Our podcast is tailored to those in the RIA space. More knowledge equals less fear or the unknown, so we are here to kick open the toolbox, play with the tools, and have a honest/blunt conversations about the insurance toolbox accessable to you and your clients.
How can advisors make sure they’re using the right tools to meet their clients’ retirement income needs? In Part 2 of Industry Spotlight, Gary Preisser of Stonebriar Wealth Advisors continues his conversation with Eric Alvarado and Tedd Hikes of CBS Brokerage, expanding on the Cash Flow Clock and the importance of aligning retirement assets with when clients will need them. A key theme of the conversation is that financial products are ultimately tools, and their effectiveness depends on how ...
16 Sept 2026
Gary Preisser Stonebriar Wealth Advisors Pt 1
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...
5 Aug 2026
Teresa De Leon Arden Trust
In this episode of CBS Spotlight, the conversation features Teresa De Leon, National Director of Sales at Arden Trust, who discusses how trust planning can help families preserve wealth, protect beneficiaries, and create continuity across generations. Teresa shares how Arden Trust partners with financial advisors and their clients to navigate complex trust and estate planning needs, emphasizing the value of engaging a corporate trustee early in the planning process. The discussion explores t...
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
Apple Podcasts (US)
5.0 / 5
4 ratings
Spotify
5.0 / 5
2 ratings
Podcast Authority Score: 22 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
Quality
19
Social presence
0
YouTube
0
Engagement
60
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