Truth in Savings Disclosure

© 2023 All Rights Reserved. Goalsetter is a registered trademark of Students of Wealth, Inc.

Goalsetter is a financial technology company, not a bank. Banking services provided by Webster Bank, N.A., Member FDIC, for up to $250,000.

1. Cashola Prepaid Debit Mastercard® is issued by Pathward, N.A. fka MetaBank, N.A., Member FDIC pursuant to license by Mastercard International Incorporated. Mastercard and the circles design are registered trademarks of Mastercard International Incorporated. Unless specifically noted otherwise, any other product or service mentioned, other than the Cashola Prepaid Debit Mastercard, is not a Pathward or Mastercard product or service.
2. Goalsetter is the recipient of the FinTech Best Personal Finance Product award published March 17, 2022. Participation in the review is voluntary and requires a logo usage fee; a total of 3,950 personal finance apps participated in the 2021 review. FinTech Breakthrough’s criteria assess participating [personal finance apps on 6 variables: Innovation, Performance, Ease of Use, Functionality, Value and Impact. Awards are awarded based on the opinions of FinTech Breakthrough’s panel of judges. For further information on how the ratings were calculated, click here.
3. © Copyright 2023 Students of Wealth INC. All rights reserved.
Nothing in this video should be considered an offer, solicitation of an offer, tax, legal, or investment advice to buy or sell securities. Any performance information is illustrative in nature and may not reflect actual performance. Account holdings are for illustrative purposes only and are not investment recommendations. All investments are subject to risk and may lose value.
4. Investment advice is provided by Goalsetter Advisors, LLC d/b/a Goalsetter Gold. Goalsetter Advisors, LLC d/b/a Goalsetter Gold is a SEC registered investment adviser and an affiliate of Goalsetter. Investment advice is provided by Goalsetter Gold and investments in your Goalsetter Gold account are not FDIC INSURED, NOT BANK GUARANTEED and MAY LOSE VALUE.
5. Goalsetter is a financial technology company, not a bank. Savings accounts provided by Webster Bank, N.A., Member FDIC, for up to $250,000.
6. The Disclosures Library content is in reference to the Goalsetter offering in partnership with our bank partners Pathward, N.A, Evolve Bank & Trust, and Webster Bank N.A. For documentation for your specific credit union or bank partner, please refer to their website.
7. NASDAQ Article Generational Wealth: Why do 70% of Families Lose Their Wealth in the 2nd Generation? October 19, 2018
8. US Bank Article: Setting a goal to teach core concepts of building wealth February 25, 2022
9. Portsmouth, VA Case Study by RYE Consulting. Study prepared August 2023