Episode 52: Talking Finance, Equity and Becoming A CFP® with Dr Preston Cherry episode artwork

EPISODE · Mar 22, 2023 · 28 MIN

Episode 52: Talking Finance, Equity and Becoming A CFP® with Dr Preston Cherry

from The 9Innings Podcast

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

Episode metadata supplied by the publisher feed · Published Mar 22, 2023

Embed this episode

NOW PLAYING

Episode 52: Talking Finance, Equity and Becoming A CFP® with Dr Preston Cherry

0:00 28:03

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar podcasts found.

Frequently Asked Questions

How long is this episode of The 9Innings Podcast?

This episode is 28 minutes long.

When was this The 9Innings Podcast episode published?

This episode was published on March 22, 2023.

Can I download this The 9Innings Podcast episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!