Diamond NestEgg – Bond Masters

Is retirement top of mind, or are you just interested in safe, stable returns over time?

OUR COMPREHENSIVE, SELF-PACED ONLINE COURSE PLUS QUARTERLY LIVE ONLINE SESSIONS WILL SHOW YOU HOW TO:

• Put together all the bond & retirement basics that you’ve picked up over the years
• Build a bond portfolio for retirement and/or steady, predictable income over time
• Create a strategy for capital preservation depending on your age & stage of life

What You’ll Learn In Bond Masters

Module 1: Stocks vs Bonds

Total: 23 minutes

• Historical Performance
• Are Bonds Really Less Volatile
• Why Invest In Bonds
• Accumulation vs Decumulation
• Allocation of Stocks vs Bonds
• Wrap-Up

Module 2: Which Bonds Might Be Right For You

Total: 34 minutes

• Treasuries & Other Types of Bonds
• Nominal vs Real Yields
• Inflation vs Non-Inflation-Protected
• Taxable vs Tax-Advantaged Accounts
• Wrap-Up

Module 3: Bond Ladders & Other Bond Strategies

Total: 44 minutes

• Normal vs Inverted Yield Curve
• What Is A Bond Ladder
• 5 Important Bond Laddering Questions
• Laddering When Rates Are Rising
• Laddering When Rates Are Falling
• Laddering When Rates Are Uncertain
• What Is A Bullet
• What Is A Barbell
• Wrap-Up

Module 4: Holding to Maturity vs Selling Early

Total: 16 minutes

• Why Hold to Maturity
• When To Sell Early Before Maturity
• Tax Implications Of Selling Early
• Wrap-Up

Module 5: Individual Bonds, Bond Funds, Etc.

Total: 41 minutes

• Why Buy Individual Bonds
• Why Buy Bond Funds
• Bond Fund Considerations
• Key Bond Fund Concepts
• CDs vs Treasuries
• Other High-Yield Investments
• Wrap-Up

Module 6: Our B.E.S.T. Model Portfolios By Age

Total: 61 minutes

• Our B.E.S.T Model Portfolios By Age
• Model Portfolios In The Industry
• B.E.S.T Model Portfolio Difference
• How Much Do You Need To Retire?
• How I Use The Rules of 100, 110, & 120
• B.E.S.T Model Portfolios (20s)
• B.E.S.T Model Portfolios (30s & 40s)
• B.E.S.T Model Portfolios (50s & 60s)
• B.E.S.T Model Portfolios (70s+)
• Wrap-Up

Module 7: The Decumulation Phase

Total: 54 minutes

• What Is The Decumulation Phase?
• Bear Markets & Recessions
• What Can You Do In Bad/Bear Market
• Decumulation Tax Considerations
• The 4% Rule
• The Bucket Strategy
• The Flooring Approach
• Jen’s Bucket Strategy With A Twist
• Wrap-Up