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    concurrentfp

    Explore "concurrentfp" with insightful episodes like and "Balance, Stick-to-It-iveness, and Planning" from podcasts like " and "An Unconventional Life"" and more!

    Episodes (1)

    Balance, Stick-to-It-iveness, and Planning

    Balance, Stick-to-It-iveness, and Planning

    Preston Cherry, Ph.D. serves as Assistant Professor of Finance in the Austin E. Cofrin School of Business at the University of Wisconsin – Green Bay. Dr. Cherry is the Founder & President of Concurrent Financial Planning, LLC, a comprehensive financial planning firm serving households and business owners across generational lines. In his 14+ years of industry experience, Dr. Cherry has served in lead and internal financial planning roles, institutional retirement sales, and as RIA co-investment manager with $120M in firm assets.

    He has been published in the Wall Street Journal, ThePennyHoarder.com, The New York Magazine blog The Cut, and the Lubbock Avalanche-Journal. In addition, Dr. Cherry writes poetry; plays tennis; hikes; and enjoys his vinyl music collection, board games, and “good” films. He loves to smile and laugh, and according to his niece, "is the best uncle in the world.”

    In this episode…

    Dr. Preston Cherry's early career in the financial sector brought a number of successes, but he felt his true calling was elsewhere. As he thought about his future, he began "dreaming up." He wanted to be a speaker, a researcher, a business owner, and he decided the best path to achieving his dreams went through a doctoral program.

    In this episode of An Unconventional Life, Dr. Preston Cherry discuss the variety of goals and objectives he has observed in his students and colleagues, the importance being true to your own goals (and not comparing yourself to others), and the necessity of intentionality in pursuing your goals and objectives. Dr. Cherry and Dr. Strickland also discuss their experiences with negative feedback during their doctoral studies and how they learned to learn from it.

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