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
Wealth Building with Lane Kawaoka
Wealth Building with Lane Kawaoka Is wealth building through real estate a viable and sustainable path for you? Lane Kawaoka talks about what's required and how to begin!About the EpisodeWe focused on the building wealth through alternative investments, making the...
Finding Financial Independence
Finding Financial Independence Is financial independence attainable in today's world? George G breaks down what's required and shares the steps for making it happen!About the EpisodeAre financial independence and freedom attainable today? What does it mean, and how...
Work Sucks. Or Does It?
Work Sucks. Or Does It? Do you think work sucks? If you had the choice, would you work less? How much less? George G talks about how to make it better!About the EpisodeDo you think work sucks? Is it something you’d prefer to not do, or maybe you wish you could do more...
Winter is Coming
Winter is Coming Will the economy be better under Biden or Trump? George G talks about how and why winter is coming, and what you can do to prepare!About the EpisodeWill the economy be better under Biden or Trump? Is there anything either of them can do regarding the...
Don’t Talk About It, Be About It
Don't Talk About It, Be About It When it comes to "Don't talk about it, be about it," who are you doing? What happens to companies when they overuse trust words? George G breaks down a recent study and talks about the dangers of virtue signaling!About the EpisodeDon’t...
No Such Thing as a Free Lunch
No Such Thing as a Free Lunch Should your student loan be cancelled? What do you think about the saying, "no such thing as a free lunch?" George G tries to reconcile all of it!About the EpisodeThere’s no such thing as a free lunch; can we all agree on that? Yet,...
Figuring it Out with Darla Bishop
Figuring it Out with Darla Bishop When it comes to your finances, are you capable of figuring it out? Darla Bishop thinks you are and talks about how to make it happen!About the EpisodeWe focused on the value and importance of time in the market versus timing the...
Is Financial Success for You?
Is Financial Success for You? Is financial success for you, or is it impossible? George G talks about what it takes to become financially successful and how to make it happen! About the EpisodeIs financial success for you, or others? Do you think you’ll eventually...
The Problem with ESG
The Problem with ESG What's the problem with ESG? Is there one? George G breaks down the hypocrisy that exists and whether or not it's a worthwhile initiative!About the EpisodeIs ESG investing good or bad? What's the problem with ESG? Is there one? And what about 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!