Episode 71 - The Cash Flow Clock: Making Time Your Top Retirement Asset with Gary Preisser
In this episode of Your Estate Matters, Nicole speaks with financial planner Gary Preisser from Stonebriar Wealth Advisors about protecting retirement income through smarter planning. Gary introduces his "Cash Flow Clock" framework, which organizes assets into time-based zones based on when funds will actually be needed. Rather than relying on traditional portfolio allocations, this approach prioritizes liquidity for short-term needs while allowing longer-term funds to grow. The conversation highlights how the timing of market losses can devastate retirement income, and why coordinating financial, tax, and estate planning is essential for building a truly resilient retirement.
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Follow Gary Preisser:
Website - https://garypreisser.com/
Stonebriar Wealth Advisors - https://www.stonebriarwealthadvisors.com/team/gary-preisser
LinkedIn - https://www.linkedin.com/in/garypreisser
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Instagram - https://www.instagram.com/heritagetrustbc/
Website - https://heritagetrustcompany.ca/
Youtube - https://www.youtube.com/@heritagetrustco
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