How to Experience Retirement Transition with Charles H. Cherry, Jr

12/27/23 • 44 min

Joining us on our latest episode is Charles H. Cherry Jr., my father, who brings a treasure trove of insights on how to gracefully glide into retirement. He and my mom have navigated the financial seas with a keen eye on their 401K and emergency funds, charting a course to a retirement filled with exploration, hobbies, and the luxury of time unbound by the nine-to-five. Through their story, we unearth the critical steps for financial security and the personal philosophies that have made their transition not just a mere change of pace, but an adventure in its own right.
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#lifemoneybalance, #financialfreedom, #retirement, #aspiration, #wellbeing, #wealthbuiding, #wealth, #financialwellness, #compassion, #financialeducation

Ever grappled with the discomfort that creeps in when checking your bank account? You're not alone. Pull up a chair as Dr. Preston Cherry, join forces with the remarkable Aja Evans to unravel the tangled web of emotions that underpin our financial behaviors. This meeting of minds on Life Money Balance goes beyond dollars and cents to address the psychological weight of money shame—a burden that knows no tax bracket. Prepare to have your eyes opened to the universal truths of financial emotions and the steps you can take to foster resilience and a healthier bank account.
>>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

Ever found yourself pondering whether to place your hard-earned cash into that one golden stock or to play it safe across the board? Join me, Dr. Preston Cherry, as we navigate the treacherous yet potentially lucrative waters of concentration risk in investment portfolios. Discover why betting big on a single sector, like tech, or diversifying your stakes among the vast sea of the S&P 500 can each steer your financial ship towards vastly different horizons.
>>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