Dr. Preston Cherry on striking a balance between life goals and money

Dr. Preston Cherry of Concurrent Financial Planning has put together a toolbox for his clients built on what they really want from their life. It starts with an honest self-audit: admit where you are, acknowledge how you feel about it, and take action.
In this episode, Dr. Cherry explains what Life Money Balance™ is, why he leads with it, how he’s helping clients live their most fulfilling lives, and the psychology of money.
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