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
Book Club featuring Joy Clausen Soto
Book Club featuring Joy Clausen Soto Listen to hear her "Rocky" story of winning her fight with cancer and going on to inspire others!About the EpisodeOn this edition of the Book Club, Joy Clausen Soto talks about her book Joy: The Story of a Dolphin Trainer,...
Thinking Differently with Nicole Ponder
Thinking Differently with Nicole Ponder We talked about how our thoughts, good and bad, impact our actions, how we all have automatic negative thoughts that repeatedly come up and what to do about it, and the power of optimism and gratitude!About the EpisodeLifeBlood...
Comparing Auto Insurance with Nicole Beck
Comparing Auto Insurance with Nicole Beck We talked about shopping for auto insurance, what it means to get a personalized quote, why premiums change, and when it makes sense to bundle your coverage!About the EpisodeLifeBlood: We talked about shopping for auto...
Commercial Real Estate Investing with Jesse Prince
Commercial Real Estate with Jesse Prince Interested in investing in commercial real estate, but only have small amounts to invest each month? Jesse Prince wanted to do the same and when he discovered there wasn't an option in the marketplace, he created one!About the...
Print-on-Demand with Christopher Hamze
Print-on-Demand with Christopher Hamze We talked about the challenges and opportunities of growing a business, the world of print-on-demand, how you already know enough people to start an ecommerce business and what the first steps are!About the EpisodeLifeBlood...
Real Estate Investing with Heather Dreves
Real Estate Investing with Heather Dreves We talked about real estate investing for people interested in fix and flipping as well as purely passive investing, the benefits of each, why it’s important to focus and understand your local market, and how to get...
Growing your Business with Leila and Alex Hormozi
Growing your Business with Leila and Alex Hormozi We talked about scaling brick and mortar as well as product driven companies, the common challenges and opportunities you face in growing a business, and how actions and thoughtfulness are essential!About the...
Increasing Sales through Deadlines with Jack Born
Increase Sales through Deadlines with Jack Born We talked about the psychology of deadlines, how introducing a deadline can increase conversions so long as your message is solid, the value of maintaining a lean operation, and how to build your team!About the...
Stop Yelling at your Kids with Celia Kibler
Stop Yelling at Your Kids with Celia Kibler How often do you yell at your kids? Celia Kibler talks about the damage it causes and how to stop doing it! About the EpisodeLifeBlood NURTURE: We talked about how to stop yelling at your kids. We discussed the benefits of...
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!