Dr. Preston Cherry: ‘Money and Life Intertwined’

The Long View

Morningstar

Finance, Dan Lefkovitz, Amy Arnott, Entrepreneurship, Investing Leaders, Jeff Ptak, Investors, Christine Benz, Influential Investors, Careers, Long-term Investing, Financial Services, Business, Investing, Morningstar

4.5 • 775 Ratings

🗓️ 22 November 2022

⏱️ 55 minutes

🔗️ Recording | iTunes | RSS

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Summary

A financial planner and financial planning professor on the value of mentors at every life stage, the evolution of financial advice, and what works in financial education.

Transcript

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0:00.0	At Jackson, we've created a digital retirement planning experience with you and mine.
0:05.5	Visit jackson.com to explore our easy-to-understand resources and user-friendly tools
0:10.1	that are designed to enable financial professionals and clients to plan a path to financial freedom.
0:15.5	Jackson is short for Jackson Financial Incorporated, Jackson National Life Insurance Company, Lansing, Michigan,
0:20.5	and Jackson National Life Insurance Company of New York, purchase New York.
0:26.6	Please stay tuned for important disclosure information at the conclusion of this episode.
0:32.9	Hi, and welcome to The Longview. I'm Christine Ben's Director of Personal Finance and Retirement Planning for Morningstar.
0:39.0	And I'm Jeff Battack, Chief Ratings Officer for Morning Star Research Services.
0:43.9	Our guest on the podcast today is Dr. Preston Cherry.
0:47.2	Dr. Cherry is founder and president of concurrent financial planning, and he also serves as assistant professor of finance and head of the
0:55.1	personal financial planning program at the University of Wisconsin Green Bay. In addition, he's the
1:00.4	director of the Charles Schwab Center for Personal Financial Planning at the university. Dr. Cherry
1:06.1	also serves as a financial advisor coach for Carson Group coaching. Over 14 years, he has served in lead and internal financial planning roles and institutional
1:16.0	retirement sales.
1:17.5	He has also served as a co-investment manager at a registered investment advisor and as a
1:22.9	mutual fund wholesaler.
1:24.8	Dr. Cherry, welcome to the Longview.
1:27.1	Thank you for having me, Christine. I really appreciate it.
1:29.7	Well, we're excited to chat with you today. So we want to delve into your background. You've worked
1:34.0	in several different capacities in the financial services industry during your career. You've been
1:39.4	an investment wholesaler. You've also managed investment portfolios. And of course, you're a professor and a
1:45.5	financial advisor today. So what were the pivotal events along the way that convinced you that you
	...

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