Shows
Diamond NestEggFidelity SPAXX, Schwab SWVXX & Vanguard VMFXX: Losing Money On Your Money Market Fund To Taxes?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 showđ Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus! đ° Supercharge your income đ JOIN our VIP Investmen...
2026-02-1824 min
Diamond NestEggDump Your Bank For Schwab? | Best Cash Management Accounts 2026Do 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 showđ Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and...
2026-02-1223 min
Diamond NestEggWhat Is Treasury Credit? STRC's 11.4% Cash Yield - What Are The Risks?11.4% effective cash yield from STRC - does this âTreasury Creditâ 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 showđ Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus! đ° Supercharge your income đ JOIN our VIP Investment Club...
2026-02-0823 min
Diamond NestEgg6.5% Multi-Year Guaranteed Annuity (MYGA): Who Should Buy?Locking in a 6.5% multi-year guaranteed annuity (MYGA) for seven years - how safe is this? Plus, who should buy a MYGA, who shouldn't & what are five key factors to consider?Drop us a note - what do you want to hear about next?Support the showđ Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus! đ° Supercharge your income đ JOIN our VIP Investment Club and be the first to know about top rates, higher-yielding investment opportunities and members-only conversations and content!
2026-02-0515 min
Diamond NestEgg17.92% International Bond ETF WIP: Better Than Treasuries, Gold & Silver For Inflation?17.92% is the trailing 12-month return on international inflation-protected bond ETF WIP. Is there really better than TIP ETF (US Treasuries), gold and/or silver, especially with Kevin Warsh as the potential new Fed chair? What is the outlook for inflation and bond yields?Drop us a note - what do you want to hear about next?Support the showđ Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus! đ° Supercharge your income đ JOIN our VIP Investment Club and be the first to...
2026-02-0323 min
Diamond NestEggThe Safest Banks to Bank With in 2026 â Plus Global Banks That Are Bulletproof?BRAND-NEW for 2026: our personal list of the top 8 "safest" banks to bank within the US & why. 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 showđ Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus! đ° Supercharge your income đ JOIN our VIP Investment Club and be the first to know about top rates, higher-yielding investment opportunit...
2026-01-3116 min
Diamond NestEggSell America, Sell Treasuries? What Price Will You Get & What's Really Liquid?Can you really sell your Treasuries if you need to? How liquid are they if you're holding T-Bills? What about TIPS and the 20-Year Treasury Bond. Plus where are Treasury and annuity rates this week and what are the yield expectations for the upcoming week's Treasury auctions?Drop us a note - what do you want to hear about next?Support the showđ Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus! đ° Supercharge your income đ JOIN our VIP Investment Club and be...
2026-01-2622 min
Diamond NestEggUse Fidelity, Not Your Bank? Dump Your Bank For Fidelity's Cash Management Account?Do you still need your bank or is Fidelityâs 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 youâre getting the best rate on it and whether you should ditch your bank account for Fidelityâs CMA.đ° Interested in supercharging your income in 2026? Join our brand-new 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-infođ˘ Email jennifer@diamondnestegg.com to get connected with our tru...
2026-01-2014 min
Diamond NestEggEarning More With Vanguard Cash Plus APY Boost | 10 Year TIPS Auction (Weekly Bond Update)What is Vanguardâs Cash Plus Account APY Boost through April 30th and how does it work? And what should you watch out for? Plus, how do Treasury and annuity rates compare this week and what are the expected yields for the upcoming week's 10-Year TIPS (Treasury Inflation-Protected Securities) and 20-Year Treasury Bond auctions? đ° Interested in supercharging your income in 2026? Join our brand-new 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-infođ˘ Email jennifer@diamondnestegg.com to get connected with our...
2026-01-1823 min
Diamond NestEgg5.54% Yield:REIT Investing for Retirement Income | Is Realty Income Corporation Safe?Safely investing in a real estate income stream via real estate investment trusts (REITs) - what are the advantages and disadvantages of investing and is Realty Income Corporation safe and stable enough? What should you look out for?đ° Interested in supercharging your income in 2026? Join our brand-new, private VIP Investment Club and get your $100 early bird discount before January 15th: https://www.diamondnestegg.com/đ˘ Email jennifer@diamondnestegg.com to get connected with our trusted annuity specialist!  â Learn about how annuities can help you sleep better at night in retirement â https://youtube.com/playlist?list=PLsv_4...
2026-01-1417 min
Diamond NestEggLock-In 6.25% Now? Why This Bond Is Worth Considering6.25% and safe? The new issue offering period ends this Thursday for this investment grade bond from Jefferies Financial Group, so let's walk through this top-yielding new issue corporate bond that we shared in our VIP Member Community earlier this week, why we would buy it and what you should consider before clicking that "BUY" button! đ° Interested in safely supercharging your income in 2026? Join our brand-new, private VIP Member Community and get your $100 early bird discount before January 15th: https://www.diamondnestegg.com/đĄLearn more about our VIP Member Community vs bond courses: https://youtu.be/-EBDrng...
2026-01-1417 min
Diamond NestEggInflation Back To 9%? How To Protect YourselfAre the inflation numbers true or is inflation about to skyrocket again? And how much inflation protection should you have in your portfolio?đ° Interested in supercharging your income in 2026? Join our brand-new, private VIP Member Community and get your $100 early bird discount before January 15th: https://www.diamondnestegg.com/đ˘ Email jennifer@diamondnestegg.com to get connected with our trusted annuity specialist!  â Learn about how annuities can help you sleep better at night in retirement â https://youtube.com/playlist?list=PLsv_4H5rP97FD58emP6HEQCX_dIBRTaEg&si=8t6kB8PKQtk0VD21đ˘ Learn all abou...
