The Financial Harmony™ Podcast
By Dr. Preston Cherry
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Category: Investing
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Episodes: 110
Description
The Financial Harmony™ Podcast with Dr. Preston Cherry blends real financial strategy, retirement planning, and money psychology for people who want clarity without chaos. Hosted by Dr. Cherry, CFP®, Ph.D., and financial therapist, the show delivers grounded insights on investing, taxes, and aligning money with life.
Each week, Dr. Cherry shares clear, grounded insights on retirement planning, investing, tax strategy, and decision-making, alongside honest conversations about money behavior, identity, and well-being.
This show helps you reduce financial stress, make confident decisions, and align your money with the life you want to live. You’ll learn how to invest smarter, spend without guilt, and build wealth that reflects your values, not just your numbers.
No finance-bro energy.
No rage-based hot takes.
No performative advice.
Just calm authority, psychological insight, and real financial guidance for navigating markets, transitions, and life with intention.
Get 1:1 all-inclusive flat-fee financial planning, or go deeper through the Financial Harmony™ Membership for group-based fiduciary guidance, education, workshops, and community.
Live your wealth, your way.
| Episode | Date |
|---|---|
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Is Paying a Financial Advisor 1% Too Much? (What You’re Missing)
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Apr 14, 2026 |
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Trust, Freedom, and the Future of Finances & Civilization: A Conversation with George Kinder
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Mar 02, 2026 |
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AI Won’t Replace Advisors. But This Will.
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Feb 17, 2026 |
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Preparing for Uncertainty in Life and Money
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Feb 10, 2026 |
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Gen X Followed the Rules. Here’s What Happened.
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Feb 06, 2026 |
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Will High Earners Actually Pay Less Tax in Retirement?
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Jan 28, 2026 |
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5 Money Beliefs Making You Feel Broke (Remove These Beliefs ASAP)
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Nov 15, 2025 |
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Over 50? Watch This — You’ll Catch Up on Your Retirement
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Oct 02, 2025 |
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Where Most Retirement Plans Secretly FAIL (And You Won’t See It Coming)
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Sep 22, 2025 |
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This Secret Retirement Cost Could DELAY Your Retirement By 3+ Years
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Sep 17, 2025 |
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Stop! Don’t Convert to Roth Until You Watch This (or you’ll overpay)
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Sep 13, 2025 |
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My Honest Thoughts To Anyone Working Past 59... RETIRE ASAP
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Sep 08, 2025 |
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57% of Retirees Regret Not Doing These 5 Things Earlier
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Sep 01, 2025 |
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Why Smart Retirees Claim Social Security at 62 (Not 70)
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Aug 19, 2025 |
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Can You REALLY Retire at 50 vs 60 With $1.5M? | CFP Case Study
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Aug 11, 2025 |
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Most People Miss This Before Retiring
|
Aug 04, 2025 |
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Top 5 Gen X Money Regrets (And How to Fix Them)
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Jul 28, 2025 |
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What a TOD Deed Can Do for Your Estate Plan
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Jul 21, 2025 |
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Does Crypto Belong in Your Investing Portfolio?
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Jul 16, 2025 |
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The Big Beautiful Bill Could Save Business Owners 6 Figures in Taxes
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Jul 09, 2025 |
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Big Fees: Are You Overpaying for Amex Platinum or Chase Sapphire?
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Jul 02, 2025 |
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Are Social Security Benefits Taxable? Gen X Are Shocked About the Tax Traps
|
Jun 27, 2025 |
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Should Gen X Take Social Security at 62? Smart or Risky?
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Jun 23, 2025 |
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Why High Earners Still Feel Stuck Financially
|
Jun 16, 2025 |
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NUA Tax Strategy: The Secret to Saving BIG on Company Stock
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Jun 12, 2025 |
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Inherited IRAs Explained: What Heirs Need to Know to Avoid Costly Mistakes
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Jun 09, 2025 |
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Healthspan vs Lifespan: Why Gen X Must Rethink Retirement
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Jun 06, 2025 |
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Why More Money Needs Smarter Planning (And How It Builds Wealth Faster)
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Jun 03, 2025 |
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Sell in May and Go Away: Smart Move or Tired Myth?
