About this episode

Gary Preisser discusses financial planning centered on purpose and timing, emphasizing the importance of aligning investments with future cash flow needs.

Business Leaders of America Podcast Featuring Gary Preisser Co-Founder & Managing Partner, Stonebriar Wealth Advisors Episode Overview In this episode of the Business Leaders of America Podcast, we sit down with Gary Preisser, Managing Partner of Stonebriar Wealth Advisors and a financial planning professional with more than 23 years of experience helping individuals, retirees, entrepreneurs, and business owners build financial strategies centered on purpose, timing, and long-term stewardship. Gary shares how his career began in tax preparation and business consulting, where he recognized a disconnect between how people think about money and how it actually works. Those early experiences ultimately shaped his belief that financial planning should begin with understanding what money is meant to accomplish, rather than simply chasing investment returns. Throughout the conversation, Gary explains why he believes the greatest financial risk isn't market volatility, but needing money at the wrong time. He introduces his Cash Flow Clock framework and discusses how aligning investments with future cash flow needs can help families and business owners make more confident financial…

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