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
Moving Your 401k After Leaving Your Job
In this episode, Dr. Preston D. Cherry delves into the intricacies of moving your 401k after leaving your job, featuring expert insights from Dr. Philip Gibson, a seasoned wealth advisor and chief compliance officer at Concurrent Financial Planning.
Together, they explore both direct and indirect transfers of employer-sponsored plans, providing clarity on the 60-day rule and the potential 20% tax hit if funds are not moved accordingly.
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Dr. Preston D. Cherry on LinkedIn
Dr. Preston D. Cherry’s Website
Dr. Philip Gibson on LinkedIn
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