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May 29, 2025 |
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HSA Secrets: How to Retire Wealthier & Pay Less in Taxes
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May 26, 2025 |
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Choosing the Right Retirement Account: Roth 401(k), Roth IRA, After-Tax 401(k)
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May 25, 2025 |
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The Truth About Global Diversification and the S&P 500
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May 22, 2025 |
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There’s No Such Thing as a Self-Made Millionaire: Unpacking the Realities of Wealth
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May 12, 2025 |
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Buffett Retires: What You Miss About His Wealth Wisdom
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May 10, 2025 |
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Gen X Alert: Student Loan Collections Restart—What to Do Now
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May 10, 2025 |
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Discussing Legacy and Long-Term Care with Aging Parents
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May 02, 2025 |
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Tax-Smart Investing: Using Taxable Brokerage Accounts to Boost Wealth, Flexibility, and Reduce Taxes
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May 02, 2025 |
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Retire Wealthy: Essential Tax and Bonus Tips for Oil and Gas Executives
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May 02, 2025 |
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Lump Sum vs. Dollar-Cost Averaging: Which One Makes You More Money?
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Apr 19, 2025 |
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Is Gen X Taking Mortgage Debt Into Retirement? Pros, Cons, and Smart Payoff Strategies
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Apr 14, 2025 |
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What Is Comprehensive Financial Planning? (And Why It Matters Now More Than Ever)
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Apr 08, 2025 |
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How Geographic Arbitrage and Retiring Abroad Can Transform Your Financial Future
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Apr 04, 2025 |
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Why High-Income Earners Need Spending Plans Instead of Budgets
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Apr 02, 2025 |
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Is $1 Million Still Enough? The New Wealth Benchmarks Explained
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Mar 29, 2025 |
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Executive Compensation Mastery: RSUs, Stock Options & ESPPs Explained
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Mar 25, 2025 |
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Tax-Efficient Retirement Strategies for For High-Income Business Owners
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Mar 22, 2025 |
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Financial Infidelity to Financial Intimacy: How Married Couples Can Manage Their Finances
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Mar 19, 2025 |
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Seizing Opportunities: Navigating Market Corrections with Core-Satellite Investing
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Mar 15, 2025 |
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Navigating Market Corrections: Here’s What You NEED to Know
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Mar 12, 2025 |
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How Much Should You Have Saved for Retirement by 40, 50, or 60?
|
Mar 07, 2025 |
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High Earners, Are You Saving Enough? The Truth About Emergency Funds
|
Mar 03, 2025 |
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Why High-Income Families NEED These 3 Trusts
|
Feb 25, 2025 |
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Estate Planning 101: What You MUST Do Before It’s Too Late
|
Feb 19, 2025 |
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Will an Annuity Save Your Retirement?
|
Feb 11, 2025 |
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Financial Anxiety? Here's How to Find Financial Harmony with Your Money
|
Feb 03, 2025 |
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Rental Properties After 40: Smart Wealth Moves or Risky Headache?
|
Jan 23, 2025 |
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Retire Like a Boss: 4 Secrets to Comfort and Joy
|
Jan 02, 2025 |
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Bitcoin is Up—But Should You Buy?
|
Dec 17, 2024 |
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Building Wealth with Gratitude: Essential Tips for Gen X
|
Nov 27, 2024 |
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How to Build a Diverse Portfolio with Alternative Investments
|
Nov 16, 2024 |
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4% Rule Guru Bill Bengen Reveals How to Maximize Your Retirement Income!
|
Nov 07, 2024 |
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Why Retirement Feels Out of Reach for Gen X
|
Oct 31, 2024 |
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The Secret to Avoiding Money Regrets
|
Oct 23, 2024 |
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Avoid Regret: Maximize Open Enrollment NOW!
|
Oct 17, 2024 |
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Can You Really Trust Reddit for Financial Advice?
|
Oct 03, 2024 |
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The Shocking Truth Continues: Are Gen X Parents Still Ruining their Retirement?!
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Sep 23, 2024 |
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Are Gen X Parents Ruining Retirement by Supporting Their Adult Children?
