Diamond NestEgg

Diamond NestEgg
  • 4.7 (3)
  • Investing
  • Updated Daily

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? 

  1. Seeking High, Stable Income? 13.94% Potential Distribution On CAIE: Calamos Autocallable Income ETF

    1d ago

    Seeking High, Stable Income? 13.94% Potential Distribution On CAIE: Calamos Autocallable Income ETF

    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 autocallables and what are their risks?  2 - How does CAIE generate its distributions?  3. What’s our personal opinion on CAIE? And might this autocallable ETF be something for you to consider (or not)?  📢 Email jennifer@diamondnestegg.com and we’ll send you Calamos' exclusive autocallable playbook and connect you directly with our trusted contact at the firm who can help you with customized solutions for your client portfolios or visit https://www.diamondnestegg.com/calamos   💰 Supercharge your income this year 👉 Join our exclusive VIP Investment Club and be the first to know about top rates, higher-yielding investment opportunities and members-only conversations and content: https://www.diamondnestegg.com/vip-member-community-info 📢 More information on CAIE and full statutory disclosures can be found under https://www.calamos.com/funds/etf/calamos-autocallable-income-caie/  and https://pex.broadridge.com/summary.asp?doctype=spro&cid=calamos&fid=12811T571 👉  Most recent 19a: https://www.calamos.com/globalassets/media/pdfs/distributions/calamos-autocallable-income-etf-19a-notice.pdf  📢 Member-requested CAIE video from 2025: https://youtu.be/kX5s-9DY4rI Drop us a note - what do you want to hear about next? C-Suite PerspectivesElevate how you lead with insight from today’s most influential executives.Listen on: Apple Podcasts   Spotify Financial Matters with Richard OringRichard Oring, from New Century Financial Group in Princeton, New Jersey, discusses...Listen on: Apple Podcasts   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!

    44 min
  2. Buy VIG? Or Just Buy VOO Instead? | Vanguard’s Dividend Appreciation ETF (Dividend Fund Miniseries)

    3d ago

    Buy VIG? Or Just Buy VOO Instead? | Vanguard’s Dividend Appreciation ETF (Dividend Fund Miniseries)

    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 want to consider buying VIG? 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!

    21 min
  3. Are You In The Best Money Market Fund? | Fidelity’s SPAXX, Schwab’s SWVXX & Vanguard’s VMFXX

    5d ago

    Are You In The Best Money Market Fund? | Fidelity’s SPAXX, Schwab’s SWVXX & Vanguard’s VMFXX

    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 PerspectivesElevate how you lead with insight from today’s most influential executives.Listen on: Apple Podcasts   Spotify C-Suite PerspectivesElevate how you lead with insight from today’s most influential executives.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!

    26 min
  4. Are Money Market Funds Safe In A Crash? | Fidelity's SPAXX vs SWVXX & VMFXX

    Jun 21

    Are Money Market Funds Safe In A Crash? | Fidelity's SPAXX vs SWVXX & VMFXX

    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 👉 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!

    22 min
  5. Is VYM The Better Dividend Fund? | Vanguard's High Dividend Yield ETF Review

    Jun 20

    Is VYM The Better Dividend Fund? | Vanguard's High Dividend Yield ETF Review

    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 to consider buying VYM?  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!

    21 min
  6. How To Prepare For A Market Crash: Three Fundamental Options

    Jun 16

    How To Prepare For A Market Crash: Three Fundamental Options

    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 stream while you’re at it.  Drop us a note - what do you want to hear about next? C-Suite PerspectivesElevate how you lead with insight from today’s most influential executives.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!

    25 min
  7. Up To 5.50%: Grab These Rates Before They're Gone | MYGAs (Multi-Year Guaranteed Annuities) vs TIPS

    Jun 15

    Up To 5.50%: Grab These Rates Before They're Gone | MYGAs (Multi-Year Guaranteed Annuities) vs TIPS

    Treasury yields moved lower last week, but it’s still not too late for the magic 5% number that quite a few of you have been waiting for, if you’re willing to look beyond Treasuries without compromising the safety of your investment. Or perhaps you might be leaning more towards the upcoming 5-Year TIPS auction and a potentially attractive real yield given the latest 4.2% inflation report from the BLS? 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!

    15 min
  8. Ditch The Markets & Lock In Up To 9% Guaranteed Income Growth For 7 Years? | Fixed Indexed Annuity

    Jun 14

    Ditch The Markets & Lock In Up To 9% Guaranteed Income Growth For 7 Years? | Fixed Indexed Annuity

    Nervous about the markets & SpaceX IPO? What if we told you that there is a way to get an up to 9% growth spurt in your retirement income 7 years before retirement? Plus, 100% principal protection, while keeping up to 7.25% S&P upside for 7 years AND locking in a potential guaranteed income stream for life - let's recap the numbers for a fixed indexed annuity (FIA) with an income rider vs one without an income rider.  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!

    17 min
See All (113)

Ratings & Reviews

4.7
out of 5
3 Ratings

About

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? 

Information

  • Creator
    Diamond NestEgg
  • Years Active
    2025 - 2026
  • Episodes
    113
  • Rating
    Clean
  • Copyright
    © 2026 Diamond NestEgg
  • Show Website
    Diamond NestEgg

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