Healthy Advisor

The Healthy Advisor: Getting Past the Seven-Year Fog with Dr. Preston Cherry

Listen Later

What happens when professional achievement outpaces personal well-being? Dr. Preston Cherry, founder of Concurrent Financial Planning, seemed to have it all—a thriving career and a secure six-figure salary in his late 20s. But beneath the surface, he was stuck in a seven-year fog, struggling to align his personal life with his financial success.

In this episode, Diana Britton, executive editor at WealthManagement.com, sits down with Dr. Cherry as he opens up about his challenges—bankruptcy, self-medicating behaviors and racial microaggressions—all while searching for balance, healing and true fulfillment.

He discusses: 

  • The realization of his “seven years of fog”
  • The concept of life and money misalignment
  • Thoughts on money buying happiness
  • How his experiences inspired his new book “Wealth in the Key of Life”
  • What his journey has taught him about having empathy and compassion for clients

    • Resources: 

    • Listen to other inspiring episodes of The Healthy Advisor
    • Wealth in the Key of Life: Finding Your Financial Harmony by Dr. Preston D. Cherry

      • Connect with WealthManagement.com:

      • WealthManagement.com
      • LinkedIn: Diana Britton
      • Email: [email protected]
      • LinkedIn: Informa
      • LinkedIn: WealthManagement

        • Connect with Dr. Preston Cherry:

        • LinkedIn: Dr. Preston Cherry
        • Website: Dr. Preston Cherry
        • Website: Concurrent Financial Planning
        • Facebook: Concurrent Financial Planning
        • X: @DrPrestonCherry
        • YouTube: Life Money Balance®

          • About Our Guest:

          Dr. Preston Cherry, Founder & President of Concurrent Financial Planning, leads the Financial Planning Program and directs the Charles Schwab Center for Personal Financial Planning at UW–Green Bay. With over 15 years of experience, he empowers people to shape their financial stories for wellness and freedom. His research focuses on personality traits and financial risks. Cited by top publications, he’s an Investopedia Top 100 Advisor and Financial Therapy Association President. Preston is also a poetry-writing, vinyl-loving uncle.

          If you have a struggle and wish to share your experiences and help others in similar situations, please reach out to Diana at [email protected].

          The Healthy Advisor podcast is available on Apple Podcasts, Android, Stitcher, Spotify, and wherever podcasts are found.

          ...more
          View all episodesView all episodes
          Download on the App Store
          Healthy AdvisorBy Diana Britton
          • 5
          • 5
          • 5
          • 5
          • 5

          5

          10 ratings

          More shows like Healthy Advisor

          View all
          Freakonomics Radio by Freakonomics Radio + Stitcher

          Freakonomics Radio

          32,044 Listeners

          Masters in Business by Bloomberg

          Masters in Business

          2,178 Listeners

          Up First from NPR by NPR

          Up First from NPR

          56,673 Listeners

          Worth Listening with Lauryn Williams by Lauryn Williams

          Worth Listening with Lauryn Williams

          46 Listeners

          Worklife with Adam Grant by TED

          Worklife with Adam Grant

          9,154 Listeners

          The Jordan Harbinger Show by Jordan Harbinger

          The Jordan Harbinger Show

          12,012 Listeners

          Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

          Kitces and Carl - Real Talk for Real Financial Advisors

          244 Listeners

          Huberman Lab by Scicomm Media

          Huberman Lab

          29,171 Listeners