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?

So excited to learn and grown with you all!

Hello All, since there seems to have been a problem with the registration emails, I am attaching the link to join here: https://www.skool.com/live/nC5mWsz3YPC?ajw=1 The class will be held in Skool so you can also join by clicking the link that is scrolling across that says Grow Your Money masterclass (right above categories) or going to the calendar and clicking on the link. I tried to send it by email so that you would have it in multiple places, but it seems not all of you received it. Hope this helps.

Should we use the calendar to find out when the MASTERCLASS will be presented?

How many people here use a bank that you can walk into vs an online bank? If you are strictly online what lead you to make the switch?