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
Values Based Investing with Zach Conway
Values Based Investing with Zach Conway How aligned are your values and your investment portfolio? Zach Conway shares his perspective on why that's important and the platform he's built to make it happen! About the EpisodeLifeBlood: We talked about values based...
Track Your Spending with Tony Conte
Track Your Spending with Tony Conte Working to get better with your finances but wish there were one place where you could access your accounts and track your spending? Tony Conte shares his personal experience in facing this problem by creating an app to solve it...
Getting Feedback with Darshan Mehta
Getting Feedback with Darshan Mehta Have an idea you think has legas, but want to get more feedback to test its validity? Darshan Mehta talks about the value of getting feedback to prove and disprove ideas as well as gain invaluable constructive criticism! About the...
Gold and Silver Investing with Patrick Yip
Gold and Silver Investing with Patrick Yip Is now a good time to do gold and silver investing? Patrick Yip shares his perspective on that as well as trends on how people are choosing to buy physical metals! About the EpisodeLifeBlood: We talked about gold and silver...
The Importance of Mentorship with Scott Miller
The Importance of Mentorship with Scott Miller Does a mentor need to be someone you've met, or can they be anyone? Scott Miller shares his perspective on this as well as the importance of mentorship and the impact it can have on your life! About the EpisodeLifeBlood:...
How to Find a Job You Love with Becca Ribbing
How to Find a Job You Love with Becca Ribbing Unhappy with your current job or boss, but having trouble figuring out your next move? Becca Ribbing talks about the key variables to think about, what to avoid worrying about, and why now is the time!About the...
Self Reliance with Tony Durso
Self Reliance with Tony DUrso Are you currently self reliant, or do you depend on others for your income? Tony DUrso talks about why it's so important to create your own income streams that aren't' dependent on anyone else and how to make it happen!About the...
Healthcare Concierge with Dr. Sanjay Prasad
Healthcare Concierge with Dr. Sanjay Prasad Would you benefit from a more transparent process when deciding whether or not to have surgery and which doctor to perform it? Dr. Sanjay Prasad shares his expertise and experience into why now is the time to be rethinking...
Steps to Success with Ben Oosterveld
Steps to Success with Ben Oosterveld Do new and different tactics have little to no effect on the success of your business? Ben Osterveld talks about why that's the case, and what needs to change in order to start getting the results you desire! 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!