Estate Planning Checklist Highlights

10/17/23 • 25 min

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.
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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

What if you were told that you could become comfortable with spending now and during retirement, and without the gnawing fear of outliving your wealth? That's what you'll learn in this episode with your host, Dr. Preston Cherry. We'll debunk the myths surrounding spending, discuss strategies to plan according to your personal preferences, and pave the path to financial wellness. It's time to give yourself permission to spend; after all, you've earned it. By the time we conclude, you'll have a grip on reducing anxiety and worry about spending, and be ready to plan for a more relaxed financial future.
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

Imagine finally grasping the concept of 'having enough' and achieving contentment in all avenues of life. That's exactly what Dr. Preston Cherry is unpacking in today's episode, as we dive headfirst into the unique world of the Gen X generation, often dubbed the 'forgotten generation'. Our focus is on the dynamic conversations that occur within Gen X households, from the perspective of those in their prime earning years. We address the pressing issues, the everyday challenges, and the unique joys that come with balancing life, money, and aspirations. Whether you're a Gen Xer or just seeking to understand this unique generation better, this is an episode you don't want to miss!
>>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