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.
Podcasting since 2022 • 77 episodes
Life Money Balance® Podcast
Latest Episodes
Gen X Alert: Student Loan Collections Restart—What to Do Now
In this episode, Dr. Cherry breaks down why Gen X is struggling the most with student loans—and what you can do about it. From confusing repayment plans to the fine print of forgiveness programs, understanding your options now can save you thou...
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16:12
Buffett Retires: What You Miss About His Wealth Wisdom
In this episode, Dr. Cherry honors Warren Buffett by breaking down his famous investment strategies and clearing up common myths. She explains why understanding frugality, cash flow, and thinking long-term are crucial for growing wealth. Dr. Ch...
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19:15
Retire Wealthy: Essential Tax and Bonus Tips for Oil and Gas Executives
In this episode, Dr. Cherry breaks down the financial challenges oil and gas executives face—like managing complex pay packages, stock units (RSUs), and big tax bills. He shares smart strategies to avoid tax surprises, protect wealth, and plan ...
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14:04
Tax-Smart Investing: Using Taxable Brokerage Accounts to Boost Wealth, Flexibility, and Reduce Taxes
In this episode, Dr. Preston Cherry breaks down why taxable brokerage accounts are a smart tool for building long-term wealth. While the word “taxable” might sound like a disadvantage, these accounts offer surprising benefits: flexible withdraw...
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12:47
Discussing Legacy and Long-Term Care with Aging Parents
In this episode, Dr. Preston Cherry opens up the conversation Gen X needs to have—with their parents and grandparents. From healthcare decisions to family legacies, it’s time to stop avoiding the tough talks and start planning with heart and cl...
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16:28