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Wealth Twins Wealth Pack

137 members • $5/month

3 contributions to Wealth Twins Wealth Pack
Deferred Comp and Charles Schwab accounts
A few years ago as i was exploring my deferred 457 retirement plan app, I ran into a section “Self Directed Brokerage Option” that permitted me to transfer money from my regular retirement account to independently purchase EFT with Charles Schwab. I jumped on the opportunity and did fairly well. Now that I am retired and I am unable to transfer from my regular retirement account into CS would I be able to contribute money? BTW for those of you with the deferred 457 retirement plan, you should look into this section.
We saved everything and still almost missed early retirement
We used to make good money and save diligently. But our money just sat in bank accounts and retirement accounts while we watched others grow their wealth in ways we didn't understand. It sucked because we felt too embarrassed to ask for help without looking foolish while working at an investment bank. We lived through the 2001 and 2008 market crashes but, investing felt too risky for people like us because we grew up without money. But then, in business school, we learned portfolio theory. We realized most mutual funds were largely a waste of time and that we could manage our own money better ourselves. Which led us to managing our own portfolios, achieving over 22% returns, building $10K+/month in passive income through real estate and the stock market, and retiring at 34. Want to know how we did it? Reply YES and I’ll DM you the details.
0 likes • 8d
Yes please!
📍Start Here
Hi! Welcome to the Wealth Pack Community! The Goal of this group is to bring together those who want to learn how to grow their wealth the smart way and become confident in their money decisions! Please take a look in the classroom section in the top menu to download some resources. We will continue to add to it. To kick things off, please comment below introducing yourself Let us know: 1. Where are you from 2. What is the personal finance area you want to focus on 3. Pick a GIF that represents you in some way ⚠️ Please do not give out any personal information in this community. This is a public group so be mindful and keep your information safe. Keep your comments general and when we see comments themes we will have a group discussion about it. See you in the comments!
1 like • 9d
Hello everybody, I am a year old retiree seeking ideas to manage my money in order to have a healthy and positive life while I have the energy and strength to.
1-3 of 3
Marcia Wilson
1
4points to level up
@marcia-wilson-9181
A recent retiree w/ a pension, social security and retirement savings. I want to be smart with my money in order to live a healthy & positive life.

Active 3d ago
Joined May 30, 2026
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