2026-01-1415 min
Diamond NestEggInsider Preview Into Our Brand-New VIP Member Community (vs Bond Courses)For safety-conscious bond and income-oriented investors, looking for safe, stable and predictable income, while not giving up too much on yield - see if our VIP Member Community is for you and grab your $100 early bird discount and our lowest prices EVER before January 15th... and learn more about our bond investing courses as well!  đ° Want to supercharge your income in 2026? Join our brand-new, private VIP Member Community and get your $100 early bird discount before January 15th: https://www.diamondnestegg.com/đ Get both our bond courses together & save $100: https://www.diamondnestegg.com/home#_paa2isucf
2026-01-1211 min
Diamond NestEgg6.65% USHY vs Treasury Bonds: Is USHY Right For You?USHY with its 6.65% cash distribution yieldânearly 3% higher than GOVT Treasuries at 3.88%, but is it right for you? Plus, what do annuity and Treasury rates look like this week and what are the expected yields for the upcoming week's auctions? Keep listening if you're a retiree seeking stable income, a supersaver building your nest egg, or an investor eyeing diversification! đ° Ready to lock in higher yields this year? Join our brand-new VIP Member Community for exclusive deep dives on bonds, preferred shares, high-yielding bond funds, covered calls, principal-protected products and more. Grab your $100 early bird discount before January...
2026-01-1120 min
Diamond NestEgg8.21% Cash Income: JEPI, SCHD vs JAAA - Which 2026 Income Play Fits Your Goals?Up to 8.21% annual cash payouts and some equity upside? Which of our 3 "secret investments" for higher income in 2026 may be right for you? Let's compare JAAA, SCHD & JEPI today in Part 2 of our 2026 income series!đ° Supercharge your income and financial knowledge in 2026 đ join our brand-new, private VIP Member Community before January 15th - prices won't be this low again: https://www.diamondnestegg.com/đ˘ Email jennifer@diamondnestegg.com to get connected with our trusted annuity specialist!  â Learn about how annuities can help you sleep better at night in retirement â https://youtube.com/playlist?list=PLsv_4H5rP97FD...
2026-01-0923 min
Diamond NestEgg7% Cash Flow vs. 5.47% Aaa Yield: 7 Safe & Predictable Income Building Blocks For RetirementHow can you build a secure and stable income stream in 2026 as T-Bill rates fall and how can you still lock in 7% annual cash flow and/or 5.47% Aaa-rated yields before they disappear? In Part 1 of our new income series, we explore the 7 safe and predictable building blocks every investor needs to replace their paycheck and protect their retirement. Whether you prioritize the absolute safety of U.S. Treasuries or the higher cash flow of single premium annuities (SPIAs), corporate bonds, municipal bonds or preferreds, weâre breaking down the details and numbers so that you can decide: wha...
2026-01-0626 min
Diamond NestEggWhere Are Rates Headed in 2026? And How To Get A Safe 9.6% Yield? | 2026 Market OutlookIs it possible to get a safe 9.6% yield for 2026? And where are rates headed this year? In this video, we'll go through our 2026 market outlook, where rates currently stand and how some investors can supercharge their income, protect their principal and in some cases, even stay invested in the market while being protected against a market correction. Plus, let's go through what the predicted yields for this weekâs Treasury auctions look like.đ° Interested in supercharging your income in 2026? Join our brand-new, private VIP Member Community and get your $100 early bird discount before January 15th: https://www.diamo...
2026-01-0419 min
Diamond NestEgg9.25% S&P Returns, No Risk? Fixed Indexed Annuities Explained!How can you earn up to 7.25% to 9.25% while protecting your cash against a market bubble? Is it possible to stay invested in the S&P 500 with guaranteed principal protection? The short answer is yes and in today's ultimate guide to annuities, that's what we'll be talking about - fixed indexed annuities (FIAs), as well as other annuities for those of you looking for guaranteed lifetime income and/or CD-like options. Here are the timestamps:4:32 Single premium immediate annuities (SPIAs) for those of you looking to convert a one-time lump sum payment into an immediate & guaranteed income for...
2025-12-281h 28
Diamond NestEgg5.48% JAAA or 4.20% SGOV: What's Better In Times Of Market Uncertainty?JAAA has a TTM yield of 5.48% vs SGOV's 4.20% with its T-Bill portfolio. What's better? And what's safer? Which one would better survive a market crash? Understand the difference!Drop us a note - what do you want to hear about next?Support the showđ Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus! đ° Supercharge your income đ JOIN our VIP Investment Club and be the first to know about top rates, higher-yielding investment opportunities and members-only conversations and conte...
2025-12-2429 min
Diamond NestEggUp To 4.50% CDs After The Fed Rate CutThe top CDs are still paying as much as 4.50% - even after the latest Fed rate cut. Here are the top five we've found for you this December, plus what do rates look like for Treasuries, agencies & annuities if you want to lock in for longer?Drop us a note - what do you want to hear about next?Support the showđ Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus! đ° Supercharge your income đ JOIN our VIP Investment Club and be th...
2025-12-2329 min
Diamond NestEgg7.57% Yield On JBBB: Safe & Stable Enough In Times Of Market Uncertainty? (JBBB vs JAAA)Looking for higher-yielding income investments? JBBB is paying 7.57%, with monthly cash payouts, even as rates move lower on the short-end & markets are near all-time highs. Is JBBB safe & stable enough for you? What's our perspective? Or is JAAA better? Drop us a note - what do you want to hear about next?Support the showđ Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus! đ° Supercharge your income đ JOIN our VIP Investment Club and be the first to know about top rates...
2025-12-2230 min
Diamond NestEggBest Online Banks (2026): What's Safe & What's Not?Are online banks really safe or are traditional banks with branches better? What should you keep an eye out on when moving your money to an online bank? Because not "online banks" are created equal! Watch on to see what the top 5 online banks in the US are and how they compare to more established banks with physical branch locations!Drop us a note - what do you want to hear about next?Support the showđ Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and...
2025-11-2923 min
Diamond NestEggJAAA: 5.54% Return, No Risk? | Surviving When Markets Crash Or Too Good To Be True?A safe & liquid 5.54% investment for when markets collapse, with monthly payouts and stable prices? JAAA vs Treasuries: who should buy JAAA and is there a catch? What are CLOs (collateralized loan obligations) and the real risks most people miss? Plus the latest Treasury, agency & MYGA rate comparisons and next weekâs auction forecasts.Drop us a note - what do you want to hear about next?Support the showđ Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus! đ° Supercharge your income đ JOIN our...
