Episode Details

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