
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 • 63 episodes
Life Money Balance® Podcast
Latest Episodes
Seizing Opportunities: Navigating Market Corrections with Core-Satellite Investing
In this episode, Dr. Preston Cherry explains how to handle market corrections with the Core and Satellite strategy. He stresses the importance of a diversified portfolio to manage risk and highlights how downturns create investment opportunitie...
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17:43

Navigating Market Corrections: Here’s What You NEED to Know
In this episode, Dr. Preston Cherry breaks down market volatility, explaining crashes, corrections, and bear markets. He highlights why understanding these shifts helps manage emotions during downturns. He also shares key strategies like dollar...
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19:55

How Much Should You Have Saved for Retirement by 40, 50, or 60?
In this episode, Dr. Preston Cherry breaks down key retirement savings benchmarks for your 40s, 50s, and 60s. He explores the emotional challenges of saving—like anxiety and comparison—and shares practical tips to build financial freedom. His a...
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16:58

High Earners, Are You Saving Enough? The Truth About Emergency Funds
In this episode, Dr. Preston Cherry breaks down why emergency funds are a must—even for high earners. He explains that they act as financial protection, not an investment, and shares smart strategies to build and maintain one. From how much to ...
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15:18

Why High-Income Families NEED These 3 Trusts
In this episode, Dr. Preston Cherry breaks down estate planning trusts and why they matter for high-income and high-net-worth folks—not just the uber-wealthy. He explains three key types: Revocable Living Trusts, Irrevocable Life Insurance Trus...
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16:32
