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PODCAST · business

Diamond NestEgg

Hello members, supersavers & course fans! It's Jen & Markus, financial advisors, educators & super-supersavers since we were little kids! Everyone's financial journey is different. Learn all about about bonds, equities, real estate, crypto and other alternative assets! How do these investments fit into your financial and retirement journey? 

  1. 105

    How To Prepare For A Market Crash: Three Fundamental Options

    Could you survive a 13-year bear market? What would happen to your money if the S&P 500 crashed by 50% like back in 2000 and 2007? Let's talk about how you could have protected yourself back then, and how you can protect your money now against a potential market crash and long-lasting bear market, build out the Base Part of your portfolio, and lock in a lifelong guaranteed fixed income stream while you’re at it. Drop us a note - what do you want to hear about next?C-Suite PerspectivesElevate how you lead with insight from today’s most influential executives.Listen on: Apple Podcasts   SpotifySupport the show💎 Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus! 💰 Supercharge your income 👉 JOIN our VIP Investment Club and be the first to know about top rates, higher-yielding investment opportunities and members-only conversations and content!👉 Email [email protected] to get connected with our trusted annuity, life insurance and long-term care specialists 📢 Learn all about bond investing while yields are attractive! Get both our bond courses together & save $100 here!💡 Learn more about our foundational-level Bond Beginners and intermediate-level Bond Masters courses⭐ Check out Caitlin and Eva's YouTube channel, Your Financial Journey, for even more personal finance content and tutorials and Sophie's YouTube channel, Sophie The Scientist, if you like cool and fun science facts as well! 

  2. 104

    Up To 5.50%: Grab These Rates Before They're Gone | MYGAs (Multi-Year Guaranteed Annuities) vs TIPS

    Treasury yields moved lower last week, but it’s still not too late for the magic 5% number that quite a few of you have been waiting for, if you’re willing to look beyond Treasuries without compromising the safety of your investment. Or perhaps you might be leaning more towards the upcoming 5-Year TIPS auction and a potentially attractive real yield given the latest 4.2% inflation report from the BLS?Drop us a note - what do you want to hear about next?Support the show💎 Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus! 💰 Supercharge your income 👉 JOIN our VIP Investment Club and be the first to know about top rates, higher-yielding investment opportunities and members-only conversations and content!👉 Email [email protected] to get connected with our trusted annuity, life insurance and long-term care specialists 📢 Learn all about bond investing while yields are attractive! Get both our bond courses together & save $100 here!💡 Learn more about our foundational-level Bond Beginners and intermediate-level Bond Masters courses⭐ Check out Caitlin and Eva's YouTube channel, Your Financial Journey, for even more personal finance content and tutorials and Sophie's YouTube channel, Sophie The Scientist, if you like cool and fun science facts as well! 

  3. 103

    Ditch The Markets & Lock In Up To 9% Guaranteed Income Growth For 7 Years? | Fixed Indexed Annuity

    Nervous about the markets & SpaceX IPO? What if we told you that there is a way to get an up to 9% growth spurt in your retirement income 7 years before retirement? Plus, 100% principal protection, while keeping up to 7.25% S&P upside for 7 years AND locking in a potential guaranteed income stream for life - let's recap the numbers for a fixed indexed annuity (FIA) with an income rider vs one without an income rider. Drop us a note - what do you want to hear about next?Support the show💎 Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus! 💰 Supercharge your income 👉 JOIN our VIP Investment Club and be the first to know about top rates, higher-yielding investment opportunities and members-only conversations and content!👉 Email [email protected] to get connected with our trusted annuity, life insurance and long-term care specialists 📢 Learn all about bond investing while yields are attractive! Get both our bond courses together & save $100 here!💡 Learn more about our foundational-level Bond Beginners and intermediate-level Bond Masters courses⭐ Check out Caitlin and Eva's YouTube channel, Your Financial Journey, for even more personal finance content and tutorials and Sophie's YouTube channel, Sophie The Scientist, if you like cool and fun science facts as well! 

  4. 102

    Buy SCHD At The Top of the Market? (393% Dividend Growth Over 13 Years)

    393% dividend growth over the past 13 years for SCHD - should you buy SCHD at the top of the market for inflation-protected income? Is SCDH (Schwab’s US Dividend Equity ETF) really the best of both the “income” and the “growth” worlds? Watch on and find out in Part 1 of our Dividend Fund Miniseries!Drop us a note - what do you want to hear about next?Support the show💎 Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus! 💰 Supercharge your income 👉 JOIN our VIP Investment Club and be the first to know about top rates, higher-yielding investment opportunities and members-only conversations and content!👉 Email [email protected] to get connected with our trusted annuity, life insurance and long-term care specialists 📢 Learn all about bond investing while yields are attractive! Get both our bond courses together & save $100 here!💡 Learn more about our foundational-level Bond Beginners and intermediate-level Bond Masters courses⭐ Check out Caitlin and Eva's YouTube channel, Your Financial Journey, for even more personal finance content and tutorials and Sophie's YouTube channel, Sophie The Scientist, if you like cool and fun science facts as well! 

  5. 101

    Up To 8.73% APY: Top Brokerage & High Yield Savings Accounts From Morgan Stanley E-Trade

    An up to 8.73% APY cash bonus with a new brokerage account from Morgan Stanley’s E-Trade vs a cash bonus of up to $10,000, and what about a 4.00% HYSA locked-in for six months? Let's go through the top Morgan Stanley E-Trade bonus offers right now for new brokerage and high-yield savings accounts. Drop us a note - what do you want to hear about next?Support the show💎 Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus! 💰 Supercharge your income 👉 JOIN our VIP Investment Club and be the first to know about top rates, higher-yielding investment opportunities and members-only conversations and content!👉 Email [email protected] to get connected with our trusted annuity, life insurance and long-term care specialists 📢 Learn all about bond investing while yields are attractive! Get both our bond courses together & save $100 here!💡 Learn more about our foundational-level Bond Beginners and intermediate-level Bond Masters courses⭐ Check out Caitlin and Eva's YouTube channel, Your Financial Journey, for even more personal finance content and tutorials and Sophie's YouTube channel, Sophie The Scientist, if you like cool and fun science facts as well! 

  6. 100

    Best Preferred Stock ETF Right Now? Is PFFA A Buy For Income Investors?

    Up to 9.65% distribution yield on a preferred equity fund. Is PFFA the “best” preferred ETF on the market right now? PFFA is the Virtus InfraCap US Preferred Stock ETF. Let's walk through how PFFA's total trailing returns, distribution yield and how it has achieved its performance numbers, as well as who should (or should not) invest in PFFA.Drop us a note - what do you want to hear about next?Support the show💎 Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus! 💰 Supercharge your income 👉 JOIN our VIP Investment Club and be the first to know about top rates, higher-yielding investment opportunities and members-only conversations and content!👉 Email [email protected] to get connected with our trusted annuity, life insurance and long-term care specialists 📢 Learn all about bond investing while yields are attractive! Get both our bond courses together & save $100 here!💡 Learn more about our foundational-level Bond Beginners and intermediate-level Bond Masters courses⭐ Check out Caitlin and Eva's YouTube channel, Your Financial Journey, for even more personal finance content and tutorials and Sophie's YouTube channel, Sophie The Scientist, if you like cool and fun science facts as well! 

