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
Does Crypto Belong in Your Investing Portfolio?
In this episode, Dr. Cherry offers thoughtful guidance on navigating the recent rise in Bitcoin’s price. While market excitement is understandable, he reminds us that disciplined investing is not about reacting to headlines—it’s about following a well-crafted financial plan.
Takeaways:
• Don’t chase hype
• Know your crypto types
• Core first, crypto later
• Plan before you invest
• Taxes still apply
00:00 Intro
00:52 Bitcoin's New High and Market Reactions
01:41 Understanding Crypto Categories
02:32 Investment Strategies for Crypto
03:58 Balancing Crypto in Your Portfolio
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Disclosure: Educational content only. Not financial advice. https://www.concurrentfp.com/disclosures/