0% Treasuries vs $238,000: which is better and for whom? How might you organize your portfolio to generate the income you need while not running out of money? And what role do Treasuries play vs other types of bonds and fixed-income-like investments?

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📢 Learn all about bond investing while yields are attractive! Get both our bond courses together & save $100 here!

💡 Learn more about our foundational-level Bond Beginners and intermediate-level Bond Masters courses

⭐ Check out Caitlin and Eva's YouTube channel, Your Financial Journey, for even more personal finance content and tutorials and Sophie's YouTube channel, Sophie The Scientist, if you like cool and fun science facts as well!

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 fined by the IRS

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Listen on: Apple Podcasts Spotify

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-yielding investment opportunities and members-only conversations and content!

👉 Email jennifer@diamondnestegg.com to get connected with our trusted annuity, life insurance and long-term care specialists

📢 Learn all about bond investing while yields are attractive! Get both our bond courses together & save $100 here!

💡 Learn more about our foundational-level Bond Beginners and intermediate-level Bond Masters courses

⭐ Check out Caitlin and Eva's YouTube channel, Your Financial Journey, for even more personal finance content and tutorials and Sophie's YouTube channel, Sophie The Scientist, if you like cool and fun science facts as well!

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?

Drop us a note - what do you want to hear about next?

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💎 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-yielding investment opportunities and members-only conversations and content!

👉 Email jennifer@diamondnestegg.com to get connected with our trusted annuity, life insurance and long-term care specialists

📢 Learn all about bond investing while yields are attractive! Get both our bond courses together & save $100 here!

💡 Learn more about our foundational-level Bond Beginners and intermediate-level Bond Masters courses

⭐ Check out Caitlin and Eva's YouTube channel, Your Financial Journey, for even more personal finance content and tutorials and Sophie's YouTube channel, Sophie The Scientist, if you like cool and fun science facts as well!

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 money when you, as the investor, pay zero commission on your ETFs? Plus, do Schwab and Vanguard plan on doing something similar?

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-yielding investment opportunities and members-only conversations and content!

👉 Email jennifer@diamondnestegg.com to get connected with our trusted annuity, life insurance and long-term care specialists

📢 Learn all about bond investing while yields are attractive! Get both our bond courses together & save $100 here!

💡 Learn more about our foundational-level Bond Beginners and intermediate-level Bond Masters courses

⭐ Check out Caitlin and Eva's YouTube channel, Your Financial Journey, for even more personal finance content and tutorials and Sophie's YouTube channel, Sophie The Scientist, if you like cool and fun science facts as well!

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?

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-yielding investment opportunities and members-only conversations and content!

👉 Email jennifer@diamondnestegg.com to get connected with our trusted annuity, life insurance and long-term care specialists

📢 Learn all about bond investing while yields are attractive! Get both our bond courses together & save $100 here!

💡 Learn more about our foundational-level Bond Beginners and intermediate-level Bond Masters courses

⭐ Check out Caitlin and Eva's YouTube channel, Your Financial Journey, for even more personal finance content and tutorials and Sophie's YouTube channel, Sophie The Scientist, if you like cool and fun science facts as well!

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-year guaranteed annuities) right now.

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-yielding investment opportunities and members-only conversations and content!

👉 Email jennifer@diamondnestegg.com to get connected with our trusted annuity, life insurance and long-term care specialists

📢 Learn all about bond investing while yields are attractive! Get both our bond courses together & save $100 here!

💡 Learn more about our foundational-level Bond Beginners and intermediate-level Bond Masters courses

⭐ Check out Caitlin and Eva's YouTube channel, Your Financial Journey, for even more personal finance content and tutorials and Sophie's YouTube channel, Sophie The Scientist, if you like cool and fun science facts as well!

The $849 billion of private credit in annuities and insurance companies have regulators worried - what about you? And what can you do to protect yourself when you buy an annuity, or any other insurance product for that matter?

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-yielding investment opportunities and members-only conversations and content!

👉 Email jennifer@diamondnestegg.com to get connected with our trusted annuity, life insurance and long-term care specialists

📢 Learn all about bond investing while yields are attractive! Get both our bond courses together & save $100 here!

💡 Learn more about our foundational-level Bond Beginners and intermediate-level Bond Masters courses

⭐ Check out Caitlin and Eva's YouTube channel, Your Financial Journey, for even more personal finance content and tutorials and Sophie's YouTube channel, Sophie The Scientist, if you like cool and fun science facts as well!

3.99% SGOV vs 4.97% CSHI (as of 04/20/2026) TTM returns: which T-Bill ETF may be the better choice for you? CSHI is the NEOS Enhanced Income 1-3 Month T-Bill ETF. Learn how CSHI generates additional returns on T-Bills, how it compares to SGOV and whether CSHI may be right for you or not.

Drop us a note - what do you want to hear about next?

Listen on: Apple Podcasts Spotify

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-yielding investment opportunities and members-only conversations and content!

👉 Email jennifer@diamondnestegg.com to get connected with our trusted annuity, life insurance and long-term care specialists

📢 Learn all about bond investing while yields are attractive! Get both our bond courses together & save $100 here!

💡 Learn more about our foundational-level Bond Beginners and intermediate-level Bond Masters courses

⭐ Check out Caitlin and Eva's YouTube channel, Your Financial Journey, for even more personal finance content and tutorials and Sophie's YouTube channel, Sophie The Scientist, if you like cool and fun science facts as well!