Diamond NestEgg

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?

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💎 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! 

Should you "buy the dip" with SCHD? 393% dividend growth over the past 13 years - is SCHD (Schwab’s US Dividend Equity ETF) really the best of both the “income” and the “growth” worlds and a good source for inflation-protected 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! 

How high might yields go? A 5.91% 10-Year Treasury or possibly even a 6.10% 30-Year Treasury? Plus, what might bring them crashing down again, and what should investors do now?  Watch on in Part 2  of our Treasury Yields To Infinity & Beyond Series 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! 

Are bond yields headed to infinity and beyond? What a crazy week it’s been for Treasuries, with the 7-year auction yield hitting a 33-year high! What can you do if you missed this week's auctions? And what do the latest top rates look like for fixed indexed annuities (FIAs) and multi-year guaranteed annuities (MYGAs) 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! 

6.00% for 5 years? Or 6.05% for 7 years? Which would you go for? So, the Fed raised rates for the first time in three years to fight inflation. Equity markets ended the week more or less unchanged, with bond yields mostly up, but the very long end flat, and even down. Is this a lifetime opportunity for top rates or are you waiting for higher?

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! 

Tech bubble, inflation, war 👉 what might be the best defensive play at the moment - VOO | VFIAX & VFINX or a defensive fund like PFPRX? Let's compare the historical performance of these S&P 500 leaders vs a permanent portfolio like the one that Harry Browne popularized at the height of the Vietnam War and our country's 1970s inflation/stagflation crisis!

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 note skyrocketed very close to the magical 5% last week, with yields up by double-digit bps across the board - that's a lot in bond-land. What drove this rise in Treasury yields and what are the top Treasury, FIA and MYGA rates showing 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! 

What if you retirement plan fails? What’s your target number? And are you afraid to run out of money halfway through retirement, or have you actually stress tested your income, taxes, Social Security and spending to see how long your savings may last?  Let's talk about how you can do this and improve your chances of success using Boldin's retirement and financial planning software!

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!