：避免前夫/前妻拿走孩子的錢 ✅陪客戶進安寧病房：財務規劃是家族最深的情感 ✅金句：真正的理財是保命而不是投資；遺愛不留遺憾！ ⌚播出時間：週四18:00更新(本季最終集) 📻收聽平台：Spotify、SoundOn、Apple Podcast、KKBOX 👉立即收聽：《財務幸福之路》EP48 -- Hosting provided by SoundOn
Episode #47
本集來賓CFP®呂勝為有15 年金融資歷，擁有 12 張專業證照，現為高資產家族財務顧問，服務超過數百位高端客戶，他的客戶遍布全球，擅長跨國稅務、保險規劃、家族資產傳承，是實務經驗非常深厚的一線顧問，將為您揭密國際投資迷思。 主持人黃洛婷 X 呂勝為顧問 😀本集節目中您會聽到： ✅富二代跨國遺產為什麼會變成惡夢？ ✅海外資產清冊怎麼做最省事？ ✅要保人過世，保單為什麼會卡住十多年？ ✅拿到 6000 萬保險金，到底該先還房貸還是投資？ ✅台灣投資人常見的三大迷思！ ✅全球 ETF到底怎麼買？ ⌚播出時間：每週四18:00更新一集 📻收聽平台：Spotify、SoundOn、Apple Podcast、KKBOX 👉立即收聽：《財務幸福之路》EP47 -- Hosting provided by SoundOn
Episode #46
這集嘉賓請到在保險與財務規劃領域少見的專家—CFP®賴慧玲顧問，她從 HTC 宏達電上市前的行政文書至今有數十年的財務規劃師實戰經驗，她不只看到數字，更看見一個家庭的脈動和隱藏的危機，每一個環節都有她 23 年累積的智慧。 今天你會聽到的，不只是理財而是人生真相。 主持人黃洛婷 X 賴惠玲 顧問 本集節目中您會聽到： ✅如何避免變成保單孤兒 ✅年薪 800多萬科技新貴，為何存不到錢？ ✅離婚財產如何保障自我權益 ✅贈與稅、遺產稅、股票繼承，處理過程如何避免踩坑 ✅金句：財富不只是數字的累積，更是把愛留下來的傳承 ⌚播出時間：每週四18:00更新一集 📻收聽平台：Spotify、SoundOn、Apple Podcast、KKBOX 👉立即收聽：《財務幸福之路》EP46 -- Hosting provided by SoundOn
Episode #45
這集節目我們邀請到的是擁有 16 年保險經驗的CFP®卓蘭君，她從學生時代就讀金融、財經科系，畢業後進入保險領域，看見無數家庭在疾病與風險面前的脆弱，更見證保險如何在生命發生變故時，守住一個家庭的希望！ 這集我們要和您聊的不是業務，而是人生保障！ 主持人黃洛婷 X 卓蘭君 顧問 😀本集節目中您會聽到： ✅癌症、重疾、重組家庭：保險到底在保什麼？ ✅住院無憂！如何申請「醫療分段給付」？ ✅乳癌年輕化，為何可以申領 300–400 萬理賠金？ ✅傳承保單給小孩，長輩要注意什麼細節才能保障自己？ ✅金句：保險不是為了改變人生，而是為了不讓人生被風暴擊倒。 ⌚播出時間：每週四18:00更新一集 📻收聽平台：Spotify、SoundOn、Apple Podcast、KKBOX 👉立即收聽：《財務幸福之路》EP45 -- Hosting provided by SoundOn
Episode #44
你以為藝術品只是收藏？其實它同時也是「低關聯性資產」、「節稅工具」與「傳承規劃」的關鍵角色！ 本集邀請擁有20多年理財經驗的CFP®葉俊佑顧問，分享他從純欣賞藝術到收藏小件雕刻作品，進而成功投資理財累積財富的藝術之旅。 主持人 黃洛婷 X 葉俊佑 顧問 ✅大老闆為何愛收藏藝術品？動機比你想像更務實 ✅藝術品如何合法節稅？ ✅買藝術品必懂的三大避險原則 ✅收藏藝術品添增人生品味還能累積財富 ✅金句：人到晚年是“玩味”，不是“玩命” ⌚播出時間：每週四18:00更新一集 📻收聽平台：Spotify、SoundOn、Apple Podcast、KKBOX 👉立即收聽：《財務幸福之路》EP44 -- Hosting provided by SoundOn
Sponsor detection runs nightly. Check back soon.
Based on semantic analysis of episode topics and host coverage, this show is a strong guest fit for executives in:
Industry fit is computed by PitchCentric using vector embeddings of the show's episode catalog.
Is this podcast yours and you'd like to remove or correct details? Request removal or email privacy@pitchcentric.com.
FAQs
If you have a concern about deliverability, AI quality, data privacy, or whether this will actually work for your specific situation, it's probably answered below.
Founder Solo gives you 50 AI pitches per month using the credit model (Standard pitches cost 1 credit, Enriched pitches cost 2). Founder Pro raises that to 200 credits per month and adds full Booking Probability access, unlimited Magic Match, Apollo enrichment credits, and data export capabilities. Both plans use the same credit system, so you can stretch your monthly budget further by using Standard-mode drafting.
Agency tiers have no base fee. You pay per managed client and per talent profile. Agency Standard is $199 per client per month; Agency Pro is $399 per client per month. Both add $39 per talent profile per month. Your own team's user seats are always free.
A talent profile represents one person (founder, executive, or spokesperson) you are booking onto podcasts. It includes their bio, topics, headshots, and outreach history. Team plans include 5 profiles; agency plans are pay-as-you-go.
Yes, at any time. Upgrades take effect immediately; downgrades apply at the end of the current billing period. Contact support if you need help migrating between plan families.
Every paid plan includes a 15-day free trial. Your card is saved at signup but you will not be charged until day 16. Cancel any time from your dashboard.
You keep access until the end of your current billing period. No charges after that. Your data is retained for 30 days in case you reactivate.
Yes. Select Annual on the pricing toggle and the discounted price is applied automatically at checkout. The annual price shown is the full year cost.
That is our Enterprise tier. Contact our sales team and we will build a custom plan with volume pricing, a dedicated account manager, and SLA guarantees.
