Hosted by Dr. Preston Cherry · 🇺🇸 US · EN-US · 110 episodes
Established thought leaders with verified media credentials.
The Financial Harmony™ Podcast with Dr. Preston Cherry blends real financial strategy, retirement planning, and money psychology for people who want clarity without chaos. Hosted by Dr. Cherry, CFP®, Ph.D., and financial therapist, the show delivers grounded insights on investing, taxes, and aligning money with life. Each week, Dr. Cherry shares clear, grounded insights on retirement planning, investing, tax strategy, and decision-making, alongside honest conversations about money behavior, identity, and well-being. This show helps you reduce financial stress, make confident decisions, and align your money with the life you want to live. You’ll learn how to invest smarter, spend without guilt, and build wealth that reflects your values, not just your numbers. No finance-bro energy. No rage-based hot takes. No performative advice. Just calm authority, psychological insight, and real financial guidance for nav
Dr. Preston Cherry hosts The Financial Harmony™ Podcast, a business show with 110 episodes published.
Is paying a financial advisor 1% too much? It’s one of the most common questions people ask before hiring an advisor—and one they often revisit after they start paying the fee. In this episode, Dr. Preston Cherry breaks
If trust erodes, your money feels it. Markets depend on it. Institutions rely on it. Your financial future is built on it. In this conversation, Dr. Preston Cherry and George Kinder examine why courage, not algorithms, w
AI isn’t the dystopia. Misvaluing the human elements is. After an AI announcement from Altruist introducing advanced tax planning automation, wealth management stocks like Charles Schwab, Raymond James, and LPL Financial
In this episode of the Financial Harmony™ Podcast , Dr. Preston Cherry explores how many of today’s most debated financial choices are less about tactics and more about managing exposure to the unknown. It’s the tension
Gen X followed the rules. Work hard. Max the plan. Delay gratification. Trust the system. And yet retirement feels fragile, spending feels wrong, and confidence in institutions keeps eroding. This episode isn’t about int
High earners are often told they’ll be in a lower tax bracket in retirement. For executives and business owners, that promise rarely holds up. In this episode of the Financial Harmony™ Podcast , Dr. Preston Cherry breaks
🚨$250k+ household income and $500k+ assets...? You’re ready for a personalized plan! Book your FREE retirement readiness call 👉 https://www.concurrentfp.com/ Want confidence that your retirement plan ACTUALLY works? Ge
🚨$250k+ household income and $500k+ assets...? You’re ready for a personalized plan! Book your FREE retirement readiness call 👉 https://www.concurrentfp.com/ Want confidence that your retirement plan ACTUALLY works? Ge
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Ready for a personalized plan? Book your FREE retirement readiness call 👉 https://www.concurrentfp.com/ Take the Gen X Retirement Readiness Quiz 🚨 https://concurrentfp.typeform.com/genx-scorecard - Healthcare is the sl
Ready for a personalized plan? Book your FREE retirement readiness call 👉 https://www.concurrentfp.com/ - Roth conversions can be a tax win - or an expensive mistake. In this episode, Dr. Preston Cherry (Financial Plann
Ready for a personalized plan? Book your FREE retirement readiness call 👉 https://www.concurrentfp.com/ - Most retirement plans obsess over how long you’ll live (lifespan) and miss the years you’ll live well (healthspan
Ready for a personalized plan? Book your FREE retirement readiness call 👉 https://www.concurrentfp.com/ - 57% of Gen Xers regret not starting retirement savings earlier - but that’s not the only miss. In this episode, D
Ready for a personalized plan? Book your FREE retirement readiness call 👉 https://www.concurrentfp.com/ - Is “wait until 70” always best? Not for every Gen Xer. In this episode, Dr. Preston Cherry (Financial Planning Ph
Want a clear answer on retiring at 50 vs 60 with $1.5M? Book a free retirement readiness call 👉 https://www.concurrentfp.com/ - Is $1.5M enough? In this data-driven case study, Dr. Preston Cherry (Financial Planning Ph.
In this conversation, Dr. Preston Cherry breaks down a side of retirement most people overlook: the emotional shift. It’s not just about saving enough—it’s about preparing for a whole new identity and way of living. He s
Gen X’s Biggest Money Regrets—And How to Fix Them Dr. Preston Cherry opens up about the top financial regrets Gen X faces—from late retirement saving to piling on debt. The good news? It’s not too late to turn things aro
Inheriting a Home Shouldn’t Be This Hard… In this episode, Dr. Preston Cherry breaks down why so many families run into legal trouble when passing down their home—and how a Transfer on Death Deed (TODD) can make things m
In this episode, Dr. Cherry offers thoughtful guidance on navigating the recent rise in Bitcoin’s price. While market excitement is understandable, he reminds us that disciplined investing is not about reacting to headli
In this episode, Dr. Preston Cherry explains how to take advantage of the new rules that could save you 20% on qualified income every year and unlock up to $10 million in tax-free gains when you sell or exit your busines
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The Financial Harmony™ Podcast is hosted by Dr. Preston Cherry. The show is categorised under business (investing) and has published 110 episodes.
The Financial Harmony™ Podcast has published 110 episodes.
The Financial Harmony™ Podcast regularly covers business, investing, education. It sits in the business category, with a investing focus.
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Episodes of The Financial Harmony™ Podcast average 20 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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