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
Planning Retirement For Small Business Owners
Are you thinking about retirement? As a business owner, if you’re not, you should be. This week, Dr. Preston Cherry is joined by Rickie Taylor to help business owners craft a retirement strategy that does double duty—fuelling your business growth while securing your retirement goals. Thanks to the SECURE Act 2.0, Dr. Cherry and Rickie Taylor dissect the potential of overlooked tax credits and deadlines that could transform the cost of setting up retirement plans from daunting to doable.
From the solo entrepreneur to the traditional small business, Episode 34 equips listeners with the tools and best practices to achieve their vision of a financially secure future.
Want to learn more? Connect with us below!
- Rickie Taylor on LinkedIn
- Dr. Preston D. Cherry on LinkedIn
- Dr. Preston D. Cherry’s Website
Ready to explore these tax planning strategies for financial acceleration? Visit our website for more insights and personalized guidance.
Our website: https://concurrentfp.com