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 • 90 episodes
Life Money Balance® Podcast
Latest Episodes
Big Fees: Are You Overpaying for Amex Platinum or Chase Sapphire?
Are Premium Credit Cards Still Worth It?In this episode, Dr. Preston Cherry breaks down the truth behind those flashy, high-fee credit cards like the Amex Platinum and Chase Sapphire Reserve. Are the perks really that valuable—or are yo...
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8:37
Are Social Security Benefits Taxable? Gen X Are Shocked About the Tax Traps
Dr. Preston Cherry explains why many Gen Xers are caught off guard when they find out—yes, your Social Security can be taxed. Up to 85% of your benefits could be taxable if your income crosses certain thresholds—thresholds that haven’t kept up ...
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6:57
Should Gen X Take Social Security at 62? Smart or Risky?
Should You Claim Social Security at 62?Dr. Preston Cherry challenges the idea that you have to wait until 70 to claim Social Security. For Gen Xers juggling aging parents and kids, claiming at 62 could offer more than just a check—it co...
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8:53
Why High Earners Still Feel Stuck Financially
In this episode, Dr. Preston Cherry breaks down why many high-income Gen Xers still feel stuck financially. Even with good paychecks, lifestyle creep and unclear goals can cause stress. Dr. Cherry explains how aligning your money with your valu...
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6:22
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