The Life Money Balance® Podcast

Imagine being able to balance your long and short-term financial goals with ease, mastering the art of diversification, and having that sweet spot where your portfolio works for you. Sounds enticing, doesn't it? In this rich conversation with Christine Benz, the Director of Personal Finance at Morningstar, we peel back the layers on capital gains tax, the benefits of Roth IRAs, and how to maximize your 401k plan. Tune in as Ch...

The LMB® Podcast invites special guest Saundra Davis, MSFP, APFC®, MCC, FBS®, CSC, "The Financial Coach's Coach," a #FinancialTherapy pioneer, Director of the Financial Planning Program at Golden Gate University, and Founder of Sage Financial Solutions.

We discuss the roots and characteristics of #financialtrauma, how financial trauma impacts people's lives and finances through particular life and money...

The LMB® Podcast invites special guest Mr. Caleb Silver, Editor-in-Chief of Investopedia, to ask and discuss “What Financial Advice Does GenX Want?” from the human and financial side of advice.

Like the movie ‘Taken,’ regarding financial planning topics, you have a “special set of skills.” You are a “sandwich” generation between young adult children and elderly parents, desire to maximize your lifestyle now and optimize yo...

"Is Social Security Running Out?" People already have worry & anxiety over retirement. Being alarmist with information cloaked in awareness needlessly elevates the strife.

Knowing how the SS system works and what to expect, near-term retirees can DIY or partner with a financial planner or financial coach to adjust their retirement funding plan.

Conversation Insights:

• Brief SS System history and wh...

Financial advice requires a financial planning process that includes discovering how you think, feel, and behave with money and your life and money alignment. The investigation is–past, present, and future. Life is a journey of life events and life stages–seasons.

The seasons of trial, triumph, transition, and transformation serve as an inspirational willingness to align your money with your life aspirations. The Four Rea...

The Life Money Balance™ journey finds roots in story exchanges that help us establish the foundation and build frameworks to process life events and achieve our aspirations.

Episode nine welcomes w/ Leah Davis, FFC®, who shares her story of resilience that fuels her life aspirations which connect her life with her money. Her story has themes of life and money, trauma, abuse, and discovery.

She shares how her journey led her to the pe...

Your aspirational life evolves, and you transition from season to season. Aspirations and seasons integrate life, money, and career platform choice. 

When one season finds a peak, you ask yourself, “what do I aspire to do next?”. Other questions that you may ask yourself:

-Where are my fulfillment gaps? 
-How do I want to maximize my life and money well-being?
-Can I envision courageously in my aspirational mission?
-Whic...

In this episode, we extend from marriage and money theme foundations from the Charles and Carla episodes 2 & 3. Renowned & decorated financial planner and long-time married (25 years), Lazetta Rainey Braxton, MBA, CFP®, imparts wisdom on the "business of marriage". We discuss how marriage's emotions, values, and love intersect with the values and mechanics of money across marriage's ever-evolving course....

In this timely episode, Dr. Cherry shares how "It's OK" to experience certain feelings about the external economic environment and how to analyze & adjust your personal situation to help manage and maximize your internal environment. The show emphasizes an emotional process to progress towards being prosperous during and after periods of uncertainty. Give yourself some grace, empathy & compassion to avoid hav...

In this episode, we welcome Dr. Michael G. Thomas, AFC®, to discuss cryptocurrency through the lens of financial wellness and behavioral psychology while considering the framework and mechanical education of crypto, DeFi, and Blockchain technology. We begin with Michael sharing his story that helps fuel his passion for emotional empathy and financial wellness, ingredients that are missing from the hardline and fast information high...

Deciding to start a journey is courageous and promising. How do you effectively select a pathway that bests fits your desired needs, experiences, and outcomes? There are many choices and much information available. Dr. Cherry shares four self-discovery questions that will help inform your pathway partnership. We discuss pathways such as financial coaching, financial planning, financial platforms, financial education courses, what t...

Dr. Cherry's parents, Charles and Carla, continue sharing their Life Money Balance™ journey. There are treasures troves of wisdom! We ask, and they share their perspectives on savings, spending, intentional goals, personal preferences, transitions, and trade-offs. They also share knowledge on the emotions, values, experiences, and stories meaningful to them, which informed their life and money decisions, behaviors, and practic...

Where did the tenents of Life Money Balance all begin? Meet Dr. Cherry's parents. Married for 43 years, they discuss how their life influences and experiences directly affected how they made decisions as a unit on how they were going to raise their children. We talk about self-worth, access, relational communication, family communication, money talks and decisions within the household, and having empathy & compassion and b...