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
Digital Transformation with Howard Tiersky
EPISODE #1039 Digital Transformation with Howard Tiersky We talked about identifying pain and removing friction, the need of every org to continue to adapt, the risk of not doing so, and the challenges of making it happen!About the EpisodeLifeBlood BRAND: We talked...
Intentional Living with Jim Crider
EPISODE #1038 Intentional Living with Jim Crider We talked about how to live a more intention life, the benefits of doing it, how they inform your decisions and influence your actions, and how to get started!About the EpisodeLifeBlood: We talked about how to live a...
Text Lead Generation with Wanda Toro Turnini
EPISODE #1037 Text Lead Generation with Wanda Toro Turini We talked about how to leverage speaking engagements into direct leads, why text lead gen is so effective, how the tech works, and how to get started!About the EpisodeLifeBlood BRAND: We talked about how to...
Value in Diversity with Barbara Dalle Pezze
EPISODE #1036 Value in Diversity with Barbara Dalle Pezze We talked about knowing oneself, clarifying our values, investigating our differences, not feeling threatened or imposed upon by people different than you, and how to make real connections with others!About the...
Virtual Fitness with Curtis Christopherson
EPISODE #1035 Virtual Fitness with Curtis Christopherson We talked about how technology has changed fitness, how the pandemic sped up innovation, how it’s become personalized and more professional, and to get started on your path!About the EpisodeLifeBlood BE WELL: We...
Having a Plan with Paul Axberg
EPISODE #1034 Having a Plan with Paul Axberg We talked about the value of having an integrated financial plan, how having one provides confidence and greater certainty, and how to get started!About the EpisodeLifeBlood: We talked about the value of having an...
Cash Value Life Insurance with Sean Adams
EPISODE #1148 Cash Value Life Insurance with Sean Adams We talked about how the ultra-wealthy, banks and corporations manage their money, the tax benefits of life insurance, how to close the wealth gap, and how to know if this option is a good fit for you!About the...
Storage Unit Investing with Jacob Vanderslice
EPISODE #1032 Storage Unit Investing with Jacob Vanderslice We talked about storage unit investing, what criteria is used to evaluate opportunities and markets, the pro’s and con’s of building new units versus taking over an existing property, and how to get...
Profit First with John Briggs
EPISODE #1033 Profit First with John Briggs We talked about the challenges facing small businesses from a cash flow perspective, why so many resist paying themselves first, and a simple and easy to follow system for making it happen!About the EpisodeLifeBlood NUMBERS:...
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!