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
Most People Miss This Before Retiring
In this conversation, Dr. Preston Cherry breaks down a side of retirement most people overlook: the emotional shift. It’s not just about saving enough—it’s about preparing for a whole new identity and way of living. He shares a framework that helps you rethink retirement with tools like identity checks, relationship mapping, and time design. The goal? A life that feels as good as it looks on paper.
Takeaways:
• Confidence Gap: Gen X isn’t feeling ready
• It’s an Identity Shift: Not just a savings goal
• First Year Feels: Expect emotional ups and downs
• Purpose Matters: Plan more than just finances
• Rethink Daily Life: Design your post-retirement days
00:00 Intro
00:47 The Importance of Emotional Preparation for Retirement
01:52 The Retirement Life Readiness Framework
03:00 Designing Your Next Chapter on Purpose
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https://drprestoncherry.com/book/
Disclosure: Educational content only. Not financial advice. https://www.concurrentfp.com/disclosures/