The Cash Flow Clock with Gary Preisser

Gary Preisser grew up thinking there were only three real professions: teacher, lawyer, or doctor. Numbers came easy, so he ended up in tax prep, where he made an early discovery that shaped his whole career. People got excited about big tax refunds, and Gary had to break the news that they'd just loaned the IRS money for a year at zero interest. That moment defined how he thinks about wealth: the function of every dollar matters more than the feeling of holding it.

Four and a half years ago, Gary co-founded Stonebriar Wealth Advisors with one mission — strip out the jargon, the hidden curtains, and the cookie-cutter risk questionnaires that dominate the industry. In their place: ask better questions, design around purpose, and time the money to match the moment.

Gary and Joe got into the cash flow clock, why bonds are quietly killing returns for younger investors, the difference between asset allocation and asset location, why a fiduciary label doesn't mean someone's good at their job, and the one Aesop's fable lesson most retirees miss — the ants ate the food. They didn't just admire it.

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