00078
Investing Essentials (27) How to Find Investment Information on the Internet
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Investing Essentials (27) How to Find Investment Information on the Internet
This Yahoo Finance tutorial covers ETF expenses, fund data, chart comparisons, moving averages, dividends, stock fundamentals, economic calendars, and filtering reliable information.
33:35
00077
The First Investing Lesson of 2019 (2/2): Risk Control and Retirement Account Allocation (Revised)
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The First Investing Lesson of 2019 (2/2): Risk Control and Retirement Account Allocation (Revised)
This 2019 class stress-tests retirement assets against the 2000 and 2008 bear markets and covers spending, fixed withdrawals, Roth conversion tax brackets, capital gains, SPY, cash, Treasuries, and small accounts.
1:27:51
00076
The First Investing Lesson of 2019 (1/2): “Wealth Is a Gift; Happiness Is a Human Right”—Making Sound Financial Decisions (Revised)
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The First Investing Lesson of 2019 (1/2): “Wealth Is a Gift; Happiness Is a Human Right”—Making Sound Financial Decisions (Revised)
This course connects wealth, happiness, and purpose with learning, health, and family, then uses a market decline, leveraged products, and retirement spending to explain financial risk.
1:44:02
00075
Investing Essentials (26) How to switch from traditional IRA to Roth IRA online on Charles Schwab
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Investing Essentials (26) How to switch from traditional IRA to Roth IRA online on Charles Schwab
The video demonstrates a Traditional IRA to Roth IRA conversion at Charles Schwab: finding the form, selecting both accounts, choosing full or partial conversion, entering share quantities, and reviewing tax withholding.
7:56
00079
Investment Newsletter (14) The best investment opportunities are in the United States. Market decline is the best learning opportunity CLEC Investment
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Investment Newsletter (14) The best investment opportunities are in the United States. Market decline is the best learning opportunity CLEC Investment
A discussion of market rebounds, cash allocation, long-term risk, U.S. funds and technology companies, digital payments, retirement saving, and investment discipline.
49:37
00073
Investing Essentials (25) Retirement Expense Risk Control
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Investing Essentials (25) Retirement Expense Risk Control
The lesson covers retirement-spending risk through cash reserves, bear-market expenses, stock allocation, taxes from selling, dividend reinvestment, fixed-dollar and percentage withdrawals, and 3% versus 4% scenarios.
44:46
00074
Investment Newsletter (13) When bouncing at high altitude, the rope cannot be broken. In the market, you cannot go bankrupt. You must understand risk control. CLEC Investment
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Investment Newsletter (13) When bouncing at high altitude, the rope cannot be broken. In the market, you cannot go bankrupt. You must understand risk control. CLEC Investment
The December 2018 review covers sharp declines and rebounds, cash reserves, company research, short-term U.S. Treasury bills, Apple services, wearables, the App Store, Amazon, Square, and autonomous vehicles.
1:02:35
00067
Investing Essentials (25) What to do when the stock market crashes? The answer is, nothing needs to be done
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Investing Essentials (25) What to do when the stock market crashes? The answer is, nothing needs to be done
The lesson discusses responses to a market crash, U.S. year-end tax planning, realized gains and losses, buying SPY near a historical peak, retirement withdrawals, cash flow, asset allocation, and index investing.
21:25
00065
Achieving Financial Independence | CLEC
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Achieving Financial Independence | CLEC
This financial-freedom class introduces retirement planning, buy-and-hold investing, housing, inflation, the Rule of 72, compounding, management fees, SPY, ETFs, mutual funds, 401(k) plans, and IRAs.
50:01
00064
Investing Essentials (24) Identify bubbles and survive corrections
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Investing Essentials (24) Identify bubbles and survive corrections
Using the 2018 U.S. market, the lesson distinguishes corrections from bubbles through the yield curve, inflation, real rates, corporate fundamentals, tight credit, leverage, mass speculation, and market tops.
56:55
00068
Investment Newsletter (12) The market bullish upward trend remains unchanged. Investors should ignore short-term market noise, buy bravely, hold steadily, and don’t worry
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Investment Newsletter (12) The market bullish upward trend remains unchanged. Investors should ignore short-term market noise, buy bravely, hold steadily, and don’t worry
The November 2018 review covers long-term SPY timing, volatility, Apple services, Square lending, data privacy, banks, Apple Music, mobile payments, e-commerce, Amazon smart homes, and interest rates.
36:36
00062
Market Analysis (3) Market fluctuations are not scary, inner fear is your enemy
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Market Analysis (3) Market fluctuations are not scary, inner fear is your enemy
Recorded during the October 2018 market volatility, the video discusses investor fear, holding periods, historical return ranges, Nasdaq corrections, and the different short-term risks of SPY, QQQ, and individual stocks.
18:48