Gary Preisser Stonebriar Wealth Advisors Pt 1
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Gary Preisser Stonebriar Wealth Advisors Pt 1
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How do advisors help clients navigate market volatility without disrupting their long-term financial plans?
In Part 1 of Industry Spotlight, Gary Preisser of Stonebriar Wealth Advisors joins Eric Alvarado and Tedd Hikes of CBS Brokerage to discuss the importance of liquidity planning and risk management.
A key theme of the conversation is the need for a dedicated cash flow strategy during periods of market volatility. Gary explains why maintaining a "cushion" of liquid assets can help clients meet income needs without being forced to sell long-term investments during market downturns.
This episode highlights an important reality of retirement planning: success isn't just about investment performance. It's about ensuring clients have access to the resources they need when they need them most.
Stay tuned for Part 2.
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