  7. 99

    Protecting Your S&P 500 Funds Against A Crash? 100% Principal Protection With FIA & Income Rider?

    The S&P 500 has come down a bit since hitting another all-time high of 7,621 last Tuesday. How can you earn up 7.25% for 7 years while protecting your cash against a potential market crash/AI bubble? Is it possible to stay invested in the S&P 500 with guaranteed principal protection and a potential lifetime income stream? The short answer is yes, and in today's episode, we'll be covering how to do this with two popular choices - a fixed indexed annuities (FIA) with an income rider and a FIA without an income rider. See which may be best suited for you. Drop us a note - what do you want to hear about next?C-Suite PerspectivesElevate how you lead with insight from today’s most influential executives.Listen on: Apple Podcasts   SpotifySupport the show💎 Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus! 💰 Supercharge your income 👉 JOIN our VIP Investment Club and be the first to know about top rates, higher-yielding investment opportunities and members-only conversations and content!👉 Email [email protected] to get connected with our trusted annuity, life insurance and long-term care specialists 📢 Learn all about bond investing while yields are attractive! Get both our bond courses together & save $100 here!💡 Learn more about our foundational-level Bond Beginners and intermediate-level Bond Masters courses⭐ Check out Caitlin and Eva's YouTube channel, Your Financial Journey, for even more personal finance content and tutorials and Sophie's YouTube channel, Sophie The Scientist, if you like cool and fun science facts as well! 

  8. 98

    How To Protect Your S&P 500 Funds + Potential Lifelong Income? | Fixed Indexed Annuities

    The S&P 500 just hit another all-time high - how can you protect your investments from crashing down again while still keeping up to potentially 9% upside? And lock in a guaranteed lifelong income at the same time?Drop us a note - what do you want to hear about next?C-Suite PerspectivesElevate how you lead with insight from today’s most influential executives.Listen on: Apple Podcasts   SpotifySupport the show💎 Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus! 💰 Supercharge your income 👉 JOIN our VIP Investment Club and be the first to know about top rates, higher-yielding investment opportunities and members-only conversations and content!👉 Email [email protected] to get connected with our trusted annuity, life insurance and long-term care specialists 📢 Learn all about bond investing while yields are attractive! Get both our bond courses together & save $100 here!💡 Learn more about our foundational-level Bond Beginners and intermediate-level Bond Masters courses⭐ Check out Caitlin and Eva's YouTube channel, Your Financial Journey, for even more personal finance content and tutorials and Sophie's YouTube channel, Sophie The Scientist, if you like cool and fun science facts as well! 

  9. 97

    Lock In 5% Rates Now Before They're Gone? | Top MYGA Rates 2026

    Some Treasury maturities are still hovering around 5%, despite having come down from their mid-month highs. And some multi-year guaranteed annuities (MYGAs) are still above 5% currently. Is now the time to lock them in? And how might the current US-Iranian conflict move yields in the coming weeks and months?Drop us a note - what do you want to hear about next?Support the show💎 Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus! 💰 Supercharge your income 👉 JOIN our VIP Investment Club and be the first to know about top rates, higher-yielding investment opportunities and members-only conversations and content!👉 Email [email protected] to get connected with our trusted annuity, life insurance and long-term care specialists 📢 Learn all about bond investing while yields are attractive! Get both our bond courses together & save $100 here!💡 Learn more about our foundational-level Bond Beginners and intermediate-level Bond Masters courses⭐ Check out Caitlin and Eva's YouTube channel, Your Financial Journey, for even more personal finance content and tutorials and Sophie's YouTube channel, Sophie The Scientist, if you like cool and fun science facts as well! 

  10. 96

    Annuity Rates Hit Multi-Year Highs: Lock In An Up To 9.90% 1st Year Bonus Rate Now?

    An up to 9.90% 1st year bonus rate on a MYGA (multi-year guaranteed annuity) - MYGA rates are at some of the highest levels we’ve seen since we started talking about them on this channel last year, and you can now even get 5%-plus rates with some of the best-rated insurance carriers, depending on your investment amount and time horizon. Let's see what you're MYGA rate could look like.Drop us a note - what do you want to hear about next?Support the show💎 Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus! 💰 Supercharge your income 👉 JOIN our VIP Investment Club and be the first to know about top rates, higher-yielding investment opportunities and members-only conversations and content!👉 Email [email protected] to get connected with our trusted annuity, life insurance and long-term care specialists 📢 Learn all about bond investing while yields are attractive! Get both our bond courses together & save $100 here!💡 Learn more about our foundational-level Bond Beginners and intermediate-level Bond Masters courses⭐ Check out Caitlin and Eva's YouTube channel, Your Financial Journey, for even more personal finance content and tutorials and Sophie's YouTube channel, Sophie The Scientist, if you like cool and fun science facts as well! 

  11. 95

    Protecting Your S&P 500 Funds Against A Crash? Guaranteed Principal Protection With A FIA vs CPSM?

    How can you earn up to 6.05% to 9% while protecting your cash against a market crash/AI bubble? Is it possible to stay invested in the S&P 500 with guaranteed principal protection? The short answer is yes, and in today's video, we'll be covering how to do this with two popular choices - a structured protection ETF from Calamos (CPSM) - as well as a fixed indexed annuities (FIAs) - which might be better if you're worried about the next black swan crash?Drop us a note - what do you want to hear about next?C-Suite PerspectivesElevate how you lead with insight from today’s most influential executives.Listen on: Apple Podcasts   Spotify C-Suite PerspectivesElevate how you lead with insight from today’s most influential executives.Listen on: Apple Podcasts   SpotifySupport the show💎 Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus! 💰 Supercharge your income 👉 JOIN our VIP Investment Club and be the first to know about top rates, higher-yielding investment opportunities and members-only conversations and content!👉 Email [email protected] to get connected with our trusted annuity, life insurance and long-term care specialists 📢 Learn all about bond investing while yields are attractive! Get both our bond courses together & save $100 here!💡 Learn more about our foundational-level Bond Beginners and intermediate-level Bond Masters courses⭐ Check out Caitlin and Eva's YouTube channel, Your Financial Journey, for even more personal finance content and tutorials and Sophie's YouTube channel, Sophie The Scientist, if you like cool and fun science facts as well! 

  12. 94

    SCHD, BND & PFF: The Best Kept Secret For High Cash Flows?

