Concurrent Financial Planning

Life Money Balance® Podcast

Concurrent Financial helps you let your life lead your money and welcomes you to an emotion-forward, shame-, and judgment-free zone that talks about finances for the affluent and abundant-minded.

Tune in for story sharing, expert guests, and valuable financial education that helps Gen X build wealth and well-being confidently. Align, aspire, and achieve your life’s design and version of financial freedom.

Let’s Chop!

Dr. Preston D. Cherry Modern Financial Planner For Generation X Life Money Balance Podcast
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LMB® Wealth and Wellbeing Assessment

Take charge. Align your life and money to discover your aspirational money mindset and achieve your version of financial freedom with our financial harmony assessment.

LMB® Wealth Wellbeing Assessment