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!

Hi Community, I have a CD with over $20,000 and it matures in January 2027. I’m considering being penalized about $150. And Investing and Maxing Out Roth. Please let me know your thoughts. Thank you! 💸🦋💸

What’s something you've changed in your life since joining?

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!

Hello everyone, my name is Ken. I'm excited to be part of this group, looking forward to learning from you all, sharing ideas, and contributing positively. Thanks for welcoming me.