Wealth in the Key of Life w/ Dr. Preston Cherry

In this episode, Rory sits down with Dr. Preston Cherry, founder of Concurrent Wealth Management, director at the Charles Schwab Center for Personal Financial Planning at the University of Wisconsin Green Bay, and author of Wealth in the Key of Life: Finding Your Financial Harmony. Discover how financial wellness isn't just about numbers—it's about aligning your values, goals, and money decisions to create a life of purpose and meaning. Learn how tools like the "honest self-audit" and identifying your "money story" can help you build a stronger relationship with your finances. Dr. Cherry also shares his insights on creating financial compassion, embracing flexibility amidst uncertainty, and understanding the role of gratitude and grace in financial planning. Learn how how writing a financial purpose statement can illuminate your true priorities. Do you want to know why Dr. Cherry wrote about Michael Jackson's song "Man in the Mirror" metaphor? Are you ready to uncover the deeper connections between wealth and well-being? Find out the answers to these questions and more in this inspiring and thought-provoking conversation with author Dr. Preston Cherry.