Life Money Balance® Podcast
The Life Money Balance® podcast helps you “let your life lead your money, not your money lead your life” and engage with your journey to create your life's design. The podcast uses compelling conversations that combine money psychology with personal finance topics to improve your well-being and achieve your life aspirations.
Your host Dr. Preston D. Cherry (“Dr. Cherry”), interviews guests and performs solo shows to provide an emotion-safe space where real people engage in real talk and share authentic moments. Let’s chop! Learn more by following @drprestoncherry, Certified Financial Planner, Certified Financial Therapist, University Professor, and Founder & President of Concurrent Financial Planning, www.concurrentfp.com.
Life Money Balance® Podcast
How to Build a Diverse Portfolio with Alternative Investments
In this episode, Dr. Preston Cherry and Shana Sissel discuss the importance of alternative investments in portfolio construction and risk management. They explore the vast universe of alternatives, how they can align with personal values, and the evolving landscape of investment strategies.
Key Points:
• Alternative investments offer diverse opportunities outside of traditional stocks and bonds.
• A balanced portfolio should mix core and alternative investments to manage risk.
• Knowing how different assets interact helps in creating a strong investment strategy.
• Investors should choose alternatives that align with their values and interests.
• Discussing risk, liquidity, and goals with clients is key for building successful investment plans.
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Dr. Preston D. Cherry
What we share here is for educational purposes only, not personal financial advice. Feel free to join in the discussion! See our disclosures for more information: https://www.concurrentfp.com/disclosures/