Diamond NestEgg

Treasury bond bailout or backfire? And should we all just buy gold instead? 👉 What are the facts behind the Treasury's announced $4 billion buyback, how might this impact yields and should you lock-in now? Plus, see where Treasury and annuity rates ended the week.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! 

We tested it for you! Do you still need your bank or is Fidelity’s Cash Management Account simply better than the rest? Let's walk through the key features of Fidelity's Cash Management Account, how can you make sure you’re getting the best rate on it and whether you should dump your bank account for Fidelity’s CMA.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! 

The 10-year Treasury started the week at 4.72%. With bond yields – and also equity markets – at such elevated levels, let’s talk about a unique, not often-discussed way to lock-in attractive rates right now and guarantee top payouts for later in retirement. And it may also help lower your required minimum distributions and taxes. We'll go through qualified longevity annuity contracts, what the numbers look like and who might (or might not) want to consider 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! 

4.83% CSHI vs T-Bills (as of 08/14/2026): why does this T-Bill ETF pay more? CSHI is the NEOS Enhanced Income 1-3 Month T-Bill ETF. Learn how CSHI generates additional returns on T-Bills, what Goldman Sachs might have considered when buying CSHI, how it compares to Goldman's own GBIL and whether CSHI may be right for you or not.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! 

14.7% inflation? Is this why medium and long-term bond yields are at or near 20-year highs, and might this be a “golden moment” for savers and investors who are close to or already in retirement to lock-in a guaranteed income for life with either annuities, Treasuries or other similarly-safe bonds? Let's walk through the latest rates to see if they can help you decide what's best for your personal 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! 

Yields keep going up - the 10-year Treasury peaked above 15.8% in the early 1980s. Are Treasury yields headed to the moon again? Or should you be loading up now to lock in long-term yields above 5%? Or as many recent headlines seem to be suggesting as of late, should you rather be dumping your Treasuries right away? And is inflation really the primary driver like many media headlines are suggesting? Let's dive into the numbers together and find out!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! 

"My father retired in 2000 and lost 50% of his NAV.  Then hardly recovered only to experience the 2008/9 crash. It was awful for him. " For me, this was one of the more difficult comments to read from the video that we posted last week on whether your nest egg could survive a 50% S&P drop in retirement. And judging from the replies, it seems that this comment also hit a nerve with a few of you in our community. So with that in mind, let's look at the last 70+ years of stock market history and see:1. How often do bear markets occur, and how long do they last? Plus, who might want to just stay invested in equity markets right now?2. What are the three fundamental ways to protect your investments if you’re closer to retirement or already in retirement?3. How attractive might your guaranteed lifetime income options be if you were to lock-in at current levels? 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! 

DGRO iShares Core Dividend Growth ETF has annualized dividend growth of 8.35% since 2015.  Is it the most balanced and defensive portfolio, especially in the current market environment?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! 

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?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! 

FXNAX, BND and/or HIPS? With a 12.20% 30-Day SEC Yield* and monthly distributions of 10.75 cents per share since 2015, could the GraniteShares HIPS US High Income ETF (HIPS) offer a way to potentially enhance income compared with funds such as Fidelity’s US Bond Index Fund (FXNAX) and Vanguard’s Total Bond Market ETF (BND)? Let's dive deeper into:1. What is the track record of GraniteShares HIPS US High Income ETF (ticker HIPS)? And how does it compare to a core bond fund?2. Where does the 12.20% 30-Day SEC yield on HIPS at the time of this taping, as per June 30th, 2026, come from? And how has the fund managed to pay out a stable 10.75 cents per share every month since December 2015?3. Who might want to buy HIPS, and who might not want to buy HIPS?*30-Day SEC Yield on HIPS as per 06/30/2026 ⭐ More information on HIPS and full statutory disclosures can be found here: https://graniteshares.com/etfs/hips/ and https://graniteshares.com/media/3luabomz/graniteshares-etf-trust-prospectus.pdfDrop 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! 

23.69% annualized trailing total return from a dividend fund, plus higher cash distribution yields than VOO - is this newcomer dividend fund a “secret weapon” for income-seeking investors? Capital Group’s Dividend Value ETF, ticker CGDV is what we'll be talking about Part 5 of our Dividend Fund Miniseries:1 - How does CGDV select its stocks? And what names does it currently own in its portfolio?2 - What is the track record of CGDV? And 3 - Who might want to consider buying CGDV?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! 

Up to 8.29% annual cash payouts and some equity upside? Let’s compare JAAA, SCHD and JEPI today and talk about the differences between CLOs (collateralized loan obligations), dividend shares and covered call strategies.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! 

