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 • 86 episodes
Life Money Balance® Podcast
Latest Episodes
NUA Tax Strategy: The Secret to Saving BIG on Company Stock
In this episode, Dr. Preston Cherry breaks down how Gen X professionals can use a smart tax strategy called Net Unrealized Appreciation (NUA) to turn company stock in their 401(k)s into tax-efficient income. He explains how the right moves can ...
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7:04
Inherited IRAs Explained: What Heirs Need to Know to Avoid Costly Mistakes
In this episode, Dr. Preston Cherry breaks down the often confusing world of inherited IRAs. He explains how taxes, rules, and recent law changes (like the SECURE Act) can impact your inheritance. Whether you're a spouse or a non-spouse heir, k...
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4:54
Healthspan vs Lifespan: Why Gen X Must Rethink Retirement
In this episode, Dr. Preston Cherry talks about why Gen X should focus on health span—how well you live—not just lifespan—how long you live. He explains that many people over-save for retirement and miss out on living fully now. Instead of trea...
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6:38
Why More Money Needs Smarter Planning (And How It Builds Wealth Faster)
In this episode, Dr. Preston Cherry sheds light on why even high-income earners need solid financial education. Earning more doesn’t mean knowing more about money. He explains how true financial literacy helps people make smarter decisions, avo...
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12:50
Sell in May and Go Away: Smart Move or Tired Myth?
In this episode, Dr. Preston Cherry breaks down this old investing rule and why it might not work anymore. Originally tied to London’s horse racing season, the idea was to cash out in May and return in November. But in today’s fast-paced, data-...
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8:14