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
Your Investing Framework with Chris Belchamber
EPISODE #1005 Your Investing Framework with Chris Belchamber We talked about the opportunities ordinary investors have to participate in the markets, how our emotions play into investing, how the best investors think about risk, and how to position yourself for...
Buying a Home with Rogers Healy
EPISODE #1004 Buying a Home with Rogers Healy We talked about how best to think about the real estate market, how leadership styles change over time, and how values need to remain constant throughout!About the EpisodeLifeBlood REI: We talked about how best to think...
Sustainable Trading with Lance Ippolito
EPISODE #1003 Sustainable Trading with Lance Ippolito We talked about online trading as a career, how perceptions of trading have changed, how to learn from your mistakes, the importance of a long-term view, and recognizing that you may not get rich quickly!About the...
Crushing your Debt with Bernadette Joy
EPISODE #1002 Crushing your Debt with Bernadette Joy We talked about the peace of mind and security you get from being debt free, why it won’t require a vow of poverty to get there, and how to reverse engineer your path to being debt free!About the EpisodeWe talked...
Minimizing Regret with Peter Lazaroff
EPISODE #1001 Minimizing Regret with Peter Lazaroff We talked about how investing is fraught with emotional and logical peril, how every choice can be scrutinized, and how journaling and thought exercises can help to manage expectations!About the EpisodeWe talked...
Optimize your Tech with Richard Schnitzel
EPISODE #1014 Optimize your Tech with Richard Schnitzel We talked about using tech and AI to optimize your business, why it makes sense to start by identifying pain points and getting to the root of the problem, and how to simplify your workflows!About the EpisodeWe...
Book Club featuring Mark Victor Hansen
EPISODE #1015 Book Club featuring Mark Victor Hansen On this edition of the Book Club, Mark Victor Hansen, Worldwide Best Selling author of Chicken Soup for the Soul talks about his newest book Ask!: The Bridge from Your Dreams to Your Destination!About the EpisodeOn...
Maximizing Impact with Caleb Silver
EPISODE #1000 Maximizing Impact with Caleb Silver On our 1000th episode, we talked about how a major news organization navigated 2020, providing value to the next generation of investors, being good stewards of our attention, creating space for creative endeavors, and...
Embracing Discomfort with Michael Kay
EPISODE #998 Embracing Discomfort with Michael Kay We talked about embracing the changing seasons of life, exploring how our values turn into actions, recognizing what success means to you and how to enjoy it, and the role tiny habits can play!About the EpisodeWe...
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!