Diamond NestEgg

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 bond offering look like and how does IBKR keep your money safe? Drop us a note - what do you want to hear about next? Support the show 💎 Join our 200,000+...

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? 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 th...

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 rates ended the week. Drop us a note - what do you want to hear about next? Support the show 💎 Join our 200,000+ Diamond NestEgg viewers on YouTube fo...

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 rate on it and whether you should dump your bank account for Fidelity’s CMA. Drop us a note - what do you want to hear about next? Support the show...

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 in retirement. And it may also help lower your required minimum distributions and taxes. We'll go through qualified longevity annuity contracts, what th...

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 CSHI, how it compares to Goldman's own GBIL and whether CSHI may be right for you or not. Drop us a note - what do you want to hear about next? Support th...

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 either annuities, Treasuries or other similarly-safe bonds? Let's walk through the latest rates to see if they can help you decide what's best for you...

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 suggesting as of late, should you rather be dumping your Treasuries right away? And is inflation really the primary driver like many media headlines are suggestin...

"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 whether your nest egg could survive a 50% S&P drop in retirement. And judging from the replies, it seems that this comment also hit a nerve with a...

DGRO iShares Core Dividend Growth ETF has annualized dividend growth of 8.35% since 2015.  Is it the most balanced and defensive portfolio, especially in the current market environment? 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 I...

Could you survive a 13-year bear market? What would happen to your money if the S&P 500 crashed by 50% like back in 2000 and 2007? Let's talk about how you could have protected yourself back then, and how you can protect your money now against a potential market crash and long-lasting bear market, build out the Base Part of your portfolio, and lock in a lifelong guaranteed fixed income st...

FXNAX, BND and/or HIPS? With a 12.20% 30-Day SEC Yield* and monthly distributions of 10.75 cents per share since 2015, could the GraniteShares HIPS US High Income ETF (HIPS) offer a way to potentially enhance income compared with funds such as Fidelity’s US Bond Index Fund (FXNAX) and Vanguard’s Total Bond Market ETF (BND)?  Let's dive deeper into: 1. What is the track record of GraniteShares...

23.69% annualized trailing total return from a dividend fund, plus higher cash distribution yields than VOO - is this newcomer dividend fund a “secret weapon” for income-seeking investors? Capital Group’s Dividend Value ETF, ticker CGDV is what we'll be talking about Part 5 of our Dividend Fund Miniseries: 1 - How does CGDV select its stocks? And what names does it currently own in its portfo...

Up to 8.29% annual cash payouts and some equity upside? Let’s compare JAAA, SCHD and JEPI today and talk about the differences between CLOs (collateralized loan obligations), dividend shares and covered call strategies. Drop us a note - what do you want to hear about next? C-Suite Perspectives Elevate how you lead with insight from today’s most influential executives. Listen on: Apple Podcasts &nb...

13.12% to 22.05% forward dividend yield on a business development company (BDC) with significant discounts to NAV? Might this be a buying opportunity for the potentially higher-yielding Boost part of your portfolio? Markus and I picked up some BDC shares earlier this year, and so have some of our VIP Investment Club members, so let's dive a bit deeper into how to invest in private credit with...

8.7% 👉 this is how much US stocks have returned on an annualized basis since 1776. What about Treasuries and inflation? Join us for an overview of how Treasuries and US stocks have performed since independence 250 years ago. Plus, how attractive are Treasury and multi-year guaranteed annuity (MYGA) rates currently?  Drop us a note - what do you want to hear about next? Support the show 💎 Join ou...

Is SGOV better than BIL, VBIL, T-Bills & money market funds like VUSXX FZFXX & SNSXX? Which would we choose? 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-yield...

Fidelity’s High Dividend ETF (FDVV): is it better than an S&P 500 ETF with its 13.47% 5-Year total return and much higher dividend? Might this be something to consider for your portfolio? Watch on in Part 4 Markus' Dividend Fund Series to learn more! 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 dail...

A potentially high and stable 13.94% distribution rate as of May 31, 2026, often paid monthly, plus liquidity and possible tax efficiency. Let’s talk a bit more about the autocallable revolution that is happening in the ETF space right now! Here are the three topics that we’ll be discussing today: 1. Would autocallable ETFs fall into the Base or the Boost part of a portfolio? 2. Are all autocallab...

This episode is sponsored by Calamos. 13.94% distribution rate from CAIE, the first autocallable income ETF in the US retail market, as per May 31st, 2026. Autocallables are no longer for just the wealthy. Could CAIE (Calamos Autocallable Income ETF)  that seeks to generate high, stable monthly income be something for your portfolio? Here's what we'll be covering today: 1 - What are auto...

Is VIG the largest & best dividend fund?  Or should you just buy VOO instead of VIG (Vanguard's Dividend Appreciation ETF)? Here are the three topics that we'll be covering in Part 3 of our Dividend Fund Miniseries: 1. What does VIG’s portfolio of companies with growing dividends look like? And how similar is it to the S&P 500? 2 . What is the track record of VIG? 3 - Who might w...

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 missing out on. Drop us a note - what do you want to hear about next? C-Suite Perspectives Elevate how you lead with insight from today’s most influential ex...

Can you lose money in a money market fund in a market crash? How do Fidelity's SPAXX, Schwab's SWVXX and Vanguard's VMFXX protect your money, and are they as safe as cash in your bank?  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 👉...

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...

Could you survive a 13-year bear market? What would happen to your money if the S&P 500 crashed by 50% like back in 2000 and 2007? Let's talk about how you could have protected yourself back then, and how you can protect your money now against a potential market crash and long-lasting bear market, build out the Base Part of your portfolio, and lock in a lifelong guaranteed fixed income st...