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The Financial Harmonyâ„¢ Podcast
Dr. Preston Cherry
104 episodes
1 week ago
🚨$250k+ household income and $500k+ assets...? You’re ready for a personalized plan! Book your FREE retirement readiness call 👉 https://www.concurrentfp.com/ Want confidence that your retirement plan ACTUALLY works? Get it inside my Financial Harmony™ membership ($115/month) 👉 https://www.concurrentfp.com/financial-harmony-membership/ Take the Gen X Retirement Readiness Quiz...📊 https://concurrentfp.typeform.com/genx-scorecard - Most Retirees Are SHOCKED When They Learn This Social Securit...
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Investing
Education,
Business,
Self-Improvement
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All content for The Financial Harmonyâ„¢ Podcast is the property of Dr. Preston Cherry and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
🚨$250k+ household income and $500k+ assets...? You’re ready for a personalized plan! Book your FREE retirement readiness call 👉 https://www.concurrentfp.com/ Want confidence that your retirement plan ACTUALLY works? Get it inside my Financial Harmony™ membership ($115/month) 👉 https://www.concurrentfp.com/financial-harmony-membership/ Take the Gen X Retirement Readiness Quiz...📊 https://concurrentfp.typeform.com/genx-scorecard - Most Retirees Are SHOCKED When They Learn This Social Securit...
Show more...
Investing
Education,
Business,
Self-Improvement
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57% of Retirees Regret Not Doing These 5 Things Earlier
The Financial Harmonyâ„¢ Podcast
4 minutes
2 months ago
57% of Retirees Regret Not Doing These 5 Things Earlier
Ready for a personalized plan? Book your FREE retirement readiness call 👉 https://www.concurrentfp.com/ - 57% of Gen Xers regret not starting retirement savings earlier - but that’s not the only miss. In this episode, Dr. Preston Cherry (Financial Planning Ph.D., CFP®, Top 10 Investopedia Advisor, Founder of Concurrent Wealth Management) breaks down the 5 most common money regrets derailing Gen X - and shows you a simple 4R Framework to realign fast. This isn’t about shame. It’s abou...
The Financial Harmonyâ„¢ Podcast
🚨$250k+ household income and $500k+ assets...? You’re ready for a personalized plan! Book your FREE retirement readiness call 👉 https://www.concurrentfp.com/ Want confidence that your retirement plan ACTUALLY works? Get it inside my Financial Harmony™ membership ($115/month) 👉 https://www.concurrentfp.com/financial-harmony-membership/ Take the Gen X Retirement Readiness Quiz...📊 https://concurrentfp.typeform.com/genx-scorecard - Most Retirees Are SHOCKED When They Learn This Social Securit...