
Episode 52: Talking Finance, Equity and Becoming A CFP® with Dr Preston Cherry
About this episode
Welcome to the 9Innings Podcast where we Educate, Empower and Engage. ON THIS WEEKS PODCAST: Kevin speaks with Dr Preston Cherry about becoming a CFP®, running a small business and living in the world of acadmia. Dr Cherry has to wear a lot of hats and we discuss how he manages his time while also running a financial planning practice of his own. Dr Cherry is the founder of @concurrentfinancial and is also the Head of Financial Planning Program @UWGBnews . We had a powerful conversation around finance and markets, and also discussed equity within the financial industry. Introduction: (1:28) Concurrent Financial Planning: (2:35) Carson Coaching: (5:00) Attaining the CFP®: (6:50) What's Next With Rates: (11:00) Demographics: (14:53) Financial Planning Concept: (20:45) Website: http://www.9inningscapitalgroup.com
Get every episode summarized
Each time The 9Innings Podcast publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from The 9Innings Podcast

🎙️ FoF: Wills, Trusts, and Wi-Fi: Estate Planning Isn’t About Death… It’s About...
The 9Innings Podcast

🔥 Cracking the Code: Oil, AI, and the Economy’s Hidden Truths 🎙️
The 9Innings Podcast

🎙️ FoF: Your Tax Return Was Accepted… Not Verified
The 9Innings Podcast

🎙️ FoF: The 1099 Reality Check: What They Don’t Tell You
The 9Innings Podcast