00600
The "just in case" of insurance, the "ten thousand years" of investment
Short
The "just in case" of insurance, the "ten thousand years" of investment
A viewer cites disability-insurance benefits after his father's paralysis, while the speaker compares this with a family account of investing NT$1 million, paying over NT$11 million in care, and retaining over.
4:42
00600
Concentrated assets and transparent authorization: use pledges and mortgages to build family confidence
Short
Concentrated assets and transparent authorization: use pledges and mortgages to build family confidence
A viewer concentrates family assets in his name while giving his spouse transparent access, and says broker transfers helped negotiate a collateral-loan rate from 3.5% to 2.5%. The video examines authority and cost.
4:30
00600
How to set up a Canadian retirement account? Grow up with TFSA, use RRSP moat, reach perfect retirement in 70_30
Short
How to set up a Canadian retirement account? Grow up with TFSA, use RRSP moat, reach perfect retirement in 70_30
A Canadian viewer is two years from retirement, spends about C$55,000 annually, and expects C$50,000–C$60,000 from pensions at 65, asking how to place a 70:30 allocation across TFSA, RRSP, and taxable accounts.
4:36
00600
First, put the position in the right position: Return home from overseas securities companies and let 6 million go on the road to growth.
Short
First, put the position in the right position: Return home from overseas securities companies and let 6 million go on the road to growth.
A Taiwan investor holds about NT$6 million with an overseas broker for a ten-year horizon and asks about all QQQ versus 4:3:3. The speaker favors remitting funds to Taiwan and using 00662, citing tax and.
3:32
00599
Emergency funds and family choices: smart preparations before investing
Short
Emergency funds and family choices: smart preparations before investing
A couple considers selling a home, reallocating roughly NT$8 million between 0056 and 00662, and deciding how much emergency cash to retain first.
3:02
00599
Asset allocation and pledge wisdom after retirement
Short
Asset allocation and pledge wisdom after retirement
A retired couple aged 67 and 70 reports about $3.324 million in liquid assets and $200,000 annual retirement income, asking about $100,000 yearly PAL borrowing, Roth conversions, and TQQQ reinvestment.
4:18
00599
Credit 2 5% and pledge 2%: How to choose between 70_30, 613, 523 and 433?
Short
Credit 2 5% and pledge 2%: How to choose between 70_30, 613, 523 and 433?
A China-based worker reports NT$3 million annual income, NT$8 million in Taiwan stocks, and NT$500,000 cash while considering a seven-year NT$8 million loan near 2.5% and several allocation options.
3:49
00599
Turn "impossible" into asset allocation: mentality → numbers → action
Short
Turn "impossible" into asset allocation: mentality → numbers → action
A viewer wants to live in Italy and support charity. The video converts those goals into monthly and annual budgets, then links them with QQQ or 00662, cash reserves, rebalancing, and limited PAL borrowing.
5:05
00598
Get rid of 6 billion from 60 million? Long-term snowball × 2% pledge miracle path
Short
Get rid of 6 billion from 60 million? Long-term snowball × 2% pledge miracle path
A retirement model starts with NT$60 million at age 35, assumes a 12% annual return and 2% yearly borrowing, then projects assets over three decades.
4:36
00598
Use investment philosophy to create freedom of choice: a letter from my father
Short
Use investment philosophy to create freedom of choice: a letter from my father
A father links improved family finances with his daughter's choice to study Japanese, pass JLPT N2, earn a TOEIC Gold Certificate, and pursue school in Japan.
4:39
00598
Investment and life choices: Towards the right path to wealth
Short
Investment and life choices: Towards the right path to wealth
A worker in their early thirties reviews NT$13.5 million in investments, a mortgage above NT$17 million, limited cash, ETF choices, and whether to keep the home.
5:40
00598
Credit Leverage and Asset Growth: A Jet-Engine Gap
Short
Credit Leverage and Asset Growth: A Jet-Engine Gap
Three seven-year plans start with NT$3 million: annual contributions, a NT$2.34 million personal loan, or the same loan plus NT$11,300 invested each month.
5:11