In this episode, Dr. Preston D. Cherry breaks down the true meaning of wealth, going beyond the numbers. He sheds light on how understanding and managing wealth can improve our quality of life by aligning financial and personal goals. Listen in for practical advice and a realistic view on how to use your financial resources to thrive in all areas of life.

Want to learn more? Connect with us below! 

Dr. Preston D. Cherry on LinkedIn
Dr. Preston D. Cherry’s Website

Get your free wealth assessment! Visit our website for more insights and personalized guidance. Click here to go to our website.

Join Dr. Preston D. Cherry and Dr. Renée Baker, as they dive deep into how aligning your life goals with smart financial planning can lead to true fulfillment. This episode is packed with valuable lessons on the importance of building strong relationships, being financially prepared, and keeping a growth mindset. Together, they inspire you to create a life where your dreams and finances thrive in perfect harmony.

Want to learn more? Connect with us below!

Dr. Renée Baker on LinkedIn.
Dr. Renée Baker’s Website
Dr. Preston D. Cherry on LinkedIn
Dr. Preston D. Cherry’s Website

Get your free wealth assessment! Visit our website for more insights and personalized guidance. Click here to go to our website.

Got a bonus check that feels smaller than expected? Don’t worry, you’re not alone! In this episode, Dr. Preston Cherry explores why bonus checks often feel like they’re taxed more heavily than regular paychecks and shares practical strategies to mitigate the tax impact.

Want to learn more? Connect with us below!

Dr. Preston D. Cherry on LinkedIn.

Dr. Preston D. Cherry’s Website.

Get your free wealth assessment! Visit our website for more insights and personalized guidance. Click here to go to our website.

Join Dr. Preston D. Cherry and Josh Brown, as they talk about the multifaceted relationship between wealth, spending habits, and time management. Through engaging anecdotes and practical advice, Dr. Cherry and Josh Brown encourage listeners to rethink their approach to wealth, time, and overall well-being.

Want to learn more? Connect with us below! 

Josh Brown on LinkedIn.

Dr. Preston D. Cherry on LinkedIn.

Dr. Preston D. Cherry’s Website.

Get your free wealth assessment! Visit our website for more insights and personalized guidance. Click here to go to our website.

Join Dr. Preston D. Cherry and Danielle Miura, as they delve into the critical topic of long-term care conversations with loved ones. Plus, they break down the intricacies involved in navigating long-term care, from which topics to discuss to the financial implications of different care levels, such as in-home care and nursing homes. 

Want to learn more? Connect with us below! 

Danielle Miura on LinkedIn.

Dr. Preston D. Cherry on LinkedIn.

Dr. Preston D. Cherry’s Website.

Ready to explore these tax planning strategies for financial acceleration? Visit our website for more insights and personalized guidance. Click here to go to our website.

Join Dr. Preston Cherry and Dr. Russell James, as they discuss how charitable giving and tax planning can work together. Plus, they break down tricky tax stuff, including how to deal with estate and income taxes smartly.

Want to learn more? Connect with us below! 

• Dr. Russell James on LinkedIn
• Dr. Preston D. Cherry on LinkedIn
• Dr. Preston D. Cherry’s Website

Ready to explore these tax planning strategies for financial acceleration? Visit our website for more insights and personalized guidance.

Click here to go to our website: https://concurrentfp.com

Are you considering retiring abroad?

Join Dr. Preston Cherry and Jane Mepham from El Gon Financial Advisors, as they unravel the mysteries of retiring outside the United States. From busting myths about U.S. taxation for expats to exploring the profound impact of culture and community, leave no stones unturned in this episode.

Want to learn more? Connect with us below! 

• Jane Mepham on LinkedIn
• Dr. Preston D. Cherry on LinkedIn
• Dr. Preston D. Cherry’s Website

Ready to explore these tax planning strategies for financial acceleration? Visit our website for more insights and personalized guidance.

Our website: https://concurrentfp.com

Are you thinking about retirement? As a business owner, if you’re not, you should be. This week, Dr. Preston Cherry is joined by Rickie Taylor to help business owners craft a retirement strategy that does double duty—fuelling your business growth while securing your retirement goals. Thanks to the SECURE Act 2.0, Dr. Cherry and Rickie Taylor dissect the potential of overlooked tax credits and deadlines that could transform the cost of setting up retirement plans from daunting to doable.

From the solo entrepreneur to the traditional small business, Episode 34 equips listeners with the tools and best practices to achieve their vision of a financially secure future. 

Want to learn more? Connect with us below! 

• Rickie Taylor on LinkedIn 
• Dr. Preston D. Cherry on LinkedIn
• Dr. Preston D. Cherry’s Website 

Ready to explore these tax planning strategies for financial acceleration? Visit our website for more insights and personalized guidance.

Our website: https://concurrentfp.com

When we say we’re “securing the bag,” do we really understand what we’re looking for? Marques Ogden, keynote speaker and former NFL player, joins me as “securing the bag” takes on a brand new definition as we peel back the layers to uncover the heart and soul of what it really means to achieve fulfillment in life. 

Through his vast experiences, Marques illustrates that the chase for the bag isn't just about the bank balance—it's about discovering hope, igniting inspiration, and celebrating personal victories that resonate far beyond the material.

Looking to start aligning your life and money? Check out the links below!

• Marques' Website
• Marques Ogden on Linkedin
• Marque Ogden on Instagram
• Dr. Preston D. Cherry on LinkedIn
• Dr. Preston D. Cherry’s Website 

Ready to explore these tax planning strategies for financial acceleration? Visit our website for more insights and personalized guidance.

Our website: https://concurrentfp.com
#SecuretheBag #LifeMoneyBalance #MarquesOgden #PersonalGrowth #FinancialSuccess 

Are you hiding financial secrets from your partner? If you are, you’re not alone. A new study finds that about 42% of couples admit to keeping secrets about money; that’s almost half of all couples! This week, I sat down with Dr. Michael Thomas, Ph.D., AFC®, to discuss the often-overlooked issue of fiscal secrecy and its impact on relationships. A sneaky ice cream trip with the kids can sometimes become more than just a sweet treat, creating a pattern of behaviors detrimental to the relationship. 

Unveiling the reasons behind people’s financial actions, this episode with Dr. Thomas offers a guide out of the shadows of monetary mistrust.

Want to hear more from Dr. Michael Thomas? 

• Dr. Michael Thomas on LinkedIn 
• Dr. Michael Thomas on X
• Dr. Michael Thomas on Instagram 
• Dr. Michael Thomas’s book on Black Financial Culture 

Ready to explore these tax planning strategies for financial acceleration? Visit our website for more insights and personalized guidance.

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