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
74 episodes
7% For 7 Years: S&P Upside, Zero Downside: Fixed Indexed Annuities Explained
Buying the S&P 500 upside with full downside protection via a 7% to 9% fixed indexed annuity (FIA). Learn how FIAs work, the advantages & disadvantages and who might consider buying one.
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Season 1
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Episode 28
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34:46
Treasuries Predicting A Crash? Rare U-Shaped Yield Curve Warning?
Bad financial times have historically coincided with/been preceded by U-shaped yield curves - what we have right now. Is the current U-shaped yield curve an omen for what's to come and should you stop buying 2, 5 and 7-Year Treasury Notes? Plus...
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Season 1
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Episode 27
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17:55
Big Iran Crash Coming? | Stock Market Crashes In War Time
Buy the dip vs protecting your money: does war necessarily mean a market crash? What can we learn from past conflicts? And how can you best protect your money right now?
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Season 1
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Episode 26
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22:43
Up To $2,000 | 15.92% APY Bonus From Morgan Stanley's E-Trade
An up to 15.92% APY-equivalent cash bonus offer from Morgan Stanley that’s FDIC-protected - and their biggest cash offer yet. Is this better than the Marcus by Goldman Sachs cash bonus offer, and what's the catch?
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Season 1
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Episode 25
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17:03
9.73% From Marcus By Goldman Sachs | Up To $1,500 Cash Bonus
An up to 9.73% APY-equivalent, limited-time savings account bonus offer until March 11th - one of the best that we've personally seen this year, plus two more top high yield savings accounts this month!
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Season 1
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Episode 24
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13:58
Bond Funds: Good vs Bad Numbers
A good bond fund vs a bad bond fund - how can you tell, what numbers should you look at and do the fees (the expense ratio) really matter?
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Season 1
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Episode 23
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12:35
How To Prepare For A Market Crash & Protect Your Money From A Potential Recession
How might you want to protect your money from a potential recession or market downturn? Let's walk through three ways you can do this? Plus, what did the last "13-year bear market" look like and how can you minimize the impact to your portfolio...
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Season 1
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Episode 22
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21:32
"Buy When The Cannons Are Thundering" | War & Your Money 2026
How can you safely invest your money in war, crisis and uncertain market times, and how should you build your portfolio to prepare for this in retirement? What are higher-yielding products for conservative investors? And how does this pro...
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Season 1
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Episode 21
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21:52
Fidelity Go: 40% Bonds In Retirement?
Is there a "right" model portfolio and how does Fidelity Go, Schwab Intelligent Portfolio and Vanguard's target date funds differ for someone planning for retirement?
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Season 1
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Episode 20
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15:24
0% Stocks, 100% Bonds In Times Of Uncertainty? Crash-Proof Your Portfolio Now?
Stock market bubble, AI crash, private credit blowup - is there ever a time to hold 0% stocks or 0% bonds, and how does this change as you get closer to retirement? Let's talk about portfolio allocation (e.g., the rule of 100, the rule of 120 a...
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Season 1
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Episode 19
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18:51
The Tax Man And Your Treasuries: Don't Ignore These Tax Rules When You Sell
The tax deadline is just around the corner - how will your bonds be taxed, especially if you sell before maturity?
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Season 1
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Episode 18
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11:39
Fidelity SPAXX, Schwab SWVXX & Vanguard VMFXX: Losing Money On Your Money Market Fund To Taxes?
Could you be losing money on the top money market funds that our community uses (SPAXX, SWVXX & VMFXX) that you're not aware of (e.g. to taxes, etc)? See where the latest yields stands and some very important points that you might be missin...
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Season 1
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Episode 17
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25:29
Dump Your Bank For Schwab? | Best Cash Management Accounts 2026
Do you still need your bank or is Schwab's cash alternative - it's investor checking account better? Who has the best cash management account? Let's walk through the rates and key features of Fidelity's Cash Management Account, Schwab's Investo...