2025-11-2332 min
Diamond NestEggPreparing For A 13-Year Bear Market? Could You Wait Out A 48% S&P 500 Crash? | Weekly Update12 bear markets in the past 70+ years: are we headed for the 13th, how bad might it get and how can you best protect your principal while still staying investing in the S&P 500? Let's continue last week's discussion about the structured protection ETF, fixed indexed annuities (FIA), Treasuries as well as inflation protection!Drop us a note - what do you want to hear about next?Support the showđ Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus! đ° Supercharge your income đ JOIN ou...
2025-11-1627 min
Diamond NestEggHighest-Paying Money Market Funds At Fidelity, Schwab Or Vanguard? | Weekly Bond & Annuity UpdateStay liquid or lock-in those rates? See what the top rates on the money market funds across Fidelity, Schwab & Vanguard are right now, and how they compare to Treasuries, agencies and annuities in our weekly update. We'll also be sharing with the best no-penalty CD offer that crossed our desk recently!Drop us a note - what do you want to hear about next?Support the showđ Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus! đ° Supercharge your income đ JOIN our VIP I...
2025-11-1125 min
Diamond NestEgg6.18% to 10% Returns, No Risk? | Protecting Your S&P 500 Funds Against A Market CrashHow can you earn up to 6.18% - 10% while protecting your cash against an AI bubble? Is it possible to stay invested in the S&P 500 with guaranteed principal protection? The short answer is yes, and in today's video, we'll be covering how to do this with some popular choices - a structured protection ETF from Calamos (CPSN) - as well as fixed indexed annuities (FIA) - which might be better for you if you're concerned about the next black swan crash?Drop us a note - what do you want to hear about next?Support...
2025-11-1025 min
Diamond NestEggBitcoin Upside, No Downside? What Are Protected Bitcoin ETFs? | Bitcoin Explained SIMPLE For BeginnersBitcoin has gone up 12,447% since 2014. How do you get the upside, with no downside? There are many different ways to get exposure to Bitcoin, and some of them even promise to guarantee your principal, which may be particularly attractive for investors who want to get started in Bitcoin, but donât think that they can stomach the volatility. That's what we'll be covering in today's Bitcoin "made easy" discussion!Drop us a note - what do you want to hear about next?Support the showđ Join our 200,000+ Diamond NestEgg viewers on ...
2025-11-0938 min
Diamond NestEggWhat Happens When Banks Fail: $10 Million FDIC Proposal & How To Increase Your FDIC Limit Right NowWould we be better prepared for the next financial crisis with higher FDIC limits and is a $10 million FDIC limit on the horizon? What are the details? How could you get more FDIC coverage for your money if this doesnât apply to you? And what actually is the role of the FDIC when banks fail?Drop us a note - what do you want to hear about next?Support the showđ Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus! đ° Supercha...
2025-11-0324 min
Diamond NestEggWhere Can You Still Get 6% Bonds? | Fed Rate Cut & Weekly Rates: Treasuries, Agencies & AnnuitiesWhere can you still lock in 6% bonds for at least 1 - 2 years? And why did Treasury yields go up for everything six months and longer, despite the Fed rate cuts? Check out our weekly rates update for Treasuries, agencies and annuities and see what's moving the bond universe right now.Drop us a note - what do you want to hear about next?Support the showđ Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus! đ° Supercharge your income đ JOIN our VIP Inves...
2025-11-0225 min
Diamond NestEggWhat Happens When Brokers Fail: How Safe Is Your Money At Fidelity, Schwab And Vanguard?How safe are your cash and investments in your brokerage account - what is protected and how much is actually protected? With all the new Treasury ETFs, "guaranteed" principal protection ETFs and cryptocurrency products that have been launched this year, let's revisit what SIPC covers and what it DOESN'T cover!Drop us a note - what do you want to hear about next?Support the showđ Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus! đ° Supercharge your income đ JOIN our VIP Inves...
2025-10-3123 min
Diamond NestEggAre I-Bonds A Must-Buy At 4.12? (November 2025 I-Bond Projection)Should you buy I-Bonds now, the last week of October, or wait until the November I-Bond rate reset? And what us the breakeven time if you decide to redeem older, lower fixed rate I-Bonds to buy the current, higher fixed rate ones? Join us as we walk through our November I-Bond rate projection and the bond yields that are still up at the moment, even as the market predicts another 25 basis point rate cut this coming week.Drop us a note - what do you want to hear about next?Support the showđ Joi...
2025-10-2731 min
Diamond NestEggThe Fed's Secret Weapon: $6 Trillion Of DebtIs the Federal Reserve's $6 trillion of Treasuries, agency mortgage-backed securities and other bonds its secret weapon? What happens to bonds yields and the money supply if the Fed were to sell? Listen on as we explain quantitative easing, quantitative tightening and how the Fed controls short-term rates and tries to influence long-term ones as well. Drop us a note - what do you want to hear about next?Support the showđ Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus! đ° Supercharge your in...
2025-10-2525 min
Diamond NestEggLock In Rates Now Or Wait? Treasury vs Annuity Ladder: Who Wins?Rates continue to be at decade-plus highs on average. Would a Treasury ladder or an annuity ladder pay you more and how do you build one? Plus, what other safe investments might you want to include and what do the yields look like for the upcoming T-Bill, T-Bond & TIPS auctions?Drop us a note - what do you want to hear about next?Support the showđ Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus! đ° Supercharge your income đ JOIN our VIP Inves...
2025-10-2029 min
Diamond NestEggMoving Your 401(k) to Fidelity, Schwab or Vanguard In Early Retirement? Listen To This First!Thinking of retiring early and rolling over your 401(k) into an IRA at Fidelity, Schwab or Vanguard? Not so fast! Let's talk about smart ways to access your retirement funds early â without the 10% penalty.Drop us a note - what do you want to hear about next?Support the showđ Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus! đ° Supercharge your income đ JOIN our VIP Investment Club and be the first to know about top rates, higher-yielding investment opportunities and members...
2025-10-1719 min
Diamond NestEgg7% to 10% Returns, Zero Risk: Why Fixed Indexed Annuities Are So Attractive Right NowS&P 500 upside with full downside protection via a 7.25% to 10% fixed indexed annuity (FIA). Learn how fixed indexed annuities work, the advantages & disadvantages of owning one, and who should (and should not) consider buying one.Drop us a note - what do you want to hear about next?Support the showđ Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus! đ° Supercharge your income đ JOIN our VIP Investment Club and be the first to know about top rates, higher-yielding investment opportuni...
