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
Your Money Game with James Alexander
Your Money Game with James Alexander How well do you know the rules of your money game? James Alexander talks about how to figure it out and play to win! About the EpisodeWe focused on understanding your money game, how and why staying focused is essential, the role...
Time Freedom with Mark Anderson
Time Freedom with Mark Anderson Is time freedom achievable for you? Mark Anderson makes his case that within the next 10 years, most anyone can find and enjoy it!About the EpisodeWe focused on finding time freedom, how most anyone can find it over a 10 year period...
Business Exit Planning with Joe LoPresti
Business Exit Planning with Joe LoPresti Successful business exit planning requires both expertise and teamwork. Joe LoPresti breaks down the process for making it all work!About the EpisodeWe focused on business exit planning, all the variables to consider and plan...
Uplevelving Your Life and Money with Thomas Blottenberger
Uplevelving Your Life and Money with Thomas Blottenberger Are you consistently upleveling, or do you find yourself stuck? Thomas Blottenberger talks about breaking through and finding success!About the EpisodeWe focused on upleveling your life and money, how to gain a...
Faith and Finance with Ricky Grunden
Faith and Finance with Ricky Grunden Faith and finance don't have to be linked, but what if they were? Ricky Grunden shares his story and makes the case for doing exactly that!About the EpisodeWe focused on the marriage of faith and finance, the benefits of doing it,...
Tax Mitigation Strategies with Mark Miller
Tax Mitigation Strategies with Mark Miller How many tax mitigation strategies are you currently employing? Mark Miller talks about what's possible and how to get to a 0% bracket!About the EpisodeWe focused on tax mitigation strategies, how to navigate the tax code,...
Accessing Alternative Investments with Bob Elliott
Accessing Alternative Investments with Bob Elliott Accessing alternative investments is getting easier. Bob Elliott talks about how everyday investors can get hedge fund-like performance!About the EpisodeWe focused on accessing alternative investments, how to get...
Taking Ownership with Chad Hufford
Taking Ownership with Chad Hufford Taking ownership of your finances requires courage and preparation. Chad Hufford breaks down what's necessary and where to begin!About the EpisodeWe focused on taking ownership of your finances, what that means and how to do it, the...
Focus On What Matters with Mick Heyman
Focus On What Matters with Mick Heyman Do you focus on what matters when it comes to investing? Mick Heyman talks about the danger of chasing trends and how to find success!About the EpisodeWe focused on how to focus on what matters, why it’s important to tune out the...
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!