6 episodes

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

The Life Money Balance™ Podcast Dr. Cherry

    • Business
    • 5.0 • 3 Ratings

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

    E6: Roll & Adapt: How to Avoid Personal Deflation During External Inflation

    E6: Roll & Adapt: How to Avoid Personal Deflation During External Inflation

    In this timely episode, Dr. Cherry shares how "It's OK" to experience certain feelings about the external economic environment and how to analyze & adjust your personal situation to help manage and maximize your internal environment. The show emphasizes an emotional process to progress towards being prosperous during and after periods of uncertainty. Give yourself some grace, empathy & compassion to avoid having natural pause and caution turn to fear and panic. Dr. Cherry offers education on money tools & techniques to consider during temporary times of uncertainty. Roll & adapt to help maintain a healthy spirit. 

    • 27 min
    A Rounded Conversation About Cryptocurrency with Dr. Michael G. Thomas, AFC®

    A Rounded Conversation About Cryptocurrency with Dr. Michael G. Thomas, AFC®

    In this episode, we welcome Dr. Michael G. Thomas, AFC®, to discuss cryptocurrency through the lens of financial wellness and behavioral psychology while considering the framework and mechanical education of crypto, DeFi, and Blockchain technology. We begin with Michael sharing his story that helps fuel his passion for emotional empathy and financial wellness, ingredients that are missing from the hardline and fast information highway of cryptocurrency. We discuss the importance of establishing the fundamentals of investing before a crypto allocation and during your crypto research. We unpack the critical difference between risk tolerance and risk capacity and their vital importance in investment decisions and an overall financial plan. You don't want to miss this chop-up!

    • 46 min
    Pathways: You Decided to Start Your LMB Journey, Now What?

    Pathways: You Decided to Start Your LMB Journey, Now What?

    Deciding to start a journey is courageous and promising. How do you effectively select a pathway that bests fits your desired needs, experiences, and outcomes? There are many choices and much information available. Dr. Cherry shares four self-discovery questions that will help inform your pathway partnership. We discuss pathways such as financial coaching, financial planning, financial platforms, financial education courses, what to look for, and what benefits they could bring to your journey. Find out why your ‘Blueprint’ is vitally important and why your story and human understanding are central to any pathway.  

    • 33 min
    Where Did Life Money Balance™ Begin? Meet the Parents (Part 2)

    Where Did Life Money Balance™ Begin? Meet the Parents (Part 2)

    Dr. Cherry's parents, Charles and Carla, continue sharing their Life Money Balance™ journey. There are treasures troves of wisdom! We ask, and they share their perspectives on savings, spending, intentional goals, personal preferences, transitions, and trade-offs. They also share knowledge on the emotions, values, experiences, and stories meaningful to them, which informed their life and money decisions, behaviors, and practices. They comment on transitioning and living in retirement. There are more than a couple of funny moments, and Carla shares wisdom on life that will nurture your soul and truly summarizes Life Money Balance™.

    • 31 min
    Where Did Life Money Balance™ Begin? Meet the Parents (Part 1)

    Where Did Life Money Balance™ Begin? Meet the Parents (Part 1)

    Where did the tenents of Life Money Balance all begin? Meet Dr. Cherry's parents. We discuss how their life influences and experiences directly affected how they made decisions as a unit on how they were going to raise their children. We talk about self-worth, access, relational communication, familial communication, money talks and decisions within the household, and having empathy & compassion, and being vulnerable. 

    • 32 min
    The Launch: Life Money Balance™ Podcast & Live Asprtnly™

    The Launch: Life Money Balance™ Podcast & Live Asprtnly™

    Dr. Cherry shares the philosophy, expectations, takeaways, and topics of the LMB podcast. He also shares how his personal story helped shape LMB and Concurrent Financial Planning. The show discusses LMB and how personal stories help people connect with their LMB journey to maximize their wellbeing. Let’s chop! 

    • 26 min

Customer Reviews

5.0 out of 5
3 Ratings

3 Ratings

NiqueSr ,

Great resource!

The Life Money Balance podcast is a great resource for learning about personal finance in a way that is relatable and easy to understand. Dr. Preston Cherry provides great insights and tips, and his guests provide valuable perspectives as well. This podcast is helpful for anyone looking to get their finances in order, but it's also just a great listen in general. I highly recommend it! D.Henderson

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