00646
Investment philosophy and self-awareness: Be happy in poverty: Peace of mind; From greed and anxiety to peaceful sleep
Short
Investment philosophy and self-awareness: Be happy in poverty: Peace of mind; From greed and anxiety to peaceful sleep
A 35-year-old in mainland China with about RMB3.5 million moves from insurance concerns and leverage temptation toward defining enough through RMB100,000 spending and a 70/30 mix.
18:38
00646
Indonesian investors want to buy QQQ, what should they do?
Short
Indonesian investors want to buy QQQ, what should they do?
A Jakarta family wants QQQ, but the video says comparable index funds are unavailable locally; the speaker outlines Hong Kong ETF and Singapore brokerage routes and costs.
2:56
00646
The temptation of entrepreneurship vs. risk control: consider cash flow first and put money in the right place
Short
The temptation of entrepreneurship vs. risk control: consider cash flow first and put money in the right place
A listener invited to start a business also needs side jobs and wants to preserve borrowed emergency funds; the speaker prioritizes cash flow, 00865B reserves, and long-term 00662.
4:12
00646
Teach your children about investing first, then talk about annual gifts
Short
Teach your children about investing first, then talk about annual gifts
A mother considering annual gifts for her daughter to buy 00662 is urged to protect her own retirement first and transfer investing skills along with the money.
3:19
00645
Analysis of financial and life guidance for young people; 5 pieces of advice that will subvert your understanding: A shocking reply from a life coach to a 27-year-old young man
Short
Analysis of financial and life guidance for young people; 5 pieces of advice that will subvert your understanding: A shocking reply from a life coach to a 27-year-old young man
The video examines guidance to a 27-year-old on a 4-3-3 allocation, mechanical investing, loan-funded investing, family priorities, personal goals, health, and legal responsibility.
23:51
00645
Retire Now and Save 100 Million in Taxes? A High-Earner’s Roth Conversion and Retirement Account Strategy
Short
Retire Now and Save 100 Million in Taxes? A High-Earner’s Roth Conversion and Retirement Account Strategy
A 55-year-old single parent reports US$5.5 million in assets, US$120,000 annual spending, and a 35% federal rate; the video reviews retirement, Roth conversions, and PAL debt.
20:17
00645
The first step to awaken capitalism: turn "borrowable" into your production tool
Short
The first step to awaken capitalism: turn "borrowable" into your production tool
A homeowner receives a two-stage loan with about 2.6% during a three-year grace period and about 2.95% later; the video frames reusable credit as a productive tool.
4:14
00645
Only one room is left to live in: all the assets in front of the house are handed over and parted with
Short
Only one room is left to live in: all the assets in front of the house are handed over and parted with
A 59-year-old single mother faces a roughly NT$10 million loan after urban-renewal completion and co-owns two homes with three adult children; the video favors simplifying assets.
7:13
00644
Selling a house and investing to escape the circumstances of being a house slave: A family’s memorandum on the transformation of asset strategies: from real estate holdings to diversified investment allocations
Short
Selling a house and investing to escape the circumstances of being a house slave: A family’s memorandum on the transformation of asset strategies: from real estate holdings to diversified investment allocations
A 45-year-old earning about NT$1.2 million a year weighs selling a home to invest against family concerns, a NT$11 million mortgage, and a proposed NT$50,000 rental.
15:07
00644
From breaking out of the rat cage of the poor to a billion-dollar dream: Farmers’ road to investment rebirth and social care
Short
From breaking out of the rat cage of the poor to a billion-dollar dream: Farmers’ road to investment rebirth and social care
A 43-year-old farm-family listener moves from never using a brokerage app to a NT$20 million household investment plan, knowledge sharing, and a dream of funding youth baseball.
20:16
00644
Understanding a Pledged Asset Line: A Clear Discussion of Securities-Backed Borrowing
Short
Understanding a Pledged Asset Line: A Clear Discussion of Securities-Backed Borrowing
The video explains a pledged asset line, covering a 2% annual-use rule, linked checking, monthly draws, capitalized interest, and margin-call risk when living without selling shares.
7:00
00644
Taiwan’s asset allocation and banking strategies are complex vs. simple: the 70 million financial dilemma
Short
Taiwan’s asset allocation and banking strategies are complex vs. simple: the 70 million financial dilemma
A couple with about NT$70 million in Taiwan stocks uses three banks, considers future US retirement and offshore accounts, and navigates conflicting financial views within the family.
16:48