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
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