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Sep 12, 2024 |
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Moving Your 401k After Leaving Your Job
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Aug 24, 2024 |
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Are Luxury Hotels Worth It?
|
Jul 03, 2024 |
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What Does It Mean To Be Wealthy?
|
Jun 27, 2024 |
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Boost Your Fulfillment and Finances With Aspirations
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Jun 18, 2024 |
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Are Bonuses Taxed Differently?
|
Jun 12, 2024 |
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Wealthy Spending Habits: Debunking Myths and Misconceptions
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Jun 04, 2024 |
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Long-Term Care Conversations With Loved Ones
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May 27, 2024 |
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Charitable Giving Strategy: Good Giving and Reduce Taxes
|
Apr 30, 2024 |
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Tips for Retiring Abroad Success
|
Apr 09, 2024 |
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Planning Retirement For Small Business Owners
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Mar 19, 2024 |
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Secure the Bag: Journey Not Jive with Marques Ogden
|
Mar 05, 2024 |
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Moving Couples from Conflict to Financial Harmony with Dr. Michael Thomas
|
Feb 20, 2024 |
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Does Your Mind Mess with Your Money?
|
Feb 06, 2024 |
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Using Reverse Mortgages for Finances Flexibility with Don Graves
|
Jan 23, 2024 |
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Using Positive Psychology for New Year Finance Goals with Ashley Quamme
|
Jan 09, 2024 |
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Concentration in Your Investment Portfolio
|
Jan 04, 2024 |
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How to Experience Retirement Transition with Charles H. Cherry, Jr
|
Dec 27, 2023 |
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Ways Money Shame Impacts Your Finances with Aja Evans
|
Dec 19, 2023 |
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Ways Secure Act 2.0 Helps Gen X Secure Retirement
|
Dec 08, 2023 |
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Understanding the Emotion and Money of Gen X Finances
|
Dec 05, 2023 |
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Handle Black Friday and Cyber Week Spending For Your Finances
|
Nov 28, 2023 |
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Strategic Tax Planning and Maximizing High-Income Earnings with Thomas Kopelman
|
Nov 22, 2023 |
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Ikigai Your Life and Finances
|
Nov 08, 2023 |
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Maddening Money Myths
|
Nov 06, 2023 |
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5 Life & Money Conversations for Gen X
|
Oct 24, 2023 |
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Estate Planning Checklist Highlights
|
Oct 17, 2023 |
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Spending Freedom Now and Retirement
|
Oct 10, 2023 |
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Ways to Set Your Financial Boundaries
|
Oct 03, 2023 |
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401k's Are Not Scams
|
Sep 12, 2023 |
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Flexible Wealth: Diverse Investment Account Types with Christine Benz
|
Sep 06, 2023 |
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Unlock and Overcome Financial Trauma with Saundra Davis
|
Aug 24, 2023 |
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What Financial Advice Does GenX Want?
|
Jun 28, 2023 |
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Is Social Security Running Out?
|
Apr 06, 2023 |
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E10: Four Reasons Your Stories Make Money Seasons w/ Jess Bost, RICP®
|
Mar 03, 2023 |
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E9: The Power of Life & Money Conversations: Resilience to Aspiration w/ Leah Davis, FFC®
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Sep 24, 2022 |
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E8: Hobby to Hustle: Find Joy in Your Workplace & Entrepreneur Careers w/ Guest Jennifer Gloria
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Aug 12, 2022 |
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E7: The Money & Emotion of Marriage with Lazetta Rainey Braxton, MBA, CFP®
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Jul 13, 2022 |
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E6: Roll & Adapt: How to Avoid Personal Deflation During External Inflation
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Jun 17, 2022 |
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E5: A Rounded Conversation About Cryptocurrency with Dr. Michael G. Thomas, AFC®
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May 25, 2022 |
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E4: Pathways: You Decided to Start Your LMB Journey, Now What?
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May 10, 2022 |
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E3: Where Did Life Money Balance™ Begin? Meet the Parents (Part 2)
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Apr 25, 2022 |
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E2: Where Did Life Money Balance® Begin? Meet the Parents (Part 1)
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Mar 31, 2022 |
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E1: The Launch: Life Money Balance™ Podcast & Live Asprtnly™
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Mar 19, 2022 |