Episode 294  Dr Preston Cherry   Financial Harmony - The partnership of Wealth and Well Being 2-22-25 episode artwork

EPISODE · Feb 22, 2025 · 43 MIN

Episode 294 Dr Preston Cherry Financial Harmony - The partnership of Wealth and Well Being 2-22-25

from Healthy Lifestyle with Lori Anne · host Coach Lori Anne

HEALTHY LIFESTYLE with Host & America's #1 Take Action Success Coach & Strategist Lori Anne Casdia chats with Dr Preston D. Cherry about minding your own money business, the spending Shame; Miseducation of frugality.  He reminds us to pay yourself fist, value yourself and recognize that money is just a tool and is energetic.  Listen in to understand the partnership of wealth and well being and the 5 p's. Dr. Preston D. Cherry is a financial harmony expert, educator, and author of Wealth in the Key of Life. As Founder and CEO of Concurrent Wealth Management and Director of the Financial Planning Program at UW–Green Bay, he uses over 18 years of expertise to align wealth with well-being. A nationally recognized speaker and media personality, Preston’s insights have graced platforms like The New York Times, Forbes, CNBC, and Nasdaq. Named a Top 10 Investopedia Financial Advisor and a WealthManagement.com "Ten to Watch," a member of the CNBC and Investopedia Advisor Councils—Dr. Cherry, a financial therapist and planner with a Ph.D. in personal financial planning, blends emotional and financial strategies into transformative life planning. When not shaping lives through wealth and financial wellness insights, he’s enjoying vinyl records or family time with his wife and newborn son.To Contact:https://drprestoncherry.com/, https://www.concurrentfp.com/@drprestoncherryhttps://www.youtube.com/@lifemoneybalancehttps://www.linkedin.com/in/drprestoncherry/https://www.instagram.com/drprestoncherry/https://www.facebook.com/drprestoncherry/https://twitter.com/DrPrestonCherry https://www.threads.net/@drprestoncherrySee Coach Lori Anne on her TV show "Help Me Understand with Coach Lori Anne" - Roku, Amazon Fire, YouTube, Facebook, Linked In, X/Twitter.  Find us on BOLD BRAVE TV  every Thursday night at 7PM EST. Like and Follow to get announcements and alerts. A FREE Gift from Lori Anne: 3 Steps to Cleaning up you Opens, Messes & IncompletesTAKE the  FREE Super Ball Quiz  - What's your bounce pattern?  This is a quick 5 minute quiz to provide you with information where you are and what you can focus on to step into the next version of you.  Bonus is FREE 30 minute session with Coach Lori Anne as she takes you through your Bounce Pattern results. Let’s talk! Book your appointment herePlease email us at [email protected] Follow us on social media @healthylifestylewithLA @Coach Lori AnneHere is your access to Coach Lori Anne's Workshops (where we are training while you are implementing):Step into Living Your Best Life  and for more infomation please go to LDC STRATEGIES and you can visit our TAKE ACTION ACADEMY - for programs, coaching, coach on call, workshops and more.  Action Accelerator Workshop Series You can attend one (they work stand alone) or every workshop as each workshop stacks (works) with the next workshop.January: New Year Vision & Goal Setting WorkshopFebruary: Activation Vision Board WorkshopMarch: Spring Into Activation WorkshopApril: Spring Clean Your Business WorkshopMay: Productivity & Habit Tracker WorkshopJune: Slaying Imposter Syndrome Workshop July: High Vibes Spiritual Healing WorkshopAugust: Self-Care Everyday Workshop September: Forged in Fire Pre Retreat WorkshopOctober: Uncover Your Unique Transformation Workshop November:Dream Big Workshop December: 12 Days to TransformationOur Goal at Healthy Lifestyle is to empower minds, educate hearts, inspire action and ignite success so  you can choose to have a fulfilled Healthy, Emotional, Spiritual, and Physical life, to live the life you have always wanted and dreamedAbout Our HostShe's not just your average success guru; oh no, she's the guiding light on your journey to becoming the most vibrant, authentic version of yourself!Coach Lori Anne is America's #1 Take Action Success Coach & Strategist teaching founders and entrepreneurs how to put a sustainable business model under their dream and actualize their vision of success. Coach Lori Anne is a decision partner, delivering strategic distinctions, tailored tactics and key connections."As your coach, I make suggestions, You make decisions" ~ Coach Lori AnneCoach Lori Anne isn't just about boosting profits; she's on a mission to nurture your spirit, fuel your passions, and ignite the flames of growth within your soul. With a heart as expansive as the universe itself, she's dedicated to fostering a culture of love, kindness, and personal empowerment.Imagine a world where every setback is a stepping stone, every challenge a chance for growth, and every dream a seed waiting to bloom. That's the world Coach Lori Anne invites you to inhabit, where self-discovery is celebrated, and every moment is an opportunity to shine becoming the Next Best Version of Yourself.As a result of her work, Coach Lori Anne's clients grow their business anywhere of 75 to 200% over the course of 12-18 months.Through her gentle guidance and unwavering support, Coach Lori Anne helps you peel back the layers of self-doubt, revealing the radiant gem that lies within. 🌟 With her compassionate approach to coaching, she empowers you to embrace your unique gifts, honor your deepest desires, and step into the fullness of your potential.But it's not just about personal transformation; it's about creating ripple effects of love and positivity that extend far beyond yourself. With each heart she touches and each life she inspires, Coach Lori Anne leaves an indelible mark of hope and possibility. She takes her clients ideas from napkin to completion, from concept to store, from idea to the bank. She helps you get it done further faster from creative development to product development to all the contacts you need.Coach Lori Anne's clients feel educated, empowered, inspired and ignited. So, if you're ready to embark on a journey of self-discovery, growth, and boundless joy, look no further than Coach Lori Anne. Together, let's embrace the beauty of becoming, and step into the infinite possibilities of our truest selves. LINKSSUBSCRIBE TO MY YOU TUBE CHANNELCONNECT WITH ME ONLINE:➡️ Instagram➡️ x/Twitter➡️ LinkedIn➡️ FB Profile🌟 Continue Your Growth Journey with Coach Lori Anne🎁 Free Resource: 3 Steps to Cleaning Up Your Opens, Messes & Incompletes🎾 Take the FREE Super Ball Bounce Pattern Quiz  5 minutes for instant clarity + a complimentary session with Coach Lori Anne.📅 Book your quick chat with Coach Lori Anne - Your future self is waiting.📧 Contact: [email protected]                      [email protected]📲 Follow:@HealthyLifestylewithLA@CoachLoriAnne🌐 www.ldcstrategies.com

