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
Savoring Life with Benita Conde
Savoring Life with Benita Conde Do you feel like you're on a never-ending hamster wheel, chasing success and never finding fulfillment? Benita Conde talks about how that's an all too common experience and what to do to break free and start savoring life!About the...
Gold Royalty Companies with Fred Bell
Gold Royalty Companies with Fred Bell Thinking about investing in gold, but want a diversified approach? Fred Bell shares his expertise into gold royalty companies and how they could be what you're looking for! About the EpisodeLifeBlood: We talked about gold royalty...
Book Club featuring Mike Michalowicz
Book Club featuring Mike Michalowicz On this edition of our Book Club, Mike Michalowicz, creator of Profit First Professionals, talks about his newest book Get Different: Marketing that Can't Be Ignored! About the EpisodeLifeBlood: We talked about Mike’s newest book...
Know your Worth with Robin Waite
Know your Worth with Robin Waite Are you charging what you're worth for the work you do? Robin Waite talks about how far too many of us undercharge because of fear of rejection and shares an actionable process for breaking through and earning what you're worth!About...
What is True with Udo Erasmus
What is True with Udo Erasmus What would you do if you found out everything you ever needed to know in order to be happy and to have the life you wanted was already inside you? Udo Erasmus talks about how that's true for all of us and how to go about tapping into it!...
Tax Strategy with Shauna Wekherlien
Tax Strategy with Shauna Wekherlien Did you know the IRS issues around three tax code updates every day? Shauna Wekherlien talks about tax strategy, the importance of being proactive and how to do it! About the EpisodeLifeBlood: We talked about tax strategy, the...
Knowing your Worth with Christine Hansen
Knowing your Worth with Christine Hansen Are you charging the amount you deserve? Christine Hansen talks about how knowing your worth can make a massive difference in your life and how to figure it out! About the EpisodeLifeBlood: We talked about knowing your worth,...
Realizing your Potential with Mitzi Perdue
Realizing your Potential with Mitzi Perdue What lessons can be learned from the man who created a chicken empire? Mitzi Perdue shares some of the personality traits that helped Frank Perdue grow a company from zero to 20,000 employees and how you can apply them in...
House Insurance with Sean Harper
House Insurance with Sean Harper How is climate change disrupting the homeowner's insurance industry and what should we expect to see moving forward? Sean Harper talks about the insurtech company changing the industry through AI and machine learning, how consumers...
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!