The Differentiators of Wealth
The Differentiators of Wealth exposes the hidden framework that separates people who merely accumulate assets from those who build lasting financial confidence. This book explains why two households with the same income, the same investments, and the same market conditions can end up with radically different outcomes—and why the difference has almost nothing to do with luck or intelligence.
If you want clarity instead of complexity, confidence instead of guesswork, and a financial strategy designed to endure, this book will change how you think about wealth forever.
The Essence of Wealth
The Foundations of Building a Meaningful Financial Life
When Gary Preisser and Shea Swenson founded Stonebriar Financial, they did so with a clear objective: to challenge an industry that too often relies on generic models and underdelivers for clients...
The Cashflow Clock
The Cash Flow Clock offers a simple yet powerful framework to help retirees and pre-retirees align their investments with their income needs.
In it we break down complex financial planning into three easy-to-understand categories—Lazy, Safe, and Risky Money—based on when you'll need to use your assets.
Whether you're looking for peace of mind or a smarter strategy, this book helps you confidently manage your finances and plan for a secure retirement.
Redefining Wealth Management Beyond the Status Quo
Learn how the Cash Flow Clock, tax-efficient asset location, active management, and pursuit of true Alpha deliver personalized, non-generic strategies that prioritize cash flow needs and long-term client outcomes.
Why Investors Should Rebuild Portfolios with Purpose
Discover how tax-aware asset location, cash flow sequencing, honest alpha/beta assessment, and personalized planning can strengthen your financial foundation for retirement and legacy goals.
Why Retirement Planning Starts with Purpose
Gary Preisser on the Cash Flow Clock, why timing, liquidity, purpose, and taxes beat traditional investing for family wealth and succession.
Entrepreneurs Get This Backwards — Shaq Didn’t
Shea Swenson on early financial stability for entrepreneurs, financial literacy, and smarter wealth strategies with the Cash Flow Clock.
Purpose-Driven Retirement Planning
Gary Preisser explains why most portfolios lack real purpose and how to fix it.
Action to Match vision
Shea discusses aligning vision with action in wealth management, financial literacy, estate planning, and stewardship.
The Cash Flow Clock with Gary Preisser
Why every dollar’s function matters more than the feeling, smarter cash flow strategies, and the retirement lessons most miss.
Shea Swenson on the Silicon Slopes
Shea shares insights on financial literacy, holistic wealth management, and building strong financial foundations for individuals and businesses.
Your Portfolio Has No Purpose | Gary Preisser with Dan Pascone
Gary Preisser explains why most portfolios lack real purpose and how to fix it.
Life Legacy Podcast
Shea’s journey from small-town roots to founding Stonebriar, with a focus on philanthropy, community leadership, and financial literacy
The Power of 401k Catch-Ups
How Much Home Can I Afford?
Comparing Investments
Investments
Are Alternative Investments Right for You?
