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.
Podcasting since 2022 • 67 episodes
Life Money Balance® Podcast
Latest Episodes
Is $1 Million Still Enough? The New Wealth Benchmarks Explained
In this episode, Dr. Preston Cherry dives into how the concept of wealth is evolving and why being a millionaire isn't what it used to be.With inflation and rising living costs, the financial landscape has shifted. He shares key insight...
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16:30
Executive Compensation Mastery: RSUs, Stock Options & ESPPs Explained
In this episode, Dr. Preston Cherry breaks down the essentials of equity compensation—RSUs, ISOs, NQSOs, and ESPPs. He explains how taxes and behavioral biases can influence your decisions and offers smart strategies to maximize your equity ben...
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13:37
Tax-Efficient Retirement Strategies for For High-Income Business Owners
In this episode, Dr. Preston Cherry breaks down how business owners can choose and use retirement plans to boost income, cut taxes, and maintain their lifestyle. He covers Simple IRAs, SEP IRAs, Solo 401ks, and cash balance plans while explaini...
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18:07
Financial Infidelity to Financial Intimacy: How Married Couples Can Manage Their Finances
In this episode, Dr. Preston Cherry explores how couples can turn financial tension into teamwork. He highlights the emotional side of money talks and shares a framework for better communication, including regular check-ins, understanding each ...
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18:08
Seizing Opportunities: Navigating Market Corrections with Core-Satellite Investing
In this episode, Dr. Preston Cherry explains how to handle market corrections with the Core and Satellite strategy. He stresses the importance of a diversified portfolio to manage risk and highlights how downturns create investment opportunitie...
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17:43