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Wealth Twins Wealth Pack
111 members • $5/month
16 contributions to Wealth Twins Wealth Pack
6d •
Whats my next move?
I am 50+. I have Checking/Savings accounts, a 401K(Company match), a Roth CD, savings accounts, CD's (Started a Ladder) and I just opened my Charles Swab broker account 1/29/2026 (Haven't yet invested). I am currently working on a budget. I need help with my 2026 financial PLAN. - Wealth Twins what should I do next? - Do have videos, 1-on-1 Counseling? - Should I upgrade my Skool account to fast track my process?
0 likes • 4d
@Daynan Davis I never knew anything about a Roth CD until I saw your post. How long have you had it and when does it mature? I'm glad to know you are working on a budget because you definitely need one to manage your spending, savings, as well as investing.
0 likes • 2d
@Daynan Davis what is the rate of return with the CD?
6d •
Charles Schwab Account
Hello Wealth Pack Family, I finally opened an account with Charles Schwab! I watched The Key To Wealth tutorial again and got it done.
1 like • 5d
Congratulations! 🎉
10d •
Roth 401K
Hi all, I am just over the moon right now. I just found out my new employer offers a Roth 401K. I could probably Google the answer but wanted to come here. Does contributing to a Roth 401K, affect the amount you can contribute to a Roth IRA at your individual brokerage company? I think the answer is no but would appreciate your feedback.
0 likes • 7d
@Dolores Sharp-McRae yes, thank you. I am so excited by this. The idea of not having to pay taxes in the future makes me float like a butterfly.
0 likes • 6d
@Sharon H right. Roth me 💰, please and thank you.
11d •
IRA's
Roth IRA or Traditional IRA, which one do you recommend and why especially for a 25 yr old.
0 likes • 7d
@Malik Jenkins I put my emergency funds in a HYSA, by doing that you knock out two goals. Have him decide how many months of expenses he wants to have if work slows or not available. Then create a monthlybudget and start contributing to it monthly. He can do the same with the other goals.
10d •
All In
Last week, I opened up my brokerage account. Charles Schwab was very helpful and helped me navigate. They also showed me options for funding my account and I set up auto contributions with each paycheck. My next goal is to choose what to invest in! I’ll continue to listen to the Wealth Twins video along with taking advantage of the resources on Charles Schwab!
0 likes • 7d
Congratulations, this is exciting.
1-10 of 16
@danielle-mcfa-2430
The story is still being written. It will include a chapter on how I am able to travel around the world.
Active 1d ago
Joined Jan 15, 2026
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