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Dr. Preston D. Cherry, AFC®, CFT-I™, CFP®

@DrPrestonCherry

Founder @ConcurrentFP. Help affluent GenX build wealth to achieve financial freedom. @CNBC Advisor Council. Top 100 Advisor by @Investopedia. Tweets ≠ advice.

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🫨This take on wealth is not popular! It should be! This 𝐰𝐞𝐚𝐥𝐭𝐡 𝐦𝐢𝐧𝐝𝐬𝐞𝐭 𝐭𝐡𝐚𝐭 𝐚𝐥𝐢𝐠𝐧𝐬 𝐥𝐢𝐟𝐞 𝐚𝐧𝐝 𝐦𝐨𝐧𝐞𝐲 is necessary for: 👉🏾healthier relationships with money, 👉🏾better understanding of fulfillment, and 👉🏾more fully funded lifestyles &…

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Andre Ward got the 2024 Gordon Gartells shirt on! #PaulTyson


Check out these game-changing strategies to protect your retirement savings and boost your wealth, even when the future seems shaky! Learn more here 👉🏾 tinyurl.com/lmbepisode49 #FinancialPlanning #WealthManagement #MoneyManagement #GenX #Retirement #RetirementIncome #Investing

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After studying different investment mixes, our guest, Bill Bengen found a surprising sweet spot for portfolio diversification. 📊 Learn more here 👉🏾 tinyurl.com/lmbepisode49 #RetirementPlanning #WealthManagement #Inflation #Retirement #RetirementIncome #GenX


🍼 Baby strength is real! Our 6 month old 1-2 combos me to the face on the regular. 🥊


Imagine if you could enhance your retirement income without taking on more risk. Again, an enormous thank you to the "4% Rule" for retirement income guru Bill Bengen for being on the podcast! Learn more here 👉🏾 tinyurl.com/lmbepisode49 #WealthManagement #Retirement #GenX


Investing requires you to stay focused post-election season and beyond!

𝗧𝗶𝗺𝗲 𝗶𝗻 𝘁𝗵𝗲 𝗺𝗮𝗿𝗸𝗲𝘁 > 𝗧𝗶𝗺𝗶𝗻𝗴 𝘁𝗵𝗲 𝗺𝗮𝗿𝗸𝗲𝘁 ⏳ @DrPrestonCherry talks portfolio diversification and investment strategies to consider following an election with @AlexCoffeyCS & @J_B_Horne:



If you’re serious about building a secure financial future, these 10 steps are the foundation for a successful retirement plan. Learn more here 👉🏾 tinyurl.com/lmbepisode49 #RetirementPlanning #WealthManagement #Retirement #GenX

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As you near retirement, understanding market timing could be the difference between a secure future and a shaky one. 🤔 A huge thank you to Bill Bengen for being on the podcast! Learn more here 👉🏾 tinyurl.com/lmbepisode49 #RetirementPlanning #Investment #Retirement #GenX

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Big news for 2025 retirement savings! IRS just released new information. Read more here 👉🏾tinyurl.com/2025retirement… Learn how to master your retirement income here 👉🏾tinyurl.com/lmbepisode48 #RetirementPlanning #RetirementSavings #401k #IRA #RothIRA

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Money talks for GenX weren't as popular as they are now. Good news: there are steps you can take to catch up and gain confidence in your future. Learn more here 👉🏾 tinyurl.com/lmbepisode48 #FinancialPlanning #WealthManagement #MoneyManagement #Retirement #StudentLoan #GenX


Life & money hack... Forget the coffee purchases—avoid buying water at the airport! Dayum 🤣


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