The Financial Harmony™ Podcast
The Financial Harmony™ Podcast with Dr. Preston Cherry blends real financial strategy, retirement planning, and money psychology for people who want clarity without chaos. Hosted by Dr. Cherry, CFP®, Ph.D., and financial therapist, the show delivers grounded insights on investing, taxes, and aligning money with life.
Each week, Dr. Cherry shares clear, grounded insights on retirement planning, investing, tax strategy, and decision-making, alongside honest conversations about money behavior, identity, and well-being.
This show helps you reduce financial stress, make confident decisions, and align your money with the life you want to live. You’ll learn how to invest smarter, spend without guilt, and build wealth that reflects your values, not just your numbers.
No finance-bro energy.
No rage-based hot takes.
No performative advice.
Just calm authority, psychological insight, and real financial guidance for navigating markets, transitions, and life with intention.
Get 1:1 all-inclusive flat-fee financial planning, or go deeper through the Financial Harmony™ Membership for group-based fiduciary guidance, education, workshops, and community.
Live your wealth, your way.
The Financial Harmony™ Podcast
Rental Properties After 40: Smart Wealth Moves or Risky Headache?
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Building wealth through real estate is often promoted as a path to financial freedom, but it may not suit everyone, especially those in their 40s focusing on lifestyle and retirement goals.
In this episode, Dr. Preston Cherry emphasizes prioritizing foundational investments like 401(k)s, IRAs, and brokerage accounts before considering real estate, as nearly half of real estate owners fail to achieve a 10% return.
Challenges such as maintenance costs, tenant management, and market volatility are explored, alongside passive alternatives like REITs and crowdfunding. Ultimately, aligning financial strategies with one’s life stage and goals is key, as real estate is just one of many paths to financial success.
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Information on the Life Money Balance Podcast is for educational purposes only, not financial advice. Review our disclosures: https://www.concurrentfp.com/disclosures/