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
Better Financial Decisions with Jake Sadler
Better Financial Decisions with Jake Sadler Making better financial decisions can be simple, but not always easy. Jake Sadler talks about setting the conditions for making it happen! About the EpisodeWe focused on making better financial decisions, how all decisions...
Consider the Source with Vince Shorb
Consider the Source with Vince Shorb It's prudent to consider the source when receiving financial education. Vince Shorb talks about how to become a more informed and educated investor!About the EpisodeWe focused on why it’s prudent to consider the source when...
Building Financial Confidence with Justin McMurdy
Building Financial Confidence with Justin McMurdy Financial confidence can lead to success and peace of mind. Justin McCurdy talks about how to find it regardless if you're a saver or a spender!About the EpisodeWe focused on building financial confidence, the planning...
Tune Out the Noise: Focus On What Really Matters
Tune Out the Noise: Focus On What Really Matters Getting what you want demands you tune out the noise; and there's a lot of it. George talks about how to actually do it! About the EpisodeGetting what you want demands you tune out the noise; and there's a lot of it....
The Problem of Instant Gratification with Lindsey Curry
The Problem of Instant Gratification with Lindsey Curry Our impulse and ability to get what we want when we want isn't great for our finances. Lindsey Curry talks about overcoming instant gratification!About the EpisodeWe focused on the problem of instant...
Avoiding Financial Pitfalls with Paula Harris
Avoiding Financial Pitfalls with Paula Harris No matter how much planning we do, life's going to throw us curveballs. Paula Harris talks about how to handle financial pitfalls! About the EpisodeWe focused on how to avoid financial pitfalls and handling life’s...
Being Broke is the Worst: How to Knock it Off
Being Broke is the Worst: How to Knock it Off Being broke is the worst. Why do we screw ourselves over, and what can be done about it? George talks about how to break free for good!About the EpisodeBeing broke is the worst. Why do we screw ourselves over, and what can...
Fear and Greed with Vance Barse
Fear and Greed with Vance Barse Fear and greed drive many of our behaviors, including investing. Vance Barse talks about how to manage through external challenges like inflation!About the EpisodeWe focused on the role fear and greed play in our finances and our...
Total Return Indexing with Mark Hebner
Total Return Indexing with Mark Hebner What's the difference between price return and total return indexing? Mark Hebner breaks down the often misunderstood and misrepresented differences! About the EpisodeWe focused on the difference between total return and price...
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!