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The Financial Harmony™ Podcast
Dr. Preston Cherry
104 episodes
1 week ago
🚨$250k+ household income and $500k+ assets...? You’re ready for a personalized plan! Book your FREE retirement readiness call 👉 https://www.concurrentfp.com/ Want confidence that your retirement plan ACTUALLY works? Get it inside my Financial Harmony™ membership ($115/month) 👉 https://www.concurrentfp.com/financial-harmony-membership/ Take the Gen X Retirement Readiness Quiz...📊 https://concurrentfp.typeform.com/genx-scorecard - You can make six figures, max your 401(k), and still feel bro...
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Investing
Education,
Business,
Self-Improvement
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All content for The Financial Harmony™ Podcast is the property of Dr. Preston Cherry and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
🚨$250k+ household income and $500k+ assets...? You’re ready for a personalized plan! Book your FREE retirement readiness call 👉 https://www.concurrentfp.com/ Want confidence that your retirement plan ACTUALLY works? Get it inside my Financial Harmony™ membership ($115/month) 👉 https://www.concurrentfp.com/financial-harmony-membership/ Take the Gen X Retirement Readiness Quiz...📊 https://concurrentfp.typeform.com/genx-scorecard - You can make six figures, max your 401(k), and still feel bro...
Show more...
Investing
Education,
Business,
Self-Improvement
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Should Gen X Take Social Security at 62? Smart or Risky?
The Financial Harmony™ Podcast
8 minutes
5 months ago
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...
The Financial Harmony™ Podcast
🚨$250k+ household income and $500k+ assets...? You’re ready for a personalized plan! Book your FREE retirement readiness call 👉 https://www.concurrentfp.com/ Want confidence that your retirement plan ACTUALLY works? Get it inside my Financial Harmony™ membership ($115/month) 👉 https://www.concurrentfp.com/financial-harmony-membership/ Take the Gen X Retirement Readiness Quiz...📊 https://concurrentfp.typeform.com/genx-scorecard - You can make six figures, max your 401(k), and still feel bro...