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
What a TOD Deed Can Do for Your Estate Plan
Inheriting a Home Shouldn’t Be This Hard…
In this episode, Dr. Preston Cherry breaks down why so many families run into legal trouble when passing down their home—and how a Transfer on Death Deed (TODD) can make things much easier.
Takeaways:
• Avoid probate delays
• Keep control while alive
• Name your home’s heir
• Protect emotional legacy
• Pair with a trust
00:00 Intro
00:58 The Importance of Transfer on Death Deeds
01:25 Steps to Implement a TOD Deed
03:01 Limitations and Considerations
04:29 Final Thoughts
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https://drprestoncherry.com/book/
Disclosure: Educational content only. Not financial advice. https://www.concurrentfp.com/disclosures/