In this episode of Inside the Flows, Iyassu sits down with Gary Preisser of Stonebriar Wealth Advisors for a thoughtful conversation on why wealth management should be built around purpose, timing, and cash flow, not just generic risk profiles and investment allocations. They explore Gary’s “Cash Flow Clock” framework and why understanding when money will actually be needed can dramatically change how advisors should structure portfolios for clients.

Throughout the conversation, Gary shares a more holistic perspective on financial planning, emphasizing that advisors should focus less on standardized models and more on helping clients align their wealth with the moments and goals that matter most in their lives.

Links to Stonebriar Wealth Advisors's Cash Flow Clock book: https://www.stonebriarwealthadvisors.com/resource-library

00:00 Introduction
01:59 Gary's Journey into Wealth Management
06:03 The Importance of Personalization in Wealth Management
09:42 Navigating Market Volatility and Client Education
13:33 Weekly Recap: AI and Market Trends
21:25 The Rise of Billionaires and Economic Challenges
22:12 Navigating the Housing Market and Interest Rates
26:20 Understanding the Cash Flow Clock
34:11 Purpose-Driven Wealth Management

#wealthmanagement #millennials #smallbusinessowner #wealthbuilding

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