On this episode, Dr. Preston Cherry breaks down estate planning in a way that makes it clear: everyone needs a plan, not just the rich. He explains key documents like wills, living trusts, powers of attorney, and healthcare directives—tools that protect your assets and ensure your wishes are followed.

He also shares strategies to avoid probate, minimize taxes, and keep your family from unnecessary stress. Most importantly, he urges open conversations about estate planning to prevent future conflicts and make sure your legacy is honored.

Key Points:
• Estate planning is for all
• Wills and trusts protect assets
• Plan ahead to avoid probate
• Update documents, talk openly

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Grab Your Copy of Dr. Cherry's book ‘Wealth In The Key of Life’

Information on the Life Money Balance Podcast is for educational purposes only, not financial advice. Review our disclosures: https://www.concurrentfp.com/disclosures/

In this episode, Dr. Preston Cherry delves into the complexities and benefits of incorporating annuities into retirement portfolios. With the startling statistic that 63% of Americans fear outliving their money more than death itself, Dr. Preston offers a comprehensive exploration of annuities as a solution to this anxiety.

He clarifies misconceptions by defining annuities not as investments, but as insurance against outliving one's savings. Through an engaging discussion, Dr. Preston sheds light on how annuities can provide a guaranteed income stream, thereby offering peace of mind and financial security during retirement.

Key Points:
• Understanding Annuities
• Types of Annuities
• Role in Retirement Portfolios
• Myths and Fiduciary Responsibility
• Famous Illustrations

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Grab Your Copy of Dr. Cherry's book ‘Wealth In The Key of Life'

Information on the Life Money Balance Podcast is for educational purposes only, not financial advice. Review our disclosures: https://www.concurrentfp.com/disclosures/

In this episode, Dr. Preston Cherry explores financial harmony, guiding listeners from financial anxiety to alignment by connecting money decisions with personal values.

With 60% of Americans experiencing financial anxiety, Dr. Cherry presents a framework to help individuals and households align their finances with life goals. The episode also introduces the 6A alignment system, offering actionable steps for financial clarity.

Dr. Cherry also delves into financial therapy, emphasizing the emotional and psychological aspects of money. By addressing money avoidance and using strategies like journaling and self-audits, listeners can reduce stress, achieve financial confidence, and create a fulfilling life.

Key Points:
• Definition of Financial Harmony
• Impact of Misalignment
• The 6A Alignment System
• Financial Therapy
• Practical Tips for Financial Harmony

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Stay informed and inspired! Join our FREE wealth & well-being newsletter

Do you want confidence & clarity? Check out our award-winning wealth advice services

Grab Your Copy of Dr. Cherry's book ‘Wealth In The Key of Life’

Information on the Life Money Balance Podcast is for educational purposes only, not financial advice. Review our disclosures: https://www.concurrentfp.com/disclosures/