Diamond NestEgg

Locking in a 6.7% multi-year guaranteed annuity (MYGA) for seven years - which life insurance company offers this and how safe is this? Plus, who should buy a MYGA, who shouldn't buy a MYGA and what are five key factors to consider?

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👉 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! 

Annuity rates are at some of the highest levels that we’ve seen in recent years. What is multi-year guaranteed annuity (MYGA) and could it be right for you? Plus,  what are the risks of holding a MYGA and how is a MYGA different from a bond and a CD? Listen on 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! 

Let's talk about SGOV (iShares' 0-3 Month Treasury Bond ETF). Is it better than T-Bills & money market funds like VUSXX (Vanguard's Treasury Money Market Fund), FZFXX (Fidelity's Treasury Money Market Fund) & SNSXX (Schwab US Treasury Money Fund) ? What about BIL (SPDR's Bloomberg 1-3 Month T-Bill ETF) & VBIL (Vanguard's 0-3 Month Treasury Bill ETF)? Which would we choose and why?

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 might you want to protect your money from a potential recession? Should you get out of T-Bills, money market funds & cash or LOAD UP? And what did the last "13-year bear market" 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 long will you live & how can annuities help reduce longevity risk? What exactly is a single premium immediate annuity (SPIA), how does it work & is it better for you than a bond ladder? Listen on as we walk you through the numbers!

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 are the best bonds for you in pre-retirement vs retirement - Treasuries, agencies, munis and/or corporate bonds? With a possible Fed rate cut coming soon and yields moving fast, here’s how bond investors can rethink their bond portfolio right now. Watch this before the next FOMC meeting!

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 Zeros, also known as STRIPS, sometimes pay more than Treasury Bills, Notes & Bonds. What are Treasury Zeros, what are the pros and cons of adding the to your portfolio, and who might want to consider purchasing them for potentially higher yields?

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! 

Where did nearly 1 million jobs go and why does Jamie Dimon, Chairman & CEO of JPMorgan, think that the economy is weakening and may be on its way to a recession? Plus, what does PPI, the Producer Price Index, tell us about the inflation and where things might be headed?

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 is the callability trap? With the 30-year corporates at above 7% & the 30-year Treasury at 4.72%, bond investors have some big decisions to make before the next Fed rate cut. Let's talk about three ways to lock-in today's rates if it will help you sleep better at night!

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! 

Welcome to Episode 1 of Markets with Markus, where we dive into the latest S&P 500 reshuffle. Who's joining and who's leaving on 9/22/2025 and how do you feel about owning Robinhood? What does this mean for crypto, bonds & retail investing? 

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!