The Financial Harmony™ Podcast
The Financial Harmony Podcast with Dr. Preston Cherry blends strategy and soul for Gen X professionals who want to align their money with their life. Each week, Dr. Cherry, CFP®, Ph.D., and Financial Therapist, shares clear lessons on retirement, investing, and tax planning alongside real conversations about money psychology, behavior, and well-being. You’ll gain insights to reduce financial stress, make confident decisions, and connect your wealth to your well-being. This show helps you invest smarter, spend without guilt, and build wealth that reflects your values, not just your numbers. Join the Financial Harmony™ Membership for deeper education, workshops, and community. Live your wealth, your way.™
The Financial Harmony™ 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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