    Which pays the most: dividend fund SCHD, bond fund BND or preferred stock fund PFF? See how preferred equity may be able to potentially boost your cash flow and whether it might be right for you as part of an overall diversified portfolio.Drop us a note - what do you want to hear about next?C-Suite PerspectivesElevate how you lead with insight from today’s most influential executives.Listen on: Apple Podcasts   SpotifySupport the show💎 Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus! 💰 Supercharge your income 👉 JOIN our VIP Investment Club and be the first to know about top rates, higher-yielding investment opportunities and members-only conversations and content!👉 Email [email protected] to get connected with our trusted annuity, life insurance and long-term care specialists 📢 Learn all about bond investing while yields are attractive! Get both our bond courses together & save $100 here!💡 Learn more about our foundational-level Bond Beginners and intermediate-level Bond Masters courses⭐ Check out Caitlin and Eva's YouTube channel, Your Financial Journey, for even more personal finance content and tutorials and Sophie's YouTube channel, Sophie The Scientist, if you like cool and fun science facts as well! 

  13. 93

    Could Treasury Bond Yields Hit 6%? Buy Now Or Wait? Might The Fed Raise Rates?

    Could Treasury bond yields hit 6%, especially since 30-Year Treasury hit its highest level since 2007 last week. Should you buy now or wait and might the Fed raise rates with skyrocketing oil prices and inflation fears?Drop us a note - what do you want to hear about next?Support the show💎 Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus! 💰 Supercharge your income 👉 JOIN our VIP Investment Club and be the first to know about top rates, higher-yielding investment opportunities and members-only conversations and content!👉 Email [email protected] to get connected with our trusted annuity, life insurance and long-term care specialists 📢 Learn all about bond investing while yields are attractive! Get both our bond courses together & save $100 here!💡 Learn more about our foundational-level Bond Beginners and intermediate-level Bond Masters courses⭐ Check out Caitlin and Eva's YouTube channel, Your Financial Journey, for even more personal finance content and tutorials and Sophie's YouTube channel, Sophie The Scientist, if you like cool and fun science facts as well! 

  14. 92

    0% Treasuries vs $238,000 To Be Safe In Retirement? | Base & Boost Strategy

    0% Treasuries vs $238,000: which is better and for whom? How might you organize your portfolio to generate the income you need while not running out of money? And what role do Treasuries play vs other types of bonds and fixed-income-like investments? Drop us a note - what do you want to hear about next?Support the show💎 Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus! 💰 Supercharge your income 👉 JOIN our VIP Investment Club and be the first to know about top rates, higher-yielding investment opportunities and members-only conversations and content!👉 Email [email protected] to get connected with our trusted annuity, life insurance and long-term care specialists 📢 Learn all about bond investing while yields are attractive! Get both our bond courses together & save $100 here!💡 Learn more about our foundational-level Bond Beginners and intermediate-level Bond Masters courses⭐ Check out Caitlin and Eva's YouTube channel, Your Financial Journey, for even more personal finance content and tutorials and Sophie's YouTube channel, Sophie The Scientist, if you like cool and fun science facts as well! 

  15. 91

    Retirement Planning At Age 50: How To Avoid The 10% IRA/401(k) Early Withdrawal Penalty

    Retire early, withdraw money from your 401(k) before 59 1/2 and avoid the 10% early withdrawal penalty - let's talk about a smart and simple way to do this that not many are probably even aware of and how it can also reduce the risk of getting fined by the IRS Drop us a note - what do you want to hear about next?C-Suite PerspectivesElevate how you lead with insight from today’s most influential executives.Listen on: Apple Podcasts   SpotifySupport the show💎 Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus! 💰 Supercharge your income 👉 JOIN our VIP Investment Club and be the first to know about top rates, higher-yielding investment opportunities and members-only conversations and content!👉 Email [email protected] to get connected with our trusted annuity, life insurance and long-term care specialists 📢 Learn all about bond investing while yields are attractive! Get both our bond courses together & save $100 here!💡 Learn more about our foundational-level Bond Beginners and intermediate-level Bond Masters courses⭐ Check out Caitlin and Eva's YouTube channel, Your Financial Journey, for even more personal finance content and tutorials and Sophie's YouTube channel, Sophie The Scientist, if you like cool and fun science facts as well! 

  16. 90

    Locking In Up To 9.65% In Year 1: What Happens After With A 6-Year Annuity?

    Treasuries, agencies, and even an up to 9.65% 1st year “teaser rate” on a multi-year guaranteed annuity (MYGA) - might these be something for you? Drop us a note - what do you want to hear about next?Support the show💎 Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus! 💰 Supercharge your income 👉 JOIN our VIP Investment Club and be the first to know about top rates, higher-yielding investment opportunities and members-only conversations and content!👉 Email [email protected] to get connected with our trusted annuity, life insurance and long-term care specialists 📢 Learn all about bond investing while yields are attractive! Get both our bond courses together & save $100 here!💡 Learn more about our foundational-level Bond Beginners and intermediate-level Bond Masters courses⭐ Check out Caitlin and Eva's YouTube channel, Your Financial Journey, for even more personal finance content and tutorials and Sophie's YouTube channel, Sophie The Scientist, if you like cool and fun science facts as well! 

  17. 89

    NEW: Fidelity’s Up To $100 Fee For Certain ETFs: Will Your ETFs Be More Expensive To Buy?

    Fidelity has a new up to $100 service fee to buy certain ETFs on its platform, from June 1, 2026  - how will this impact you, if at all? Will your ETF purchases at Fidelity get more expensive? And do you know how the brokerage firm makes money when you, as the investor, pay zero commission on your ETFs? Plus, do Schwab and Vanguard plan on doing something similar?Drop us a note - what do you want to hear about next?Support the show💎 Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus! 💰 Supercharge your income 👉 JOIN our VIP Investment Club and be the first to know about top rates, higher-yielding investment opportunities and members-only conversations and content!👉 Email [email protected] to get connected with our trusted annuity, life insurance and long-term care specialists 📢 Learn all about bond investing while yields are attractive! Get both our bond courses together & save $100 here!💡 Learn more about our foundational-level Bond Beginners and intermediate-level Bond Masters courses⭐ Check out Caitlin and Eva's YouTube channel, Your Financial Journey, for even more personal finance content and tutorials and Sophie's YouTube channel, Sophie The Scientist, if you like cool and fun science facts as well! 

  18. 88

    JBBB, JAAA & T-Bills: What's Better? Safer?

    JBBB is paying 6.21% with monthly cash payouts at the time of this taping, significantly higher than T-Bills at the moment. Is JBBB safe enough for you? Or might JAAA or the T-Bills be better or safer?Drop us a note - what do you want to hear about next?Support the show💎 Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus! 💰 Supercharge your income 👉 JOIN our VIP Investment Club and be the first to know about top rates, higher-yielding investment opportunities and members-only conversations and content!👉 Email [email protected] to get connected with our trusted annuity, life insurance and long-term care specialists 📢 Learn all about bond investing while yields are attractive! Get both our bond courses together & save $100 here!💡 Learn more about our foundational-level Bond Beginners and intermediate-level Bond Masters courses⭐ Check out Caitlin and Eva's YouTube channel, Your Financial Journey, for even more personal finance content and tutorials and Sophie's YouTube channel, Sophie The Scientist, if you like cool and fun science facts as well! 

  19. 87

    April, May or October I-Bonds? Plus 5% MYGAs?

