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The Life Money Balance™ Podcast

Business & Economics Podcasts

The Life Money Balance™ podcast helps you “let your life lead your money, not your money lead your life” and engage with your journey to create your life's design. The podcast uses compelling conversations that combine money psychology with personal finance topics to improve your well-being and achieve your life aspirations. Your host Dr. Preston D. Cherry (“Dr. Cherry”), interviews guests and performs solo shows to provide an emotion-safe space where real people engage in real talk and share authentic moments. Let’s chop! Learn more by following @drprestoncherry, Certified Financial Planner, Certified Financial Therapist, University Professor, and Founder & President of Concurrent Financial Planning, www.concurrentfp.com

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Location:

United States

Description:

The Life Money Balance™ podcast helps you “let your life lead your money, not your money lead your life” and engage with your journey to create your life's design. The podcast uses compelling conversations that combine money psychology with personal finance topics to improve your well-being and achieve your life aspirations. Your host Dr. Preston D. Cherry (“Dr. Cherry”), interviews guests and performs solo shows to provide an emotion-safe space where real people engage in real talk and share authentic moments. Let’s chop! Learn more by following @drprestoncherry, Certified Financial Planner, Certified Financial Therapist, University Professor, and Founder & President of Concurrent Financial Planning, www.concurrentfp.com

Language:

English

Contact:

8883322372

Episodes

E10: Four Reasons Your Stories Make Money Seasons w/ Jess Bost, RICP®

3/3/2023
Financial advice requires a financial planning process that includes discovering how you think, feel, and behave with money and your life and money alignment. The investigation is–past, present, and future. Life is a journey of life events and life stages–seasons. The seasons of trial, triumph, transition, and transformation serve as an inspirational willingness to align your money with your life aspirations. The Four Reasons Your Stories Make Money Season is the connective glue that gives...

Duration:00:36:43

E9: The Power of Life & Money Conversations: Resilience to Aspiration w/ Leah Davis, FFC®

9/24/2022
The Life Money Balance™ journey finds roots in story exchanges that help us establish the foundation and build frameworks to process life events and achieve our aspirations. Episode nine welcomes w/ Leah Davis, FFC®, who shares her story of resilience that fuels her life aspirations which connect her life with her money. Her story has themes of life and money, trauma, abuse, and discovery. She shares how her journey led her to the personal finance and financial coaching professions focused...

Duration:00:37:12

E8: Hobby to Hustle: Find Joy in Your Workplace & Entrepreneur Careers w/ Guest Jennifer Gloria

8/12/2022
Your aspirational life evolves, and you transition from season to season. Aspirations and seasons integrate life, money, and career platform choice. When one season finds a peak, you ask yourself, “what do I aspire to do next?”. Other questions that you may ask yourself: -Where are my fulfillment gaps? -How do I want to maximize my life and money well-being? -Can I envision courageously in my aspirational mission? -Which career platform is best for me? Workplace or entrepreneur? Or...

Duration:00:32:01

E7: The Money & Emotion of Marriage with Lazetta Rainey Braxton, MBA, CFP®

7/13/2022
In this episode, we extend from marriage and money theme foundations from the Charles and Carla episodes 2 & 3. Renowned & decorated financial planner and long-time married (25 years), Lazetta Rainey Braxton, MBA, CFP®, imparts wisdom on the "business of marriage". We discuss how marriage's emotions, values, and love intersect with the values and mechanics of money across marriage's ever-evolving course. From the unique perspective of a person and planner, Lazetta offers frameworks for...

Duration:00:33:01

E6: Roll & Adapt: How to Avoid Personal Deflation During External Inflation

6/17/2022
In this timely episode, Dr. Cherry shares how "It's OK" to experience certain feelings about the external economic environment and how to analyze & adjust your personal situation to help manage and maximize your internal environment. The show emphasizes an emotional process to progress towards being prosperous during and after periods of uncertainty. Give yourself some grace, empathy & compassion to avoid having natural pause and caution turn to fear and panic. Dr. Cherry offers education on...

Duration:00:27:27

E5: A Rounded Conversation About Cryptocurrency with Dr. Michael G. Thomas, AFC®

5/25/2022
In this episode, we welcome Dr. Michael G. Thomas, AFC®, to discuss cryptocurrency through the lens of financial wellness and behavioral psychology while considering the framework and mechanical education of crypto, DeFi, and Blockchain technology. We begin with Michael sharing his story that helps fuel his passion for emotional empathy and financial wellness, ingredients that are missing from the hardline and fast information highway of cryptocurrency. We discuss the importance of...

Duration:00:46:24

E4: Pathways: You Decided to Start Your LMB Journey, Now What?

5/10/2022
Deciding to start a journey is courageous and promising. How do you effectively select a pathway that bests fits your desired needs, experiences, and outcomes? There are many choices and much information available. Dr. Cherry shares four self-discovery questions that will help inform your pathway partnership. We discuss pathways such as financial coaching, financial planning, financial platforms, financial education courses, what to look for, and what benefits they could bring to your...

Duration:00:33:15

E3: Where Did Life Money Balance™ Begin? Meet the Parents (Part 2)

4/25/2022
Dr. Cherry's parents, Charles and Carla, continue sharing their Life Money Balance™ journey. There are treasures troves of wisdom! We ask, and they share their perspectives on savings, spending, intentional goals, personal preferences, transitions, and trade-offs. They also share knowledge on the emotions, values, experiences, and stories meaningful to them, which informed their life and money decisions, behaviors, and practices. They comment on transitioning and living in retirement. There...

Duration:00:31:55

E2: Where Did Life Money Balance™ Begin? Meet the Parents (Part 1)

3/31/2022
Where did the tenents of Life Money Balance all begin? Meet Dr. Cherry's parents. Married for 43 years, they discuss how their life influences and experiences directly affected how they made decisions as a unit on how they were going to raise their children. We talk about self-worth, access, relational communication, family communication, money talks and decisions within the household, and having empathy & compassion and being vulnerable.

Duration:00:32:12

E1: The Launch: Life Money Balance™ Podcast & Live Asprtnly™

3/19/2022
Dr. Cherry shares the philosophy, expectations, takeaways, and topics of the LMB podcast. He also shares how his personal story helped shape LMB and Concurrent Financial Planning. The show discusses LMB and how personal stories help people connect with their LMB journey to maximize their wellbeing. Let’s chop!

Duration:00:26:34