00635
The most taboo investment is to move around: Accompanying mother 00662 regular quota, on-the-job retention pledge 2% + 00865B
Short
The most taboo investment is to move around: Accompanying mother 00662 regular quota, on-the-job retention pledge 2% + 00865B
The video organizes a reported case, key questions, the speaker’s analytical framework, and limits requiring verification against actual circumstances and source evidence.
3:31
00635
How to Allocate 5.5 Million: 70/30 Pays 13,000 a Month, 50/50 Pays 23,000—Approaching Retirement Within 10 Years
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How to Allocate 5.5 Million: 70/30 Pays 13,000 a Month, 50/50 Pays 23,000—Approaching Retirement Within 10 Years
A 37-year-old shop owner in Shandong has RMB5.5 million, two sons, and RMB10,000 monthly spending; the speaker compares 70/30 and 50/50 withdrawal examples.
1:52
00635
Increase the Mortgage to Buy Index Funds? First Plan for Unemployment and a Market Drop
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Increase the Mortgage to Buy Index Funds? First Plan for Unemployment and a Market Drop
A 34-year-old with RMB1 million in an 80/20 mix considers a RMB2 million property-backed loan at 2.8% to buy 513100; the video prioritizes term length and stress planning.
5:08
00635
Stop Waiting for Redevelopment: Sell the Home, Cut Losses, and Switch to a 433/802 Allocation
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Stop Waiting for Redevelopment: Sell the Home, Cut Losses, and Switch to a 433/802 Allocation
A 47-year-old family exits a loss-making presale home, corporate bonds, and savings insurance while using NT$14 million in 4-3-3 and NT$15 million in 8-0-2 allocations.
5:33
00634
Asset allocation of UK 70_30: £700,000 breaks one million in three years. Retire with ease
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Asset allocation of UK 70_30: £700,000 breaks one million in three years. Retire with ease
A UK household may sell three properties for about £700,000 while a 70-year-old husband plans to retire in three years; the video discusses a 70/30 mix, ISAs, and 00662.
6:39
00634
Are Flexible Mortgages Too Risky? Why a Reverse Mortgage May Give Mom More Security
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Are Flexible Mortgages Too Risky? Why a Reverse Mortgage May Give Mom More Security
A 36-year-old civil servant with about NT$6 million in a 4-3-3 mix considers a NT$4 million credit-line mortgage for a mother; the speaker instead raises amortization risk.
2:33
00634
Don’t invest assets to the limit: How to configure QLD and TQQQ for more peace of mind?
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Don’t invest assets to the limit: How to configure QLD and TQQQ for more peace of mind?
A 47-year-old retiree in Singapore reports US$12 million in assets and a US$400,000 PAL, proposing QQQ, QLD, TQQQ, and 40% cash while asking about trusts and rebalancing.
4:31
00634
How to match 24 million? 00865B accounts for 40–50%, and you can withdraw NT$80,000 to NT$100,000 every month to live peacefully.
Short
How to match 24 million? 00865B accounts for 40–50%, and you can withdraw NT$80,000 to NT$100,000 every month to live peacefully.
An electronics-industry listener reports about NT$24.1 million in assets and considers leaving work; the speaker models 4%-5% annual withdrawals with 40%-50% cash allocations.
3:20
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.
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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
00633
The truth about overseas accounts, immigration options and asset allocation
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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
Correct investment logic: avoid risks and move forward steadily
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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
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