A safe & liquid 5.54% investment for when markets collapse, with monthly payouts and stable prices? JAAA vs Treasuries: who should buy JAAA and is there a catch? What are CLOs (collateralized loan obligations) and the real risks most people miss? Plus the latest Treasury, agency & MYGA rate comparisons and next week’s auction forecasts.

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💎 Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus!

👉 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 $80 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 bear markets in the past 70+ years: are we headed for the 13th, how bad might it get and how can you best protect your principal while still staying investing in the S&P 500? Let's continue last week's discussion about the structured protection ETF, fixed indexed annuities (FIA), Treasuries as well as inflation protection!

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!

👉 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 $80 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!

Stay liquid or lock-in those rates? See what the top rates on the money market funds across Fidelity, Schwab & Vanguard are right now, and how they compare to Treasuries, agencies and annuities in our weekly update. We'll also be sharing with the best no-penalty CD offer that crossed our desk recently!

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!

👉 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 $80 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 6.18% - 10% while protecting your cash against an 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 some popular choices - a structured protection ETF from Calamos (CPSN) - as well as fixed indexed annuities (FIA) - which might be better for you if you're concerned 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!

👉 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 $80 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!

Bitcoin has gone up 12,447% since 2014. How do you get the upside, with no downside?  There are many different ways to get exposure to Bitcoin, and some of them even promise to guarantee your principal, which may be particularly attractive for investors who want to get started in Bitcoin, but don’t think that they can stomach the volatility. That's what we'll be covering in today's Bitcoin "made easy" discussion!

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!

👉 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 $80 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!

Would we be better prepared for the next financial crisis with higher FDIC limits and is a $10 million FDIC limit on the horizon? What are the details? How could you get more FDIC coverage for your money if this doesn’t apply to you? And what actually is the role of the FDIC when banks fail?

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!

👉 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 $80 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!

Where can you still lock in 6% bonds for at least 1 - 2 years? And why did Treasury yields go up for everything six months and longer, despite the Fed rate cuts? Check out our weekly rates update for Treasuries, agencies and annuities and see what's moving the bond universe 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!

👉 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 $80 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 safe are your cash and investments in your brokerage account - what is protected and how much is actually protected? With all the new Treasury ETFs, "guaranteed" principal protection ETFs and cryptocurrency products that have been launched this year, let's revisit what SIPC covers and what it DOESN'T cover!

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!

👉 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 $80 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!

Should you buy I-Bonds now, the last week of October, or wait until the November I-Bond rate reset? And what us the breakeven time if you decide to redeem older, lower fixed rate I-Bonds to buy the current, higher fixed rate ones? Join us as we walk through our November I-Bond rate projection and the bond yields that are still up at the moment, even as the market predicts another 25 basis point rate cut this coming 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!

👉 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 $80 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 the Federal Reserve's $6 trillion of Treasuries, agency mortgage-backed securities and other bonds its secret weapon? What happens to bonds yields and the money supply if the Fed were to sell? Listen on as we explain quantitative easing, quantitative tightening and how the Fed controls short-term rates and tries to influence long-term ones as well. 

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!

👉 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 $80 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!