HEALTHY LIFESTYLE with Host & America's #1 Take Action Success Coach & Strategist Lori Anne Casdia chats with Dr Preston D. Cherry about minding your own money business, the spending Shame; Miseducation of frugality.  He reminds us to pay yourself fist, value yourself and recognize that money is just a tool and is energetic.  Listen in to understand the partnership of wealth and well being and the 5 p's. Dr. Preston D. Cherry is a financial harmony expert, educator, and author of Wealth in the Key of Life. As Founder and CEO of Concurrent Wealth Management and Director of the Financial Planning Program at UW–Green Bay, he uses over 18 years of expertise to align wealth with well-being. A nationally recognized speaker and media personality, Preston’s insights have graced platforms like The New York Times, Forbes, CNBC, and Nasdaq. Named a Top 10 Investopedia Financial Advisor and a WealthManagement.com "Ten to Watch," a member of the CNBC and Investopedia Advisor Councils—Dr. Cherry, a financial therapist and planner with a Ph.D. in personal financial planning, blends emotional and financial strategies into transformative life planning. When not shaping lives through wealth and financial wellness insights, he’s enjoying vinyl records or family time with his wife and newborn son.To Contact:https://drprestoncherry.com/, https://www.concurrentfp.com/@drprestoncherryhttps://www.youtube.com/@lifemoneybalancehttps://www.linkedin.com/in/drprestoncherry/https://www.instagram.com/drprestoncherry/https://www.facebook.com/drprestoncherry/https://twitter.com/DrPrestonCherry https://www.threads.net/@drprestoncherrySee Coach Lori Anne on her TV show "Help Me Understand with Coach Lori Anne" - Roku, Amazon Fire, YouTube, Facebook, Linked In, X/Twitter.  Find us on BOLD BRAVE TV  every Thursday night at 7PM EST. Like and Follow to get announcements and alerts. A FREE Gift from Lori Anne: 3 Steps to Cleaning up you Opens, Messes & IncompletesTAKE the  FREE Super Ball Quiz  - What's your bounce pattern?  This is a quick 5 minute quiz to provide you with information where you are and what you can focus on to step into the next version of you.  Bonus is FREE 30 minute session with Coach Lori Anne as she takes you through your Bounce Pattern results. Let’s talk! Book your appointment herePlease email us at [email protected] Follow us on social media @healthylifestylewithLA @Coach Lori AnneHere is your access to Coach Lori Anne's Workshops (where we are training while you are implementing):Step into Living Your Best Life  and for more infomation please go to LDC STRATEGIES and you can visit our TAKE ACTION ACADEMY - for programs, coaching, coach on call, workshops and more.  Action Accelerator Workshop Series You can attend one (they work stand alone) or every workshop as each workshop stacks (works) with the next workshop.January:<a...

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Episode 294 Dr Preston Cherry Financial Harmony - The partnership of Wealth and Well Being 2-22-25

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This episode was published on February 22, 2025.

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HEALTHY LIFESTYLE with Host & America's #1 Take Action Success Coach & Strategist Lori Anne Casdia chats with Dr Preston D. Cherry about minding your own money business, the spending Shame; Miseducation of frugality.  He reminds us to pay yourself...

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