Dr. Preston Cherry, CFP®
👋🏾Hi, I’m Dr. Preston Cherry, CFP®, Ph.D., Top 10 Investopedia Advisor, Financial Therapist, and Founder of Concurrent Wealth Management, where we help Gen X professionals align wealth with well-being.
Welcome to Financial Harmony HQ—your space for wealth and well-being insights to help you invest smarter, cut taxes, secure retirement confidently, and live your wealth, your way. And we push back on money myths and miseducation.
🎯 Educational lessons with values-based strategies for retirement, investing, life planning, and tax optimization.
💬 Real conversations on culture, money psychology, financial wellness, and the human side of wealth drawn from my Financial Harmony™ Substack and guest discussions.
👉If you’ve ever earned well but still felt uneasy about your finances, you’re in the right place. Join the Financial Harmony™ Membership for group-based fiduciary guidance, workshops, and community support.
Disclaimer: Educational only, not financial advice.
Financial Permission for Gen X: How You Can Stop Feeling Behind and Start Thriving
5 убеждений о деньгах, из-за которых вы чувствуете себя банкротом (избавьтесь от них как можно ск...
Большинство пенсионеров в шоке, когда узнают об этой ловушке налога на социальное обеспечение
Over 50? Watch This — You’ll Catch Up on Your Retirement
You Have 3 Years to Get Retirement Right — Or Regret It
The #1 Reason You Feel Behind Financially in Retirement…
The Fed Just Cut Rates. What It Means for Your Money...
This Secret Healthcare Cost Could DELAY Your Retirement By 3+ Years
Stop! Don’t Convert to Roth Until You Watch This (or you’ll overpay)
Мои искренние мысли всем, кто работает после 59 лет... ВЫХОДИТЕ НА ПЕНСИЮ КАК МОЖНО СКОРЕЕ
57% of Retirees Regret Not Doing These 5 Things Earlier
Почему умные пенсионеры подают заявление на социальное обеспечение в 62 года (а не в 70)
Can You REALLY Retire at 60 With $1.5M?
The #1 Retirement Mistake No One Talks About (And It’s Not Financial)
Top 5 Gen X Money Regrets (And How to Fix Them)
What a TOD Deed Can Do for Your Estate Plan
Does Crypto Belong in Your Investing Portfolio?
Save 6 Figures in Business Taxes | Cash Flow
Big Fees: Are You Overpaying for Amex Platinum or Chase Sapphire?
What is a "Certified Financial Therapist?"
Welcome to Concurrent Financial
Are Social Security Benefits Taxable? Gen X Are Shocked About the Tax Traps
Should Gen X Take Social Security at 62? Smart or Risky?
Life Money Balance Podcast - LIVE! Wealth Talk: Unfiltered with Caleb Silver
Why Gen X High Earners Still Feel Stuck Financially
NUA Tax Strategy: The Secret to Saving BIG on Company Stock
Inherited IRAs Explained: What Heirs Need to Know to Avoid Costly Mistakes
Healthspan vs Lifespan: Why Gen X Must Rethink Retirement
Why More Money Needs Smarter Planning (And How It Builds Wealth Faster)
Sell in May and Go Away: Smart Move or Tired Myth?