00503
Planning for College: Custodial Accounts and Family Assets
Short
Planning for College: Custodial Accounts and Family Assets
A parent asks how to prepare for a child's future college costs and whether to use a custodial account or the parents' own portfolio. The speaker outlines his preferred approach to family assets and borrowing.
4:49
00502
Questions About ETF Collateral and Estate Tax on Shares
Short
Questions About ETF Collateral and Estate Tax on Shares
A writer in Taiwan asks whether ETF-backed lending rules could change and how inherited shares are valued and used to pay estate tax. The speaker gives his understanding of both issues.
2:59
00502
Asset Allocation and Retirement Planning for a New Zealand Coach
Short
Asset Allocation and Retirement Planning for a New Zealand Coach
A New Zealand resident concerned about the physical demands of coaching describes income, expenses, cash, and QQQ holdings and asks about allocation, currencies, and retirement timing.
5:22
00502
Fifteen Years of Investing and Cash Allocation
Short
Fifteen Years of Investing and Cash Allocation
A reader with about 15 years of investing experience reviews his use of many products and asks how new monthly contributions and emergency reserves should fit his current allocation.
3:32
00502
Regular Investing in 513100 and Cash Management
Short
Regular Investing in 513100 and Cash Management
A reader using 513100 as a long-term retirement supplement asks whether to maintain a 70% fund and 30% cash allocation or invest the cash at a fixed time each year.
3:36
00501
Taiwan-Dollar Appreciation, Industrial Competitiveness, and Long-Term Investing
Short
Taiwan-Dollar Appreciation, Industrial Competitiveness, and Long-Term Investing
The writer and James discuss Taiwan-dollar appreciation, exporters, financial institutions, the dollar's reserve role, media narratives, and Japan's bubble. James discusses imports, long-term investing, rates, and cash.
9:23
00501
Assessing Retirement with Loan and Insurance Costs
Short
Assessing Retirement with Loan and Insurance Costs
A writer planning to retire the following year describes income, expenses, personal debt, insurance costs, and investments. The speaker assesses the plan through debt and cash flow.
2:32
00501
A Taiwan Investor’s Reflections on Learning and Sharing
Short
A Taiwan Investor’s Reflections on Learning and Sharing
A writer from Taiwan reflects on learning from the channel and sharing its investment philosophy with friends and family. The speaker responds to his ideas about learning and abundance.
2:56
00501
Rental Property Options: Selling for QQQ or Continuing to Rent
Short
Rental Property Options: Selling for QQQ or Continuing to Rent
The video compares selling a Bay Area rental property and investing the proceeds in QQQ with continuing to rent it. The estimates cover cash flow, appreciation, taxes, and compounding.
5:24
00500
Starting to Invest at 24: Cash Allocation and Rebalancing
Short
Starting to Invest at 24: Cash Allocation and Rebalancing
A 24-year-old asks about beginning with a 721 allocation and annual rebalancing. James suggests a less volatile mix with more cash and at least six months of needs covered; these are case-specific speaker views.
4:28
00500
Account Conversions and Cash Planning Two Years Before Retirement
Short
Account Conversions and Cash Planning Two Years Before Retirement
A person planning to retire in two years reviews a 401(k), IRA, Roth IRA, brokerage account, and PAL liability. James discusses rollovers, Roth conversions, cash placement, and leveraged holdings for this case.
3:15
00500
Work, Family Care, and a Child’s Education Choices
Short
Work, Family Care, and a Child’s Education Choices
A mother weighs work, childcare, and family plans while assuming her daughter may study in the U.S. James does not decide whether she should resign; he stresses the child's own choice and living with the family.
3:12