2025-10-1435 min
Diamond NestEggAre Treasuries In Danger? | Protecting Your Money In "New" Safe Havens? (Debasement Trade)The death of Treasuries and the dollar: Are Treasuries still a safe haven? What about agencies and annuities for protecting against a market crash and/or higher rate investments ? And what might be some alternative safe haven investments?Drop us a note - what do you want to hear about next?Support the showđ Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus! đ° Supercharge your income đ JOIN our VIP Investment Club and be the first to know about top rates, hi...
2025-10-1223 min
Diamond NestEggDirect Indexing With Fidelity, Schwab & Vanguard: Can You Really Earn More?Fidelity, Schwab & Vanguard all offer direct indexing and portfolio customization - can you really get higher returns, lower risk with direct indexing vs ETFs?Drop us a note - what do you want to hear about next?Support the showđ Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus! đ° Supercharge your income đ JOIN our VIP Investment Club and be the first to know about top rates, higher-yielding investment opportunities and members-only conversations and content! đ Email jennifer@diamondnestegg.com to get c...
2025-10-1026 min
Diamond NestEggIs PFF Better Than SCHD And BND?What is the best kept secret for high cash flows? Which pays the most: dividend fund SCHD, bond fund BDN or preferred stock fund PFF? See how preferred equity can boost your cash flow!Drop us a note - what do you want to hear about next?Support the showđ Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus! đ° Supercharge your income đ JOIN our VIP Investment Club and be the first to know about top rates, higher-yielding investment opportunities and membe...
2025-10-0725 min
Diamond NestEggLock In 5% Now Or Stay Liquid: Best Money Market, CD & Annuity Rates October 2025What are the best rates on money market funds, CDs and annuities right now and should you lock-in at 5% or stay liquid at 4% or less? Drop us a note - what do you want to hear about next?Support the showđ Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus! đ° Supercharge your income đ JOIN our VIP Investment Club and be the first to know about top rates, higher-yielding investment opportunities and members-only conversations and content! đ Email jennifer@diamondnesteg...
2025-10-0624 min
Diamond NestEggWho Should Sell Treasuries During A Shutdown? And Why Is This Shutdown Different?Are Treasuries at risk during this shutdown? Who should sell? Why is it different this time and what about I-Bonds, TIPS (Treasury Inflation-Protected Securities), Social Security & Medicare?Drop us a note - what do you want to hear about next?Support the showđ Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus! đ° Supercharge your income đ JOIN our VIP Investment Club and be the first to know about top rates, higher-yielding investment opportunities and members-only conversations and content! đ Email jennif...
2025-10-0118 min
Diamond NestEggBest No-Penalty CDs vs T-Bills: What's Better?Where can you still get a 5.1%-equivalent APY and are T-Bills still better than no-penalty CDs right now? The answer may surprise some of you!Drop us a note - what do you want to hear about next?Support the showđ Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus! đ° Supercharge your income đ JOIN our VIP Investment Club and be the first to know about top rates, higher-yielding investment opportunities and members-only conversations and content! đ Email...
2025-09-2814 min
Diamond NestEgg6.3% Yield At Half The Taxes: Are Preferred Stocks Better Than Bonds?A 6.30% investment-grade coupon from a utility company at capital gains taxes â are preferred stocks really better than bonds OR are they simply too good to be true? What are the advantages and disadvantages of preferred stock investing?Drop us a note - what do you want to hear about next?Support the showđ Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus! đ° Supercharge your income đ JOIN our VIP Investment Club and be the first to know about top rates, higher-yiel...
2025-09-2525 min
Diamond NestEggBest CD Rates September 2025Here are the top 10 CD rates we've found for you this month. Where can you earn up to $1,000 for opening a CD, and can you still get 5% CDs after the latest Fed rate cut? Drop us a note - what do you want to hear about next?Support the showđ Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus! đ° Supercharge your income đ JOIN our VIP Investment Club and be the first to know about top rates, higher-yielding investment opportunities and member...
2025-09-2113 min
Diamond NestEggWill T-Bill Yields Jump At The End Of This Month?The last time we had a proper budget was in 1997 (not 1987)! Is another round of higher âblipâ 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 showđ Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus! đ° Supercharge your income đ JOIN our VIP Investment Club and be the first to know about top rates, higher-yielding investment opportunities...
2025-09-2113 min
Diamond NestEggAre Higher Bond Yields This Week A Bad Omen?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 showđ Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus! đ° Supercharge your income đ JOIN our VIP Investment Club and be the first to know about top rates, higher-yielding investment opportunities and members-only conversations and conte...
2025-09-2019 min
Diamond NestEggWhy Did Yields Go UP After The Rate Cut? | Have You Locked In Your Rates Yet?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 showđ Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus! đ° Supercharge your income đ JOIN our VIP Investment Club and be the first to know about top rates, higher-yielding investment opportunities and members-only conversations and content! đ E...
2025-09-1813 min
Diamond NestEggIs A Jumbo Rate Cut Coming Tomorrow?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 showđ Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus! đ° Supercharge your income đ JOIN our VIP Investment Club and be the first to know about top rates, higher-yielding investment opportunities and members-only conversations and content! đ Email jennifer@diamondnestegg.com to get connected wit...
2025-09-1715 min
Diamond NestEggHow Can You Get $3,500 Every Month For Life? | Qualified Longevity Annuity Contracts ExplainedA special, little-known type of annuity thatâs 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 showđ Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus! đ° Supercharge your income đ JOIN our VIP Investment Club and be the first to know about top rates, higher-yiel...
2025-09-1721 min
Diamond NestEggAre US Treasures Still Safe? Or Are They "Broken"?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 showđ Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus! đ° Supercharge your income đ JOIN our VIP Investment Club and be the first to know about top rates, higher-yielding investment opportunities and members-only conversations and conten...
2025-09-1413 min
Diamond NestEggAre Tariffs Hurting Treasury Bills, Notes & Bonds? Or Helping? | Markets With MarkusThe 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 showđ Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus! đ° Supercharge your income đ JOIN our VIP Investment Club and be the first to know about top rates, higher-yielding investment opportunities and members-o...
