E10: Four Reasons Your Stories Make Money Seasons w/ Jess Bost, RICP® episode artwork

EPISODE · Mar 3, 2023 · 36 MIN

E10: Four Reasons Your Stories Make Money Seasons w/ Jess Bost, RICP®

from The Financial Harmony™ Podcast · host Dr. Preston D. Cherry

Financial advice requires a financial planning process that includes discovering how you think, feel, and behave with money and your life and money alignment. The investigation is–past, present, and future. Life is a journey of life events and life stages–seasons. The seasons of trial, triumph, transition, and transformation serve as an inspirational willingness to align your money with your life aspirations. The Four Reasons Your Stories Make Money Season is the connective glue that gives your money life assignments. Dr. Cherry has a candid and compassionate conversation with inspiring and introspective special guest Jess Bost, RICP® from Alpha Architect, to discuss why and how the three T's relate to your money–your Life Money Balance®. 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

Episode metadata supplied by the publisher feed · Published Mar 3, 2023

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Financial advice requires a financial planning process that includes discovering how you think, feel, and behave with money and your life and money alignment. The investigation is–past, present, and future. Life is a journey of life events and life stages–seasons. The seasons of trial, triumph, transition, and transformation serve as an inspirational willingness to align your money with your life aspirations. The Four Reasons Your Stories Make Money Season is the connective glue that gives ...

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E10: Four Reasons Your Stories Make Money Seasons w/ Jess Bost, RICP®

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