Tue Jul 01 2025, by Tyler Gardner

Investment StrategyFinancial AdvisorsWealth ManagementFinancial LiteracyPodcast

5-Step Plan to Invest Like a Professional

I'm Tyler, a former financial advisor and portfolio manager. If any of this is helpful, check out my new podcast, Your Money Guide on the Side, by clicking the link in my bio.

1. Find the Best Financial Advisor

Start by finding the best financial advisor or portfolio manager in your area. Remember, we're not just limited to local options anymore since we're in a remote world, and I don’t care what they charge. Bear with me!

2. Invest the Minimum Required

Give them the absolute minimum amount of money that they will accept to take you on as a client.

3. Allow Short-Term Management

Let them invest your money for one quarter—that’s one fourth of a year.

4. Document Your Investments

When you receive your first quarterly statement, take a picture of the investments.

5. Break Up and Invest on Your Own

Send a breakup letter to your advisor, informing them you're taking your money back and investing on your own. Now you have a professional blueprint for a fraction of the cost of what you would have paid had you continued to invest with them.

Conclusion

If any of this is helpful, check out my new podcast, Your Money Guide on the Side, by clicking the link in my bio.

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