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From Beacon Pointe Advisors comes Dollars & Sense, a really great podcast about money! Join co-hosts and CERTIFIED FINANCIAL PLANNERS™, Coby Cress and Karen Reifel, who help listeners naviga...
Listen to Dollars & Sense, a Business podcast by Coby Cress, CFP® and Karen Reifel, CFP® - Beacon Pointe Advisors . Stream 39 episodes in English, follow new audio stories, and play episodes online on Radio and Podcast.
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Wealth Advisor Coby Cress provides an informative overview of what employer benefit plans can offer, along with tips on choosing the plan th...
Whether to cover cash demands or to take advantage of opportunities, Coby and Karen share common ways to access liquidity when needed and th...
An informative brief on tariffs and their uses, and what investors can do to help navigate and leverage resulting market uncertainties.
As college-bound students decide where they’ll spend their years ahead, Coby and Karen share important documents to have in place for adult...
Beacon Pointe Chief Investment Officer Michael Dow joins Coby and Karen to discuss what matters most to investors during an election year an...
Coby and Karen provide a primer on the IRS’s final rulings around Inherited IRA withdrawals. This timely update on the Secure Act 2.0 will h...
Zach Wain of Wain Capital explains why mortgage rates are on the decline ahead of the Federal Reserve cutting interest rates – and what this...
As college-bound students decide where they’ll spend their years ahead, Coby and Karen share important documents to have in place for adult...
Straight from the floor of our annual Advisor Summit, Beacon Pointe Wealth Advisors Coby Cress, CFP® and Karen Reifel, CFP® sit down with fi...
Join Beacon Pointe wealth advisors Coby Cress, CFP®, and Karen Reifel, CFP® as they share expert insights, real-life anecdotes, and some not...
Inspired by the recent addition to podcast co-host Coby’s family, Karen and Coby share their best financial advice for starting a family - b...
Coby and Karen highlight one of the most misunderstood money concepts, breaking down the rules of gift giving. From freebee gifts the IRS ig...
Co-hosts Coby Cress, CFP® and Karen Reifel, CFP® discuss the importance of balancing your reasonable and rational desires when it comes to d...
In this episode of Beacon Pointe podcast "Dollars & Sense", co-hosts Coby Cress, CFP® and Karen Reifel, CFP® shed light on the importance of...
Some advice may be good, just not good for you. 'Dollars & Sense' co-hosts Coby Cress, CFP® and Karen Reifel, CFP® highlight the importance...
In this episode of 'Dollars & Sense', co-hosts Coby Cress, CFP® and Karen Reifel, CFP® record live from the Beacon Pointe Advisor Summit in...
The 'Advice Through the Ages' mini-series continues with must-know financial tips for 50-Somethings! Plus, hear how to begin thinking about...
The Secure 2.0 Act has been a hot topic these days for retirees and pre-retirees alike. Passed by Congress in late 2022, the legislation com...
The Secure 2.0 Act has been a hot topic these days for retirees and pre-retirees alike. Passed by Congress in late 2022, the legislation com...
With a new year comes new updates in the world of finance. Tax season is right around the corner, and it is important to keep up with new ta...
You can listen to Dollars & Sense episodes online on Radio and Podcast. Open an episode and the site player will stream the available audio.
Dollars & Sense is listed as a Business show. The show language is listed as English.
This page lists 39 episodes for Dollars & Sense. More episodes are available from the View more button when the list continues.