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

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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.

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.

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

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The Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.