2025-09-1414 min
Diamond NestEggTop 8 Safest Banks To Keep Your Cash 2025What 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 showđ Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus! đ° Supercharge your income đ JOIN our VIP Investment Club and be the first to know about top rates, higher-yi...
2025-09-1215 min
Diamond NestEggAnnuity Rates Hit 10+ Year Highs: Lock In Now? How Much Could You Get For Life?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 showđ Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus! đ° Supercharge your income đ JOIN our VIP Investment Club and be the first...
2025-09-1218 min
Diamond NestEgg6.7% Multi-Year Guaranteed Annuity (MYGA): Is It Safe or a Trap? Who Should Buy A MYGA?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 showđ Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus! đ° Supercharge your income đ JOIN our VIP Investment Club and be the first to know abou...
2025-09-1214 min
Diamond NestEggHow Safe Is The Guaranteed Lifetime Income On Annuities Really?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 showđ Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus! đ° Supercharge your income đ JOIN our VIP Investment Club and be the first to...
2025-09-1216 min
Diamond NestEggCould You Earn More With Multi-Year Guaranteed Annuities (MYGAs) vs Bonds and CDs?Annuity rates are at some of the highest levels that weâve 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 showđ Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus! đ° Supercharge your inco...
2025-09-1215 min
Diamond NestEggEarn More With SGOV, T-Bills Or Money Market Funds? What About BIL, VBIL & VUSXX?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 would we choose and why?Drop us a note - what do you want to hear about next?Support the showđ Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Mar...
2025-09-1119 min
Diamond NestEggProtecting Your Money From A Potential Recession: Get Out Of T-Bills & Money Market Funds Or Not?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 showđ Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus! đ° Supercharge your income đ JOIN our VIP Investment Club and be the first to know about top rates, hig...
2025-09-1116 min
Diamond NestEgg100% Guaranteed Income Forever: Is An Annuity Better Than A Bond Ladder?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 showđ Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus! đ° Supercharge your income đ JOIN our VIP Investment Club and be the first to...
2025-09-1120 min
Diamond NestEggTreasury, Agency, Muni And Corporate Bonds: What Are The Best Bonds To Buy Right Now?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, hereâs 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 showđ Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus! đ° Supercharge your income đ JOIN our...
2025-09-1110 min
Diamond NestEggT-Bills, Notes & Bonds vs Treasury Zeros (STRIPS): What's Better?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 showđ Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus! đ° Supercharge your income đ JOIN our VIP Investment Club and be the first to know a...
2025-09-1111 min
Diamond NestEggIs A Recession Coming? | Markets With MarkusWhere 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 showđ Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus! đ° Supercharge your income đ JOIN our VIP Investmen...
2025-09-1112 min
Diamond NestEggTime To Lock-in Higher Rates? Watch Out For The Callability Trap On Bonds! | Markets With MarkusWhat 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 showđ Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus! đ° Supercharge your income đ JOIN our VIP Investment Club and be...
2025-09-1110 min
Diamond NestEggRobinhood Soars On S&P 500 Reshuffle: Are Bonds Out? | Markets With MarkusWelcome 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 showđ Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus! đ° Supercharge your income đ JOIN our VIP Investment Club and be the first to know ab...
2025-09-1116 min
The nestegg PodcastWhat Omicron means for property, and are units right for first-time buyers? What is equity crowdfunding? Are industry super funds tapping into member funds to save their skins?In this episode of The nestegg Podcast, host Maja Garaca Djurdjevic checks in with our three experts, digging into the biggest headlines in the world of superannuation, property, investing and wealth creation, as well as touching on the new Omicron scare. Steve Waters, director of Right Property Group, talks about investing in a unit and whether first-time investors should put their money into a well-located apartment over a house in a regional setting. He touches on new versus old units and what history tells us. RMIT senior lecturer of finance Dr Angel Zhong covers equity...
2021-11-3031 min
The nestegg PodcastWhat to expect as the end of lockdown looms? Will the stage 2 tax cuts boost your tax return? Where should investors be looking as the economy reopens?On this episode of The nestegg Podcast, guest host Fergus Halliday checks in with our three experts to talk through the biggest conversations happening around when it comes to the world of superannuation, property, investing and wealth creation. Steve Waters, director of Right Property Group, talked to us about how Sydney and Melbourneâs property sectors are faring as the light at the end of the lockdown tunnel begins to come into sight. Meanwhile, RMITâs senior lecturer of finance, Dr Angel Zhong guided us through how investors should approach taking advantage of the economy as r...
2021-09-2128 min
The nestegg PodcastCould property prices inflate by another 20 per cent? Whatâs happening in recent dividend announcements? Did your fund fail the YFYS test?In this episode of The nestegg Podcast, Â host Maja checks in with our three experts to discuss this weekâs biggest conversations about super, property and investment. Steve Waters, director of Right Property Group, talks about the current market and its growth prospects, hinting at a ârevenge spendâ period post-lockdown. Could property prices really inflate by a further 20 per cent? Meanwhile, RMITâs senior lecturer of finance, Dr Angel Zhong, talks about the earning season and dividends, delving into how companies decide distribution policy. Find out what is happening in the recent dividend announcements. Las...
2021-09-0729 min
The nestegg PodcastWhat does the NSW regional permit mean for property investors? Who really wins from the BHP-Woodside merger?On this episode of The nestegg Podcast, guest host Fergus Halliday checks in with our three experts to discuss this weekâs biggest conversations about super, property and investment. Steve Waters, director of Right Property Group, unpacks the implications of the NSW governmentâs new regional permit system and what it means for the near term within the stateâs property market. What should potential buyers and sellers expect from Sydneyâs spring selling season, given the ongoing lockdown restrictions? Meanwhile, RMITâs senior lecturer of finance, Dr Angel Zhong, breaks down what the BHP-Woodside merger dea...
