𝗗𝗿. 𝗣𝗿𝗲𝘀𝘁𝗼𝗻 𝗖𝗵𝗲𝗿𝗿𝘆: The Connection Between Wealth and Well-Being
In this deeply human and practical conversation, Dr. Preston Cherry reveals how true wealth begins with alignment — not accumulation. Drawing from his research in financial psychology and his own journey through challenge and transformation, Preston explores how money and meaning are partners in de…
5 Money Beliefs Making You Feel Broke (Remove These Beliefs ASAP)
🚨$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.concurrent…
Will High Earners Actually Pay Less Tax in Retirement?
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 down why retirement taxes are often higher—and more complex—than people expect. …
Preparing for Uncertainty in Life and Money
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 between reacting and preparing.
Bitcoin shifts aren’t just portfolio moves. The…
AI Won’t Replace Advisors. But This Will.
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 fell sharply. The narrative formed quickly: AI is replacing financial advisors…
Trust, Freedom, and the Future of Finances & Civilization: A Conversation with George Kinder
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, will determine whether trust holds or collapses.👉 Take the Retirement Alignment Sc…
Is Paying a Financial Advisor 1% Too Much? (What You’re Missing)
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 down:
What a 1% AUM fee actually costs over time
Why fees increase automatical…
35,000 Decisions a Day Is Wrecking Your Judgment | Dr. Preston Cherry
Tax season's over. Kids getting out of school. Tariffs, war, graduations, business cycles, household pressure, all hitting at the same damn time. You're tired. You're stretched thin. And you can't figure out why more money isn't quieting the noise in your head.
Dr. Preston Cherry is back in the boo…
Why High Earners Don't Need to Look Poor to Build Real Wealth
High-income earners don't have to look poor to be rich. In this episode, Dr. Preston Cherry pushes back on the "look poor to get rich" trope and unpacks why it's overused, overstated, and often rooted in shame-based spending advice.
If your money, values, and plan are aligned, you should be able to…
Breaking Through Growth Barriers in Wealth Management with Samuel Deane and Dr. Preston Cherry (Ep. 55)
How can financial advisors unleash their growth potential in the ever-changing landscape of the wealth management industry?
Today on The Disruption Blueprint Podcast, Shannon Spotswood interviews Samuel Deane of Deane Wealth Management, who specializes in serving founders and tech employees with …
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