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].