How to Invest On Your Own Without a Financial Advisor

Adam from Tampa is skeptical about working with a financial advisor and wants to know how to invest on his own.


Andy, 

I have a hard question for you. 

For most of my life, I have been told what to do with my money. I had a family member work for Morgan Stanley and he invested for us for years. 

Last year, we had some issues within the family and decided to part ways. My wife and I quickly decided to go with another guy who does good but the last email was life insurance focused.

The main question is I want to handle all of this on my own. I feel like I can’t teach my kids what is best without knowing. Any advice?

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How Not Buying a House Helped Us Become 30-Year Old Retired Millionaires – with Kristy Shen and Bryce Leung

The FIRE movement is getting a lot of buzz lately, especially with millennials.

Our guests today, Kristy Shen and Bryce Leung are leaders in the millennial revolution for FIRE.

Kristy and Bryce are Canada’s youngest retirees. They used to live in one of the most expensive cities in Canada, but instead of drowning in debt, they rejected home ownership. And what resulted was a 7-figure portfolio, which has allowed them to retire in their 30s and travel the world.

Their story has been featured in the New York Times, Forbes, Huffington Post, amongst many other publications. They’ve written a book on FIRE called Quit Like a Millionaire and it’s out this month.

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How to Become a Millionaire in your 30’s – Interview 9 (Frank)

When you consistently deliver quality work, it pays.

At least it has for Frank from 8th Great Wonder. He became a millionaire in his 30’s through providing superior work in comparison to his colleagues. When it came to raise time, Frank was considered first.

Check out my interview with Frank on how he capitalized on those pay increases and hit 7-figure status in one of the highest cost of living areas in the US.

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3 Smart Reasons for New Investors to Choose Index Funds

When you’re in your 20’s and 30’s, planning for retirement doesn’t always end up at the top of your to-do list.

BUT … What if there was a way to “set it and forget it” when it comes to your retirement planning so that you could easily go back to enjoying your life?

You’re in luck. Meet your new friend … the Index Fund.

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