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
Fiduciary Rule Conspiracy Theory
Fiduciary Rule Conspiracy Theory Could there be a conspiracy theory about the new fiduciary rule? There is now! George G breaks down what he thinks is really going on. About the EpisodeCould there be a conspiracy theory about the new fiduciary rule? Who is it designed...
Focus on What Matters with Peter Mallouk
Focus on What Matters with Peter Mallouk Do you focus on what matters, or what seems urgent? Peter Mallouk talks about the value of taking a simplified approach to your finances! About the EpisodeWe focused on how to focus on what matters when it comes to your money,...
What’s Your Number and Does it Matter?
What's Your Number and Does it Matter? What's your number to live a comfortable retirement, and is that what you should be focused on? George G breaks the process down!About the EpisodeWhat's your number to live a comfortable retirement, and is that what you should be...
The Fiduciary Rule with Stephen Kagawa
The Fiduciary Rule with Stephen Kagawa A new fiduciary rule could negatively impact the way financial services and advice are delivered. Stephen Kagawa breaks down what you need to know!About the EpisodeWe focused on the fiduciary rule impacting how financial services...
Financial What If’s with Derek Mazzarella
Financial What If's with Derek Mazzarella There are a lot of financial what if's when it comes to retirement. Derek Mazzarella shares his perspective on how to find the success you're looking for!About the EpisodeWe focused on financial what if’s in retirement, how to...
Better Investing with Gil Baumgarten
Better Investing with Gil Baumgarten Could being more patient lead to better investing? Gil Baumgarten talks about how to become a permanent participant in the market and the benefits of doing it!About the EpisodeWe focused on better investing, what it means to be a...
Lifetime Income with Matt Wolniewicz
Lifetime Income with Matt Wolniewicz Even after we stop working, we still want consistent lifetime income. Matt Wolniewicz talks about how to make that happen with your 401(k)! About the EpisodeWe focused on creating lifetime income, the challenges of accumulating...
Money Advice for Young Adults
Money Advice for Young Adults What money advice would you give to your younger self? George G talks about the fundamentals for getting off to the right start!About the EpisodeWhat money advice would you give yourself as a young adult? The world of personal finance is...
Inflationary Vibes
Inflationary Vibes Is inflation really a problem, or does it just feel like it's a problem? George G breaks down the numbers and talks about our current reality! About the EpisodeIs inflation really a problem, or does it just feel like it's a problem? The Wall Street...
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!