Life Money Balance® Podcast

Ready to take control of your holiday shopping and make well-informed financial decisions? That's what we're aiming for in this week's Life Money Balance podcast hosted by me, Dr. Preston Cherry. Today we'll chop it up about the trends in holiday spending, and how to make smart choices amidst fluctuating inflation rates and interest rates. During this holiday season, we're also going to cover why it's more important now, than ever, to be mindful of credit card usage and to align our funds in a way that can potentially earn us a return. We'll also explore the creation of a spending plan for high-income individuals, stressing the importance of prioritizing goals and paying oneself first.
>>Download your FREE guide: 10 Questions to Discover Your Money Mind, >>Aspirations & Freedom
>>Subscribe to Life Money Balance® YouTube for content beyond the podcast
>>Discover a client relationship. Schedule a FREE, 20-minute Good Fit Meeting
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>>Find your story & learn about services that fit your journey
Thank you for tuning in; we hope the information is educational and valuable. Remember to like and subscribe to the LMB® channel. We appreciate you. Listen to the disclaimer at the end of the show.
#lifemoneybalance, #financialfreedom, #retirement, #aspiration, #wellbeing, #wealthbuiding, #wealth, #financialwellness, #compassion, #financialeducation

Strap in for a conversation where we demystify the complex topic of estate planning. It's not all about gloom and doom, folks. Instead, it's a testament to showering our loved ones with care and security after we're gone. Listen as Dr. Preston Cherry delves into the nitty-gritty of estate planning from ensuring adequate life insurance to candid family dialogues, offering practical advice to safeguard your financial legacy. Regardless of where you are in your estate planning journey, Dr. Cherry has compiled actionable tips and fresh perspectives to assist you in this endeavor. After all, it's not just about wealth preservation, it's about cherishing and protecting those you love most.
>>Download your FREE guide: 10 Questions to Discover Your Money Mind, >>Aspirations & Freedom
>>Subscribe to Life Money Balance® YouTube for content beyond the podcast
>>Discover a client relationship. Schedule a FREE, 20-minute Good Fit Meeting
>>Connect with us across social media for more content - top right corner
>>Find your story & learn about services that fit your journey
Thank you for tuning in; we hope the information is educational and valuable. Remember to like and subscribe to the LMB® channel. We appreciate you. Listen to the disclaimer at the end of the show.
#lifemoneybalance, #financialfreedom, #retirement, #aspiration, #wellbeing, #wealthbuiding, #wealth, #financialwellness, #compassion, #financialeducation

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.

In this episode, Dr. Preston Cherry and Shana Sissel discuss the importance of alternative investments in portfolio construction and risk management. They explore the vast universe of alternatives, how they can align with personal values, and the evolving landscape of investment strategies.
Key Points:
• Alternative investments offer diverse opportunities outside of traditional stocks and bonds.
• A balanced portfolio should mix core and alternative investments to manage risk.
• Knowing how different assets interact helps in creating a strong investment strategy.
• Investors should choose alternatives that align with their values and interests.
• Discussing risk, liquidity, and goals with clients is key for building successful investment plans.
Want to learn more? Connect with us below!
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Dr. Preston D. Cherry
What we share here is for educational purposes only, not personal financial advice. Feel free to join in the discussion! See our disclosures for more information: https://www.concurrentfp.com/disclosures/

Today, we're not just crunching numbers; we're delving into the neuroscience behind your spending habits, as Dr. Alex Melkumian helps illuminate the chemical reactions like cortisol and oxytocin that drive our financial behaviors. From identifying emotional triggers to understanding money scripts shaped by our past, this conversation is a deep dive into aligning the heart and mind for smarter financial decisions. And as always, we remind you that while we're here to educate and inspire, nothing beats tailored advice from a financial professional when it comes to your personal money matters.
>>Download your FREE guide: 10 Questions to Discover Your Money Mind, >>Aspirations & Freedom
>>Subscribe to Life Money Balance® YouTube for content beyond the podcast
>>Discover a client relationship. Schedule a FREE, 20-minute Good Fit Meeting
>>Connect with us across social media for more content - top right corner
>>Find your story & learn about services that fit your journey

Thank you for tuning in; we hope the information is educational and valuable. Remember to like and subscribe to the LMB® channel. We appreciate you. Listen to the disclaimer at the end of the show.

#lifemoneybalance, #financialfreedom, #retirement, #aspiration, #wellbeing, #wealthbuiding, #wealth, #financialwellness, #compassion, #financialeducation