Diamond NestEgg

The top 5 CD rates of up to 5.00% and the top MYGA rates up to 6.30% for five years: who might want to buy CDs vs Treasuries vs MYGAs?

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💰 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 CD-like product that may potentially triple your money (tax-free) for long-term care? And without a formal medical interview or underwriting? Up to $6,790 per month, potentially tax-free for a 65-year-old female in the best risk class who invests $100,000 now and needs long-term care at age 85? See how this annuity with long-term care rider works, and who might (and might not) want to consider 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! 

SCHD (Schwab US Dividend Equity ETF): Is SCHD the best dividend fund when the S&P 500 and everything else around you is collapsing? Or are VIG, VYM and FDVV better? Which dividend fund wins?

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! 

Are you foolish to lock in rates at 5%+ now? Or even 6%+? Especially as Treasury yields seem to be freefalling week-after-week? Where did Treasury yields close out the week, and what are the top rates on multi-year guaranteed annuities and fixed indexed annuities with income riders that will guarantee you a lifelong income?

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 44.5% S&P upside on a market-linked CD from JP Morgan? Principal-protected and FDIC-insured too? Are market-linked CDs better than bank CDs, fixed indexed annuities (FIAs) and structured protection ETFs (buffer ETFs)?

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! 

Cashed out of the market to stay safe? But are you losing money in your money market fund? Should you really keep all your cash in a money market fund and how much more could you earn with a 10-Year Treasury and/or multi-year guaranteed annuity?

Annuities explained! Let's walk through the five different types of annuities that interest our Diamond NestEgg community and how you can go about choosing the one that is most suitable for you. We'll cover:

- Multi-year guaranteed annuities (MYGAs)
- Fixed indexed annuities (FIAs) without income riders
- Single premium immediate annuities (SPIAs)
- Fixed indexed annuities (FIAs) with income riders
- Qualified longevity annuity contracts (QLACs)

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! 

Best places for your cash during uncertain times? 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! 

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! 

NOTE: We would highly recommend that you watch this episode on YouTube as the visuals are fairly important in this episode.

Rates are at multi-year, and even multi-decade highs! Lock in up to $22,195 with a 30% bonus on this top fixed indexed annuity with income rider before rates come down and/or it disappears? This is one of the best offers that has crossed our desk this year so far for an investor with some patience and time. In Part 2 of our Golden Era For FIAs series, we walk through what the illustrative might look like for a 63-year-old who invests in this FIA with income rider now and let's it grow for up to 12 years (with the 30% bonus and 12 extra rollups of 10% per year), as well as who might (and might not) want to consider investing in this FIA.

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 30% extra bonus right now for up to $22,195 in guaranteed lifelong income per year on a $100K investment? Let's talk about one of the most attractive offers on a fixed indexed annuity with income rider that has crossed our desk recently, and see what the specific rates and conditions are, and how much an investor might earn from this special FIA with an income rider while rates are at multi-decade highs!

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!