In this episode of The New Wealth Wave Podcast, Dr. Joaquin Wallace is joined by Dr. Preston D. Cherry, Certified Financial Planner®, author, speaker, educator, and the Founder and CEO of Concurrent Wealth Management.
Together, they delve into the intricacies of Dr. Wallace’s Seven-Stage Generational Wealth Model, and discuss financial literacy, the journey to generational wealth, and the systemic barriers that hinder financial inclusion. They explore the themes of financial empowerment, the importance of automation in finance, and the necessity of self-forgiveness in financial planning.
Dr. Cherry also emphasizes that financial success does not require deprivation and that individuals can align their financial goals with their well-being.
Dr. Cherry shares insights from his book, 'Wealth and the Key of Life,' emphasizing the importance of understanding one's financial ecosystem and the transformative power of informed and intentional financial decisions.
Together, they discuss actionable steps for building a financially inclusive future, the role of representation in financial expertise, and the significance of living one's financial truth. Tune in to learn more about how financial literacy is more than just numbers, but about informed decisions, self-awareness, and the humanity of money.
This episode is full of incredible gems and deep insights that you don’t want to miss!
To learn more about Dr. Preston Cherry and his work, visit:https://drprestoncherry.com/ https://www.concurrentfp.com/
Life Money Balance® Podcast: https://www.concurrentfp.com/podcast/
LinkedIn:
https://www.linkedin.com/in/drprestoncherry/
https://www.linkedin.com/company/concurrentwealth/
YouTube: https://www.youtube.com/@lifemoneybalance
Instagram: https://www.instagram.com/drprestoncherry/ https://www.instagram.com/concurrentwealth/
Facebook: https://www.facebook.com/drprestoncherry/
Twitter: https://x.com/DrPrestonCherry https://x.com/ConcurWealth
Life Money Balance® Podcast
https://www.concurrentfp.com/podcast/
Concurrent Financial helps you let your life lead your money and welcomes you to an emotion-forward, shame-, and judgment-free zone that talks about finances for the affluent and abundant-minded.
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To learn more about Dr. Joaquin Wallace and the Generational Wealth Model, visit: https://www.drjwallace.com
LinkedIn: https://www.linkedin.com/in/the-new-wealth-wave-podcast/ https://www.linkedin.com/in/dr-joaquin-wallace-91819514Instagram: https://www.instagram.com/dr.joaquinwallaceTwitter: https://twitter.com/_JoaquinmediaYouTube: https://youtube.com/@thenewwealthwavepodcast
keywords: generational wealth, financial literacy, financial inclusion, behavioral finance, financial education, wealth gap, financial wellbeing, financial planning, financial empowerment, financial harmony, financial empowerment, financial inclusion, automation, self-forgiveness, representation, financial education, retirement planning, money management, personal finance, wealth building
