It’s tempting to follow the crowd, especially in a world where social media and sensational headlines drive trends. But blindly chasing what everyone else is doing often leads to poor outcomes—and in investing, those mistakes can be costly. 💡 The best investors are those who think critically and independently. Here’s how you can avoid falling into the herd mentality trap: 1️⃣ Understand the 'Why': Before making any investment, ask yourself why you’re doing it. Is it based on research or just FOMO (fear of missing out)? 2️⃣ Stay Aligned with Your Goals: Your financial plan should guide your decisions, not the latest trend. 3️⃣ Tune Out the Noise: Market hype can be distracting. Focus on what matters for your journey. Remember: The crowd isn’t always right, and your financial success depends on informed, intentional decision-making. Learn more here 👉🏾 https://lnkd.in/gzDJXdS3 #Investing #Bitcoin #Crypto #WealthBuilding #MoneyManagement #GenX #FinancialPlanning #InvestingTips #LifeMoneyBalance
Concurrent Wealth Management
Financial Services
Green Bay, Virtual headquarters serving clients nationwide 424 followers
Live fully and retire confidently! You deserve to live an abundant life now and later.
About us
Concurrent Financial Planning offers a place where individuals, families and business owners can engage in a transformational personal financial planning process that aligns their life’s purpose with their money. We help you define a life money partnership so you can pleasantly strive toward your life aspirations. This is life money balance™.
- Website
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http://www.concurrentfp.com
External link for Concurrent Wealth Management
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Green Bay, Virtual headquarters serving clients nationwide
- Type
- Privately Held
- Founded
- 2018
Locations
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Primary
101 S Military Ave
Suite 255
Green Bay, Virtual headquarters serving clients nationwide 54303, US
Employees at Concurrent Wealth Management
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Dr. Preston D. Cherry, AFC®, CFT™, CFP®
Speaker | Financial Therapist & Planner | Author of "Wealth In The Key of Life" | Host: Life Money Balance Podcast | Helping affluent Gen X achieve…
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Mark Evers, Ph.D., CFP®, CRPC®
Clinical Assistant Professor & Financial Planning Program Director at University of North Texas| Chief Planning Officer & Wealth Advisor at…
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Ajamu Loving, PhD, CFP®
Associate Professor of Finance at University of North Texas at Dallas
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Dr. Eiman Osseilan, Ph.D.
Executive | Professor | | Personal Finance Coach | Researcher | Islamic Finance & Giving | Fintech
Updates
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Understanding your risk capacity is just as important as your risk tolerance when it comes to investing! 💸 Can you afford to take a risk, or are you better off staying cautious? 🤔 Your attitude towards money and risk will shape your financial strategy—and ultimately, your success. Learn more on the latest Life Money Balance podcast episode. Watch here 👉🏾 https://lnkd.in/gzDJXdS3 #Investing #Bitcoin #Crypto #WealthBuilding #MoneyManagement #GenX #FinancialPlanning #InvestingTips #LifeMoneyBalance
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Crypto isn’t all or nothing—it’s about balance. 💡 In the ever-evolving world of digital assets, it’s easy to get caught up in the hype or fear of missing out. But smart financial planning isn’t about jumping on trends—it’s about making informed decisions. 🔑 Here’s how to approach crypto the right way: 1️⃣ Allocate Responsibly: Treat it as a part of your portfolio, not the whole. 2️⃣ Educate Yourself: Understand what you’re investing in before you commit. 3️⃣ Align with Long-Term Goals: Does this fit into your broader financial plan? Crypto can be an opportunity, but only if it’s approached with caution and strategy. What steps are you taking to ensure your investments align with your goals? Learn more on the latest Life Money Balance podcast episode. Watch here 👉🏾 https://lnkd.in/gzDJXdS3 #Investing #Bitcoin #Crypto #WealthBuilding #MoneyManagement #GenX #FinancialPlanning #InvestingTips #LifeMoneyBalance
