The Financial Harmony™ Podcast
The Financial Harmony Podcast with Dr. Preston Cherry blends strategy and soul for Gen X professionals who want to align their money with their life. Each week, Dr. Cherry, CFP®, Ph.D., and Financial Therapist, shares clear lessons on retirement, investing, and tax planning alongside real conversations about money psychology, behavior, and well-being. You’ll gain insights to reduce financial stress, make confident decisions, and connect your wealth to your well-being. This show helps you invest smarter, spend without guilt, and build wealth that reflects your values, not just your numbers. Join the Financial Harmony™ Membership for deeper education, workshops, and community. Live your wealth, your way.™
The Financial Harmony™ Podcast
Does Crypto Belong in Your Investing Portfolio?
In this episode, Dr. Cherry offers thoughtful guidance on navigating the recent rise in Bitcoin’s price. While market excitement is understandable, he reminds us that disciplined investing is not about reacting to headlines—it’s about following a well-crafted financial plan.
Takeaways:
• Don’t chase hype
• Know your crypto types
• Core first, crypto later
• Plan before you invest
• Taxes still apply
00:00 Intro
00:52 Bitcoin's New High and Market Reactions
01:41 Understanding Crypto Categories
02:32 Investment Strategies for Crypto
03:58 Balancing Crypto in Your Portfolio
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Disclosure: Educational content only. Not financial advice. https://www.concurrentfp.com/disclosures/