    These are the last few days to buy April I-Bonds - buy now or wait until May or even October? We'll also talk about the higher-than-expected real yield on this past week's 5-Year TIPS auction, plus whether you can find 5% or higher MYGAs (multi-year guaranteed annuities) right now.Drop us a note - what do you want to hear about next?Support the show💎 Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus! 💰 Supercharge your income 👉 JOIN our VIP Investment Club and be the first to know about top rates, higher-yielding investment opportunities and members-only conversations and content!👉 Email [email protected] to get connected with our trusted annuity, life insurance and long-term care specialists 📢 Learn all about bond investing while yields are attractive! Get both our bond courses together & save $100 here!💡 Learn more about our foundational-level Bond Beginners and intermediate-level Bond Masters courses⭐ Check out Caitlin and Eva's YouTube channel, Your Financial Journey, for even more personal finance content and tutorials and Sophie's YouTube channel, Sophie The Scientist, if you like cool and fun science facts as well! 

  20. 86

    Two Must-Dos To Keep Your Annuities & Insurance Safe: The $849 Billion Private Credit Problem

    The $849 billion of private credit in annuities and insurance companies have regulators worried - what about you? And what can you do to protect yourself when you buy an annuity, or any other insurance product for that matter?Drop us a note - what do you want to hear about next?Support the show💎 Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus! 💰 Supercharge your income 👉 JOIN our VIP Investment Club and be the first to know about top rates, higher-yielding investment opportunities and members-only conversations and content!👉 Email [email protected] to get connected with our trusted annuity, life insurance and long-term care specialists 📢 Learn all about bond investing while yields are attractive! Get both our bond courses together & save $100 here!💡 Learn more about our foundational-level Bond Beginners and intermediate-level Bond Masters courses⭐ Check out Caitlin and Eva's YouTube channel, Your Financial Journey, for even more personal finance content and tutorials and Sophie's YouTube channel, Sophie The Scientist, if you like cool and fun science facts as well! 

  21. 85

    4.97% From T-Bills: CSHI vs SGOV

    3.99% SGOV vs 4.97% CSHI (as of 04/20/2026) TTM returns: which T-Bill ETF may be the better choice for you? CSHI is the NEOS Enhanced Income 1-3 Month T-Bill ETF. Learn how CSHI generates additional returns on T-Bills, how it compares to SGOV and whether CSHI may be right for you or not.Drop us a note - what do you want to hear about next?C-Suite PerspectivesElevate how you lead with insight from today’s most influential executives.Listen on: Apple Podcasts   SpotifySupport the show💎 Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus! 💰 Supercharge your income 👉 JOIN our VIP Investment Club and be the first to know about top rates, higher-yielding investment opportunities and members-only conversations and content!👉 Email [email protected] to get connected with our trusted annuity, life insurance and long-term care specialists 📢 Learn all about bond investing while yields are attractive! Get both our bond courses together & save $100 here!💡 Learn more about our foundational-level Bond Beginners and intermediate-level Bond Masters courses⭐ Check out Caitlin and Eva's YouTube channel, Your Financial Journey, for even more personal finance content and tutorials and Sophie's YouTube channel, Sophie The Scientist, if you like cool and fun science facts as well! 

  22. 84

    Up To 15.04% Potentially From Covered Calls

    Up to 15.04% cash distributions on the NASDAQ 100 & up to 12.50% cash distributions on the S&P 500: what is a call option and how does it work, why might an investor trade call options, and what's our perspective on covered call strategies?Drop us a note - what do you want to hear about next?C-Suite PerspectivesElevate how you lead with insight from today’s most influential executives.Listen on: Apple Podcasts   SpotifySupport the show💎 Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus! 💰 Supercharge your income 👉 JOIN our VIP Investment Club and be the first to know about top rates, higher-yielding investment opportunities and members-only conversations and content!👉 Email [email protected] to get connected with our trusted annuity, life insurance and long-term care specialists 📢 Learn all about bond investing while yields are attractive! Get both our bond courses together & save $100 here!💡 Learn more about our foundational-level Bond Beginners and intermediate-level Bond Masters courses⭐ Check out Caitlin and Eva's YouTube channel, Your Financial Journey, for even more personal finance content and tutorials and Sophie's YouTube channel, Sophie The Scientist, if you like cool and fun science facts as well! 

  23. 83

    I-Bonds: A Must-Buy At New 4.26% Rate Or TIPS Instead?

    Our long-awaited I-Bond rate projection for May is finally here! What is our May I-Bond rate projection and would we personally buy now or wait? Who might want to consider the upcoming 5-Year TIPS auction instead? Or perhaps nominal Treasuries? And how much higher are the current rates on multi-year guaranteed annuities (MYGAs) vs similar-term Treasuries?Drop us a note - what do you want to hear about next?C-Suite PerspectivesElevate how you lead with insight from today’s most influential executives.Listen on: Apple Podcasts   SpotifySupport the show💎 Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus! 💰 Supercharge your income 👉 JOIN our VIP Investment Club and be the first to know about top rates, higher-yielding investment opportunities and members-only conversations and content!👉 Email [email protected] to get connected with our trusted annuity, life insurance and long-term care specialists 📢 Learn all about bond investing while yields are attractive! Get both our bond courses together & save $100 here!💡 Learn more about our foundational-level Bond Beginners and intermediate-level Bond Masters courses⭐ Check out Caitlin and Eva's YouTube channel, Your Financial Journey, for even more personal finance content and tutorials and Sophie's YouTube channel, Sophie The Scientist, if you like cool and fun science facts as well! 

  24. 82

    Buying Up To 5.634% Government-Guaranteed MBS At Schwab, Fidelity & Vanguard

    The highest-yielding government-guaranteed mortgage-backed security (MBS) was paying 5.634% on April 13, 2026 on Schwab's platform. Let's walk through how to buy an MBS from Ginnie Mae in today's video as well as some key items an investor may want to keep an eye on.Drop us a note - what do you want to hear about next?C-Suite PerspectivesElevate how you lead with insight from today’s most influential executives.Listen on: Apple Podcasts   SpotifySupport the show💎 Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus! 💰 Supercharge your income 👉 JOIN our VIP Investment Club and be the first to know about top rates, higher-yielding investment opportunities and members-only conversations and content!👉 Email [email protected] to get connected with our trusted annuity, life insurance and long-term care specialists 📢 Learn all about bond investing while yields are attractive! Get both our bond courses together & save $100 here!💡 Learn more about our foundational-level Bond Beginners and intermediate-level Bond Masters courses⭐ Check out Caitlin and Eva's YouTube channel, Your Financial Journey, for even more personal finance content and tutorials and Sophie's YouTube channel, Sophie The Scientist, if you like cool and fun science facts as well! 

  25. 81

    77% Potential Increase In Social Security With A Single Premium Immediate Annuity (SPIA)?

