On this episode of The Get Ready Money Podcast, I spoke with Dr. Preston Cherry, financial harmony expert, educator, and author about changing the way we think about money and finding balance.

Key insights:

🔹 Give yourself permission to prosper.

🔹 Is your life design aligned with your money?

🔹 All financial plans are life plans.

🔹 We are all unique with our visions of success.

🔹 Understanding the difference between wealth and wellbeing.

🔹 Release yourself from money shame.

 🎥 Watch this episode below: 

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🎧 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
• Dr. Cherry - TikTok
• Dr. Cherry - Threads
• Dr. Cherry - CNBC
• Dr. Cherry - Speaker & Personal Brand Page
• Life Money Balance®-YouTube
• Life Money Balance® Podcast
• Life Money Balance® Blog
• Concurrent Wealth Management - Website
• Concurrent Wealth Management - Instagram
• Concurrent Wealth Management - Facebook
• Concurrent Wealth Management - LinkedIn
• Concurrent Wealth Management - Twitter
• UWGB - Personal Financial Planning - Minor
• UWGB - Center for Personal Financial Planning
• UWGB - Personal Financial Planning Association - Student Org

Book: 

•  Wealth in the Key of Life: Finding Your Financial Harmony (Bookshop)

 Podcast:

•  Life Money Balance https://www.youtube.com/@lifemoneybalance

 Mentioned on the show: 

•  Top Five Regrets of the Dying: A Life Transformed by the Dearly Departing (Bookshop)
•  Music: Stevie Wonder; Michael Jackson; Earth, Wind & Fire; Marvin Gaye, Gap Band, Lakeside, Quincy Jones, Green Day and more!

 Bio:

 Dr. Preston D. Cherry is a financial harmony expert, educator, and author of Wealth in the Key of Life. As Founder and CEO of Concurrent Wealth Management and Director of the Financial Planning Program at UW–Green Bay, he uses over 18 years of expertise to help people align their wealth strategies and well-being aspirations to achieve their life design. A nationally recognized speaker and media personality, Preston’s insights have graced platforms like The New York Times, Forbes, CNBC, and Nasdaq.

Named a Top 10 Investopedia Financial Advisor and a WealthManagement.com "Ten to Watch," a member of the CNBC and Investopedia Advisor Councils—Dr. Cherry, a financial therapist and planner with a Ph.D. in personal financial planning, blends emotional and financial strategies into transformative life planning. When not shaping lives through wealth and financial wellness insights, he’s enjoying vinyl records or family time with his wife and newborn son.