The Life Money Balance™ Podcast
1) 5 Money Beliefs Making You Feel Broke (Remove These Beliefs ASAP)
🚨$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 pl...Show More
2) Over 50? Watch This — You’ll Catch Up on Your Retirement
🚨$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 pl...Show More
3) Where Most Retirement Plans Secretly FAIL (And You Won’t See It Coming)
🚨 Gen X, older millennials & pre/early retirees, with $250k+ household income and $500k+ assets... Are you ready for a personalized plan? Book your FREE retirement readiness call 👉 https://www.concu...Show More
4) This Secret Retirement Cost Could DELAY Your Retirement By 3+ Years
Ready for a personalized plan? Book your FREE retirement readiness call 👉 https://www.concurrentfp.com/ Take the Gen X Retirement Readiness Quiz 🚨 https://concurrentfp.typeform.com/genx-scorecard -...Show More
5) Stop! Don’t Convert to Roth Until You Watch This (or you’ll overpay)
Ready for a personalized plan? Book your FREE retirement readiness call 👉 https://www.concurrentfp.com/ - Roth conversions can be a tax win - or an expensive mistake. In this episode, Dr. Preston C...Show More
6) My Honest Thoughts To Anyone Working Past 59... RETIRE ASAP
Ready for a personalized plan? Book your FREE retirement readiness call 👉 https://www.concurrentfp.com/ - Most retirement plans obsess over how long you’ll live (lifespan) and miss the years you’ll ...Show More
7) 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 mi...Show More
8) Why Smart Retirees Claim Social Security at 62 (Not 70)
Ready for a personalized plan? Book your FREE retirement readiness call 👉 https://www.concurrentfp.com/ - Is “wait until 70” always best? Not for every Gen Xer. In this episode, Dr. Preston Cherry (...Show More
9) Can You REALLY Retire at 50 vs 60 With $1.5M? | CFP Case Study
Want a clear answer on retiring at 50 vs 60 with $1.5M? Book a free retirement readiness call 👉 https://www.concurrentfp.com/ - Is $1.5M enough? In this data-driven case study, Dr. Preston Cherry (F...Show More
10) 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...Show More