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CLEC Investment & WealthCLEC Investment & Wealth

CLEC content, long-term investing tools, and source materials for learning and independent review.

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Borrowing Wisely, SQ Earnings, Financial Literacy for Children, and Value Investing
00233Aug 5, 2021

Borrowing Wisely, SQ Earnings, Financial Literacy for Children, and Value Investing

Long

Borrowing Wisely, SQ Earnings, Financial Literacy for Children, and Value Investing

A discussion of borrowing to invest, investment-linked insurance, three loan structures, retirement cash flow, children's financial education, innovative-company value, and Square.

Aug 5, 202152:06
Clubhouse chats about investment easily to clarify investment confusion and misunderstandings
00230Aug 3, 2021

Clubhouse chats about investment easily to clarify investment confusion and misunderstandings

Long

Clubhouse chats about investment easily to clarify investment confusion and misunderstandings

A Clubhouse Q&A on securities-backed credit, annuity exits, Taiwan ETFs versus overseas accounts, sources of enterprise value, and Traditional-to-Roth IRA conversions.

Aug 3, 20211:37:21
ZOOM Clubhouse lets you chat about investment lectures and seminars easily; AMZN, PYPL, and AAPL financial reports; if you are rich, your father is kind and your son is filial; don’t give your assets to your children first
00231Jul 31, 2021

ZOOM Clubhouse lets you chat about investment lectures and seminars easily; AMZN, PYPL, and AAPL financial reports; if you are rich, your father is kind and your son is filial; don’t give your assets to your children first

Long

ZOOM Clubhouse lets you chat about investment lectures and seminars easily; AMZN, PYPL, and AAPL financial reports; if you are rich, your father is kind and your son is filial; don’t give your assets to your children first

A two-hour seminar on dividend reinvestment, retirement withdrawals, long-horizon return claims, investment-linked insurance, semiconductor ETFs, leveraged products, pledged credit, and insurance needs.

Jul 31, 20212:01:34
Clubhouse chats about investment easily
00229Jul 27, 2021

Clubhouse chats about investment easily

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Clubhouse chats about investment easily

A Clubhouse Q&A on low-maintenance investing, Traditional-to-Roth IRA conversions, technology concentration, historical comparisons, international brokers, children's money habits, and living trusts.

Jul 27, 20211:48:20
Credit-Funded Investing in Taiwan, Market Participation, and the Risks of Trading
00228Jul 23, 2021

Credit-Funded Investing in Taiwan, Market Participation, and the Risks of Trading

Long

Credit-Funded Investing in Taiwan, Market Participation, and the Risks of Trading

A discussion of salary-backed personal loans for lump-sum investing, securities-backed credit, retirement cash flow, side income, long holding periods, and the risks of forced selling.

Jul 23, 202156:26
clubhouse easy chat investment recording
00227Jul 17, 2021

clubhouse easy chat investment recording

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clubhouse easy chat investment recording

A Clubhouse Q&A on currency-hedged funds, QQQ and broader indexes, unit price versus value, Tesla subscriptions and Apple-glasses speculation, retirement-account conversions, and QQQJ selection and rebalancing rules.

Jul 17, 20211:58:38
TSLA Will Rise Again: Staying in a Hotel is Better than Buying a House: Two Things You Need to Invest Successfully: Borrowing Rules: Charles Schwab Borrowing Information
00226Jul 16, 2021

TSLA Will Rise Again: Staying in a Hotel is Better than Buying a House: Two Things You Need to Invest Successfully: Borrowing Rules: Charles Schwab Borrowing Information

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TSLA Will Rise Again: Staying in a Hotel is Better than Buying a House: Two Things You Need to Invest Successfully: Borrowing Rules: Charles Schwab Borrowing Information

An episode moving from Colorado travel to technology-stock history, ETF research, hotel living versus housing, family disagreement about investing, and Charles Schwab pledged-asset limits and cash buffers.

Jul 16, 202150:38
CLEC clubhouse chats about investment easily
00222Jul 13, 2021

CLEC clubhouse chats about investment easily

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CLEC clubhouse chats about investment easily

A Clubhouse session on work and investing for young adults, a 401(k) projection, retirement property and cash flow, family and charitable trusts, estate and capital-gains proposals, and waiting for a correction.

Jul 13, 20211:52:27
How ETF works: 401(k) is a pit; the risk of investing in batches: more profit without operation: PAL interest can be tax deducted
00221Jul 9, 2021

How ETF works: 401(k) is a pit; the risk of investing in batches: more profit without operation: PAL interest can be tax deducted

Long

How ETF works: 401(k) is a pit; the risk of investing in batches: more profit without operation: PAL interest can be tax deducted

An episode on cross-border technology funds, funding life from investments, property versus stocks, borrowing and cash-flow risk, ETF creation and market making, and possible tax treatment of PAL interest.

Jul 9, 20211:06:49
clubhouse easy chat investment recording release
00220Jul 6, 2021

clubhouse easy chat investment recording release

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clubhouse easy chat investment recording release

A Clubhouse Q&A on low-maintenance investing, stop-loss and profit-taking decisions, retirement cash reserves, a 3% spending rule, Canadian investing, annuity sales, international brokers, and account consolidation.

Jul 6, 20211:48:29
CLEC talks about investing in Amazon and whether it will rise; the market risks you should pay attention to; how to avoid permanent losses
00219Jul 2, 2021

CLEC talks about investing in Amazon and whether it will rise; the market risks you should pay attention to; how to avoid permanent losses

Long

CLEC talks about investing in Amazon and whether it will rise; the market risks you should pay attention to; how to avoid permanent losses

An episode using Amazon delivery to discuss business service, missed-market opportunity, financial-sales incentives, home-equity borrowing, cash flow, options and concentration risk, and stock-bond comparisons.

Jul 2, 20211:03:03
CLEC ZOOM&clubhouse easy investment lectures and seminars
00218Jun 29, 2021

CLEC ZOOM&clubhouse easy investment lectures and seminars

Long

CLEC ZOOM&clubhouse easy investment lectures and seminars

A two-and-a-half-hour Zoom and Clubhouse Q&A on Bitcoin's mature use, holding through market cycles, long horizons and drawdowns, QQQ diversification, retirement accounts, and borrowing to buy a home.

Jun 29, 20212:31:34

503 videos · Page 29 / 42

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