Activity
Mon
Wed
Fri
Sun
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Jan
Feb
Mar
What is this?
Less
More

Memberships

Wealth Twins Wealth Pack

132 members • $5/month

20 contributions to Wealth Twins Wealth Pack
Reinvesting Cash
Greetings, I have been using a brokerage firm for greater than 10yrs. to manage my ROTH IRA. The fees for said services are a flat rate. According to Google research , they were within the average range. That being stated, pre joining this group, I sat with my broker for said company, and agreed to put my dormant cash to work. However, we did not discuss the additional cost to me. That was an oversight on my behalf and I have since learned to my surprise the fees do not appear to be a flat based upon a video done by the twins and my most recent statements. Yes, the reinvestment of our cash is a wise decision, i.e. not lie dormant, as we have recently learned, but also remember to ask all of the fee questions. I do plan to revisit this matter soon but have elected to wait until after this Thursday's masterclass just in case there are other things I need to discuss. Looking forward to class, I hope this helps 🦋
4 likes • 4d
Yes, I agree I been in the accounting world for over 10 yers and working in wealth management at Chevy Cahse Trust for about four years but no one told me or talk to me about investing. I always taught only people who had alot of money were the ones who invested and I did not want to loss my money I am not a gambler but staring to learning couple years ago that investing for a long time pays off. I am older now but it never to late to learn and teach my sons and grandchildren to they don't have to work as hard.
Day 1
Hi Everyone!! First day here. Looking forward to learning, growing, developing and earning!!!
2 likes • 4d
Welcome we all here to learn and get advise from each other.
Brick and mortar banks vs Online Baks
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?
Poll
25 members have voted
Brick and mortar banks vs Online Baks
I have both but the online I have for my spending money. Don't trust putting alot of money in the online have this fear if they go under how will I get my money. I know it's insured but just need to have my money close by me.
Masterclass Recording
Hi all, We had an great time hanging out with you all at the "Third Option to Grow Your Money Masterclass!" For those that weren't able to attend live, here is the link to watch the recording. It will only be live for the next 3 days so please watch it as soon as you have time. Have an awesome rest of the day! https://go.wealthtwins.com/fnf-replay
Thanks the master class was inform hope you will do more of these. I would like to learn how to read my portfolio that I have on Fidelity I am investing money that I rolled over from other jobs I had. Soon has tax season is over I will reach out to you I am really bussy now need to follow through with this. Thanks
New Resource Up
Hey Wealth Packers, I just uploaded a new resource in the classroom. People had asked if I could make the 5 Mistakes High Savers Make and how to avoid them available. It is now in the classroom under resources.
3 likes • 4d
I just read the financial Independence. I will be doing the excerise to see what I financial independence number is would like to retire in seven years.
1-10 of 20
Dolores Sharp-McRae
3
6points to level up
@dolores-sharp-mcrae-6610
My name Dolores I have many years of experience has an accountant. Wanting to understand investing and building wealth

Active 12h ago
Joined Jan 3, 2026
Powered by