00436
Adjusting Finances Before Retirement: A Case Discussion of Policy Surrender and Leveraged Investing
Short
Adjusting Finances Before Retirement: A Case Discussion of Policy Surrender and Leveraged Investing
A viewer expecting to retire in ten years outlines income, pension, stocks, insurance, shared property, and debt. The speaker advocates surrendering the policy and using credit and mortgage funds to invest.
4:17
00436
Retirement and Investment Learning: The Speaker’s Views on Workers, Capital Owners, and Independent Thought
Short
Retirement and Investment Learning: The Speaker’s Views on Workers, Capital Owners, and Independent Thought
A worker nearing retirement discusses an unhappy job, exploring life, investing, and discomfort with spending. The speaker responds with personal views on independent thought, labor, and capital ownership.
5:45
00436
A Case Discussion of Selling or Inheriting a Rental Property and Surrendering a Savings Policy
Short
A Case Discussion of Selling or Inheriting a Rental Property and Surrendering a Savings Policy
A viewer weighs selling a rental property against leaving it to the children and asks whether to surrender a savings policy. The speaker responds with case-specific views on costs, liquidity, and future premiums.
3:13
00436
Presale Contract, Home Sale, and Near-Term Funds: A Question About Moving a U.S. Dollar Deposit to 00864B
Short
Presale Contract, Home Sale, and Near-Term Funds: A Question About Moving a U.S. Dollar Deposit to 00864B
A viewer faces a slow home sale, a non-transferable presale contract, and a U.S. dollar deposit needed in 18 months. The speaker offers case-specific views on cancellation, pricing, currency, and 00864B.
2:41
00007
Investment Returns, Fees, and Why Not to Hand Your Money to a Financial Advisor
2018 Offline Course Catalog
Investment Returns, Fees, and Why Not to Hand Your Money to a Financial Advisor
The video uses long-term investment scenarios to show how recurring fees and transaction-related taxes can erode assets, comparing outcomes across different trading frequencies and cost assumptions.
6:49
00513
〖The times are changing, choose the best indicator (such as Nasdaq 100), Rhapsody in the AI Era. 〗replace
Long
〖The times are changing, choose the best indicator (such as Nasdaq 100), Rhapsody in the AI Era. 〗replace
Seven excerpts index channel statements, AI and purpose, an AI workflow, cash and repeated-buying risk, rebalancing, and crypto risk. Claims are unverified; this is not the full video or financial, legal, or tax advice.
2:42:10
00006
How to Calculate Investment Returns with IRR
2018 Offline Course Catalog
How to Calculate Investment Returns with IRR
The video demonstrates Excel's IRR function through insurance, annuity, and financial-product examples, showing why the total amount received is not the same as an annualized return.
6:20
00435
From Individual Stocks and SPY to QQQ: Asset Reallocation, QLD, and Tariff Questions
Short
From Individual Stocks and SPY to QQQ: Asset Reallocation, QLD, and Tariff Questions
A viewer describes moving from individual stocks and SPY into QQQ, with plans to sell property and unwind insurance holdings. Questions about QLD and tariffs lead to the speaker's views on research and market analysis.
5:28
00435
A Market Decline as a Risk-Tolerance Test: Home-Equity Borrowing and Portfolio Beta
Short
A Market Decline as a Risk-Tolerance Test: Home-Equity Borrowing and Portfolio Beta
A market decline shows a viewer that beta 1.2 exceeds their comfort level. Before deploying a new home-equity loan, the viewer reassesses allocation, risk tolerance, and the ability to hold long term.
2:11
00435
Portfolio Beta and Cash in a Traditional IRA: Is QLD Necessary?
Short
Portfolio Beta and Cash in a Traditional IRA: Is QLD Necessary?
A viewer lists QQQ, TQQQ, and cash across several accounts and asks how to raise portfolio beta from about 0.8 to 1.0. The speaker discusses cash and leveraged-fund placement.
3:20
00435
Cash Planning After Asset Reallocation: 00864B, Securities-Backed Borrowing, and Investment Anxiety
Short
Cash Planning After Asset Reallocation: 00864B, Securities-Backed Borrowing, and Investment Anxiety
A viewer discusses anxiety after reallocating assets, the need for accessible cash, and questions about 00864B and securities-backed borrowing. The speaker offers a case-specific view.
3:27
00005
Happiness Is a Human Right
2018 Offline Course Catalog
Happiness Is a Human Right
The video treats happiness as a changing state, using examples of lifestyle upgrades, comparison, and desire before connecting those ideas to affordable living, retirement planning, and helping others.
10:49