00633
If you go in the wrong direction, no matter how hard you try, it will be useless! Get out of the trap of high dividends and insurance policies
Short
If you go in the wrong direction, no matter how hard you try, it will be useless! Get out of the trap of high dividends and insurance policies
The video examines “the case topic” through the reported background, key figures, the speaker’s proposed approach, and limits requiring case-specific verification.
5:11
00633
Correct investment logic: avoid risks and move forward steadily
Short
Correct investment logic: avoid risks and move forward steadily
A listener reviews family losses from market timing and her own NT$200,000 short-term trading experiment, then asks whether a NT$17 million 5-4-1 portfolio needs more cash or borrowing.
12:25
00633
The truth about overseas accounts, immigration options and asset allocation
Short
The truth about overseas accounts, immigration options and asset allocation
A listener manages a retired mother's US IB account holding QQQM, BRK.B, BOX, and QLD while using PSA, TFSA, and margin accounts in Canada; the video reviews estate and cash-flow risk.
3:45
00633
Three key steps before moving back to the United States: Choose the right tax status, account opening, and investment type, so you don’t panic in the early stages of immigration.
Short
Three key steps before moving back to the United States: Choose the right tax status, account opening, and investment type, so you don’t panic in the early stages of immigration.
A nearly 50-year-old in a Taiwanese-American marriage plans to return to the US; the video organizes tax residency, Charles Schwab accounts, and a low-distribution QQQ-and-BOX approach.
4:34
00632
Don’t use large pledges to fight: it is safer to increase the loan by 4 million + 2% per year
Short
Don’t use large pledges to fight: it is safer to increase the loan by 4 million + 2% per year
The video examines “the case topic” through the reported background, key figures, the speaker’s proposed approach, and limits requiring case-specific verification.
3:02
00632
Survive debt first: buy 00662 for 10,000-20,000 per month and stay on the right path steadily
Short
Survive debt first: buy 00662 for 10,000-20,000 per month and stay on the right path steadily
The video examines “the case topic” through the reported background, key figures, the speaker’s proposed approach, and limits requiring case-specific verification.
4:08
00632
Don’t wait for the lows: If you have the money, buy QQQ at the market price and never sell it.
Short
Don’t wait for the lows: If you have the money, buy QQQ at the market price and never sell it.
The video examines “the case topic” through the reported background, key figures, the speaker’s proposed approach, and limits requiring case-specific verification.
3:13
00632
The first pot of gold for young people: 80_20 credit, 10,000 monthly deposits, hundreds of millions in 40 years
Short
The first pot of gold for young people: 80_20 credit, 10,000 monthly deposits, hundreds of millions in 40 years
The video examines “the case topic” through the reported background, key figures, the speaker’s proposed approach, and limits requiring case-specific verification.
4:40
00631
Asset Allocation for Maximum Cash Flow in Retirement
Short
Asset Allocation for Maximum Cash Flow in Retirement
The video examines “the case topic” through the reported background, key figures, the speaker’s proposed approach, and limits requiring case-specific verification.
4:10
00631
Private or public? The real key is "company and happiness"
Short
Private or public? The real key is "company and happiness"
The video examines “the case topic” through the reported background, key figures, the speaker’s proposed approach, and limits requiring case-specific verification.
5:06
00631
A Rule for Flexible Mortgages: Lock in the Loan for at Least 15 Years Before Investing
Short
A Rule for Flexible Mortgages: Lock in the Loan for at Least 15 Years Before Investing
The video examines “the case topic” through the reported background, key figures, the speaker’s proposed approach, and limits requiring case-specific verification.
3:19
00631
Cash Flow Before Moving to the U.S.: How Long Will $1.5 Million Last with an 80/20 Allocation?
Short
Cash Flow Before Moving to the U.S.: How Long Will $1.5 Million Last with an 80/20 Allocation?
The video examines “the case topic” through the reported background, key figures, the speaker’s proposed approach, and limits requiring case-specific verification.
4:51