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The Tony Steuer Podcast with Dr. Preston Cherry: Life Money Balance

Jan 11, 2024

On the latest episode of The Tony Steuer Podcast, I spoke with Dr. Preston Cherry, Founder and President of Concurrent Financial Planning about finding balance between your life and your money.

In this episode we discussed:

  •  Letting your life lead your money, rather than having your money lead your life
  •  How early money memories impact our relations with life and money wellness
  •  Giving yourself permission to start your journey

🎥 Watch this episode below: 

 

🎧 Listen to the podcast below or on your favorite podcast app.

 

 

 

 

 

Connect with Dr. Preston Cherry:

Dr. Cherry - LinkedIn

Dr. Cherry - Instagram

Dr. Cherry - Twitter

Concurrent Financial Planning - Website

Concurrent Financial Planning - Facebook

Concurrent Financial Planning - LinkedIn

Concurrent Financial Planning - Twitter

Life Money Balance™ Blog

UWGB - Center for Personal Financial Planning

Bio:

Dr. Preston Cherry is the Founder and President of Concurrent Financial Planning. Preston is also the Head of the Personal Financial Planning Program at the University of Wisconsin – Green Bay. Dr. Cherry specializes in empowering individuals with a trusted place to share their unique stories that inform their financial resources, create their life’s design, and encourage financial wellness, which helps achieve Life Money Balance™. In 2021, he was recognized as one of Investopedia’s 100 Top Financial Advisors, currently serving as President of the Financial Therapy Association.

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