[Author Series] Life and Money Alignment Secrets With Dr. Preston Cherry скачать в хорошем качестве

[Author Series] Life and Money Alignment Secrets With Dr. Preston Cherry

In today’s fast-paced world, achieving financial harmony has become essential for living a fulfilled life. However, the pursuit of financial success often overshadows our fundamental well-being, creating a tense relationship with money. So, how can we reshape our relationship with money to align it with our deepest aspirations? Dr. Preston Cherry, a seasoned financial advisor and author, shares his unique approach to overcoming the barriers people face in achieving their desired life. He introduces the concept of financial harmony, emphasizing the importance of aligning one's financial decisions with personal values and life goals. Through insightful anecdotes and candid discussion, he challenges the notion that money is merely a tool, advocating instead for seeing it as a vital partner in life. By giving money a persona and recognizing its role in achieving life goals, individuals can find permission to pursue their dreams and aspirations without seeking external validation. In this episode of The Customer Wins, Richard Walker interviews Dr. Preston Cherry, Founder and President of Concurrent Financial Planning, about creating financial harmony. Dr. Cherry discusses how Concurrent Financial Planning helps clients align their wealth with their well-being, the interconnectedness of life and money in achieving happiness, the power of permitting oneself to pursue wealth and well-being, and the challenges and solutions for couples navigating financial planning together. 00:00 - 01:00 Introduction 02:39 - 03:36 Aligning Wealth with Well-Being: Advancing Humanity Through Financial Education 04:02 - 05:01 Money Is a Partner, Not Just a Tool: Its Role in Life 05:21 - 06:26 Finding Financial Abundance: Understanding What Money Can Truly Do 08:37 - 10:04 The Human Capital Exchange: Making Money Work for What Matters Most 10:12 - 10:59 Your Compass for Life: The Power of Defining Aspirations 12:04 - 13:17 How Self-Worth and Value Empower Financial Freedom 14:05 - 15:04 Money as a Tool for Happiness: Investing in Well-Being 15:06 - 15:58 Permission to Thrive: Embracing Your Journey Without Justification 16:13 - 17:06 Earning Your Way to Freedom: Why Money Helps You Dream Bigger 18:05 - 19:25 Plan Boldly, Spend Wisely: Permission to Pursue Your Desires 22:19 - 23:11 Couples and Money: Creating a Welcoming Space for Financial Talks 23:12 - 24:57 Listening with Respect: Building Harmony in Financial Decisions 27:55 - 29:18 Navigating Multicultural Perspectives in Money and Marriage 30:42 - 31:35 Life and Money: A Partnership That Evolves Over Time 31:37 - 32:57 The Continuous Wheel of Life: Prioritizing Values Across Stages 35:45 - 37:16 Your Money, Your Rules: Owning Your Value System 37:51 - 38:42 The Unshakable Influence of Parents on Leadership and Self-Worth Full Episode: https://quickforms.com/post/author-se... Mentions: Jason P. Carroll of Aptive Index, Farbod Nowzad of Cashmere AI, Shaun Kapusinski of HIFON, Mark Friedenthal of Tolerisk