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 if you are about to retire or are already in retirement?

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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!

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 product mix change if you’re more optimistic and can see opportunities in any situation?

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!

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?

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!

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 and 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 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 tax deadline is just around the corner - how will your bonds be taxed, especially if you sell before maturity?

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!

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?

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!

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 Investor Checking Account, Vanguard's Cash Plus Account & Wealthfront's Cash Account AND talk about whether you should ditch your bank account for them.

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!

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, who should invest and what are the risks?

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!