The Financial Harmony™ Podcast
The Financial Harmony™ Podcast is about making sense of money without confusion, noise, or outdated pricing narratives.
Each episode explores how spending, investing, taxes, and planning actually work together in real life, so your financial decisions reflect value, clarity, and long-term alignment, not automatic rules or market-driven assumptions.
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Meet Your Host
A CERTIFIED FINANCIAL PLANNER™, financial therapist, and author of Wealth in the Key of Life: Finding Your Financial Harmony, Dr. Cherry blends finance with real-life conversations to help you live richly — today and in retirement.
Podcasts on Youtube
Lump Sum vs. Dollar-Cost Averaging: Which One Makes You More Money?
Early Mortgage Payoff Plans Gen X Needs to Know
Is Your 1% Financial Advisor Fee Still Worth It? What You Should Be Getting for the Price
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About Preston
Hi, I’m Preston Cherry — flat-fee fiduciary CERTIFIED FINANCIAL PLANNER™, financial therapist, Ph.D., and author of Wealth in the Key of Life: Finding Your Financial Harmony. The Financial Harmony™ Podcast helps high-income Gen X professionals, business owners, and oil & gas executives in their 40s–60s build, protect, and enjoy their wealth — today and in retirement. Named a Top 10 Investopedia Advisor and featured in The New York Times, Kiplinger, AARP, and MarketWatch.
Each week we cover investing, tax planning, retirement strategies, estate planning, and financial flexibility. Because wealth isn’t just about numbers — it’s about connecting your money story to your life story. By bridging financial planning with financial therapy, Dr. Cherry helps you align wealth with well-being, make confident decisions, and use your money your way.
Hosted by Dr. Preston Cherry | Concurrent Wealth Management | Houston, Texas