Get Your House In Order
What if chasing higher returns is actually costing you the life you want? In this episode, host Elke Rubach sits down with Gary Preisser, Managing Partner of Stonebrier Wealth Advisors, to challenge one of the biggest myths in wealth management—that success is about picking the right investments. Instead, Gary shares a powerful shift: treating money not as a scorecard, but as a tool designed to serve a specific purpose. Together, they explore how clarity, intention, and better questions can transform not just your portfolio—but your entire life. From redefining financial success to introducing frameworks like the "cash flow clock," Gary explains how aligning wealth with purpose, timing, and long-term stewardship can simplify decision-making and create deeper meaning. Key Takeaways: * Why "assets are not trophies"—and what they should be instead * The costly mistake of focusing on performance over purpose * How asking better questions leads to clearer, more effective financial strategies This conversation will change the way you think about money—and what it's really meant to do for you. Connect with Gary Preisser: https://www.stonebriarwealthadvisors.com/team/gary-preisser Host: Elke Rubach rubachwealth.com | LinkedIn: Elke Rubach
45 episodios
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