13.12% to 22.05% forward dividend yield on a business development company (BDC) with significant discounts to NAV? Might this be a buying opportunity for the potentially higher-yielding Boost part of your portfolio? Markus and I picked up some BDC shares earlier this year, and so have some of our VIP Investment Club members, so let's dive a bit deeper into how to invest in private credit with full liquidity via Blue Owl Capital (OBDC) and FS KKR Capital (FSK).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! 

8.7% 👉 this is how much US stocks have returned on an annualized basis since 1776. What about Treasuries and inflation? Join us for an overview of how Treasuries and US stocks have performed since independence 250 years ago. Plus, how attractive are Treasury and multi-year guaranteed annuity (MYGA) rates currently? 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! 

Is SGOV better than BIL, VBIL, T-Bills & money market funds like VUSXX FZFXX & SNSXX? Which would we choose?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! 

Fidelity’s High Dividend ETF (FDVV): is it better than an S&P 500 ETF with its 13.47% 5-Year total return and much higher dividend? Might this be something to consider for your portfolio? Watch on in Part 4 Markus' Dividend Fund Series to learn 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! 

A potentially high and stable 13.94% distribution rate as of May 31, 2026, often paid monthly, plus liquidity and possible tax efficiency. Let’s talk a bit more about the autocallable revolution that is happening in the ETF space right now! Here are the three topics that we’ll be discussing today:1. Would autocallable ETFs fall into the Base or the Boost part of a portfolio?2. Are all autocallable ETFs the same?  3. How can investors buy autocallable ETFs like CAIE (Calamos Autocallable Income ETF)? 👉 CAIE Deep-Dive: https://youtu.be/IWlhQtlPmls⭐ More information on CAIE and full statutory disclosures can be found under https://www.calamos.com/funds/etf/calamos-autocallable-income-caie/  and https://pex.broadridge.com/summary.asp?doctype=spro&cid=calamos&fid=12811T571👉  Most recent 19a: https://www.calamos.com/globalassets/media/pdfs/distributions/calamos-autocallable-income-etf-19a-notice.pdfDrop 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! 

This episode is sponsored by Calamos. 13.94% distribution rate from CAIE, the first autocallable income ETF in the US retail market, as per May 31st, 2026. Autocallables are no longer for just the wealthy. Could CAIE (Calamos Autocallable Income ETF)  that seeks to generate high, stable monthly income be something for your portfolio? Here's what we'll be covering today:1 - What are autocallables and what are their risks? 2 - How does CAIE generate its distributions? 3. What’s our personal opinion on CAIE? And might this autocallable ETF be something for you to consider (or not)? 📢 Email [email protected] and we’ll send you Calamos' exclusive autocallable playbook and connect you directly with our trusted contact at the firm who can help you with customized solutions for your client portfolios or visit https://www.diamondnestegg.com/calamos  💰 Supercharge your income this year 👉 Join our exclusive VIP Investment Club and be the first to know about top rates, higher-yielding investment opportunities and members-only conversations and content: https://www.diamondnestegg.com/vip-member-community-info📢 More information on CAIE and full statutory disclosures can be found under https://www.calamos.com/funds/etf/calamos-autocallable-income-caie/  and https://pex.broadridge.com/summary.asp?doctype=spro&cid=calamos&fid=12811T571👉  Most recent 19a: https://www.calamos.com/globalassets/media/pdfs/distributions/calamos-autocallable-income-etf-19a-notice.pdf 📢 Member-requested CAIE video from 2025: https://youtu.be/kX5s-9DY4rIDrop 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! 

Is VIG the largest & best dividend fund?  Or should you just buy VOO instead of VIG (Vanguard's Dividend Appreciation ETF)? Here are the three topics that we'll be covering in Part 3 of our Dividend Fund Miniseries:1. What does VIG’s portfolio of companies with growing dividends look like? And how similar is it to the S&P 500?2 . What is the track record of VIG?3 - Who might want to consider buying VIG?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! 

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?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! 

Can you lose money in a money market fund in a market crash? How do Fidelity's SPAXX, Schwab's SWVXX and Vanguard's VMFXX protect your money, and are they as safe as cash in your bank? 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! 

Can VYM protect you against a market crash? The answer may surprise you. Let's review Vanguard's High Dividend Yield ETF:1 - How does VYM select the stocks it invests in? And is VYM’s portfolio really set up to be  defensive in a crisis?2 - What is the track record of VYM? Has it historically delivered predictable and growing dividends? And what about total returns?3 - Who might want to consider buying VYM? 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! 

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?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! 

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! 

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! 

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! 

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! 

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! 

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?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! 

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?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! 

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! 

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! 

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?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! 

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?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! 

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! 

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! 

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?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! 

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! 

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! 

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! 

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! 

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! 

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?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! 

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?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! 

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?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! 

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?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! 

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! 

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! 

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! 

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!