The 2026 Investing Account Workshop

Stop Losing Money to the Wrong Account.

Understand exactly which investing accounts you qualify for, how to prioritize them, and how to stop paying thousands more in taxes than you need to.

Even if you've been "investing" for years... and still aren't sure if you're doing it right.


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Does this sound familiar?

You've got money sitting somewhere.

Maybe it's in a savings account earning almost nothing. Maybe it's in a 401(k) you set up years ago and haven't touched since. Maybe you've even opened a Roth IRA because someone told you to.

But here's the thing...

You're not 100% sure you're doing this right.

You've Googled "Roth IRA vs Traditional IRA" more times than you'd like to admit. You've watched YouTube videos that explain accounts in 8 minutes but leave you with more questions than answers.

You've heard terms like "backdoor Roth" and "HSA triple tax advantage" and thought... I should probably know what that means.

And yet.

The money just sits there. Or worse, it goes into the wrong account. And you don't feel it today.

You feel it years later.

In taxes you didn't need to pay. In growth you missed out on. In penalties you didn't know existed. 

The $100,000+ Mistake No One Talks About

I talked to someone recently who had been adding money to their Roth IRA every single year for 15 years.

They thought they were doing everything right.

Turns out? They never actually invested the money inside the account.

It was just sitting in a money market fund. Earning almost nothing. For a decade and a half.

Here's what most people don't understand:

A Roth IRA is just a container.

You still have to choose what goes inside it. And if you don't? Your money sits there doing nothing while you think you're "investing."

This person lost out on potentially $100,000+ in growth not because they made a bad investment, but because they didn't understand how the account actually worked.

Don't let this happen to you.

 

The Tax You're Paying Without Realizing It

Most people don't lose money because of bad investments.

They lose money because they're using the wrong account for the right investment.

Here's what that actually costs you:

→ Missing your employer match = Leaving free money on the table (often $2,000-$10,000+ per year)

→ Using a taxable brokerage when you qualify for tax-advantaged accounts = Paying up to 15-37% in taxes on gains you didn't need to pay

→ Putting money in a Traditional IRA when Roth makes more sense for you = Owing taxes later when your money has grown 5x

→ Not knowing about the Backdoor Roth IRA = High earners missing out on $7,500/year of tax-free growth

→ Ignoring your HSA = Missing the only account with a triple tax advantage

The difference between knowing this and not knowing this?

Potentially tens of thousands of dollars over your investing lifetime.

And the worst part? No one teaches you this.

Not school. Not your employer. Not even most financial advisors.

 

It's Not Your Fault You Don't Know This

Let's be honest.

You shouldn't have to figure out the difference between 17 different account types just to invest your paycheck.

But here we are.

The system is designed to be confusing. The rules are buried in IRS documents no normal person would ever read. 

That's why I created this workshop.

 
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⭐ The 2026 Investing Account Breakdown Video Workshop ($75 value)

Understand the account before you move money.

A clear walkthrough of the most common investing accounts designed for implementation, not just information.

For each account, you'll learn:

  • What the account is actually designed for (not just the textbook definition)
  • Who typically qualifies (and who doesn't)
  • The real benefits AND the limitations no one mentions
  • The 2026 contribution limits
  • Common mistakes that cost people money
  • When this account should be a priority vs. when to skip it

Accounts Covered:

Account What You'll Finally Understand
401(k) + Employer Match Why this is usually step one and how to not leave free money behind
Roth IRA Who should use this, who shouldn't, and the income limits that matter
Traditional IRA When this beats Roth (and when it doesn't)
Backdoor Roth IRA The strategy high earners use to get access to tax-free growth
HSA (Health Savings Account) The only account with a triple tax advantage and how to use it for investing
Taxable Brokerage When to use this and why it usually come last
529 College Savings Plan The right way to save for education (with flexibility most people miss)
Custodial Accounts (UGMA/UTMA) Investing for kids without locking money in education
Roth IRA for Kids How to give your kids a massive early retirement start
403(b) / 457 Plans For teachers, government employees, and non-profit workers

⭐ The “Order of Operations” Worksheet ($40 value)

Stop wondering which account comes first.

A guided worksheet that helps you:

  • Understand how to prioritize accounts based on your income, job, and goals
  • Avoid the trap of trying to “do everything at once”
  • Walk away with a ranked list of your 2026 priority accounts

⭐ The Account Setup & Optimization Guide ($59 value)

Know how to take action after the workshop.

A written guide that covers:

  • How each account is typically opened
  • What to look for when choosing a provider
  • Key setup decisions beginners often overlook
  • Optimization nuances most people don’t learn until years later

⭐ Lifetime Access

Built to stay relevant beyond January.

