Inside the Flows - Episode 14

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 Introduction01:59 Gary's Journey into Wealth Management06:03 The Importance of Personalization in Wealth Management09:42 Navigating Market Volatility and Client Education13:33 Weekly Recap: AI and Market Trends21:25 The Rise of Billionaires and Economic Challenges22:12 Navigating the Housing Market and Interest Rates26:20 Understanding the Cash Flow Clock34:11 Purpose-Driven Wealth Management#wealthmanagement #millennials #smallbusinessowner #wealthbuilding NEW EPISODES EVERY FRIDAYStep inside the corner office. Inside The Flows offers an unfiltered look at the conversations shaping the Registered Investment Advisor landscape. We pull back the curtain to show you how Advisors, Wealth Managers, Asset Managers and the Service Providers powering them are interpreting market dynamics right now. Get a front-row seat to the people, debates and insights driving the financial markets.ABOUT INFLOWSInflows is the verified professional network built exclusively for RIAs and affiliates. We created this platform to solve a critical gap in our industry: the lack of a private, vetted environment where investment professionals can discuss the business of advice without the added noise of social media.JOIN OUR COMMUNITY🏠 https://inflows.com🔗 https://linkedin.com/company/inflowsappLISTEN TO OUR SHOWSpotify: https://open.spotify.com/show/4oOVHq3Sozz0jgU57RiAzyApple Podcast: https://podcasts.apple.com/us/podcast/inside-the-flows/id1874074229