Life Money Balance® Podcast

We provide weekly videos to teach you about spending and saving, investing, tax strategies, retirement planning, and withdrawing retirement income tax-efficiently to support your ideal life.

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Meet Your Host

A CERTIFIED FINANCIAL PLANNER™, professor, financial therapist, and author of Wealth in the Key of Life, Dr. Cherry blends finance with real-life conversations to help you live richly — today and in retirement.

Podcasts on Youtube

Lump Sum vs. Dollar-Cost Averaging: Which One Makes You More Money?

Dr. Cherry compares investing strategies and how emotions influence decisions.

Early Mortgage Payoff Plans Gen X Needs to Know

Dr. Cherry shares smart ways Gen X can tackle mortgage debt.

Is Your 1% Financial Advisor Fee Still Worth It? What You Should Be Getting for the Price

Dr. Cherry examines if the 1% AUM fee is worth it.

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About Preston

Hi, I’m Preston, a CERTIFIED FINANCIAL PLANNER™, professor, financial therapist, and author of Wealth in the Key of Life. The Life Money Balance Podcast helps high-income Gen X business owners and professionals in their 40s-60s build and enjoy their wealth—today and in retirement.

Our weekly videos cover investing, tax planning, retirement strategies, estate planning, and financial flexibility. But wealth isn’t just about numbers—it’s about connecting your money story to your life story. By bridging financial planning with financial therapy, we help you align wealth with well-being to achieve financial harmony and use your wealth your way.

Concurrent Wealth is a Registered Investment Advisor. Content is for informational purposes only and not financial advice. Consult a financial professional before making decisions.