Professional Development – The Healthy Advisor Podcast

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

By healthy advisor | April 16, 2025

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
Wealth in the Key of Life: Finding Your Financial Harmony by Dr. Preston D. Cherry

Connect with WealthManagement.com:

Connect with Dr. Preston Cherry:

About Our Guest:

Dr. Preston Cherry, Founder & President of Concurrent Financial Planning, leads the Financial Planning Program and directs the Charles Schwab Center for Personal Financial Planning at UW–Green Bay. With over 15 years of experience, he empowers people to shape their financial stories for wellness and freedom. His research focuses on personality traits and financial risks. Cited by top publications, he’s an Investopedia Top 100 Advisor and Financial Therapy Association President. Preston is also a poetry-writing, vinyl-loving uncle.

If you have a struggle and wish to share your experiences and help others in similar situations, please reach out to Diana at diana.britton@informa.com.

The Healthy Advisor podcast is available on Apple Podcasts, Android, Stitcher, Spotify, and wherever podcasts are found.

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More

The Healthy Advisor: Climbing the Ladder as a Single, Young Mom With Mary Saylor

By The Healthy Advisor | March 12, 2025

Mary Saylor had been working hard to earn her accounting degree at Penn State University when she got some shocking news at the beginning of her senior year—she was pregnant. And while many women would think of it as a roadblock, Saylor saw it as a blessing. It didn’t stop her from pursuing her degree and a career in financial services. If anything, it made her more determined.

Not long after giving birth to her daughter, she graduated from Penn State and started working in corporate accounting roles, earning her CPA and working her way up the corporate ladder as a single mother in her early 20s. While she had the support of her firm and her family, the grueling hours and time away from home were difficult for her and her daughter.

In this episode, WealthManagement.com Managing Editor Diana Britton speaks with Mary Saylor, Senior Director of Wealth Management at Choreo, an RIA with nearly $25 billion in assets under management and advisement, about her journey as a single, young mother working her way up in the industry.

She discusses:

Her initial shock and the support received after finding out she was pregnant during college
Her experience being pregnant on campus
How she navigated this big life change at a young age
The challenges of balancing work and personal life as a single parent in the industry
What kept her going during these hard times and motivated to be successful in her career
Lessons learned and moving forward as her daughter has now gone off to college