Become an Investor with Dr. Preston Cherry
Technology has made investing available to anyone with a smartphone and along with it, the opportunities for good and bad outcomes. Dr. Preston Cherry shares his perspective on what it means as well as the important variables to keep in mind on your path to becoming a successful investor!
Listen to us On
About the Episode
LifeBlood: We talked about how to become an investor, Preston’s career path, his passion for the financial industry, how he was taught money concepts by his parents, how he’s done many roles in the financial industry and how that prepared him for his current role.
We talked about his experience starting a Financial Planning program at a University, the interest level of students in the field, and how young people are feeling about the financial world in general.
We discussed the impact of financial technology companies on the world of investing, and how that plays into someone’s overall financial plan. We talked about the importance of trust, the need for investors to have a good understanding of risk and return, and how tech is having the effect of commoditizing some aspects of the financial planning process.
We talked about how it’s possible to find success and consistency as a trader, but it takes time, effort and attention with Dr. Preston Cherry, CFP, a Your Life Money Balance Financial Planner, the Founder and President of Concurrent Financial Planning, a Speaker, Professor, Researcher and cool uncle.
Listen to learn how to become grittier and the role it can play in our overall success!
For the Difference Making Tip, scan ahead to 21:11!
You can learn more about Preston at ConcurrentFP.com, Facebook, Twitter and LinkedIn.
Thanks, as always for listening! If you got some value and enjoyed the show, please leave us a review wherever you listen and subscribe as well.
You can learn more about us at MoneyAlignmentAcademy.com, Twitter, LinkedIn, Instagram, Pinterest, YouTube and Facebook or you’d like to be a guest on the show, contact George at [email protected].

George Grombacher
Lifeblood Host

Dr. Preston Cherry
Guest
More Episodes
The Right Questions to Ask Yourself When Considering an Annuity for Retirement Income Planning
Annuities can be a powerful tool for creating reliable retirement income, but they’re not a one-size-fits-all solution. Before purchasing an annuity, it’s essential to evaluate whether it aligns with your financial needs, goals, and risk tolerance. Asking the right...
How to Guarantee You’ll Never Run Out of Money in Retirement
One of the biggest fears retirees face is outliving their savings. With rising life expectancy, unpredictable markets, and increasing healthcare costs, ensuring that your money lasts a lifetime is a top priority. Fortunately, there are strategies you can implement to...
How Taxes Can Reduce Your Income in Retirement
When planning for retirement, it's easy (and prudent) to focus solely on saving enough money or making wise investment choices. However, one crucial factor that is often overlooked in retirement income planning is taxes. While many retirees expect to pay less in taxes...
The Benefits of Stock Dividends for Retirement Income Planning
As we approach retirement, one of our primary goals is to ensure a reliable income stream to sustain our lifestyle. While there are several options available for generating retirement income, many retirees are increasingly turning to stock dividends as a key component...
The Value of Fixed Annuities in Retirement Income Planning
As retirement approaches, people find themselves grappling with the challenge of ensuring a reliable income stream during their golden years. One popular solution to this problem is the fixed annuity, a financial product that offers a guaranteed income for life or a...
Your Personal DOGE
Your Personal DOGE The DOGE is about to take a knife to the federal government. Could you benefit from a personal DOGE to cut some of your expenses? George G talks about how to reduce your overhead and get moving in the right financial direction!About the EpisodeThe...
Getting What You Need with Elizabeth Husserl
Getting What You Need with Elizabeth Husserl The pursuit and acquisition of money only goes so far. Elizabeth Husserl talks about how to make sure you're getting what you need!About the EpisodeWe focused on getting what you need, how all human needs are universal but...
Is the Government Wasting Money?
A Cash Flow Revolution with David Mozeika
A Cash Flow Revolution with David Mozeika Could a simple shift in how you manage cash flow unlock your financial success? David Mozeika talks about how to supercharge your savings rate!About the EpisodeWe focused on shifting the way we think about and manage our cash...
Join the show.
Interested in being on the show? Tell me a little bit more about you and what you’d like to talk about!