Life Money Balance® Podcast Dr. Preston Cherry

Are you considering retiring abroad?
Join Dr. Preston Cherry and Jane Mepham from El Gon Financial Advisors, as they unravel the mysteries of retiring outside the United States. From busting myths about U.S. taxation for expats to exploring the profound impact of culture and community, leave no stones unturned in this episode.
Want to learn more? Connect with us below! 
Jane Mepham on LinkedInDr. Preston D. Cherry on LinkedInDr. Preston D. Cherry’s WebsiteReady to explore these tax planning strategies for financial acceleration? Visit our website for more insights and personalized guidance.

Our website: https://concurrentfp.com

Are you thinking about retirement? As a business owner, if you’re not, you should be. This week, Dr. Preston Cherry is joined by Rickie Taylor to help business owners craft a retirement strategy that does double duty—fuelling your business growth while securing your retirement goals. Thanks to the SECURE Act 2.0, Dr. Cherry and Rickie Taylor dissect the potential of overlooked tax credits and deadlines that could transform the cost of setting up retirement plans from daunting to doable.
From the solo entrepreneur to the traditional small business, Episode 34 equips listeners with the tools and best practices to achieve their vision of a financially secure future. 
Want to learn more? Connect with us below! 
Rickie Taylor on LinkedIn Dr. Preston D. Cherry on LinkedInDr. Preston D. Cherry’s Website Ready to explore these tax planning strategies for financial acceleration? Visit our website for more insights and personalized guidance.
Our website: https://concurrentfp.com

When we say we’re “securing the bag,” do we really understand what we’re looking for? Marques Ogden, keynote speaker and former NFL player, joins me as “securing the bag” takes on a brand new definition as we peel back the layers to uncover the heart and soul of what it really means to achieve fulfillment in life. 
Through his vast experiences, Marques illustrates that the chase for the bag isn't just about the bank balance—it's about discovering hope, igniting inspiration, and celebrating personal victories that resonate far beyond the material.
Looking to start aligning your life and money? Check out the links below!
Marques' WebsiteMarques Ogden on LinkedinMarque Ogden on InstagramDr. Preston D. Cherry on LinkedInDr. Preston D. Cherry’s Website Ready to explore these tax planning strategies for financial acceleration? Visit our website for more insights and personalized guidance.
Our website: https://concurrentfp.com
#SecuretheBag #LifeMoneyBalance #MarquesOgden #PersonalGrowth #FinancialSuccess 

Are you hiding financial secrets from your partner? If you are, you’re not alone. A new study finds that about 42% of couples admit to keeping secrets about money; that’s almost half of all couples! This week, I sat down with Dr. Michael Thomas, Ph.D., AFC®, to discuss the often-overlooked issue of fiscal secrecy and its impact on relationships. A sneaky ice cream trip with the kids can sometimes become more than just a sweet treat, creating a pattern of behaviors detrimental to the relationship. 
Unveiling the reasons behind people’s financial actions, this episode with Dr. Thomas offers a guide out of the shadows of monetary mistrust.
Want to hear more from Dr. Michael Thomas? 
Dr. Michael Thomas on LinkedIn Dr. Michael Thomas on XDr. Michael Thomas on Instagram Dr. Michael Thomas’s book on Black Financial Culture Ready to explore these tax planning strategies for financial acceleration? Visit our website for more insights and personalized guidance.
Download your FREE guide: 10 Questions to Discover Your Money Mind, Aspirations & FreedomSubscribe to Life Money Balance® YouTube for content beyond the podcastDiscover a client relationship. Schedule a FREE, 20-minute Good Fit MeetingConnect with us across social media for more content - top right cornerFind your story & learn about services that fit your journeyThank you for tuning in; we hope the information is educational and valuable. Remember to like and subscribe to the LMB® channel. We appreciate you. Listen to the disclaimer at the end of the show.
#lifemoneybalance, #financialfreedom, #retirement, #aspiration, #wellbeing, #wealthbuiding, #wealth, #financialwellness, #compassion, #financialeducation

Today, we're not just crunching numbers; we're delving into the neuroscience behind your spending habits, as Dr. Alex Melkumian helps illuminate the chemical reactions like cortisol and oxytocin that drive our financial behaviors. From identifying emotional triggers to understanding money scripts shaped by our past, this conversation is a deep dive into aligning the heart and mind for smarter financial decisions. And as always, we remind you that while we're here to educate and inspire, nothing beats tailored advice from a financial professional when it comes to your personal money matters.

>>Download your FREE guide: 10 Questions to Discover Your Money Mind, >>Aspirations & Freedom
>>Subscribe to Life Money Balance® YouTube for content beyond the podcast
>>Discover a client relationship. Schedule a FREE, 20-minute Good Fit Meeting
>>Connect with us across social media for more content - top right corner
>>Find your story & learn about services that fit your journey
Thank you for tuning in; we hope the information is educational and valuable. Remember to like and subscribe to the LMB® channel. We appreciate you. Listen to the disclaimer at the end of the show.
#lifemoneybalance, #financialfreedom, #retirement, #aspiration, #wellbeing, #wealthbuiding, #wealth, #financialwellness, #compassion, #financialeducation

This week, we sit down with Don Graves, to have a discussion about retirement income planning. As we unravel the complexities of reverse mortgages, you'll discover the transformative potential these tools hold for your golden years. From debunking long-held myths to highlighting the modern applications of this misunderstood financial instrument, we dive into the heart of managing wealth when the traditional working years are behind you.
This episode isn't just about presenting options; it's about equipping you with knowledge to make informed decisions in partnership with expert advisors, ensuring that your retirement planning is as robust and secure as possible.
>>Download your FREE guide: 10 Questions to Discover Your Money Mind, >>Aspirations & Freedom
>>Subscribe to Life Money Balance® YouTube for content beyond the podcast
>>Discover a client relationship. Schedule a FREE, 20-minute Good Fit Meeting
>>Connect with us across social media for more content - top right corner
>>Find your story & learn about services that fit your journey
Thank you for tuning in; we hope the information is educational and valuable. Remember to like and subscribe to the LMB® channel. We appreciate you. Listen to the disclaimer at the end of the show.
#lifemoneybalance, #financialfreedom, #retirement, #aspiration, #wellbeing, #wealthbuiding, #wealth, #financialwellness, #compassion, #financialeducation