Episode 51
Investment Planning vs Investment Management with Dr. Preston Cherry (EP.51)
The Long Term Investor · Peter Lazaroff
June 8, 202237m 31s
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Show Notes
In this episode, I'm joined by Dr. Preston Cherry, Head of Financial Planning and Assistant Professor of Finance at University of Wisconsin Green Bay. He is also the president of Financial Therapy Association and host of the Life Money Balance podcast.
Listen now and learn:
- The importance of setting expectations in advance of investing
- The difference between investment planning and investment management
- Thing 2.
Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.