2021-08-2425 min
The nestegg PodcastWill lockdowns halt the housing boom? Is the metaverse taking over? And the cons of lodging your tax returns earlyOn this episode of The nestegg Podcast, host Maja Garaca Djurdjevic and three experts discuss whether the latest round of COVID lockdowns will impact property prices, the ins and outs of the metaverse, and why you shouldnât lodge your tax just yet. Steve Waters, director of Right Property Group, chats about the latest auction data and whether the recent lockdowns could impact property prices, especially in Australiaâs most populous state â NSW.  RMITâs senior lecturer of finance, Dr Angel Zhong, delves into the metaverse and how a new virtual reality is becoming a lucrative digital space for we...
2021-06-2938 min
The nestegg PodcastAre you being priced out of the market? Have you got the Tuesday blues? And are you ready for the upcoming super changes?On this episode of The nestegg Podcast, host Maja Garaca Djurdjevic and three experts discuss whether owner-occupiers should withdraw from the property market, the effects of Tuesday blues on the ASX, upcoming super changes and more. Steve Waters, director of Right Property Group, chats about current property price movements and whether owner-occupiers are being priced out of the market.  RMITâs senior lecturer of finance, Dr Angel Zhong, delves into the Tuesday blues effect and the implications for Aussie investors.  And lastly, tax and super guru Timothy Munro talks about upcoming super changes and shares his handy checklist ahead o...
2021-06-1545 min
The nestegg PodcastDissecting the budget and what it means for your equities, property and superOn this episode of The nestegg Podcast, host Maja Garaca Djurdjevic and three experts discuss the federal budget and its impact on equities, property investing and super. Steve Waters, director of Right Property Group, chats about the budgetâs focus on first home buyers, but points to potential problems with some of the governmentâs schemes. RMITâs senior lecturer of finance, Dr Angel Zhong, reveals the budgetâs winners and losers and the implications some of the more controversial proposals could have on the sharemarket. She also gives her thoughts on the budgetâs slant on wo...
2021-05-1836 min
The nestegg PodcastIs the market overheating; should ETFs take your fancy, and whatâs happening to the low and middle income tax offset?On this episode of The nestegg Podcast, host Maja Garaca Djurdjevic and three experts discuss the latest in equities, property investing and super. Steve Waters, director of Right Property Group, chats about the latest in property, including the much talked about use of macro-prudential measures to cool the rapidly expanding market. RMITâs senior lecturer of finance, Dr Angel Zhong, talks about soaring ETFs, what they are and why young investors, in particular, are jumping onboard their latest surge. Dr Zhong also takes a closer look at BNPL platforms. And lastly, tax and super guru Timothy...
2021-04-2037 min
The nestegg PodcastThe continued property boom, ethical investing and engaging with your super fundOn this episode of The nestegg Podcast, host Maja Garaca Djurdjevic and three experts discuss the latest in equities, property investing and super. Steve Waters, director of Right Property Group, chats about the booming property market, including the low supply and high demand, and why this is the most dynamic market he has seen for years. RMITâs senior lecturer of finance, Dr Angel Zhong, talks about ethical investing, what it is, whether it delivers superior returns, and how to implement ethical investing as a retail investor. And lastly, tax and super guru Timot...
2021-03-0935 minThe nestegg PodcastProperty spike, bitcoin rally, Muskâs Twitter power and the super debateOn this episode of The nestegg Podcast, host Maja and three experts discuss the latest in equities, property investing and super. Steve Waters, director of Right Property Group, addresses the booming property market and why he believes stock is due to increase over the next couple of weeks. Steve gives his thoughts on the most buoyant markets and offers tips to those looking to enter the property game. RMITâs senior lecturer of finance, Dr Angel Zhong, talks about Muskâs incredible market influence and whatâs happening to bitcoin. She also offers up her predictio...
2021-02-2344 minThe nestegg PodcastOur expert panel addresses top concerns in personal wealth creationThe nestegg Podcast is back in a new format, bringing together a panel of experts to help you boost your personal wealth. Our show will feature three experts in three different branches of wealth building â equities, property investing and super. Joining us every fortnight are Steve Waters, director of Right Property Group; RMITâs senior lecturer of finance, Dr Angel Zhong; and tax and super guru Timothy Munro. On this weekâs episode, our host Maja Garaca Djurdjevic and our experts chat about GameStop, the property boom and the latest SG increase dispute. Hav...
2021-02-1146 minThe nestegg PodcastCapitalising on the COVID-19 pandemicMore time at home means many Australians now have the opportunity to re-assess their lifestyle and spending habits and set some serious saving goals. So how can you actually go about it? In this episode of The nestegg Podcast, host Grace Ormsby is joined by Melbourne-based Reventonâs Billie Christofi to talk all things finance and the impact of isolation on our hip pockets. In stage 4 lockdown, Billie shares the importance of going back to basics when it comes to budgeting, methods to re-assess spending habits, and some of the less conventional ways people can bo...
2020-09-0218 minThe nestegg PodcastA brokerâs perspective on current opportunities for savvy investorsThis episode offers a lending-based insight into whatâs happening in the property market at the moment from the perspective of finance broker and managing director of Atelier Wealth, Aaron Christie-David. Aaron joins host Grace Ormsby in this episode of The nestegg Podcast to talk about the trends he's witnessing in the current lending environment, the level of stress among his investor clients, and the likelihood of a "September cliff" in light of extensions to stimulus packages. Aaron explains why chasing bargains isn't necessarily the best investment strategy, whether there are still opportunities for savvy in...
2020-08-1924 minThe nestegg PodcastProperty trends with Domainâs senior research analystIn this episode of The nestegg Podcast, Dr Nicola Powell unpacks the key trends sheâs uncovered in Domain's latest quarterly House Price Report. The senior research analyst joins host Grace Ormsby to talk about how the Australian property market is faring in the wake of the pandemic, what measures are in place to support the housing market through this crisis, and how buyer confidence has fluctuated over the last few months. Dr Powell shares her insights into the impacts of changes to stamp duty thresholds on price inflation, how lifestyle shifts are being reflect in...
2020-08-0524 minThe nestegg PodcastNeobanks, consumer data right and the rise of digital86 400, Australia's first smartbank, was established with the intention of building a genuine alternative to the big four banks. One year after being awarded its banking licence, the bank's CEO, Robert Bell, joins host Grace Ormsby to talk about what sets neobanks apart from traditional banks, how COVID-19 has impacted 86 400's procedures, and why there has been a shift in consumer preference towards digital communication when dealing with financial institutions. Tune in to this episode of The nestegg Podcast to hear how the bank works out which features its customers want, what 86 400 does with its customers...