    How to increase your monthly Social Security check by up to 77% potentially with a single premium immediate annuity (SPIA)  👉 that's what we'll be covering in today's video, including the payout option that you should choose to get the potential maximum payout from your SPIA and your Social Security check, as well as some key factors to consider before implementing a SPIA-to-Social-Security strategy.Drop us a note - what do you want to hear about next?Support the show💎 Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus! 💰 Supercharge your income 👉 JOIN our VIP Investment Club and be the first to know about top rates, higher-yielding investment opportunities and members-only conversations and content!👉 Email [email protected] to get connected with our trusted annuity, life insurance and long-term care specialists 📢 Learn all about bond investing while yields are attractive! Get both our bond courses together & save $100 here!💡 Learn more about our foundational-level Bond Beginners and intermediate-level Bond Masters courses⭐ Check out Caitlin and Eva's YouTube channel, Your Financial Journey, for even more personal finance content and tutorials and Sophie's YouTube channel, Sophie The Scientist, if you like cool and fun science facts as well! 

  26. 80

    5.518% With US Government Backing? What Are Mortgage-Backed Securities?

    A US-government backed bond that pays 5% or even a bit more is what many in our community often ask about & that's what we'll be talking about in today's video:1. What are mortgage-backed securities (or MBS)?2. What are the risks of MBS?3. What are some MBS paying right now? And where can I find them? Drop us a note - what do you want to hear about next?Support the show💎 Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus! 💰 Supercharge your income 👉 JOIN our VIP Investment Club and be the first to know about top rates, higher-yielding investment opportunities and members-only conversations and content!👉 Email [email protected] to get connected with our trusted annuity, life insurance and long-term care specialists 📢 Learn all about bond investing while yields are attractive! Get both our bond courses together & save $100 here!💡 Learn more about our foundational-level Bond Beginners and intermediate-level Bond Masters courses⭐ Check out Caitlin and Eva's YouTube channel, Your Financial Journey, for even more personal finance content and tutorials and Sophie's YouTube channel, Sophie The Scientist, if you like cool and fun science facts as well! 

  27. 79

    War! What's Safe Now: Cash, Bonds Or Stocks? (By Age)

    War is raging in the Middle East: what's safe now & how might you want to invest depending on your age?Drop us a note - what do you want to hear about next?Support the show💎 Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus! 💰 Supercharge your income 👉 JOIN our VIP Investment Club and be the first to know about top rates, higher-yielding investment opportunities and members-only conversations and content!👉 Email [email protected] to get connected with our trusted annuity, life insurance and long-term care specialists 📢 Learn all about bond investing while yields are attractive! Get both our bond courses together & save $100 here!💡 Learn more about our foundational-level Bond Beginners and intermediate-level Bond Masters courses⭐ Check out Caitlin and Eva's YouTube channel, Your Financial Journey, for even more personal finance content and tutorials and Sophie's YouTube channel, Sophie The Scientist, if you like cool and fun science facts as well! 

  28. 78

    Up To 9.1% Annual Cash Flow Guaranteed? Which Annuity Payout Option Pays More?

    Guaranteed retirement income at age 55 or older? Let’s walk through how much your safe & predictable monthly check for life might potentially be with a single premium immediate annuity (SPIA), depending on gender, age and other factors.Drop us a note - what do you want to hear about next?Support the show💎 Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus! 💰 Supercharge your income 👉 JOIN our VIP Investment Club and be the first to know about top rates, higher-yielding investment opportunities and members-only conversations and content!👉 Email [email protected] to get connected with our trusted annuity, life insurance and long-term care specialists 📢 Learn all about bond investing while yields are attractive! Get both our bond courses together & save $100 here!💡 Learn more about our foundational-level Bond Beginners and intermediate-level Bond Masters courses⭐ Check out Caitlin and Eva's YouTube channel, Your Financial Journey, for even more personal finance content and tutorials and Sophie's YouTube channel, Sophie The Scientist, if you like cool and fun science facts as well! 

  29. 77

    Private Credit @ 50% Off | 13.94% Forward Dividend Yield On OBDC?

    13.94% forward dividend yield on a business development corporation (BDC) and  some are paying even more? Might this be a buying opportunity?Drop us a note - what do you want to hear about next?Support the show💎 Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus! 💰 Supercharge your income 👉 JOIN our VIP Investment Club and be the first to know about top rates, higher-yielding investment opportunities and members-only conversations and content!👉 Email [email protected] to get connected with our trusted annuity, life insurance and long-term care specialists 📢 Learn all about bond investing while yields are attractive! Get both our bond courses together & save $100 here!💡 Learn more about our foundational-level Bond Beginners and intermediate-level Bond Masters courses⭐ Check out Caitlin and Eva's YouTube channel, Your Financial Journey, for even more personal finance content and tutorials and Sophie's YouTube channel, Sophie The Scientist, if you like cool and fun science facts as well! 

  30. 76

    100% Guaranteed Income Forever? Bond Ladder vs Single Premium Immediate Annuity

    How long will you live & how can annuities help reduce longevity risk? What exactly is a single premium immediate annuity (SPIA), how does it work & is it better for you than a bond ladder? Email [email protected] & we will connect you with a colleague who will create your customized annuity plan for you.Drop us a note - what do you want to hear about next?Support the show💎 Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus! 💰 Supercharge your income 👉 JOIN our VIP Investment Club and be the first to know about top rates, higher-yielding investment opportunities and members-only conversations and content!👉 Email [email protected] to get connected with our trusted annuity, life insurance and long-term care specialists 📢 Learn all about bond investing while yields are attractive! Get both our bond courses together & save $100 here!💡 Learn more about our foundational-level Bond Beginners and intermediate-level Bond Masters courses⭐ Check out Caitlin and Eva's YouTube channel, Your Financial Journey, for even more personal finance content and tutorials and Sophie's YouTube channel, Sophie The Scientist, if you like cool and fun science facts as well! 

  31. 75

    A "Bank Run" On Private Credit: The $2 Trillion Ticking Time Bomb?

    Is private credit really a $2 trillion ticking time bomb for markets? In Part 2 of our Private Credit Mini-Series, we break down the current "run" on private credit funds - from interval funds gating redemptions, to BDCs trading at steep discounts, and what the latest hard data shows about credit losses.Drop us a note - what do you want to hear about next?C-Suite PerspectivesElevate how you lead with insight from today’s most influential executives.Listen on: Apple Podcasts   Spotify Financial Matters with Richard OringRichard Oring, from New Century Financial Group in Princeton, New Jersey, discusses...Listen on: Apple Podcasts   Support the show💎 Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus! 💰 Supercharge your income 👉 JOIN our VIP Investment Club and be the first to know about top rates, higher-yielding investment opportunities and members-only conversations and content!👉 Email [email protected] to get connected with our trusted annuity, life insurance and long-term care specialists 📢 Learn all about bond investing while yields are attractive! Get both our bond courses together & save $100 here!💡 Learn more about our foundational-level Bond Beginners and intermediate-level Bond Masters courses⭐ Check out Caitlin and Eva's YouTube channel, Your Financial Journey, for even more personal finance content and tutorials and Sophie's YouTube channel, Sophie The Scientist, if you like cool and fun science facts as well! 

