Diamond NestEgg

Protecting Your S&P 500 Funds Against A Crash? Guaranteed Principal Protection With A FIA vs CPSM?

27 min · 28 mei 2026
aflevering Protecting Your S&P 500 Funds Against A Crash? Guaranteed Principal Protection With A FIA vs CPSM? artwork

Beschrijving

How can you earn up to 6.05% to 9% while protecting your cash against a market crash/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 two popular choices - a structured protection ETF from Calamos (CPSM) - as well as a fixed indexed annuities (FIAs) - which might be better if you're worried about the next black swan crash? Drop us a note - what do you want to hear about next? [https://www.buzzsprout.com/2536388/fan_mail/new] C-Suite Perspectives [http://csuiteperspectives.libsyn.com/website] Elevate how you lead with insight from today’s most influential executives. Listen on: Apple Podcasts [https://podcasts.apple.com/podcast/id1565427142]   Spotify [https://open.spotify.com/show/2Y7c9gtdZJqocXdak7MOY5?si=42e6e7df949241b9] C-Suite Perspectives [http://csuiteperspectives.libsyn.com/website] Elevate how you lead with insight from today’s most influential executives. Listen on: Apple Podcasts [https://podcasts.apple.com/podcast/id1565427142]   Spotify [https://open.spotify.com/show/2Y7c9gtdZJqocXdak7MOY5?si=42e6e7df949241b9] Support the show [https://www.buzzsprout.com/2536388/support] 💎 Join our 200,000+ Diamond NestEgg viewers on YouTube [https://www.youtube.com/@DiamondNestEgg] for more daily doses from Jen and Markus!  💰 Supercharge your income 👉 JOIN our VIP Investment Club [https://www.diamondnestegg.com/vip-member-community-info] 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 [https://www.diamondnestegg.com/home#_paa2isucf]! 💡 Learn more about our foundational-level Bond Beginners [https://www.diamondnestegg.com/bond-beginners] and intermediate-level Bond Masters [https://www.diamondnestegg.com/bond-masters] courses ⭐ Check out Caitlin and Eva's YouTube channel, Your Financial Journey [https://www.youtube.com/@yourfinancialjourneystartshere], for even more personal finance content and tutorials and Sophie's YouTube channel, Sophie The Scientist [https://www.youtube.com/@sophiethescientist], if you like cool and fun science facts as well!

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98 afleveringen

aflevering Protecting Your S&P 500 Funds Against A Crash? Guaranteed Principal Protection With A FIA vs CPSM? artwork

Protecting Your S&P 500 Funds Against A Crash? Guaranteed Principal Protection With A FIA vs CPSM?

How can you earn up to 6.05% to 9% while protecting your cash against a market crash/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 two popular choices - a structured protection ETF from Calamos (CPSM) - as well as a fixed indexed annuities (FIAs) - which might be better if you're worried about the next black swan crash? Drop us a note - what do you want to hear about next? [https://www.buzzsprout.com/2536388/fan_mail/new] C-Suite Perspectives [http://csuiteperspectives.libsyn.com/website] Elevate how you lead with insight from today’s most influential executives. Listen on: Apple Podcasts [https://podcasts.apple.com/podcast/id1565427142]   Spotify [https://open.spotify.com/show/2Y7c9gtdZJqocXdak7MOY5?si=42e6e7df949241b9] C-Suite Perspectives [http://csuiteperspectives.libsyn.com/website] Elevate how you lead with insight from today’s most influential executives. Listen on: Apple Podcasts [https://podcasts.apple.com/podcast/id1565427142]   Spotify [https://open.spotify.com/show/2Y7c9gtdZJqocXdak7MOY5?si=42e6e7df949241b9] Support the show [https://www.buzzsprout.com/2536388/support] 💎 Join our 200,000+ Diamond NestEgg viewers on YouTube [https://www.youtube.com/@DiamondNestEgg] for more daily doses from Jen and Markus!  💰 Supercharge your income 👉 JOIN our VIP Investment Club [https://www.diamondnestegg.com/vip-member-community-info] 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 [https://www.diamondnestegg.com/home#_paa2isucf]! 💡 Learn more about our foundational-level Bond Beginners [https://www.diamondnestegg.com/bond-beginners] and intermediate-level Bond Masters [https://www.diamondnestegg.com/bond-masters] courses ⭐ Check out Caitlin and Eva's YouTube channel, Your Financial Journey [https://www.youtube.com/@yourfinancialjourneystartshere], for even more personal finance content and tutorials and Sophie's YouTube channel, Sophie The Scientist [https://www.youtube.com/@sophiethescientist], if you like cool and fun science facts as well!

28 mei 202627 min
aflevering SCHD, BND & PFF: The Best Kept Secret For High Cash Flows? artwork

SCHD, BND & PFF: The Best Kept Secret For High Cash Flows?

