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 • 51 episodes
Life Money Balance® Podcast
Latest Episodes
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 t...
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36:00
4% Rule Guru Bill Bengen Reveals How to Maximize Your Retirement Income!
In this episode, Dr. Preston Cherry talks about retirement income, breaking down the famous 4% rule with its creator, Bill Bengen, renowned for his groundbreaking work in retirement planning.Key Points:1. The 4% rule should be s...
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24:57
Why Retirement Feels Out of Reach for Gen X
In this episode, Dr. Preston Cherry uncover the indispensable tax benefits of 401(k) plans and eliminate common misconceptions surrounding them.This episode brings to light the economic cycles and challenges Gen X has traversed, providi...
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29:44