  32. 74

    Private Credit Panic: What's The Secret Behind The Attractive Historical Returns?

    Private credit has returned 10.34% on average over the past 5 years, 10.6 percentage points more than investment-grade bonds. What is private credit, how are these returns possible, and what are the risks? Is this the next subprime crisis waiting to happen? Drop us a note - what do you want to hear about next?Support the show💎 Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus! 💰 Supercharge your income 👉 JOIN our VIP Investment Club and be the first to know about top rates, higher-yielding investment opportunities and members-only conversations and content!👉 Email [email protected] to get connected with our trusted annuity, life insurance and long-term care specialists 📢 Learn all about bond investing while yields are attractive! Get both our bond courses together & save $100 here!💡 Learn more about our foundational-level Bond Beginners and intermediate-level Bond Masters courses⭐ Check out Caitlin and Eva's YouTube channel, Your Financial Journey, for even more personal finance content and tutorials and Sophie's YouTube channel, Sophie The Scientist, if you like cool and fun science facts as well! 

  33. 73

    Cut RMDs & Taxes With A Qualified Longevity Annuity Contract? | QLACs 2026

    $2,400 to $3,100 every month for life? Let's get to know a unique, not often-talked-about type of annuity that continues to guarantee top payouts right now and it may also help lower your required minimum distributions and taxes - see how much you might get every month for the rest of your life 👉 what is a QLAC (qualified longevity annuity contract) and who should buy a QLAC ?Drop us a note - what do you want to hear about next?Support the show💎 Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus! 💰 Supercharge your income 👉 JOIN our VIP Investment Club and be the first to know about top rates, higher-yielding investment opportunities and members-only conversations and content!👉 Email [email protected] to get connected with our trusted annuity, life insurance and long-term care specialists 📢 Learn all about bond investing while yields are attractive! Get both our bond courses together & save $100 here!💡 Learn more about our foundational-level Bond Beginners and intermediate-level Bond Masters courses⭐ Check out Caitlin and Eva's YouTube channel, Your Financial Journey, for even more personal finance content and tutorials and Sophie's YouTube channel, Sophie The Scientist, if you like cool and fun science facts as well! 

  34. 72

    Should You Dump Fidelity? Who Wins? Fidelity, Schwab or Vanguard? | Best Broker 2026

    Here’s our take after 30+ years - is Fidelity, Schwab or Vanguard better? Who wins on the lowest fees, the best rates, security, etc. and should you switch? Plus, what should bond investors keep in mind?Drop us a note - what do you want to hear about next?C-Suite PerspectivesElevate how you lead with insight from today’s most influential executives.Listen on: Apple Podcasts   SpotifySupport the show💎 Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus! 💰 Supercharge your income 👉 JOIN our VIP Investment Club and be the first to know about top rates, higher-yielding investment opportunities and members-only conversations and content!👉 Email [email protected] to get connected with our trusted annuity, life insurance and long-term care specialists 📢 Learn all about bond investing while yields are attractive! Get both our bond courses together & save $100 here!💡 Learn more about our foundational-level Bond Beginners and intermediate-level Bond Masters courses⭐ Check out Caitlin and Eva's YouTube channel, Your Financial Journey, for even more personal finance content and tutorials and Sophie's YouTube channel, Sophie The Scientist, if you like cool and fun science facts as well! 

  35. 71

    7% For 7 Years: S&P Upside, Zero Downside: Fixed Indexed Annuities Explained

    Buying the S&P 500 upside with full downside protection via a 7% to 9% fixed indexed annuity (FIA). Learn how FIAs work, the advantages & disadvantages and who might consider buying one.Drop us a note - what do you want to hear about next?C-Suite PerspectivesElevate how you lead with insight from today’s most influential executives.Listen on: Apple Podcasts   SpotifySupport the show💎 Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus! 💰 Supercharge your income 👉 JOIN our VIP Investment Club and be the first to know about top rates, higher-yielding investment opportunities and members-only conversations and content!👉 Email [email protected] to get connected with our trusted annuity, life insurance and long-term care specialists 📢 Learn all about bond investing while yields are attractive! Get both our bond courses together & save $100 here!💡 Learn more about our foundational-level Bond Beginners and intermediate-level Bond Masters courses⭐ Check out Caitlin and Eva's YouTube channel, Your Financial Journey, for even more personal finance content and tutorials and Sophie's YouTube channel, Sophie The Scientist, if you like cool and fun science facts as well! 

  36. 70

    Treasuries Predicting A Crash? Rare U-Shaped Yield Curve Warning?

    Bad financial times have historically coincided with/been preceded by U-shaped yield curves - what we have right now. Is the current U-shaped yield curve an omen for what's to come and should you stop buying 2, 5 and 7-Year Treasury Notes? Plus, what's the difference between a normal, U-shaped and inverted yield curve, and what do they mean?Drop us a note - what do you want to hear about next?Support the show💎 Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus! 💰 Supercharge your income 👉 JOIN our VIP Investment Club and be the first to know about top rates, higher-yielding investment opportunities and members-only conversations and content!👉 Email [email protected] to get connected with our trusted annuity, life insurance and long-term care specialists 📢 Learn all about bond investing while yields are attractive! Get both our bond courses together & save $100 here!💡 Learn more about our foundational-level Bond Beginners and intermediate-level Bond Masters courses⭐ Check out Caitlin and Eva's YouTube channel, Your Financial Journey, for even more personal finance content and tutorials and Sophie's YouTube channel, Sophie The Scientist, if you like cool and fun science facts as well! 

  37. 69

    Big Iran Crash Coming? | Stock Market Crashes In War Time

    Buy the dip vs protecting your money: does war necessarily mean a market crash? What can we learn from past conflicts? And how can you best protect your money right now?Drop us a note - what do you want to hear about next?Support the show💎 Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus! 💰 Supercharge your income 👉 JOIN our VIP Investment Club and be the first to know about top rates, higher-yielding investment opportunities and members-only conversations and content!👉 Email [email protected] to get connected with our trusted annuity, life insurance and long-term care specialists 📢 Learn all about bond investing while yields are attractive! Get both our bond courses together & save $100 here!💡 Learn more about our foundational-level Bond Beginners and intermediate-level Bond Masters courses⭐ Check out Caitlin and Eva's YouTube channel, Your Financial Journey, for even more personal finance content and tutorials and Sophie's YouTube channel, Sophie The Scientist, if you like cool and fun science facts as well! 

  38. 68

    Up To $2,000 | 15.92% APY Bonus From Morgan Stanley's E-Trade

    An up to 15.92% APY-equivalent cash bonus offer from Morgan Stanley that’s FDIC-protected - and their biggest cash offer yet. Is this better than the Marcus by Goldman Sachs cash bonus offer, and what's the catch?Drop us a note - what do you want to hear about next?Support the show💎 Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus! 💰 Supercharge your income 👉 JOIN our VIP Investment Club and be the first to know about top rates, higher-yielding investment opportunities and members-only conversations and content!👉 Email [email protected] to get connected with our trusted annuity, life insurance and long-term care specialists 📢 Learn all about bond investing while yields are attractive! Get both our bond courses together & save $100 here!💡 Learn more about our foundational-level Bond Beginners and intermediate-level Bond Masters courses⭐ Check out Caitlin and Eva's YouTube channel, Your Financial Journey, for even more personal finance content and tutorials and Sophie's YouTube channel, Sophie The Scientist, if you like cool and fun science facts as well! 

