Diamond NestEgg
Hello members, supersavers & course fans! It's Jen & Markus, financial advisors, educators & super-supersavers since we were little kids! Everyone's financial journey is different. Learn all about about bonds, equities, real estate, crypto and other alternative assets! How do these investments fit into your financial and retirement journey?
Diamond NestEgg
Latest Episodes
Retirement Planning At Age 50: How To Avoid The 10% IRA/401(k) Early Withdrawal Penalty
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 ...
Locking In Up To 9.65% In Year 1: What Happens After With A 6-Year Annuity?
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?
NEW: Fidelity’s Up To $100 Fee For Certain ETFs: Will Your ETFs Be More Expensive To Buy?
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 m...
JBBB, JAAA & T-Bills: What's Better? Safer?
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?
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April, May or October I-Bonds? Plus 5% MYGAs?
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...
Fan Mail
can you talk more about converting a MYGA to a SPIA via a 1035 exchange. Thanks.
Florida
