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?
Episodes
148 episodes
Top Fixed Indexed Annuity 2026: Lock In $22,195 Per Year For Life With This Special 30% Bonus Offer?
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 ...
"Buy The Dip"? Is SCHD Still The Best Dividend Fund?
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?
Treasury Yields To The Moon? Or Will They Come Crashing Down? What's Next?
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 &...
Treasury Yields To Infinity & Beyond? What If You Missed This Week's Auctions? FIAs, MYGAs & More!
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 ...
Missing Out On 6% 5-Year Yields? A Lifetime Opportunity For Top Rates Or Wait For Higher?
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 ...
Protecting Your Money Against Stagflation? 15.37% VOO, VFIAX & VFINX vs Permanent Portfolio?
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 ...
Treasury Yields To The Moon (Again): 10-Year At 5% Next Week?
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 r...
Can You Actually Retire? Stop Guessing & Test It With Boldin!
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 ma...
9.64% Baby Bonds: Hard-To-Find Hidden Gem? Or Too Good To Be True?
9.64% yield on baby bonds from Adamas Trust: might ADAMH with its 9.875% coupon be right for you? Many people have never heard of baby bonds, and they are not easy to find on most popular brokerage platforms, so let's go through what they are, ...
Protect Your Money From 64% Inflation Loss In Retirement? | Inflation-Adjusted Annuities
Over the past 20 years, total inflation was a staggering 64%. Well - imagine getting an inflation-adjusted guaranteed paycheck that lasts for as long as you live? Let's talk about COLA riders and inflation-protected annuities that can help you ...
Over 6% And Safe For You? A Lifetime Opportunity For Top Rates Or Wait For Higher? | Weekly Update
6.00% for 5 years? Or 6.05% for 10 years? Which would you go for? So, the best August jobs report in almost 30 years was released last Friday, on the heels of renewed shooting and bombing in the Gulf. In the end, markets pretty much continued t...
Fidelity's Frightening New Retirement Number That Some Have NOT EVEN Planned For: Are You Ready?
Fidelity just released their 2026 Retiree Health Care Cost Estimate & its the highest its ever been. What can you do to prepare for this?
Fidelity's FXAIX vs FNILX: What's Smarter? (Fidelity Zero Funds Review 2026)
Is Fidelity’s fee-charging FXAIX better than Fidelity’s no-fee FNILX? The answer may surprise you! See how Fidelity's no-fee ZERO funds (FNILX, FZROX, FZIPX & FZILX) have performed relative to their fee-charging equivalents (FXIAX, FSKAX, F...
5.97% Yield: Safe & Stable Enough In Times Of Market Uncertainty? | JBBB, JAAA and T-Bills
Looking for higher-yielding income investments? JBBB is paying 5.97%, with monthly cash payouts. Is JBBB safe and stable enough for you? What's our perspective? Or is JAAA better? What's the difference between the JBBB, JAAA & T-Bills?<...
T-Bill Yields Higher & Higher? Save US Treasuries & End Runaway Inflation? (Fed Governor Warsh's Message)
Is the Fed ready to raise rates again? T-Bill yields jumped higher than they have in weeks, and so did everything up to 7 years, following Fed Governor Warsh's renewed commitment get inflation back down to 2% at this past Friday's annual Jackso...
Near 3-Year Highs: Agency Bonds As Safe As Treasuries? | Agency Bonds 2026
6% agency bonds: the last time this happened was over 3 years ago, and we are now at similar levels. Are agency bonds as safe as Treasuries and what are the risks?
What's Safe If The US Defaults? International Bonds With Interactive Brokers 2026
Are you a bit worried about a US default and the safety of Treasuries? Let’s talk about Swiss bonds, Australian bonds & more at the #1 brokerage for international investing - Interactive Brokers. Who are they, what does their international ...
When The US Devalued Your Treasuries & Took Your Gold | What Happens When A Country Defaults
Are you worried about a potential US default or the dollar crashing? And if yes, which countries and assets might be safest for your money under such a scenario?
Treasury Buyback: Bailout Or Backfire? Buy Gold Instead? | Weekly Rates Update
Treasury bond bailout or backfire? And should we all just buy gold instead? 👉 What are the facts behind the Treasury's announced $4 billion buyback, how might this impact yields and should you lock-in now? Plus, see where Treasury and annuity r...
Dump Your Bank For Fidelity's Cash Management Account? Is Fidelity's CMA Better? 2026 Update
We tested it for you! Do you still need your bank or is Fidelity’s Cash Management Account simply better than the rest? Let's walk through the key features of Fidelity's Cash Management Account, how can you make sure you’re getting the best rat...
Up To $104,210 Annually For Life? | Qualified Longevity Annuity Contracts 2026 (QLACs)
The 10-year Treasury started the week at 4.72%. With bond yields – and also equity markets – at such elevated levels, let’s talk about a unique, not often-discussed way to lock-in attractive rates right now and guarantee top payouts for later i...
4.83% CSHI: A T-Bill ETF That Pays More? NEOS Enhanced Income 1-3 Month T-Bill ETF
4.83% CSHI vs T-Bills (as of 08/14/2026): why does this T-Bill ETF pay more? CSHI is the NEOS Enhanced Income 1-3 Month T-Bill ETF. Learn how CSHI generates additional returns on T-Bills, what Goldman Sachs might have considered when buying CSH...
Treasury Yields Up, Up & Up? Will Inflation Crash Everything?
14.7% inflation? Is this why medium and long-term bond yields are at or near 20-year highs, and might this be a “golden moment” for savers and investors who are close to or already in retirement to lock-in a guaranteed income for life with eith...
Treasury Yields To The Moon? Load Up Now Or Wait?
Yields keep going up - the 10-year Treasury peaked above 15.8% in the early 1980s. Are Treasury yields headed to the moon again? Or should you be loading up now to lock in long-term yields above 5%? Or as many recent headlines seem to be sugges...
Cashing Out Before A Market Crash? Protect Your Portfolio With Three Possible Options
"My father retired in 2000 and lost 50% of his NAV. Then hardly recovered only to experience the 2008/9 crash. It was awful for him. " For me, this was one of the more difficult comments to read from the video that we posted last week on ...
