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
What Is Comprehensive Financial Planning? (And Why It Matters Now More Than Ever)
In this episode,Dr. Preston Cherry shares why financial planning should go beyond just investments. Many people feel let down by traditional advice that doesn't reflect their real lives. He explains how the best financial plans connect your money with your goals, values, and well-being. At the heart of it all? Trust, understanding, and a big-picture approach.
Takeaways:
• Connect money + life
• Go beyond investing
• Clients want trust
• Advisors must listen
• Plan the whole picture
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Disclosure: episodes are educational only, not advice. Review our disclosures here: https://www.concurrentfp.com/disclosures/