What happens when professional achievement outpaces personal well-being? Dr. Preston Cherry, founder of Concurrent Financial Planning, seemed to have it all—a thriving career and a secure six-figure salary in his late 20s. But beneath the surface, he was stuck in a seven-year fog, struggling to align his personal life with his financial success.
In this episode, Diana Britton, executive editor at WealthManagement.com, sits down with Dr. Cherry as he opens up about his challenges—bankruptcy, self-medicating behaviors and racial microaggressions—all while searching for balance, healing and true fulfillment.
He discusses:
The realization of his “seven years of fog”
The concept of life and money misalignment
Thoughts on money buying happiness
How his experiences inspired his new book “Wealth in the Key of Life”
What his journey has taught him about having empathy and compassion for clients
Resources:
Connect with WealthManagement.com:
Connect with Dr. Preston Cherry:
About Our Guest:
Dr. Preston Cherry, Founder & President of Concurrent Financial Planning, leads the Financial Planning Program and directs the Charles Schwab Center for Personal Financial Planning at UW–Green Bay. With over 15 years of experience, he empowers people to shape their financial stories for wellness and freedom. His research focuses on personality traits and financial risks. Cited by top publications, he’s an Investopedia Top 100 Advisor and Financial Therapy Association President. Preston is also a poetry-writing, vinyl-loving uncle.
If you have a struggle and wish to share your experiences and help others in similar situations, please reach out to Diana at [email protected].
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