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
š„ Watch this episode below:
š§ Listen to the podcast below or on your favorite podcast app.
Connect with Dr. Preston Cherry:
Concurrent Financial Planning - Website
Concurrent Financial Planning - Facebook
Concurrent Financial Planning - LinkedIn
Concurrent Financial Planning - Twitter
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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