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Owned by Nadia

Wealth Twins Wealth Pack

371 members • Free

Welcome to the WealthPack! Our Mission: To help high savers stop letting their money sit idle and start building real wealth.

Learn to invest, grow wealth, and create financial freedom with the Wealth Twins.

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99 contributions to Wealth Twins Wealth Pack
Reorganizing and remaining flexible
Good afternoon All. Reorganized fund allocations in retirement account and updated beneficiaries. How y’all?…
0 likes • 19h
Good job. It is very necessary to update beneficiaries.
Key To Wealth
Just just completed “Key To Wealth”, very informative. I Love the way the Twins explain all the features. I have a few brokerage account. I am trying to see would benefit my hubby and I. I am preparing to open his a HSA. Thinking about this as I texting, I think a joint account would be manageable for me. Please feel free to let me know your thoughts. Enjoy the rest of your day 🦋💗
1 like • 19h
FYI You can only open an HSA if you have a high deductible.
Rollover annuity
Hello, I've been a member for a few weeks and am appreciative of the knowledge that im gaining. I am 65, recently retired from a job, and live on a pension. I have a savings where im looking to do a bridge acct so I can put some funds in a high interest acct, and conservative growth fund such as index and also bonds. I also have an in a 457b that I'm considering rolling over into another annuity. What are your thoughts on rolling the present annuity over into another annuity for 5 years?
1 like • 19h
I'm not personally a big fan of annuties, but others feel differently. Look at the rates they are charging to see if it is worth locking up your money for 5 years.
Greetings Wealth Pack Community! 💸🦋💸
Have a wonderful day! Forever Learning, and for that I am thankful! Peace, Love & Prosperity! 💸🦋💸
Greetings Wealth Pack Community! 💸🦋💸
1 like • 19h
Greetings Elfreda
Actively vs Passively Managed Funds
Hey Wealth Packers, I was just in the process of editing a short and came across this piece of info we did in one of our latest videos that I wanted to drive home and it is about understanding the difference between two types of ETFs that exist and the fees associated with them. Here is the clip, just in case you missed it in the longer video.
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Nadia B
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@nadia-b-3917
We help people figure out how to invest for the long term in less than 30 days (and avoid years of wasted time and stress) with our S.W.I.M process.

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Joined Aug 19, 2025
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