I just deployed $300,000 into my SAVER Growth Fund. Here’s exactly how it’s structured and why 👇 30% SCHD – $90,000 Built for income and stability. This ETF focuses on high-quality U.S. companies that pay strong, consistent dividends. • 1-Year: ~8–10% • 5-Year Avg: ~10–11% • 10-Year Avg: ~11–12% 20% SMH – $60,000 This is the growth engine. Semiconductor companies powering AI, chips, and future tech. Higher upside… but expect volatility. • 1-Year: ~40–50% (very strong recent run) • 5-Year Avg: ~20–25% • 10-Year Avg: ~18–20% 25% VOO – $75,000 The foundation. Tracks the S&P 500. This is your “own the market” position. • 1-Year: ~20–25% • 5-Year Avg: ~14–15% • 10-Year Avg: ~12–13% 25% QQQ – $75,000 Growth with consistency. Focused on top tech companies like Apple, Microsoft, and Nvidia. • 1-Year: ~25–30% • 5-Year Avg: ~18–20% • 10-Year Avg: ~16–17% What does this mean together? When you blend income (SCHD), stability (VOO), and growth (QQQ + SMH), you get a portfolio designed to ride the ups and downs while still pushing forward. 👉 Estimated 10-Year Average Return: ~13–15% annually (Not guaranteed, but based on historical performance and allocation) That’s the difference between just investing… and investing with a strategy. 🏎️You can go 30 mph with your money… or 90 mph. The choice is yours. ⸻ This is for educational purposes only. Consult your financial advisor, tax professional, or investment professional before making any decisions.

🚨 I just posted this new YouTube Short: A sad money mistake couples should know about. Too many families rely only on life insurance through work and don’t realize how risky that can be. Watch here: https://youtube.com/shorts/jPxSEBpVdNI?feature=share If you have questions, DM me. I’m happy to help.

🚨 Most people make this costly mistake… They’ve got $20, $50… maybe $100. They open apps like Robinhood or Cash App… Tap “buy”… and feel like they’re investing the right way. But they don’t realize 👇 They’re losing hundreds… even thousands of dollars over time by paying taxes every single year. 🔥 Here’s the problem: Every time your investment makes money… 👉 You can get taxed on those profits 👉 Year after year 👉 Like it’s regular income It’s like working a job… You earn $100 → you get taxed. You invest and make $100 → you get taxed again. Over and over. 💡 Here’s the smarter move: Take that same investment… Put it inside an IRA with firms like Fidelity Investments or Charles Schwab 👉 Your money compounds 👉 Your gains grow uninterrupted 👉 You pay taxes once (or potentially none) Same money. Same effort. Would you like to learn more tax saving strategies? Completely different outcome. https://youtube.com/shorts/Iafb_8qEcDE?feature=share

@Michael Dillard let me know if this is okay or if I need to delete it… you’re the real money expert! FOR A LIMITED TIME: $100 PER REFERRAL! 🔥 Listen up, Wealth Savers Community Yesterday someone asked about the money handling side of my coaching and speaking business named Max Potential, and practically how I handle it and what I do with it. I confessed I’m not the best, but I have some sure ways to manage and leverage the money we make doing this… and I wanted to share one of those ways here… especially in light of this weekends BONUS they are doing. I've been banking with Truist and Towne Bank for my bigger businesses and also my passive income online deposits with SoFi for a while now, and they just dropped something I've NEVER seen before... Your referrals don't even have to fund the account! They just need to OPEN a checking/savings account. That's it! 🎯 AND THE BEST PART?`$100 REFERRAL BONUS 💎 WHY SOFI IS THE REAL DEAL: SoFi isn't just another bank - they're a complete financial powerhouse offering: ✅ High-Yield Savings - Your money actually WORKS for you ✅ Checking Accounts - No fees, no games ✅ Credit Cards - Competitive rates and rewards ✅ Personal Loans - When you need funding fast ✅ Student Loan Refinancing - Lower those payments ✅ Investment Options - Build wealth while you bank ✅ Credit Monitoring - Stay on top of your credit game This is banking that actually HELPS entrepreneurs and business owners! So I have a separate account for my coaching and one for speaking setup with them. This weekend is different though because you can secure your funds but also make some Money just by sharing this. 🎁 HERE'S THE OPPORTUNITY BREAKDOWN: FOR YOU (When You Sign Up): 💰 $25 bonus just for opening an account 💰 Up to $300 with an eligible direct deposit 💰 4.50% APY Boost on Savings for 6 months (base 3.80% + boost!) 💰 Only $50 to fund and activate all benefits Stop letting your money sit in accounts earning NOTHING! 🏆 THIS WEEKEND'S EARNINGS POTENTIAL:

S - Have you gotten life insurance outside of work? When your employer fires 🔥 you, bye bye to cheap life insurance 🤯 A - Did you know large cap 🧢 funds outperform target date funds? 💰 V - It takes 24 years to pay off credit cards. 💳 E - Invest and reduce your taxes🤔 R - Did you read the Build Generational Wealth - Retire Early book with your family? Let’s chat if you have more questions.