Framework with Ana Trujillo Limón

The Emotion of Finances and Climbing the Opportunity Ladder with Dr. Preston Cherry


Listen Later

In today’s episode of Framework, Jamie Hopkins talks with Dr. Preston Cherry, founder of Concurrent Financial Planning, about how he got to where he is today, the acronym he uses to keep him top of mind with clients, and the work he is doing to help non-majority students get ahead in the financial planning field. You can find show notes and other information at CarsonGroup.com/Framework.
...more
View all episodesView all episodes
Download on the App Store

Framework with Ana Trujillo LimónBy Carson Coaching

  • 5
  • 5
  • 5
  • 5
  • 5

5

98 ratings


More shows like Framework with Ana Trujillo Limón

View all
Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,290 Listeners

Marriage Kids and Money: Personal Finance for Families by Andy Hill

Marriage Kids and Money: Personal Finance for Families

590 Listeners

The Boldin Your Money Podcast by Steve Chen

The Boldin Your Money Podcast

181 Listeners

Bogleheads On Investing Podcast by bogleheads

Bogleheads On Investing Podcast

590 Listeners

Control Your Retirement Destiny by Dana Anspach

Control Your Retirement Destiny

45 Listeners

The Long View by Morningstar

The Long View

884 Listeners