The Financial Harmony™ Podcast
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.
The Financial Harmony™ Podcast
The Big Beautiful Bill Could Save Business Owners 6 Figures in Taxes
In this episode, Dr. Preston Cherry explains how to take advantage of the new rules that could save you 20% on qualified income every year and unlock up to $10 million in tax-free gains when you sell or exit your business. From avoiding costly timing mistakes to structuring smart early, Dr. Cherry breaks down what it really means to build a tax-smart runway.
Takeaways:
• 20% income deduction
• $10M+ capital gains = 0% tax
• QBI = annual savings
• QSBS = tax-free exit
• Timing = everything
00:00 Intro
01:00 Tax Strategies Simplified
04:51 Optimizing QBI and QSBS Strategies
06:23 Empower Your Growth Journey
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https://drprestoncherry.com/book/
Disclosure: Educational content only. Not financial advice. https://www.concurrentfp.com/disclosures/