Diamond NestEgg

The last time we had a proper budget was in 1997 (not 1987)! Is another round of higher “blip” yields headed our way soon? And are Treasuries still safe if we have a government shutdown this month? 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 👉 JO...

Are higher Treasury yields after Wednesday's Fed cut a sign of bad things to come? And should you sell your Treasuries now? Or might there be another reason for the sell-off? 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 Investm...

The Fed cut rates by 25 basis points, but long term yields went up. Have you locked in your rates yet or are you still rolling over T-Bills for flexibility? 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 fir...

Will we see a jumbo rate cut at tomorrow's FOMC meeting and is this just the beginning for further rate cuts?  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-yieldi...

A special, little-known type of annuity that’s currently guaranteeing payouts at an all-time high - what is a QLAC (qualified longevity annuity contract), who should buy a QLAC and how much could you get for life? 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 y...

There is a lot of chatter currently about "the long bond being broken". What does this mean, how true is this, and is it still safe to hold 20-Year & 30-Year Treasuries?  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 In...

The federal government took in about $30 billion of tariff revenues for August. Is this good or bad for Treasury bills, notes, bonds and the overall deficit? What if President Trump's tariffs are overturned? 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 yo...

What are the top 8 safest banks for your money in the US in 2025? Here's our personal list update for the year. Plus, which other global banks make the list & what do the latest bank failures tell us? 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...

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 YouTub...

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? 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 M...

What are annuities, how safe are they, and what happens when your annuity company defaults? Is there the equivalent of FDIC coverage for annuities? And if yes, how does this work, and up to what amounts might you be protected? 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!  💰...

Annuity rates have reached levels not seen in over a decade - what is the right age for an annuity, who should buy one & how much could you get for life? Listen on to learn more because your age does matter in this case! 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!  💰 Su...

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...

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 in...

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 NestEg...

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...

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 dail...

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 vi...

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 YouTu...

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 dail...