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
Finding Stillness with Ken Kladouris
EPISODE #1143 Finding Stillness with Ken Kladouris We talked about the never ending stream of new information and constant inputs of modern living, how and why to find stillness in your life the benefits it can bring and how to make it happen!About the...
Cultivating Your Children with Patrice Porter
EPISODE #1141 Cultivating Your Children with Patrice Porter We talked about the challenges of food insecurity, how gardening can create more self-reliant and confident children, and how it can change your relationship with food!About the EpisodeLifeBlood NURTURE: We...
Being Brave with Angie Dobransky
EPISODE #1142 Being Brave with Angie Dobransky We talked about why to many of us live unhappy lives, how to define what happiness is for us, why asking yourself “what’s the worst that can happen?” can change everything, and how to get started!About the...
Brain Injuries with Michael Kaplen
EPISODE #1140 Brain Injuries with Michael Kaplen We talked about brain injuries in the US, what’s required to manage through them, what resources are needed and available, and how to bring them all together!About the EpisodeLifeBlood: We talked about brain injuries in...
Family Travel with Mandi and Garrett Oler
EPISODE #1139 Family Travel with Mandi and Garrett Oler We talked about recognizing the value of seeing the world from other perspectives, how travel can enrich ours and our children’s lives, and how to put a plan in place for making it happen!About the...
Breaking Limiting Beliefs with Aparna Vemuri
EPISODE #1138 Breaking Limiting Beliefs with Aparna Vemuri We talked about the limiting core beliefs we all have, how to identify and overcome them, and how to start moving in the direction of what you truly want!About the EpisodeLifeBlood COMPLETE: We talked about...
How to Catch Up if You Don’t Have Enough Saved for Retirement so You Don’t Have to Move in with Your Kids
All kidding aside, you moving in with your kids isn’t an attractive scenario for you, or them. A top concern for many Americans is not having enough money saved for retirement. If that’s true for you, I’m going to get you moving in the right direction so...
Decision Management with Michelle Tinsley
EPISODE #1137 Decision Management with Michelle Tinsley We talked about applying the lessons from corporate America to startup life, the importance of keeping lists and staying organized, how to think about and approach fundraising, and how to make it all work!About...
How to Get Out of Debt – The Three Essential Areas to Focus On
Debt is crushing us. It crushed me for a long time. Getting out of debt is one of the most important financial priorities anyone can have and becoming debt-free is one of the greatest gifts we can give ourselves. If you’re in debt, odds are you feel...
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!