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: 

Listen to other inspiring episodes of The Healthy Advisor: https://www.wealthmanagement.com/featured-series/transparency 
 
Connect With Dr. Preston Cherry:

LinkedIn: Dr. Preston Cherry: https://www.linkedin.com/in/drprestoncherry/ 
Website: Dr. Preston Cherry: https://www.drprestoncherry.com 
Website: Concurrent Financial Planning: https://www.concurrentfp.com 
Facebook: Concurrent Financial Planning: https://www.facebook.com/concurrentfp 
X: @DrPrestonCherry: https://x.com/DrPrestonCherry 
YouTube: Life Money Balance®: https://www.youtube.com/channel/UCe7Ugqr6zgJMEfPXQ5_L-kQ 
 
Connect With WealthManagement.com:

https://www.wealthmanagement.com/ 
Email: diana.britton@informa.com
LinkedIn: Diana Britton: https://www.linkedin.com/in/diana-britton-8826b53/ 
LinkedIn: Informa: https://www.linkedin.com/company/informa/ 
LinkedIn: WealthManagement: https://bit.ly/WealthManagementLI

The Healthy Advisor: Getting Past the Seven-Year Fog with Dr. Preston Cherry

NREI Weekender Episode 6 - NREI Research Series: Annual REIT Study Review, July 13, 2019

Today, David Bodamer continues with the NREI Research Series by reviewing NREI’s 4th annual REIT study. 

In this episode, you will learn:

- The major takeaways from this year’s research
- Which categories are on respondents’ buy and sell lists
- The status of REIT balance sheets
- What kind of predictions the study provides for REIT stock prices and returns 
- And more

Tune in now to hear the latest findings in the Review of the fourth annual REIT Study as part of the NREI Research Series.

Resources:
National Real Estate Investor

The Healthy Advisor: Getting Past the Seven-Year Fog with Dr. Preston Cherry

WealthManagement.com

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