In this episode, Dr. Preston Cherry delves into the crucial topic of balancing the present with saving for retirement.
This episode tackles common financial regrets like under-saving for retirement, underestimating medical expenses, and the fear of outliving one's resources, all while promoting a harmonious life-money balance.
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Dr. Preston D. Cherry
The Financial Harmony™ Podcast is produced by Concurrent Wealth Management. Dr. Preston Cherry, CFP®, Ph.D., is the founder and a dollar-based flat-fee fiduciary financial advisor based in Houston.
He works directly with high-income Gen X professionals and oil and gas executives on retirement, tax, and investment decisions through comprehensive financial planning and integrated investment management.
Learn more at concurrentfp.com