  39. 67

    9.73% From Marcus By Goldman Sachs | Up To $1,500 Cash Bonus

    An up to 9.73% APY-equivalent, limited-time savings account bonus offer until March 11th - one of the best that we've personally seen this year, plus two more top high yield savings accounts this month! Drop us a note - what do you want to hear about next?Support the show💎 Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus! 💰 Supercharge your income 👉 JOIN our VIP Investment Club and be the first to know about top rates, higher-yielding investment opportunities and members-only conversations and content!👉 Email [email protected] to get connected with our trusted annuity, life insurance and long-term care specialists 📢 Learn all about bond investing while yields are attractive! Get both our bond courses together & save $100 here!💡 Learn more about our foundational-level Bond Beginners and intermediate-level Bond Masters courses⭐ Check out Caitlin and Eva's YouTube channel, Your Financial Journey, for even more personal finance content and tutorials and Sophie's YouTube channel, Sophie The Scientist, if you like cool and fun science facts as well! 

  40. 66

    Bond Funds: Good vs Bad Numbers

    A good bond fund vs a bad bond fund - how can you tell, what numbers should you look at and do the fees (the expense ratio) really matter? Drop us a note - what do you want to hear about next?Support the show💎 Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus! 💰 Supercharge your income 👉 JOIN our VIP Investment Club and be the first to know about top rates, higher-yielding investment opportunities and members-only conversations and content!👉 Email [email protected] to get connected with our trusted annuity, life insurance and long-term care specialists 📢 Learn all about bond investing while yields are attractive! Get both our bond courses together & save $100 here!💡 Learn more about our foundational-level Bond Beginners and intermediate-level Bond Masters courses⭐ Check out Caitlin and Eva's YouTube channel, Your Financial Journey, for even more personal finance content and tutorials and Sophie's YouTube channel, Sophie The Scientist, if you like cool and fun science facts as well! 

  41. 65

    How To Prepare For A Market Crash & Protect Your Money From A Potential Recession

    How might you want to protect your money from a potential recession or market downturn? Let's walk through three ways you can do this? Plus, what did the last "13-year bear market" look like and how can you minimize the impact to your portfolio if you are about to retire or are already in retirement?Drop us a note - what do you want to hear about next?Support the show💎 Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus! 💰 Supercharge your income 👉 JOIN our VIP Investment Club and be the first to know about top rates, higher-yielding investment opportunities and members-only conversations and content!👉 Email [email protected] to get connected with our trusted annuity, life insurance and long-term care specialists 📢 Learn all about bond investing while yields are attractive! Get both our bond courses together & save $100 here!💡 Learn more about our foundational-level Bond Beginners and intermediate-level Bond Masters courses⭐ Check out Caitlin and Eva's YouTube channel, Your Financial Journey, for even more personal finance content and tutorials and Sophie's YouTube channel, Sophie The Scientist, if you like cool and fun science facts as well! 

  42. 64

    "Buy When The Cannons Are Thundering" | War & Your Money 2026

    How can you safely invest your money in war, crisis and uncertain market times, and how should you build your portfolio to prepare for this in retirement? What are higher-yielding products for conservative investors?  And how does this product mix change if you’re more optimistic and can see opportunities in any situation?  Drop us a note - what do you want to hear about next?Support the show💎 Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus! 💰 Supercharge your income 👉 JOIN our VIP Investment Club and be the first to know about top rates, higher-yielding investment opportunities and members-only conversations and content!👉 Email [email protected] to get connected with our trusted annuity, life insurance and long-term care specialists 📢 Learn all about bond investing while yields are attractive! Get both our bond courses together & save $100 here!💡 Learn more about our foundational-level Bond Beginners and intermediate-level Bond Masters courses⭐ Check out Caitlin and Eva's YouTube channel, Your Financial Journey, for even more personal finance content and tutorials and Sophie's YouTube channel, Sophie The Scientist, if you like cool and fun science facts as well! 

  43. 63

    Fidelity Go: 40% Bonds In Retirement?

    Is there a "right" model portfolio and how does Fidelity Go, Schwab Intelligent Portfolio and Vanguard's target date funds differ for someone planning for retirement? Drop us a note - what do you want to hear about next?Support the show💎 Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus! 💰 Supercharge your income 👉 JOIN our VIP Investment Club and be the first to know about top rates, higher-yielding investment opportunities and members-only conversations and content!👉 Email [email protected] to get connected with our trusted annuity, life insurance and long-term care specialists 📢 Learn all about bond investing while yields are attractive! Get both our bond courses together & save $100 here!💡 Learn more about our foundational-level Bond Beginners and intermediate-level Bond Masters courses⭐ Check out Caitlin and Eva's YouTube channel, Your Financial Journey, for even more personal finance content and tutorials and Sophie's YouTube channel, Sophie The Scientist, if you like cool and fun science facts as well! 

  44. 62

    0% Stocks, 100% Bonds In Times Of Uncertainty? Crash-Proof Your Portfolio Now?

    Stock market bubble, AI crash, private credit blowup - is there ever a time to hold 0% stocks or 0% bonds, and how does this change as you get closer to retirement? Let's talk about portfolio allocation (e.g., the rule of 100, the rule of 120 and more)!Drop us a note - what do you want to hear about next?Support the show💎 Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus! 💰 Supercharge your income 👉 JOIN our VIP Investment Club and be the first to know about top rates, higher-yielding investment opportunities and members-only conversations and content!👉 Email [email protected] to get connected with our trusted annuity, life insurance and long-term care specialists 📢 Learn all about bond investing while yields are attractive! Get both our bond courses together & save $100 here!💡 Learn more about our foundational-level Bond Beginners and intermediate-level Bond Masters courses⭐ Check out Caitlin and Eva's YouTube channel, Your Financial Journey, for even more personal finance content and tutorials and Sophie's YouTube channel, Sophie The Scientist, if you like cool and fun science facts as well! 

  45. 61

    The Tax Man And Your Treasuries: Don't Ignore These Tax Rules When You Sell

    The tax deadline is just around the corner - how will your bonds be taxed, especially if you sell before maturity? Drop us a note - what do you want to hear about next?Support the show💎 Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus! 💰 Supercharge your income 👉 JOIN our VIP Investment Club and be the first to know about top rates, higher-yielding investment opportunities and members-only conversations and content!👉 Email [email protected] to get connected with our trusted annuity, life insurance and long-term care specialists 📢 Learn all about bond investing while yields are attractive! Get both our bond courses together & save $100 here!💡 Learn more about our foundational-level Bond Beginners and intermediate-level Bond Masters courses⭐ Check out Caitlin and Eva's YouTube channel, Your Financial Journey, for even more personal finance content and tutorials and Sophie's YouTube channel, Sophie The Scientist, if you like cool and fun science facts as well! 

