00558
Not to help him buy, but to teach him to buy: QLD investment and financial success for children
Short
Not to help him buy, but to teach him to buy: QLD investment and financial success for children
A mother asks whether a $350,000 Roth IRA can be entirely invested in QLD. The speaker limits QLD to 20%, or $70,000, uses QQQ or QQQM for the rest, and emphasizes teaching the child.
3:19
00558
Returning to Taiwan, is it a dream or a trap? Three thoughts on family, assets and education
Short
Returning to Taiwan, is it a dream or a trap? Three thoughts on family, assets and education
A U.S.-based family with about $3 million in assets, $250,000 in annual income, and $100,000 of yearly investing is considering a move to Taiwan. The video weighs education, family unity, and asset growth.
2:58
00558
Do Not Give Up a 300x Opportunity over a 0.02% Fee: A Mainland Student Asks, and the Instructor Answers
Short
Do Not Give Up a 300x Opportunity over a 0.02% Fee: A Mainland Student Asks, and the Instructor Answers
A mainland Chinese learner asks about a 0.02% index-fund fee difference, reports of a 20% capital-gains tax on Hong Kong accounts, and contacting another learner. The video also refuses to share private details.
3:22
00534
Retirement asset allocation and withdrawal rate: Life is more important than rate of return
Long
Retirement asset allocation and withdrawal rate: Life is more important than rate of return
A Taiwan case compares sub-brokerage with a direct U.S. brokerage account, covering overseas income, individual alternative minimum tax (AMT) reporting, and 00662. Video claims only—not general tax rules or site advice.
3:54:26
00011
A Personal Finance Bible and the 100 Million Lecture: Six Principles of Compounding and Long-Term Investing
Topics
A Personal Finance Bible and the 100 Million Lecture: Six Principles of Compounding and Long-Term Investing
The video explores financial mindsets, a hypothetical compounding example, long-term index investing, diversification, leverage risk, emotional discipline, and the role of wealth in life goals.
17:15
00010
A Deeper Conversation on Making Your Money Last: Investment Strategy and Risk Management | CLEC
Topics
A Deeper Conversation on Making Your Money Last: Investment Strategy and Risk Management | CLEC
The video examines retirement withdrawal rates, cash allocation, portfolio volatility, rebalancing limits during market declines, and the added pressure of ongoing borrowing and accumulated interest.
23:39
00557
Divide the money first, and it will be easier to handle later: a strategy for withdrawing 30 million retirement assets
Short
Divide the money first, and it will be easier to handle later: a strategy for withdrawing 30 million retirement assets
A 65-year-old single woman has about NT$90 million across several countries and NT$20 million in loans, plus insurance and pledged borrowing. The video separates Taiwan and offshore cash, growth, and leverage.
7:40
00557
Divide the money first, and it will be easier to handle later: a strategy for withdrawing 30 million retirement assets
Short
Divide the money first, and it will be easier to handle later: a strategy for withdrawing 30 million retirement assets
A 65-year-old with NT$30 million wants to withdraw NT$1 million annually for 15 years. The video sets aside NT$15 million in 00865B for spending and allocates the rest to 00662 and 00670L.
3:04
00557
Prepare your future food money first: An elder’s multi-million retirement asset allocation
Short
Prepare your future food money first: An elder’s multi-million retirement asset allocation
A 65-year-old retiree has NT$10 million and labor-insurance pension income but needs another NT$300,000 annually. The video reserves NT$4.5 million for 15 years, then allocates the remainder.
3:13
00557
Fuzzy actuarial, clear direction: allocation of retirement funds does not require overcalculation
Short
Fuzzy actuarial, clear direction: allocation of retirement funds does not require overcalculation
A 50-year-old New Taipei resident plans to retire at 60 and invests about NT$1,500 daily in 00662. The video uses 30 times annual spending as the speaker's threshold for lump-sum versus monthly pension choices.
4:06
00009
How to Make Your Money Last: Investment Strategy and Risk Management | CLEC
Topics
How to Make Your Money Last: Investment Strategy and Risk Management | CLEC
The video presents a cash-first approach to retirement withdrawals, linking cash allocation, portfolio volatility, withdrawal rates, rebalancing, and leverage risk.
10:51
00556
Stable feet support a free home: Learn the true asset allocation mentality from the fluctuations of 00864B
Short
Stable feet support a free home: Learn the true asset allocation mentality from the fluctuations of 00864B
A learner became anxious after a loss of more than NT$400,000 in 00864B. The video explains that short-duration and money-market holdings still face currency effects and should be viewed within the full allocation.
3:42