Bridging Generations: Dr. Preston Cherry’s Strategy on Balancing Wealth and Well-Being
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Rory Henry
Dr. Preston Cherry
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CONCURRENT Financial Planning
AFO|Wealth Management Forward
Bridging Generations: Dr. Preston Cherry's Strategy on Balancing Wealth and Well-Being
In this engaging episode, Rory sits down with Dr. Preston Cherry, Founder of Concurrent Planning and Co-Founder of Practice Intel. Listen as they dive into the evolving world of financial advice for Generation X, addressing the unique set of challenges this demographic faces, such as balancing student loan repayments with retirement planning. Dr. Cherry shares the findings of a new study that aimed to understand how one’s personality makeup influences their participation in employer sponsored plans. Learn about Dr. Cherry’s work at the University of Wisconsin Green Bay’s Center for Financial Wellness, and ways in which they are helping develop the next generation of students. The episode explores the work being done in financial therapy, and ways we can enhance client relationships and overall well-being by addressing the emotional and psychological aspects our financial decisions. Are you interested in discovering how financial habits and attitudes change across life stages? Want to learn about an emotional H.S.A. (Honest Self Audit)? Find out the answers to these questions and more with Dr. Preston Cherry!