2020-07-1522 minThe nestegg PodcastProtecting yourself against cyber crimeAccording to Professor Asha Rao, while many individuals donât consider their data "important" enough to feel vulnerable to cyber security threats, it's precisely that attitude that is preyed upon by cyber criminals. The associate dean of mathematical sciences at RMIT University joins host Grace Ormsby on this episode of The nestegg Podcast to discuss the recent cyber attacks affecting the Australian government, the importance of remaining vigilant around cyber security, and the common scams that people should be wary of. Professor Rao explains how automated technology makes cyber crime more profitable, why the pandemic ha...
2020-07-0125 min
The Stacking Benjamins ShowWhen is Debt REALLY "Bad"? (plus an intro to Nestegg)You've probably heard the age-old arguments. Old dude on the radio says "all debt is bad." Your savvy neighbor says that there's "good debt" and "bad debt." You watch relatives YOLO with credit cards. Where's the line, REALLY? Today we'll ask three people who are good with money: contributors Paula Pant from the Afford Anything podcast and Len Penzo from LenPenzo.com are joined by great saver AND blogger Lance Cothern from the Money Manifesto blog. We'll dive into the good, bad and ugly of debt.BUT that's not all. On today's Friday Fintech segment we'll learn...
2020-06-191h 24The nestegg PodcastPreparing for tax time 2020With the end of financial year fast approaching, Simon Chun, lead tax partner from Pitcher Partners, shares his insights into how Australians can best prepare themselves for tax time 2020. In this episode of The nestegg Podcast, Simon joins host Grace Ormsby to delve into the range of tax-related impacts of COVID-19 on different demographics, whether it's worthwhile to hire an accountant or tax adviser for tax lodgement purposes, and the important dates to be aware of over the coming months. Simon also explains how tax will work for those who have been receiving government stimulus...
2020-06-1722 minThe nestegg PodcastThe state of super in the wake of the coronavirusOn this episode of The nestegg Podcast, the CEO of Industry Super Australia, Bernie Dean, shares his insights into the impact of COVID-19 on super funds. Bernie joins host Grace Ormsby to unpack how the economic downturn has been affecting different demographics, why many in the older age bracket are experiencing increased levels of anxiety, and what those people can do to preserve their nest egg and minimise their losses. Bernie also delves into Industry Super Australia's stance towards accessing superannuation early as part of the government's stimulus measures, whether now is a good time...
2020-06-0325 minThe nestegg PodcastA sense of optimism within the property sphereAfter an initial period of extreme uncertainty, the rhetoric around the Australian property market appears to have shifted into a new phase in response to the ongoing coronavirus pandemic. On this episode of The nestegg Podcast, host Grace Ormsby is joined by the founder and CEO of Upside Realty, Adam Rigby, to delve into how COVID-19 has been affecting different demographics within the property sector, including renters, landlords, investors and retirees. Adam touches on the pros and cons of potentially removing stamp duty, his predictions for marketplace trends over the coming months, and the importance...
2020-05-1921 minThe nestegg PodcastFinancial implications of the global health crisisIn the midst of the uncertainty and panic surrounding the global health crisis that is COVID-19, the financial market is similarly volatile. Managing director of Trilogy Funds Philip Ryan joins host David Stratford on this episode of The nestegg Podcast to discuss how hysteria affects the market, the implications of declining interest rates, and the types of assets that are considered safer investments. Philip reflects on the potential for finding investment value even in unpredictable times, the ongoing importance of portfolio diversification, and how panicking investors should respond to current headlines.
2020-03-1720 minThe nestegg PodcastCharacteristics of successful investorsAccording to Michael McCarthy, chief market strategist at CMC Markets and host of The Artful Trader podcast, there are certain investor personality traits that seem to predict success in the sharemarket. In this episode of the nestegg Podcast, Michael joins host Grace Ormsby to outline exactly what these characteristics are, the difference between high-risk and low-risk appetites, and how investors can apply different strategies depending on their own personality type. Michael also explains how fear can be both helpful and a hindrance for confident decision making, why failure is a crucial process for investors seeking...
2020-01-2119 minThe nestegg PodcastDebunking common myths around SMSFsSelf-managed super funds have seen a rapid increase in the last few years, with many people seeking transparent alternatives to traditional superannuation providers for their retirement planning. Chris Brycki founded the online investment adviser Stockspot to help people grow their wealth by providing access to low-cost, diversified portfolio opportunities. SMSFs are an attractive avenue for investors; however, they require active attention to regulation and administration. Chris joins host Grace Ormsby on this episode of the nestegg Podcast to share data that disproves common misconceptions around SMSFs, explain why simple investment solutions generally provide better results...
2019-12-1023 minThe nestegg PodcastThe importance of mindset in the investment gameLearn to Trade founder Greg Seckerâs investment journey began with him working in IT on a trading floor supporting the largest currency trader in London. With no real knowledge of finance and a $5,000 gift from his mother, Greg entered the trading game. He joins the nestegg Podcast to discuss his journey to success. Having previously joined the show to share how he is making a full-time income in only a few hours a week, Greg Morgan also joins host David Stratford to share how Learn to Trade set him on the path towards financial success, and wh...
2019-11-1934 minThe nestegg PodcastThe benefits of defensive investing in the current financial climate Portfolio manager at Lazard Asset Management Aaron Binsted joins host Grace Ormsby in this episode of the nestegg Podcast to dissect Australia's current "soft" financial climate, and why defensive investing could be the right strategy for a multitude of investors. Aaron defines defensive investing, comparing it to conservative investment options; analyses the types of investors who should be considering it as an investment strategy; and provides examples of industries where Lazard Asset Management predicts growth for investors also delving into the criteria they assess investments against. With diversification an important part of a thriving investment p...
2019-10-2217 minThe nestegg PodcastPlanning for tomorrowâs lifestyle todayIn this episode of the nestegg podcast, David Stratford has a chat with Aberdeen Standard Investments head of retirement and product strategy for Australia, Jason Nyilas to discuss all things retirement. Investors will learn the importance of financial advice in retirement, since the default pension options available don't always match up with personal expectations. Jason also weighs in on whether the impending retirement income covenant goes far enough in supporting individual member needs.
