Episode #55 “Do You Have Blueprints for Your Money Life?”

With Dr. Preston Cherry Ph.D. | Financial Planner | Researcher | Speaker | Professor | Cool Uncle


Dr. Cherry is the Founder & President of Concurrent Financial Planning, LLC, a comprehensive financial planning firm serving households and business owners across generational lines. Concurrent Financial Planning specifically partners W.I.T.H. individuals that possess the motivation to change and apply their financial resources towards achieving their Life Money Balance™ aspirations. 


  • Why having a blueprint for your money life is essential?
  • The benefits of having congruence between your values and money
  • How to establish money goals in alignment with your values
  • Letting your life lead your money, NOT your money lead your life
  • Why understanding financial psychology is essential
  • The benefits of enjoying “leisure”


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