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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


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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