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On the show
From 10 epsHost
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Recent episodes
Is Paying a Financial Advisor 1% Too Much? (What You’re Missing)
Apr 14, 2026
37m 33s
Trust, Freedom, and the Future of Finances & Civilization: A Conversation with George Kinder
Mar 2, 2026
1h 04m 08s
AI Won’t Replace Advisors. But This Will.
Feb 17, 2026
36m 53s
Preparing for Uncertainty in Life and Money
Feb 10, 2026
48m 31s
Gen X Followed the Rules. Here’s What Happened.
Feb 6, 2026
49m 58s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 4/14/26 | Is Paying a Financial Advisor 1% Too Much? (What You’re Missing)✨ | financial advisor feesinvestment management+3 | — | — | — | financial advisorAUM fee+3 | — | 37m 33s | |
| 3/2/26 | Trust, Freedom, and the Future of Finances & Civilization: A Conversation with George Kinder✨ | trustfinancial planning+4 | George Kinder | — | — | trustfinancial future+5 | — | 1h 04m 08s | |
| 2/17/26 | AI Won’t Replace Advisors. But This Will.✨ | AI in financefinancial advisors+3 | — | AltruistCharles Schwab+2 | — | AIfinancial advisors+3 | — | 36m 53s | |
| 2/10/26 | Preparing for Uncertainty in Life and Money✨ | financial choiceseconomic instability+3 | — | — | — | financial uncertaintyBitcoin+3 | — | 48m 31s | |
| 2/6/26 | Gen X Followed the Rules. Here’s What Happened.✨ | retirementfinancial planning+3 | — | — | Gen X | retirementGen X+5 | — | 49m 58s | |
| 1/28/26 | Will High Earners Actually Pay Less Tax in Retirement?✨ | taxes in retirementhigh earners+3 | — | — | — | retirement taxeshigh earners+5 | — | 1h 05m 32s | |
| 11/15/25 | 5 Money Beliefs Making You Feel Broke (Remove These Beliefs ASAP)✨ | money beliefsfinancial planning+3 | — | Concurrent Financial PlanningFinancial Harmony™ | — | money beliefsfinancial planning+3 | — | 12m 39s | |
| 10/2/25 | Over 50? Watch This — You’ll Catch Up on Your Retirement✨ | retirement planningfinancial readiness+3 | — | Concurrent Financial Planning | — | retirementfinancial planning+3 | — | 8m 08s | |
| 9/22/25 | Where Most Retirement Plans Secretly FAIL (And You Won’t See It Coming)✨ | retirement planningfinancial readiness+3 | — | Financial Harmony™ConcurrentFP | Gen Xolder millennials+1 | retirement plansfinancial harmony+3 | Concurrent Financial PlanningFREE | 10m 29s | |
| 9/17/25 | This Secret Retirement Cost Could DELAY Your Retirement By 3+ Years✨ | retirement planninghealthcare costs+3 | — | Concurrent Wealth ManagementInvestopedia+1 | Gen X | retirementhealthcare+3 | — | 7m 10s | |
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| 9/13/25 | 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 Cherry (Financial Planning Ph.D., CFP®, Top 10 Investopedia Advisor, Founder of Concurrent Wealth Management) shows exactly when conversions work, when they don’t, and how to size yours without tripping Medicare IRMAA, ACA subsidy cliffs, or phaseouts. You’ll learn the “retirement tax valley” timi... | 11m 34s | ||||||
| 9/8/25 | 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 live well (healthspan). In this episode, Dr. Preston Cherry (Financial Planning Ph.D., CFP®, Top 10 Investopedia Advisor, Founder of Concurrent Wealth Management) shows Gen X how to plan for the years you’re healthiest, most active, and most fulfilled - and how to align money to life stages, not ... | 5m 54s | ||||||
| 9/1/25 | 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 miss. In this episode, Dr. Preston Cherry (Financial Planning Ph.D., CFP®, Top 10 Investopedia Advisor, Founder of Concurrent Wealth Management) breaks down the 5 most common money regrets derailing Gen X - and shows you a simple 4R Framework to realign fast. This isn’t about shame. It’s abou... | 4m 14s | ||||||
| 8/19/25 | 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 (Financial Planning Ph.D., CFP®, Top 10 Investopedia Advisor, Founder of Concurrent Wealth Management) breaks down 3 smart reasons Gen X might want to claim Social Security at 62 - and when it doesn’t make sense. You’ll see how early benefits can protect your portfolio, reduce stress, and align inc... | 7m 49s | ||||||
| 8/11/25 | 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 (Financial Planning Ph.D., Top 10 Investopedia Advisor, Founder of Concurrent Wealth Management) breaks down two real scenarios: retiring at 50 and at 60 - using realistic spending, taxes, and market assumptions. You’ll see how sequence-of-returns risk, Social Security timing, and a Guardrails-based... | 5m 01s | ||||||
| 8/4/25 | 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 way of living. He shares a framework that helps you rethink retirement with tools like identity checks, relationship mapping, and time design. The goal? A life that feels as good as it looks on paper. Takeaways: • Confidence Gap: Gen X isn’t feeling ready • It’s an Identity Shift: Not just a sa... | 5m 00s | ||||||
