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Wealth Twins Wealth Pack

729 members • Free

24 contributions to Wealth Twins Wealth Pack
Training Wheels Still On But I Made A Bold Move Today
Lately, I’ve been taking the time to learn more about how to sale stocks. Not so I can actively trade, but so I can get rid of the securities my Investment Advisor (IA) has me in on my Roth account. I want to be in the driver seat of how my funds are invested. The twins have stressed the importance of knowing what you’re invested in and not leaving your future solely in the hands of others. My IA isn’t reinvesting any dividends so I made the bold decision and call today to remove the IA off of my IRA’s. I’m acting on the lessons I’ve learned from the twins’ newsletters and YouTube videos. As much as I like pickle juice….I now want more because I’m taking the time to learn what I want for my future self and my heirs! I haven’t mastered everything yet, but I’m committed to continuous learning and finding the confidence to step out of my comfort zone! I’m investing for longterm wealth and growth. I feel like Patti LaBelle….”I Got A New Attitude!” I hope you too are finding the courage to do something different as you learn and grow!
Training Wheels Still On But I Made A Bold Move Today
4 likes • May 1
“I got a new attitude” I love it. I’m right there with you! 🙂
2 likes • May 2
@Tamara Harrison 👍🏼
Apr 27 • 
Investing
New Resource Tool Added
Hello All, I just uploaded a new resource in the classroom for you to use for your investment journey. It is called the Investment Tracker.
5 likes • Apr 27
Thanks 😊
How's everyone doing?
It's April which means we've already finished the 1st quarter of 2026. Are you still pursing the money goals you set at New year, doing something completely different, or need motivation to actually start them?
How's everyone doing?
2 likes • Apr 17
Basically, I was following your guidance on the big three, Schwab, Fidelity and Vanguard. I chose Fidelity because of the low fees. My first account was basically easy access, it was an offer from my bank, self directed similar fee structure. 🧐
0 likes • Apr 24
@Tee Tee My first goal was to take a look how much money I have, then at what I spend and I went from there. 😊
There’s a NEW way to grow your retirement savings
Most high-saving professionals leave their money in savings accounts or hand it over to a financial advisor and hope for the best. The problem with this is you have no real control, your money barely grows, and you’re dependent on someone else to protect your future. The new way is The Flexible Capital Strategy. This is superior because instead of letting your savings sit in low-yield accounts, The Flexible Capital Strategy uses a bridge account to supercharge your savings, generate accessible passive income, and run completely on autopilot. No penalties. No high fees. No financial advisor required. We retired at 34, built $10K+/month in passive income, and achieved 22% portfolio returns over the last 3 years using this exact approach. We’ve helped complete beginners go from knowing nothing about investing to building their own portfolios and achieving 20%+ returns. Stop leaving your money on the table. Start investing in a way that actually protects your retirement. Want to know more? Comment NEW and we’ll personally reach out.
6 likes • Apr 22
New 😊
Dividends
Someone I learned today: When you invest in an index fund, you receive a composite dividend that is collected from the underlying companies and then distributed to you. The fund gathers all dividends from its holdings—such as those in the S&P 500—and pays them to shareholders, typically quarterly or annually, often with the option for automatic reinvestment (DRIP).
1 like • Apr 14
That’s “something”
3 likes • Apr 17
@Tamara Harrison Yes, it’s the secret sauce: compounding! 😊
1-10 of 24
Wali Ahmed
5
345 points to level up
@wali-ahmed-9030
I’m a retired nurse who’s finally developed my fiscal mindset! I’m ready. 💎

Active 100d ago
Joined Jan 2, 2026
NYC
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