Which pays the most: dividend fund SCHD, bond fund BND or preferred stock fund PFF? See how preferred equity may be able to potentially boost your cash flow and whether it might be right for you as part of an overall diversified portfolio. Drop us a note - what do you want to hear about next? [https://www.buzzsprout.com/2536388/fan_mail/new] C-Suite Perspectives [http://csuiteperspectives.libsyn.com/website] Elevate how you lead with insight from today’s most influential executives. Listen on: Apple Podcasts [https://podcasts.apple.com/podcast/id1565427142]   Spotify [https://open.spotify.com/show/2Y7c9gtdZJqocXdak7MOY5?si=42e6e7df949241b9] Support the show [https://www.buzzsprout.com/2536388/support] 💎 Join our 200,000+ Diamond NestEgg viewers on YouTube [https://www.youtube.com/@DiamondNestEgg] for more daily doses from Jen and Markus!  💰 Supercharge your income 👉 JOIN our VIP Investment Club [https://www.diamondnestegg.com/vip-member-community-info] 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 [https://www.diamondnestegg.com/home#_paa2isucf]! 💡 Learn more about our foundational-level Bond Beginners [https://www.diamondnestegg.com/bond-beginners] and intermediate-level Bond Masters [https://www.diamondnestegg.com/bond-masters] courses ⭐ Check out Caitlin and Eva's YouTube channel, Your Financial Journey [https://www.youtube.com/@yourfinancialjourneystartshere], for even more personal finance content and tutorials and Sophie's YouTube channel, Sophie The Scientist [https://www.youtube.com/@sophiethescientist], if you like cool and fun science facts as well!

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aflevering Could Treasury Bond Yields Hit 6%? Buy Now Or Wait? Might The Fed Raise Rates? artwork

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Could Treasury bond yields hit 6%, especially since 30-Year Treasury hit its highest level since 2007 last week. Should you buy now or wait and might the Fed raise rates with skyrocketing oil prices and inflation fears? Drop us a note - what do you want to hear about next? [https://www.buzzsprout.com/2536388/fan_mail/new] Support the show [https://www.buzzsprout.com/2536388/support] 💎 Join our 200,000+ Diamond NestEgg viewers on YouTube [https://www.youtube.com/@DiamondNestEgg] for more daily doses from Jen and Markus!  💰 Supercharge your income 👉 JOIN our VIP Investment Club [https://www.diamondnestegg.com/vip-member-community-info] 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 [https://www.diamondnestegg.com/home#_paa2isucf]! 💡 Learn more about our foundational-level Bond Beginners [https://www.diamondnestegg.com/bond-beginners] and intermediate-level Bond Masters [https://www.diamondnestegg.com/bond-masters] courses ⭐ Check out Caitlin and Eva's YouTube channel, Your Financial Journey [https://www.youtube.com/@yourfinancialjourneystartshere], for even more personal finance content and tutorials and Sophie's YouTube channel, Sophie The Scientist [https://www.youtube.com/@sophiethescientist], if you like cool and fun science facts as well!

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aflevering 0% Treasuries vs $238,000 To Be Safe In Retirement? | Base & Boost Strategy artwork

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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?  Drop us a note - what do you want to hear about next? [https://www.buzzsprout.com/2536388/fan_mail/new] Support the show [https://www.buzzsprout.com/2536388/support] 💎 Join our 200,000+ Diamond NestEgg viewers on YouTube [https://www.youtube.com/@DiamondNestEgg] for more daily doses from Jen and Markus!  💰 Supercharge your income 👉 JOIN our VIP Investment Club [https://www.diamondnestegg.com/vip-member-community-info] 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 [https://www.diamondnestegg.com/home#_paa2isucf]! 💡 Learn more about our foundational-level Bond Beginners [https://www.diamondnestegg.com/bond-beginners] and intermediate-level Bond Masters [https://www.diamondnestegg.com/bond-masters] courses ⭐ Check out Caitlin and Eva's YouTube channel, Your Financial Journey [https://www.youtube.com/@yourfinancialjourneystartshere], for even more personal finance content and tutorials and Sophie's YouTube channel, Sophie The Scientist [https://www.youtube.com/@sophiethescientist], if you like cool and fun science facts as well!

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aflevering Retirement Planning At Age 50: How To Avoid The 10% IRA/401(k) Early Withdrawal Penalty artwork

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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  Drop us a note - what do you want to hear about next? [https://www.buzzsprout.com/2536388/fan_mail/new] C-Suite Perspectives [http://csuiteperspectives.libsyn.com/website] Elevate how you lead with insight from today’s most influential executives. Listen on: Apple Podcasts [https://podcasts.apple.com/podcast/id1565427142]   Spotify [https://open.spotify.com/show/2Y7c9gtdZJqocXdak7MOY5?si=42e6e7df949241b9] Support the show [https://www.buzzsprout.com/2536388/support] 💎 Join our 200,000+ Diamond NestEgg viewers on YouTube [https://www.youtube.com/@DiamondNestEgg] for more daily doses from Jen and Markus!  💰 Supercharge your income 👉 JOIN our VIP Investment Club [https://www.diamondnestegg.com/vip-member-community-info] 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 [https://www.diamondnestegg.com/home#_paa2isucf]! 💡 Learn more about our foundational-level Bond Beginners [https://www.diamondnestegg.com/bond-beginners] and intermediate-level Bond Masters [https://www.diamondnestegg.com/bond-masters] courses ⭐ Check out Caitlin and Eva's YouTube channel, Your Financial Journey [https://www.youtube.com/@yourfinancialjourneystartshere], for even more personal finance content and tutorials and Sophie's YouTube channel, Sophie The Scientist [https://www.youtube.com/@sophiethescientist], if you like cool and fun science facts as well!

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