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.
Life Money Balance® Podcast
What Financial Advice Does GenX Want?
The LMB® Podcast invites special guest Mr. Caleb Silver, Editor-in-Chief of Investopedia, to ask and discuss “What Financial Advice Does GenX Want?” from the human and financial side of advice.
Like the movie ‘Taken,’ regarding financial planning topics, you have a “special set of skills.” You are a “sandwich” generation between young adult children and elderly parents, desire to maximize your lifestyle now and optimize your retirement years later.
In this episode:
0:59 What does financial freedom mean?
3:28 Don’t want to & DO want to
5:12 Life Money Balance & Let your life lead your money
7:33 What financial advice does Gen X Want?
10:56 Does Gen X want to be educated & informed?
12:18 The importance of connection
13:18 What does retirement mean?
17:10 The bald eagle and retirement story.
18:09 Maximize life now AND optimize retirement later
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