| 7/28/25 | Top 5 Gen X Money Regrets (And How to Fix Them) | Gen X’s Biggest Money Regrets—And How to Fix Them Dr. Preston Cherry opens up about the top financial regrets Gen X faces—from late retirement saving to piling on debt. The good news? It’s not too late to turn things around. In this eye-opening conversation, Dr. Cherry shares how Gen Xers can shift from regret to resilience with simple mindset changes and a values-based wealth plan. Whether it’s saving more, cutting debt, or protecting your legacy—small steps today can lead to big changes t... | 5m 08s | ||||||
| 7/21/25 | What a TOD Deed Can Do for Your Estate Plan | Inheriting a Home Shouldn’t Be This Hard… In this episode, Dr. Preston Cherry breaks down why so many families run into legal trouble when passing down their home—and how a Transfer on Death Deed (TODD) can make things much easier. Takeaways: • Avoid probate delays • Keep control while alive • Name your home’s heir • Protect emotional legacy • Pair with a trust 00:00 Intro 00:58 The Importance of Transfer on Death Deeds 01:25 Steps to Implement a TOD Deed 03:01 Limitations and Consideratio... | 5m 08s | ||||||
| 7/16/25 | Does Crypto Belong in Your Investing Portfolio? | In this episode, Dr. Cherry offers thoughtful guidance on navigating the recent rise in Bitcoin’s price. While market excitement is understandable, he reminds us that disciplined investing is not about reacting to headlines—it’s about following a well-crafted financial plan. Takeaways: • Don’t chase hype • Know your crypto types • Core first, crypto later • Plan before you invest • Taxes still apply 00:00 Intro 00:52 Bitcoin's New High and Market Reactions 01:41 Understanding Crypto Categor... | 7m 25s | ||||||
| 7/9/25 | The Big Beautiful Bill Could Save Business Owners 6 Figures in Taxes | In this episode, Dr. Preston Cherry explains how to take advantage of the new rules that could save you 20% on qualified income every year and unlock up to $10 million in tax-free gains when you sell or exit your business. From avoiding costly timing mistakes to structuring smart early, Dr. Cherry breaks down what it really means to build a tax-smart runway. Takeaways: • 20% income deduction • $10M+ capital gains = 0% tax • QBI = annual savings • QSBS = tax-free exit • Timing = everything 0... | 6m 48s | ||||||
| 7/2/25 | Big Fees: Are You Overpaying for Amex Platinum or Chase Sapphire? | Are Premium Credit Cards Still Worth It? In this episode, Dr. Preston Cherry breaks down the truth behind those flashy, high-fee credit cards like the Amex Platinum and Chase Sapphire Reserve. Are the perks really that valuable—or are you just paying for status? From overcrowded lounges to scattered benefits, Dr. Cherry reveals what you really need to know before swiping that premium card. He urges listeners to take a closer look at how they’re using their cards, whether the rewards actuall... | 8m 37s | ||||||
| 6/27/25 | Are Social Security Benefits Taxable? Gen X Are Shocked About the Tax Traps | Dr. Preston Cherry explains why many Gen Xers are caught off guard when they find out—yes, your Social Security can be taxed. Up to 85% of your benefits could be taxable if your income crosses certain thresholds—thresholds that haven’t kept up with inflation. If you've saved diligently or have extra income from side gigs or investments, you could be looking at a smaller Social Security check than expected. The surprise? It’s all perfectly legal—and avoidable with the right planning. Takeaway... | 6m 57s | ||||||
| 6/23/25 | Should Gen X Take Social Security at 62? Smart or Risky? | Should You Claim Social Security at 62? Dr. Preston Cherry challenges the idea that you have to wait until 70 to claim Social Security. For Gen Xers juggling aging parents and kids, claiming at 62 could offer more than just a check—it could bring peace of mind, flexibility, and better use of your money now. The key? Making the choice that fits your life, not someone else's rule of thumb. Takeaways: • More Flexibility Now • Less Portfolio Stress • Smart Tax Moves • Fits Gen X Life • Your Goa... | 8m 53s | ||||||
| 6/16/25 | Why High Earners Still Feel Stuck Financially | In this episode, Dr. Preston Cherry breaks down why many high-income Gen Xers still feel stuck financially. Even with good paychecks, lifestyle creep and unclear goals can cause stress. Dr. Cherry explains how aligning your money with your values—not just chasing more—can lead to real peace and freedom. It's not about starving your present for your future. It’s about balance. Takeaways: • Lifestyle creep adds stress • Align money with values • Spending shows priorities • Net worth ≠ freedom ... | 6m 22s | ||||||
| 6/12/25 | NUA Tax Strategy: The Secret to Saving BIG on Company Stock | In this episode, Dr. Preston Cherry breaks down how Gen X professionals can use a smart tax strategy called Net Unrealized Appreciation (NUA) to turn company stock in their 401(k)s into tax-efficient income. He explains how the right moves can help you retire earlier and keep more of your money—and how one wrong step can cost you big. Takeaways: • Company stock matters • NUA lowers taxes • Don't rush to IRA • Act with a plan • Mistakes are costly Want to learn more? Connect with us below! ... | 7m 04s | ||||||
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