Knowing Me, Knowing You
Knowing Me, Knowing You – The Podcast For The Future of Wealth Management
The Knowing Me, Knowing You Podcast is where forward-thinking wealth managers, tech innovators, and engaged clients come together to explore the future of client discovery and engagement to drive growth.
Through candid conversations with industry leaders, behavioral finance experts, and innovators, we uncover new ways to personalize advice, strengthen advisor-client relationships, and drive business growth.
Whether you're an advisor looking to differentiate, a fintech leader shaping the future, or a client who wants more alignment between money and purpose—this podcast is for you.
Better conversations. Smarter decisions. Stronger connections. Subscribe now.
Knowing Me, Knowing You
63. Why Retirement Planning Starts with Purpose, Not Risk with Gary Preisser
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For decades, retirement planning has revolved around a familiar process: determine a client's risk tolerance, build a diversified portfolio, and hope the numbers work out. But what if that entire framework starts in the wrong place?
In this episode, we explore why cash flow, timing, and purpose may matter far more than traditional risk questionnaires. As retirees transition from accumulating wealth to actually using it, many discover that the biggest challenge is not growing their assets. It is understanding what those assets are meant to accomplish. From vacations and family milestones to philanthropy and personal fulfillment, financial decisions become deeply tied to life itself.
We unpack why volatility is not the same thing as risk, how advisors can help clients spend with confidence instead of fear, and why the future of wealth management may depend less on portfolios and more on helping people define what their money is actually for.
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