9 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

    E9: The Power of Life & Money Conversations: Resilience to Aspiration w/ Leah Davis, FFC®

    E9: The Power of Life & Money Conversations: Resilience to Aspiration w/ Leah Davis, FFC®

    The Life Money Balance™ journey finds roots in story exchanges that help us establish the foundation and build frameworks to process life events and achieve our aspirations.
    Episode nine welcomes w/ Leah Davis, FFC®, who shares her story of resilience that fuels her life aspirations which connect her life with her money. Her story has themes of life and money, trauma, abuse, and discovery.
    She shares how her journey led her to the personal finance and financial coaching professions focused on helping people process emotion, being heard, valued, and belonging. We talk about how the power of empathy and compassion in conversations with the people we serve helps people unlock and uncover the life and money paths they long to achieve.
    This show is one of being a survivor, demonstrating courage and strength and resilience in abundance. Let's chop!

    • 37 min
    E8: Hobby to Hustle: Find Joy in Your Workplace & Entrepreneur Careers w/ Guest Jennifer Gloria

    E8: Hobby to Hustle: Find Joy in Your Workplace & Entrepreneur Careers w/ Guest Jennifer Gloria

    Your aspirational life evolves, and you transition from season to season. Aspirations and seasons integrate life, money, and career platform choice. 
    When one season finds a peak, you ask yourself, “what do I aspire to do next?”. Other questions that you may ask yourself:
    -Where are my fulfillment gaps? 
    -How do I want to maximize my life and money well-being?
    -Can I envision courageously in my aspirational mission?
    -Which career platform is best for me? Workplace or entrepreneur? Or Combination?
    -How do I approach my family conversations?
    It’s a pleasure to discuss these topics more with my dear sister Jennifer Gloria. She shares her courageous story about her life transition that may resonate with your life position. We cover:
    -Being valued in the workplace. 
    -Complementing household income with a workplace and entrepreneur career.
    -Importance of money conversations with your spouse and young adult children.
    -Believing in your Faith following and confidence in yourself to pursue your aspirations. 
    -Leveraging a hobby to side-hustle to a thriving business.
    You don’t want to miss this episode. Let’s chop it up!

    • 32 min
    E7: The Money & Emotion of Marriage with Lazetta Rainey Braxton, MBA, CFP®

    E7: The Money & Emotion of Marriage with Lazetta Rainey Braxton, MBA, CFP®

    In this episode, we extend from marriage and money theme foundations from the Charles and Carla episodes 2 & 3. Renowned & decorated financial planner and long-time married (25 years), Lazetta Rainey Braxton, MBA, CFP®, imparts wisdom on the "business of marriage". We discuss how marriage's emotions, values, and love intersect with the values and mechanics of money across marriage's ever-evolving course. From the unique perspective of a person and planner, Lazetta offers frameworks for discussion and money techniques to consider for marriage and money well-being. Let's chop it up! 

    • 33 min
    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
    E5: A Rounded Conversation About Cryptocurrency with Dr. Michael G. Thomas, AFC®

    E5: 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
    E4: Pathways: You Decided to Start Your LMB Journey, Now What?

    E4: 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

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