EPISODE · Mar 19, 2022 · 26 MIN
E1: The Launch: Life Money Balance™ Podcast & Live Asprtnly™
from The Financial Harmony™ Podcast · host Dr. Cherry
Dr. Cherry shares the philosophy, expectations, takeaways, and topics of the LMB podcast. He also shares how his personal story helped shape LMB and Concurrent Financial Planning. The show discusses LMB and how personal stories help people connect with their LMB journey to maximize their wellbeing. Let’s chop! The Financial Harmony™ Podcast is produced by Concurrent Wealth Management. Dr. Preston Cherry, CFP®, Ph.D., is the founder and a dollar-based flat-fee fiduciary financial advisor based in Houston. He works directly with high-income Gen X professionals and oil and gas executives on retirement, tax, and investment decisions through comprehensive financial planning and integrated investment management.Learn more at concurrentfp.com
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What this episode covers
Dr. Cherry shares the philosophy, expectations, takeaways, and topics of the LMB podcast. He also shares how his personal story helped shape LMB and Concurrent Financial Planning. The show discusses LMB and how personal stories help people connect with their LMB journey to maximize their wellbeing. Let’s chop! The Financial Harmony™ Podcast is produced by Concurrent Wealth Management. Dr. Preston Cherry, CFP®, Ph.D., is the founder and a dollar-based flat-fee fiduciary financial advisor...
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E1: The Launch: Life Money Balance™ Podcast & Live Asprtnly™
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