
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 • 94 episodes
Life Money Balance® Podcast
Latest Episodes
Top 5 Gen X Money Regrets (And How to Fix Them)
Gen X’s Biggest Money Regrets—And How to Fix ThemDr. Preston Cherry opens up about the top financial regrets Gen X faces—from late retirement saving to piling on debt. The good news? It’s not too late to turn things around.In th...
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5:08

What a TOD Deed Can Do for Your Estate Plan
Inheriting a Home Shouldn’t Be This Hard…In this episode, Dr. Preston Cherry breaks down why so many families run into legal trouble when passing down their home—and how a Transfer on Death Deed (TODD) can make things much easier.
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5:08

Does Crypto Belong in Your Investing Portfolio?
In this episode, Dr. Cherry offers thoughtful guidance on navigating the recent rise in Bitcoin’s price. While market excitement is understandable, he reminds us that disciplined investing is not about reacting to headlines—it’s about following...
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7:25

The Big Beautiful Bill Could Save Business Owners 6 Figures in Taxes
In this episode, Dr. Preston Cherry explains how to take advantage of the new rules that could save you 20% on qualified income every year and unlock up to $10 million in tax-free gains when you sell or exit your business. From avoiding costly ...
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6:48

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