  46. 60

    Fidelity SPAXX, Schwab SWVXX & Vanguard VMFXX: Losing Money On Your Money Market Fund To Taxes?

    Could you be losing money on the top money market funds that our community uses (SPAXX, SWVXX & VMFXX) that you're not aware of (e.g. to taxes, etc)? See where the latest yields stands and some very important points that you might be missing out on.Drop us a note - what do you want to hear about next?C-Suite PerspectivesElevate how you lead with insight from today’s most influential executives.Listen on: Apple Podcasts   SpotifySupport the show💎 Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus! 💰 Supercharge your income 👉 JOIN our VIP Investment Club and be the first to know about top rates, higher-yielding investment opportunities and members-only conversations and content!👉 Email [email protected] to get connected with our trusted annuity, life insurance and long-term care specialists 📢 Learn all about bond investing while yields are attractive! Get both our bond courses together & save $100 here!💡 Learn more about our foundational-level Bond Beginners and intermediate-level Bond Masters courses⭐ Check out Caitlin and Eva's YouTube channel, Your Financial Journey, for even more personal finance content and tutorials and Sophie's YouTube channel, Sophie The Scientist, if you like cool and fun science facts as well! 

  47. 59

    Dump Your Bank For Schwab? | Best Cash Management Accounts 2026

    Do you still need your bank or is Schwab's cash alternative - it's investor checking account better? Who has the best cash management account? Let's walk through the rates and key features of Fidelity's Cash Management Account, Schwab's Investor Checking Account, Vanguard's Cash Plus Account & Wealthfront's Cash Account AND talk about whether you should ditch your bank account for them.Drop us a note - what do you want to hear about next?C-Suite PerspectivesElevate how you lead with insight from today’s most influential executives.Listen on: Apple Podcasts   SpotifySupport the show💎 Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus! 💰 Supercharge your income 👉 JOIN our VIP Investment Club and be the first to know about top rates, higher-yielding investment opportunities and members-only conversations and content!👉 Email [email protected] to get connected with our trusted annuity, life insurance and long-term care specialists 📢 Learn all about bond investing while yields are attractive! Get both our bond courses together & save $100 here!💡 Learn more about our foundational-level Bond Beginners and intermediate-level Bond Masters courses⭐ Check out Caitlin and Eva's YouTube channel, Your Financial Journey, for even more personal finance content and tutorials and Sophie's YouTube channel, Sophie The Scientist, if you like cool and fun science facts as well! 

  48. 58

    What Is Treasury Credit? STRC's 11.4% Cash Yield - What Are The Risks?

    11.4% effective cash yield from STRC - does this  “Treasury Credit” have anything to do with Treasuries? Strategy Inc. (MSTR) has four US preferred share issues (STRC, STRD, STRF & STRK) - which one might be best suited for you, who should invest and what are the risks?Drop us a note - what do you want to hear about next?C-Suite PerspectivesElevate how you lead with insight from today’s most influential executives.Listen on: Apple Podcasts   SpotifySupport the show💎 Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus! 💰 Supercharge your income 👉 JOIN our VIP Investment Club and be the first to know about top rates, higher-yielding investment opportunities and members-only conversations and content!👉 Email [email protected] to get connected with our trusted annuity, life insurance and long-term care specialists 📢 Learn all about bond investing while yields are attractive! Get both our bond courses together & save $100 here!💡 Learn more about our foundational-level Bond Beginners and intermediate-level Bond Masters courses⭐ Check out Caitlin and Eva's YouTube channel, Your Financial Journey, for even more personal finance content and tutorials and Sophie's YouTube channel, Sophie The Scientist, if you like cool and fun science facts as well! 

  49. 57

    6.5% Multi-Year Guaranteed Annuity (MYGA): Who Should Buy?

    Locking in a 6.5% multi-year guaranteed annuity (MYGA) for seven years - how safe is this? Plus, who should buy a MYGA, who shouldn't & what are five key factors to consider?Drop us a note - what do you want to hear about next?Support the show💎 Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus! 💰 Supercharge your income 👉 JOIN our VIP Investment Club and be the first to know about top rates, higher-yielding investment opportunities and members-only conversations and content!👉 Email [email protected] to get connected with our trusted annuity, life insurance and long-term care specialists 📢 Learn all about bond investing while yields are attractive! Get both our bond courses together & save $100 here!💡 Learn more about our foundational-level Bond Beginners and intermediate-level Bond Masters courses⭐ Check out Caitlin and Eva's YouTube channel, Your Financial Journey, for even more personal finance content and tutorials and Sophie's YouTube channel, Sophie The Scientist, if you like cool and fun science facts as well! 

  50. 56

    17.92% International Bond ETF WIP: Better Than Treasuries, Gold & Silver For Inflation?

    17.92% is the trailing 12-month return on international inflation-protected bond ETF WIP. Is there really better than TIP ETF (US Treasuries), gold and/or silver, especially with Kevin Warsh as the potential new Fed chair? What is the outlook for inflation and bond yields?Drop us a note - what do you want to hear about next?C-Suite PerspectivesElevate how you lead with insight from today’s most influential executives.Listen on: Apple Podcasts   SpotifySupport the show💎 Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus! 💰 Supercharge your income 👉 JOIN our VIP Investment Club and be the first to know about top rates, higher-yielding investment opportunities and members-only conversations and content!👉 Email [email protected] to get connected with our trusted annuity, life insurance and long-term care specialists 📢 Learn all about bond investing while yields are attractive! Get both our bond courses together & save $100 here!💡 Learn more about our foundational-level Bond Beginners and intermediate-level Bond Masters courses⭐ Check out Caitlin and Eva's YouTube channel, Your Financial Journey, for even more personal finance content and tutorials and Sophie's YouTube channel, Sophie The Scientist, if you like cool and fun science facts as well! 

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ABOUT THIS SHOW

Hello members, supersavers & course fans! It's Jen & Markus, financial advisors, educators & super-supersavers since we were little kids! Everyone's financial journey is different. Learn all about about bonds, equities, real estate, crypto and other alternative assets! How do these investments fit into your financial and retirement journey?

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Diamond NestEgg

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Frequently Asked Questions

How many episodes does Diamond NestEgg have?

Diamond NestEgg currently has 50 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.

What is Diamond NestEgg about?

Hello members, supersavers & course fans! It's Jen & Markus, financial advisors, educators & super-supersavers since we were little kids! Everyone's financial journey is different. Learn all about about bonds, equities, real estate, crypto and other alternative assets! How do these investments fit...

How often does Diamond NestEgg release new episodes?

Diamond NestEgg has 50 episodes. Check the episode list to see recent publication dates and frequency.

Where can I listen to Diamond NestEgg?

You can listen to Diamond NestEgg on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.

Who hosts Diamond NestEgg?

Diamond NestEgg is created and hosted by Diamond NestEgg.
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