
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 • 104 episodes
Life Money Balance® Podcast
Latest Episodes
Most Retirees Are SHOCKED When They Learn This Social Security Tax Trap
🚨$250k+ household income and $500k+ assets...? You’re ready for a personalized plan! Book your FREE retirement readiness call 👉 https://www.concurrentfp.com/Want confidence that your retirement plan ACTUALLY works? Get it inside my Fina...
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5:56

Over 50? Watch This — You’ll Catch Up on Your Retirement
🚨$250k+ household income and $500k+ assets...? You’re ready for a personalized plan! Book your FREE retirement readiness call 👉 https://www.concurrentfp.com/Want confidence that your retirement plan ACTUALLY works? Get it inside my Fina...
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8:08

Where Most Retirement Plans Secretly FAIL (And You Won’t See It Coming)
🚨 Gen X, older millennials & pre/early retirees, with $250k+ household income and $500k+ assets... Are you ready for a personalized plan? Book your FREE retirement readiness call 👉 https://www.concurrentfp.com/Want confidence that y...
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10:29

This Secret Retirement Cost Could DELAY Your Retirement By 3+ Years
Ready for a personalized plan? Book your FREE retirement readiness call 👉 https://www.concurrentfp.com/Take the Gen X Retirement Readiness Quiz 🚨 https://concurrentfp.typeform.com/genx-scorecard-Healthcare is the sleeper cos...
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7:10

Stop! Don’t Convert to Roth Until You Watch This (or you’ll overpay)
Ready for a personalized plan? Book your FREE retirement readiness call 👉 https://www.concurrentfp.com/-Roth conversions can be a tax win - or an expensive mistake.In this episode, Dr. Preston Cherry (Financial Planning Ph.D...
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11:34
