Gary Preisser Stonebriar Wealth Advisors Pt 1
Unable to add items
Add to basket failed.
Add to wishlist failed.
Failed to remove from Wish List.
Adding to library failed
Unable to follow podcast
Unable to unfollow podcast
Gary Preisser Stonebriar Wealth Advisors Pt 1
-
Narrated by:
-
By:
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.
#IndustrySpotlight #FinancialPlanning #RetirementPlanning #WealthManagement #RiskManagement #RetirementIncome #FinancialAdvisor #CBSBrokerage
