FREE Brokerage/Investing Starter Pack!

Your complete, free guide to opening your first investment account and actually knowing what to do next.

You know you’re supposed to be investing. But between 401(k)s, Roth IRAs, HSAs, and a hundred TikToks telling you different things, it’s easy to freeze up and do nothing. This guide fixes that.

What’s inside:
✅ A simple 5-step investing order, so you know exactly where your next dollar goes
✅ The answer to “I have a 401(k), do I still need a Roth IRA?” (spoiler: ideally, yes)
✅ Every account side by side, with the 2026 contribution limits: 401(k), Roth IRA, Traditional IRA, HSA and taxable brokerage
✅ Where to open your account and exactly what to buy first, even with just $25 a month
✅ Why your HSA might be your most underrated investment account
✅ Real compounding math showing what $100 a month turns into, and what waiting 10 years costs you
✅ ETFs, REITs, and stock types explained in plain English
✅ Rookie mistakes to skip, explained so they actually make sense
✅ My favorite free courses and tools to keep learning, plus a glossary of every term in the guide