Dr. Preston D. Cherry, CFP® (@drprestoncherry) 's Twitter Profile
Dr. Preston D. Cherry, CFP®

@drprestoncherry

Helping 6 & 7-figure GenX business professionals and owners build wealth. Founder @ConcurWealth. @CNBC Advisor Council. Top 100 Advisor by @Investopedia.

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linkhttps://www.concurrentfp.com/ calendar_today15-02-2016 03:39:23

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Dr. Preston D. Cherry, CFP® (@drprestoncherry) 's Twitter Profile Photo

Bitcoin is trading at all-time highs, placing it and other crypto in the spotlight...once more. With institutional and policy embracing, the question remains: how does crypto belong in your portfolio? There's much to this story! How, what, when, where? This episode touches on

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We’ve been seeing the buzz, the excitement, and yes, the FOMO. But when it comes to building real, lasting wealth, hype can’t replace strategy. This blog breaks down how to think critically about crypto. Not with hype, but with clarity. Because believing in crypto is fine—but

We’ve been seeing the buzz, the excitement, and yes, the FOMO. But when it comes to building real, lasting wealth, hype can’t replace strategy.

This blog breaks down how to think critically about crypto. Not with hype, but with clarity. Because believing in crypto is fine—but
Dr. Preston D. Cherry, CFP® (@drprestoncherry) 's Twitter Profile Photo

Crypto’s pumping again. But before you jump in, make sure you’re following these 3 smart rules for crypto investing. Don’t let your portfolio pay the price for your emotions. Check out the link below to hear how smart crypto rules can protect your portfolio—and your peace of

Crypto’s pumping again.

But before you jump in, make sure you’re following these 3 smart rules for crypto investing.

Don’t let your portfolio pay the price for your emotions.

Check out the link below to hear how smart crypto rules can protect your portfolio—and your peace of
Dr. Preston D. Cherry, CFP® (@drprestoncherry) 's Twitter Profile Photo

What if one simple document could help your family avoid legal headaches when inheriting your home—would you use it? Tap the link below to discover the tool most people haven’t heard of that might just make the difference between confusion and clarity. Watch here 👉🏾

What if one simple document could help your family avoid legal headaches when inheriting your home—would you use it?

Tap the link below to discover the tool most people haven’t heard of that might just make the difference between confusion and clarity.

Watch here 👉🏾
Dr. Preston D. Cherry, CFP® (@drprestoncherry) 's Twitter Profile Photo

Most people think a will is enough. It’s not—especially when it comes to your home. Probate can tie up your house in court for months, even years—leaving your family stressed and financially stuck. A Transfer-on-Death (TOD) deed offers a smarter, simpler way to pass down your

Most people think a will is enough. It’s not—especially when it comes to your home.

Probate can tie up your house in court for months, even years—leaving your family stressed and financially stuck.

A Transfer-on-Death (TOD) deed offers a smarter, simpler way to pass down your
Dr. Preston D. Cherry, CFP® (@drprestoncherry) 's Twitter Profile Photo

A Transfer-on-Death Deed (TOD) lets you name who gets your house—without court, lawyers, or probate delays. You keep full control while you're alive. But when the time comes, your loved ones avoid months of legal hassle. Check out the link below to learn how a TOD deed can help

A Transfer-on-Death Deed (TOD) lets you name who gets your house—without court, lawyers, or probate delays.

You keep full control while you're alive. But when the time comes, your loved ones avoid months of legal hassle.

Check out the link below to learn how a TOD deed can help
Dr. Preston D. Cherry, CFP® (@drprestoncherry) 's Twitter Profile Photo

What are the money decisions most Gen Xers wish they made sooner? You might be surprised—and it’s not too late to make a change. I unpack the biggest financial regrets Gen X is facing… and more importantly, how to start fixing them today. Watch here 👉🏾 tinyurl.com/lmbepisode94

What are the money decisions most Gen Xers wish they made sooner?

You might be surprised—and it’s not too late to make a change.

I unpack the biggest financial regrets Gen X is facing… and more importantly, how to start fixing them today.

Watch here 👉🏾 tinyurl.com/lmbepisode94
Dr. Preston D. Cherry, CFP® (@drprestoncherry) 's Twitter Profile Photo

Regret is a powerful teacher—if you’re willing to listen. Many Gen X professionals are quietly carrying financial regrets. But here’s the truth: regret doesn’t have to be the end of the story. It can be the moment things finally shift. This blog post breaks down the five most

Regret is a powerful teacher—if you’re willing to listen.

Many Gen X professionals are quietly carrying financial regrets.

But here’s the truth: regret doesn’t have to be the end of the story. It can be the moment things finally shift.

This blog post breaks down the five most