Unleash Your True Value®

Your Money Blueprint

Episode 144

Today’s podcast episode is the fifth in the “A Well-Lived Life” series. As this series unfolds, you learn how culture, race, generation, and gender influence our guest’s definitions. And often the accumulation of wealth is secondary to the pursuit of one’s life purpose.

My guest is Dr. Preston Cherry, Ph.D., CFP®, the Founder & President of Concurrent Financial Planning, LLC and Assistant Professor of Personal Financial Planning and Finance at the University of Wisconsin, Green Bay. With over 14 years in financial services and academia, he has developed a guiding philosophy called Life Money BalanceTM. In this episode we discuss his passion for working with students, clients, and professionals on the human side of finance. Read more about Dr. Cherry here.

Here are 5 things you will learn by listening to this episode:

How money contributes to a person’s happiness
Why having a higher net worth doesn’t equal contentment
The biggest mistake people make when it comes to finances
The importance in embracing the traumas and triumphs with money
How financial therapy can help you live a well-lived life

Here is some information about the Financial Therapy Association:

Want to connect with Dr. Cherry? Here’s how:

A special thank you to our episode sponsor, Halbert Hargrove.

This episode is sponsored by Halbert Hargrove, an advisory firm that believes in the fearless pursuit of well-lived todays and tomorrows. For 85 years, our advisors have worked to help our clients reach their financial goals, and as fiduciaries, we act in their best interests at all times. For help with your well-lived life, visit www.HalbertHargrove.com.

Want to make peace with money? I offer a Money Mindset Coaching Program aimed at empowering you around your finances. Get all the details here. Contact me now to see if I can squeeze you into the course!

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Your Money Blueprint | Episode 144