  • Lifetime access to the workshop and all materials
  • Always available inside Money Mastery for full-system students

⭐ Pre-Order Before January 15th and Get:

The 2026 Strategy Worksheet (Bonus)

  • A framework to set financial goals for 2026 (even if you feel behind)
  • A 2026 checklist to build a strong financial foundation
  • A guide to search for lost money from old accounts (average find: $400+)

This bonus disappears January 15th.

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This Workshop Is For You If:

✅ You've started investing but feel unsure if you're using the right accounts

✅ You want to understand how different accounts work with the 2026 rules and limits

✅ You're tired of piecing everything together from random YouTube videos and want one organized place to learn this

✅ You've heard about Roth IRAs, HSAs, and backdoor conversions but don't know what applies to you

✅ You're a high earner who thinks you "can't have a Roth IRA" (you can and I'll show you how)

This Workshop Is NOT For You If:

❌ You're looking for day trading, stock picks, or get-rich-quick strategies

❌ You want personalized tax advice that only a CPA can provide

❌ You want someone else to make financial decisions for you

❌ You're outside the U.S. (these accounts are specific to the American tax system)

Questions You Might Have:

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What Past Students Say About Understanding Their Accounts

HB

Holly Beth

Money Mastery Student

I was able to rebalance both my 401k and Roth IRA with valuable information I learned about my investment strategy and style. I have a deeper knowledge of the different funds and what will benefit me most.

I hit the 100k total investment mark last month, and that was a huge milestone that I couldn't dream of last year. Now, my focus is to hit 100k in just my retirement investments by the end of the year, which I'm less than 10k from doing.

My Roth for this year will be maxed out by the end of July, and I'll focus on upping my 401k and taxable brokerage until the end of the year.

I absolutely loved the course and it was motivational for me. Thank you!

D

Dylan

Money Mastery Student

Between my Social Security, SS supplemental, FERS Pension, Military pension, Roth IRA, and her 401K we should be just fine to reach our FF# at 57yo me / 55.5yo her.

Our investment value was closing in on the $700K mark.

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I'm Josh, Creator of The Market Hustle

Josh, Founder of The Market Hustle

I didn't grow up with a trust fund.

And when I first tried to talk to a financial advisor to learn, they basically said:

"Come back when you're rich."

So I taught myself.

I read every book. Got a business degree. Invested through good markets and bad.

And eventually built a system that combined everything I've learned.

The Market Hustle is built for people who feel behind, overwhelmed, or just tired of trying to piece it all together from random social media posts.

Because here's what I believe:

The best hustle is getting your money to work harder than you are.

That's what this workshop is about. Not day trading. Not stock picks. Not complicated strategies only people with MBA's can understand. 

The stuff that actually moves you closer towards financial freedom. 

Josh
11+
Years Experience
1M+
Followers
3,000+
MM Students Helped
 

While I'm deeply passionate about personal finance and investing, I'm not a CPA or licensed financial advisor. Everything I share is for educational purposes only. I focus on teaching frameworks, systems, and how I personally think about money, not personalized tax or financial advice.

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Pre-Order Deal

Get The 2026 Investing Account Workshop

$47
Normally $97

Price increases when it launches January 24th.

What’s Included

  • ✓ The 2026 Investing Account Breakdown (Video Workshop) — $97 value
  • ✓ The “Order of Operations” Worksheet — $47 value
  • ✓ Account Setup & Optimization Guide — $47 value
  • ✓ Lifetime Access — included
Bonus (Pre-Order Only)
2026 Strategy Worksheet — $27 value
This bonus disappears January 15th.
Your price today
  Pre-order pricing ends when we launch on Jan 24.
$47
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Already Thinking About the Full System?

If you decide to upgrade to Money Mastery (the complete financial automation system), your $47 workshop purchase is credited toward your enrollment.

Money Mastery includes:

  • Budgeting and cash flow systems
  • Full investing education (ETFs, stocks, portfolio building)
  • Automation frameworks
  • Long-term strategy and implementation
  • This workshop (included free for all MM students)

Think of the workshop as clarity around the containers.

Money Mastery is the operating system that runs everything inside them.

The Market Hustle Guarantee

If this workshop doesn't help you understand your investing accounts better, I'll refund you and you keep everything.

Just message me within 90 days of purchase with your receipt.

Because I'd rather you move forward than stay stuck another year.

Additional Questions You Might Have:

The Best Time to Learn This Was Years Ago.

The Second Best Time? Now.

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All content in this workshop is educational and general in nature. Nothing in this workshop should be considered personalized financial or tax advice