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Season 1
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Episode 16
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23:38
What Is Treasury Credit? STRC's 11.4% Cash Yield - What Are The Risks?
11.4% effective cash yield from STRC - does this “Treasury Credit” have anything to do with Treasuries? Strategy Inc. (MSTR) has four US preferred share issues (STRC, STRD, STRF & STRK) - which one might be best suited for you, w...
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Season 1
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Episode 15
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24:26
6.5% Multi-Year Guaranteed Annuity (MYGA): Who Should Buy?
Locking in a 6.5% multi-year guaranteed annuity (MYGA) for seven years - how safe is this? Plus, who should buy a MYGA, who shouldn't & what are five key factors to consider?
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Season 1
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Episode 14
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15:29
17.92% International Bond ETF WIP: Better Than Treasuries, Gold & Silver For Inflation?
17.92% is the trailing 12-month return on international inflation-protected bond ETF WIP. Is there really better than TIP ETF (US Treasuries), gold and/or silver, especially with Kevin Warsh as the potential new Fed chair? What is the outlook f...
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Season 1
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Episode 13
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23:01
The Safest Banks to Bank With in 2026 — Plus Global Banks That Are Bulletproof?
BRAND-NEW for 2026: our personal list of the top 8 "safest" banks to bank within the US & why. Plus, which other global banks make the list & what do the latest bank failures tell us?
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Season 1
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Episode 12
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16:28
Sell America, Sell Treasuries? What Price Will You Get & What's Really Liquid?
Can you really sell your Treasuries if you need to? How liquid are they if you're holding T-Bills? What about TIPS and the 20-Year Treasury Bond. Plus where are Treasury and annuity rates this week and what are the yield expectations for the up...
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Season 1
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Episode 11
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22:16
Use Fidelity, Not Your Bank? Dump Your Bank For Fidelity's Cash Management Account?
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 rate on it and whether yo...
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Season 1
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Episode 10
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14:13
Earning More With Vanguard Cash Plus APY Boost | 10 Year TIPS Auction (Weekly Bond Update)
What is Vanguard’s Cash Plus Account APY Boost through April 30th and how does it work? And what should you watch out for? Plus, how do Treasury and annuity rates compare this week and what are the expected yields for the upcoming week's 10-Yea...
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Season 1
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Episode 9
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23:40
5.54% Yield:REIT Investing for Retirement Income | Is Realty Income Corporation Safe?
Safely investing in a real estate income stream via real estate investment trusts (REITs) - what are the advantages and disadvantages of investing and is Realty Income Corporation safe and stable enough? What should you look out for?💰 I...
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Season 1
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Episode 8
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17:21
Lock-In 6.25% Now? Why This Bond Is Worth Considering
6.25% and safe? The new issue offering period ends this Thursday for this investment grade bond from Jefferies Financial Group, so let's walk through this top-yielding new issue corporate bond that we shared in our VIP Member Community earlier ...
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Season 1
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Episode 7
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17:58
Inflation Back To 9%? How To Protect Yourself
Are the inflation numbers true or is inflation about to skyrocket again? And how much inflation protection should you have in your portfolio?💰 Interested in supercharging your income in 2026? Join our brand-new, private VIP Member Commu...
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Season 1
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Episode 6
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15:37
Insider Preview Into Our Brand-New VIP Member Community (vs Bond Courses)
For safety-conscious bond and income-oriented investors, looking for safe, stable and predictable income, while not giving up too much on yield - see if our VIP Member Community is for you and grab your $100 early bird discount and our lowest p...
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Season 1
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Episode 5
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11:43
6.65% USHY vs Treasury Bonds: Is USHY Right For You?
USHY with its 6.65% cash distribution yield—nearly 3% higher than GOVT Treasuries at 3.88%, but is it right for you? Plus, what do annuity and Treasury rates look like this week and what are the expected yields for the upcoming week's auc...
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Season 1
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Episode 4
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20:55
