
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 • 97 episodes
Life Money Balance® Podcast
Latest Episodes
Why Smart Retirees Claim Social Security at 62 (Not 70)
Ready for a personalized plan? Book your FREE retirement readiness call 👉 https://www.concurrentfp.com/-Is “wait until 70” always best? Not for every Gen Xer. In this episode, Dr. Preston Cherry (Financial Planning Ph.D., CFP®, Top ...
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7:49

Can You REALLY Retire at 50 vs 60 With $1.5M? | CFP Case Study
Want a clear answer on retiring at 50 vs 60 with $1.5M? Book a free retirement readiness call 👉 https://www.concurrentfp.com/-Is $1.5M enough? In this data-driven case study, Dr. Preston C...
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5:01

Most People Miss This Before Retiring
In this conversation, Dr. Preston Cherry breaks down a side of retirement most people overlook: the emotional shift. It’s not just about saving enough—it’s about preparing for a whole new identity and way of living. He shares a framework that h...
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5:00