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Gold, cryptocurrency, and more—are they the right choices for your portfolio? Get the answer on the latest episode of Life Money Balance podcast, dropping tomorrow. Don't miss it! Click here to subscribe to the YouTube channel: https://lnkd.in/gVQcU_B4
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Ever wondered how financial planners manage their own money? Turns out, even experts face life's curveballs! Why? Because life happens. Weddings, travel, and family commitments can derail the best-laid financial plans. But here's the good news: You can bounce back! Just remember these three things: ✅ Prioritize Purpose: Sometimes, investing in relationships, family, and personal growth takes precedence over saving. ✅ Embrace Grace: Don't beat yourself up if your savings rate isn't perfect. Give yourself grace and focus on getting back on track. ✅ Plan for the Future: A well-crafted financial plan can help you balance your current needs with your future goals. Remember, your financial journey is unique. Focus on progress, not perfection. Let's talk: What are your current financial goals, and what are your plans to achieve them? Learn more here 👉🏾 https://lnkd.in/gRkR8rqk #RetirementPlanning #WealthBuilding #MoneyManagement #PersonalFinanceTips #MoneyMatters #SavingsPlan #Retirement #GenX #LifeMoneyBalance
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A huge thank you to Tobias Salinger for this incredible feature highlighting my new book, Wealth in the Key of Life! This journey has been deeply personal, and I'm honored to share my story and the tools I’ve developed to help others find balance in their lives and finances. 💡 The intention of the book is to help people like you have a different partnership with money, independent of social norms, that is fulfilling. ✨ Ready to find your rhythm and harmony in life and money? Get your copy of the book today: https://lnkd.in/gk-Tqkrg. You can read the full feature here: https://lnkd.in/gqnUu9QP #WealthInTheKeyOfLife #LifeMoneyBalance #GenX
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Want to level up your finances? Start by practicing gratitude daily. When you make gratitude a daily practice, you train your mind to focus on the positives, stay grounded, and make smarter decisions. Celebrate every win, no matter how small. Remember: small changes lead to big impacts. Learn more here 👉🏾 https://lnkd.in/gGVCzaar #Gratitude #MindsetShift #FinancialFreedom #WealthBuilding #RetirementPlanning #Thanksgiving #GenX #FinancialPlanning #LifeMoneyBalance
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Did you know that people with a gratitude mindset are 25% more likely to invest consistently? 🙌 That consistency leads to the power of compounding, and compounding leads to bigger wealth over time! 💸 Gratitude doesn’t just improve your mood—it can supercharge your financial journey! Learn more here 👉🏾 https://lnkd.in/gGVCzaar #Gratitude #MindsetShift #FinancialFreedom #WealthBuilding #RetirementPlanning #Thanksgiving #GenX #FinancialPlanning #LifeMoneyBalance
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Ready to unlock the life-changing power of gratitude? It starts with simple steps: jot down a few things you're thankful for each day, or take a moment to reflect on the positives around you. These small mindfulness and journaling habits can lead to big changes—improved focus, better decision-making, and a clearer path to financial and personal success. Learn more on the latest Life Money Balance podcast episode. Watch here 👉🏾 https://lnkd.in/gGVCzaar #Gratitude #MindsetShift #FinancialFreedom #WealthBuilding #RetirementPlanning #Thanksgiving #GenX #FinancialPlanning #LifeMoneyBalance
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Achieving financial success goes beyond numbers—it’s about setting clear goals, staying grounded, and building meaningful relationships. The key is investing in yourself and the relationships that will help you grow, both personally and financially. Learn more on the latest Life Money Balance podcast episode. Watch here 👉🏾 https://lnkd.in/gGVCzaar #Gratitude #MindsetShift #FinancialFreedom #WealthBuilding #RetirementPlanning #Thanksgiving #GenX #FinancialPlanning #LifeMoneyBalance
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