00552
Sort Out Your Accounts and Allocation Gets Flexible: Roth Conversions and Smart Rebalancing in Retirement
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Sort Out Your Accounts and Allocation Gets Flexible: Roth Conversions and Smart Rebalancing in Retirement
The video explains moving a 401(k) to a Traditional IRA after retirement, then converting portions to a Roth IRA over time. It also separates cash functions across Roth, brokerage, and Traditional accounts.
4:20
00551
Too Clever for Your Own Good? Charlie Munger on the Absurdity and Truth of the Investing World
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Too Clever for Your Own Good? Charlie Munger on the Absurdity and Truth of the Investing World
The video recounts Charlie Munger's criticism of failed stock-picking exercises at an investment adviser. It attributes the failures to expectations and complexity, then outlines three principles.
3:03
00551
Do What You Love in Life: Happiness Is the Starting Point, Wealth Is a Gift
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Do What You Love in Life: Happiness Is the Starting Point, Wealth Is a Gift
A 22-year-old graduate who entered markets at 17 now invests regularly in 00662 and asks how to balance personal interests with social expectations about study and career.
3:22
00551
Learn to Be Antifragile: Investing Is a Practice That Walks Alongside Life
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Learn to Be Antifragile: Investing Is a Practice That Walks Alongside Life
The video uses a learner's reflections to discuss volatility, mindset, and antifragility. Simple allocations still require discipline in declines, while the speaker limits leverage and keeps cash.
3:08
00551
The Bigger Choice After Abundance: What Is Money Actually Worth Spending On?
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The Bigger Choice After Abundance: What Is Money Actually Worth Spending On?
A retiree with stable family finances and monthly cash flow is moving from Hon Hai shares to 00662. The video discusses using wealth for life, evaluating charities, and retaining control over giving.
3:07
00550
Make the Most of a Roth Account for a Freer Retirement: After-Tax Investing Wisdom for University Faculty
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Make the Most of a Roth Account for a Freer Retirement: After-Tax Investing Wisdom for University Faculty
A U.S. university employee has 401(k), 403(b), and 457(b) plans, expects to retire in 8–10 years, and can invest about $60,000 annually. The video discusses Roth contributions and rollovers.
3:34
00550
Dollar-Cost Averaging Runs on Allocation, Not Courage: An Asset Allocation Mindset Starting from 613
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Dollar-Cost Averaging Runs on Allocation, Not Courage: An Asset Allocation Mindset Starting from 613
The writer asks about recurring purchases of leveraged funds, a beta ceiling, the asset base for rebalancing, and when to consider pledged borrowing. The video answers with a 6-1-3 model.
3:45
00550
You Already Have Enough Assets—Don't Over-Borrow: Three Reminders on Using a PAL
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You Already Have Enough Assets—Don't Over-Borrow: Three Reminders on Using a PAL
A case with about $1.68 million in assets and a $710,000 PAL limit plans to borrow roughly $100,000 for tuition, taxes, and renovations. The video stresses limits, replenishment, and beta.
3:15
00550
Asset Allocation from Scratch: A Single Mother's First Step in Managing Money
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Asset Allocation from Scratch: A Single Mother's First Step in Managing Money
A 38-year-old single mother has one year of emergency savings, another $111,000 to invest, and $1,200 in monthly contributions. The speaker replaces a 90% QQQ/10% QLD idea with a 60/40 start.
3:54
00548
Mindless Rebalancing Doesn't Mean You're Not Smart: Practice and Mindset for an 80/20 Allocation with Leveraged Funds
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Mindless Rebalancing Doesn't Mean You're Not Smart: Practice and Mindset for an 80/20 Allocation with Leveraged Funds
A couple borrows NT$5.46 million, reserves NT$460,000 for emergencies, and invests the rest 80% in 00662 and 20% in 00865B. The video covers mechanical rebalancing and a daughter's first allocation.
4:50
00548
How Do You Allocate After Emigrating? An Investment Reset Plan from Canada to Texas
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How Do You Allocate After Emigrating? An Investment Reset Plan from Canada to Texas
After moving from Canada to Texas in late 2023, Ms. Luo retains Canadian pension, property, and education assets while opening a U.S. Roth IRA. The video covers 403(b), QLD, pledging, and tax questions.
4:31
00548
The Outside World Is Noise, Market Volatility Is a Blessing: Seeing Investing for What It Is Through Asset Allocation and Life Choices
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The Outside World Is Noise, Market Volatility Is a Blessing: Seeing Investing for What It Is Through Asset Allocation and Life Choices
The video treats financial headlines as short-lived noise and discusses staged entry, long-term holding, leverage limits, and cash for rebalancing. Claims about future markets remain the speaker's views.
3:13