{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Disruptive Successor Podcast","title":"Episode 205 - Why Timing Matters More Than Investments in Family Wealth with Gary Preisser","html":"","width":"100%","height":180,"duration":2652,"description":"Gary Preisser is the Co-Founder of Stonebriar Wealth Advisors and the creator of the Cash Flow Clock framework, a financial planning approach that prioritizes purpose, timing, and liquidity over traditional asset allocation models. He works with family business owners and high-net-worth individuals to align investments with real-life cash flow needs, helping families navigate succession, taxes, and multi-generational wealth transfer more intentionally. Gary is known for challenging conventional wealth management by focusing on how and when money is used rather than just how it is invested.SHOW SUMMARYIn this episode, Jonathan Goldhill is joined by Gary Preisser, Co-Founder of Stonebriar Wealth Advisors and creator of the Cash Flow Clock framework, to explore how liquidity, taxes, succession planning, and family expectations can impact long-term wealth far more than portfolio performance.Gary challenges traditional wealth management approaches that focus on risk tolerance and asset allocation while ignoring the timing of future cash needs. He explains why purpose should come before portfolio design, how families can avoid liquidity traps during business transitions, and why volatility is not the same as risk.The conversation also dives into family business succession, tax planning, multi-generational wealth transfer, and the critical mistakes business owners make before selling a company or transitioning leadership.Whether you're a founder, successor, family business owner, or wealth creator, this episode offers practical insights into protecting wealth across generations.KEY TAKEAWAYSGary argues that traditional wealth management often starts in the wrong place. Instead of focusing on investment products and risk questionnaires, families should first identify the purpose of their assets and when those assets will be needed.His Cash Flow Clock framework separates assets into different time horizons, helping families maintain liquidity, reduce forced selling during...","thumbnail_url":"https://img.transistorcdn.com/fzkIKBA2PNl6Glcet445Gbiy0fnqNjYhKNZIe8TjYts/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9iYmNj/ZDk4MjJkMTY2ZGQz/ZGMxYjQ5NWJmYTMx/NmM3Yi5qcGc.webp","thumbnail_width":300,"thumbnail_height":300}