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Hi, and welcome to the Longview. I'm Christine Ben's Director of Personal Finance for Morningstar.

And I'm Amy Arna, portfolio strategist for Morningstar. Our guest on the podcast today is Dr. Preston Cherry.

Dr. Cherry is the author of a new book called Wealth in the Key of Life, Finding Your Financial Harmony.

He's also founder and president of concurrent wealth management.

In addition, he serves as assistant professor of finance and head of the personal financial

planning program at the University of Wisconsin Green Bay, where he also serves as the director

of the Charles Schwab Foundation Center for Financial Wellness. Prior to assuming his current

roles, he served in lead and internal

financial planning roles in institutional retirement sales. He has also served as co-investment

manager at a registered investment advisor and as a mutual fund wholesaler. Dr. Preston Cherry,

welcome back to the Longview. Thank you, Christine.

Thank you so much for being here.

So your new book is called Wealth in the Key of Life,

and we want to talk about what you were trying to achieve with this book

that you hadn't seen in other books about how to align our money with our values

and our life goals. Yeah. You know, I wanted to give people

...