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?

I only understand the bugeting part. Is there some better instructions on using the Wealth Guide? It seem like it would be fun!!!

Hi Wealth Pack, When I opened up the Charles Schwab account, there was a warning to be aware of deceptive leads. I don't know if anyone else has experienced this, but I got an email from someone claiming to be an 'Independent Client Service Specialist from Schwab'. I'm just wondering how much information he is privy to.

I have heard majority of these terms before. Now that I know what they mean. I need more examples and a visual walk through of each term!!!

Last night I opened a Charles Schwab account following Nadia’s video. I will fund it today or tomorrow when I have more time. So excited and nervous!