ABOUT THIS EPISODE
🚨$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? Get it inside my Financial Harmony™ membership ($115/month) 👉 https://www.concurrentfp.com/financial-harmony-membership/
Take the Gen X Retirement Readiness Quiz...📊 https://concurrentfp.typeform.com/genx-scorecard
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You can make six figures, max your 401(k), and still feel broke inside.
A 2024 NerdWallet poll found 47% of Americans lack financial confidence — and even high earners say they “should be further along.” But your problem might not be income. It might be alignment.
In this episode, Dr. Preston Cherry shares the Five Permissions of Wealth™ — a powerful framework that replaces guilt, comparison, and confusion with clarity, confidence, and control. You’ll learn how to rewrite limiting money beliefs, align your spending with meaning, and plan from your story — not just your spreadsheets.
Ready to stop feeling behind and start living your wealth, your way? Take the Retirement Readiness Quiz, join our Financial Harmony™ membership, or schedule your no-cost good fit meeting below.
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Ready to align your wealth with your well-being? Here’s where to start:
1️⃣ Take the Financial Harmony™ Quiz - See your Retirement Readiness Scorecard and discover where your plan and purpose meet. https://www.concurrentfp.com/financial-harmony-membership/
2️⃣ Join the Financial Harmony™ Membership - Go deeper with group-based fiduciary guidance, interactive workshops, and community support built for high-income Gen X professionals. https://www.concurrentfp.com/financial-harmony-membership/
3️⃣ Explore all-inclusive flat-fee financial planning services - If your needs require customized 1:1 planning, schedule a no-cost good fit meeting to see how Concurrent Wealth Management can help you design a personalized plan aligned with your values and goals. https://www.concurrentfp.com/
4️⃣ Subscribe & Stay Connected for weekly episodes that help you live your wealth, your way. @DrPrestonCherry
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TIMECODES:
00:00 - Introduction
00:13 - Feel Guilty About How You Spend Your Money?
00:34 - Why You Don’t Feel Financially Confident
01:05 - Mindset & Money Shifts Which Help You Feel Confident
01:49 - How To Stop Feeling Financially Stuck
04:19 - The Framework That Aligns Your Money With Your Mindset
05:24 - How to Build True Financial Confidence
06:35 - Align Your Money To Your Purpose
07:20 - Moment to Check In
07:47 - Align Spending With What Actually Matters to You
09:19 - Adapt Your Finances to Life’s Changing Seasons
10:27 - Your Story Shapes Your Financial Strategy
11:51 - Outro
financial harmony, Gen X retirement, money psychology, wealth and well-being, retirement planning, tax planning, investing for gen x, money mindset, financial wellness, personal finance
#FinancialHarmony #MoneyMindset #FinancialConfidence #WealthMindset #FinancialTherapy #GenXWealth #BehavioralFinance #MoneyBeliefs #PurposeDrivenWealth #FinancialPlanning
The Financial Harmony™ Podcast is produced by Concurrent Wealth Management. Dr. Preston Cherry, CFP®, Ph.D., is the founder and a dollar-based flat-fee fiduciary financial advisor based in Houston.
He works directly with high-income Gen X professionals and oil and gas executives on retirement, tax, and investment decisions through comprehensive financial planning and integrated investment management.
Learn more at concurrentfp.com