2019-10-0822 minThe nestegg PodcastIs history repeating itself? How to harness markets pastIn this episode of the nestegg podcast, David Stratford sits down with Trilogy Funds Management's managing director Philip Ryan to discuss all things markets. Investors will learn how the application of lessons learnt from past trends and investment mistakes can help them to better inform themselves about today's economic world. Philip also shares his expertise to unpack the unpredictability of recessions, the impact made by commodities on countries and how investors can still get ahead in the current market climate.
2019-09-2422 minThe nestegg PodcastAligning our values with our moneyIn this episode of the Nest Egg Podcast, David Stratford sits down with Future Super CEO Simon Sheikh to discuss all things ethical investing. Investors will learn how ethical investing goes beyond 'doing the right thing' and incorporates technology, healthcare and educational services. Simon also shares the importance of active investment and why we are on the edge of the 'right side of history' as the major countries move towards a more sustainable future. You can keep up to date with what Simon is up to at https://www.myfuturesuper.com.au
2019-09-0322 minThe nestegg PodcastTrading in the era of Twitter With 10 years trading experience, learn to tradesâ Gurdas Sidhu joins host David Stratford to talk all things trading and the effect a single tweet from President Trump can have on the market. Gurdas reflects on how he has gotten to where he is today, the benefits of mentors for younger traders and the importance of understanding why you are losing. Gurdas also touches on the current trade war between the US and china, his opinion on crypto currencies and advice for investors when the market in moving in a downward direction. Â Thanks Gurdas, for...
2019-08-2025 minThe nestegg PodcastBitcoin and why we âaint seen nothing yetâIn this episode of the Nest Egg podcast, host David Stratford is joined by CEO & co-founder of Amber Aleks Svetski to talk all things Bitcoin, Blockchain and the crypto world we are moving towards. Aleks reveals why he continues to buy Bitcoin every day, his opinion on the stigma surrounding cryptocurrencies and the difference between Bitcoin now and in its peak. He also discusses his thoughts on Facebook's new currency Libra and the knock-on effect it has had for other cryptocurrencies. Thanks Aleks, for sharing your insights with the Nest Egg podcast team! ...
2019-08-0628 minThe nestegg PodcastAll things Robo, Artificial Intelligence (AI) and Exchange-traded fund (ETF)Host David Stratford is joined by Kanish Chugh, Co-Head of sales from ETF Securities and Richard lightbound CEO of EMEA Asia for Robo Global to discuss the Robo global index and the way Robo global stitches into ETF Securities. Richard reveals the core parts of the Robo global index, how they are giving investors exposure to underlying technologyâs, how technology is being deployed as product in society and changes in the world of commercial business. Thanks Kanish & Richard, for sharing your insights with the Nest Egg podcast team! You can keep up to...
2019-07-0223 minThe nestegg PodcastWhy investors shouldnât be afraid of a slow down in the marketIn this episode of the Nest Egg podcast, host David Stratford is joined by equity strategist Julia Lee from Bell Direct. Julia reveals where she is currently investing, her top tips to buying shares and discusses her role at Bell Direct. Julia discusses how investors can build a diversified portfolio in a low-interest-rate environment, explains why a market slow down doesn't mean doom and gloom, and why right now is a great time to be an investor. Thanks Julia, for sharing your insights with the Nest Egg podcast team! You can keep up...
2019-06-1824 minThe nestegg PodcastMaking a full-time income in just a few hours a day a few days a weekGreg Morgan's workday has changed significantly from his time in news television. In the latest episode of The Nest Egg Podcast, he reflects on one workday where he broadcast the capture of Saddam Hussein in Baghdad to the world, then on a more recent workday where he traded by the pool in Bali for a few hours, paying for the expenses of that holiday in just a few hours. Greg joins host David Stratford to share the story of his start in trading, how he has turned it into a lucrative career - even turning down a...
2019-05-1420 minThe nestegg PodcastAre fixed income assets the thermostat to controlling volatile market climates?Neuberger Berman is a private, independent, employee-owned investment management firm which started initially as a US based company focusing on US clients. Today they have 32 offices in 20 countries and around 2000 employees. In this episode of the NestEgg podcast, senior portfolio manager at Neuberger Berman Vivek Bommi joins hosts David Stratford and Lucy Dean to discuss how Australians are investing and the biggest misconceptions that he sees around fixed income investing. Vivek will discuss the importance of diversification in an investment portfolio, why there is often some hesitancy when it comes to international investment and why...
2018-10-1622 min
Crypto RadioDean Masley and Nathalie Drost of NestEggDean Masley and Nathalie Drost of NestEgg share their vision in decentralized ownership of infrastructure assets on the blockchain. Show notes: http://cryptoradio.io/nestegg Crypto Radio is brought to you by CoSyndicate: http://cosyndicate.ioÂ
2018-03-2835 min
The nestegg PodcastFind superâs sweet spotSuperannuation is neither set-and-forget nor fully DIY, so savers need to understand what they can and canât control and the impact this will have in retirement. Thatâs according to BT Financial Groupâs head of technical literacy, Bryan Ashenden. Speaking with the Nestegg podcast team, Mr Ashenden said thereâs always a lot to say about to super, but the critical area for awareness is how the 1 July 2018 changes will impact superannuation, and SMSF strategies. âWe really need to make sure everyone understands about what the changes are and we don't overreact to them,â he explained. He also spoke with t...
2018-02-2022 min
The nestegg PodcastWhat the heck is with robots and tech - ETFs explainedThe Australian ETF sector grew by 39 per cent in 2017, and is set to continue growing but there are a few things investors need to know before jumping in. With this in mind, the Nest Egg podcast team spoke to ETF Securities Australiaâ associate director and business development manager, Kanish Chugh to get the low-down on whatâs happening in the ETF space, the opportunities he sees and what investors should be aware of. In this episode, Kanish tells us about: - How ETFs can form part of a portfolio - Accessing a number of domestic and global assets in one trad...
2018-02-0725 min