Episode 38 - Max & Learn: Understanding Key Employer Benefits
Wealth Advisor Coby Cress provides an informative overview of what employer benefit plans can offer, along with tips on choosing the plan th...
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Dollars & Sense
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...
Episodes
20 of 39 episodesEpisode 37 - Liquidity in a Crunch
Whether to cover cash demands or to take advantage of opportunities, Coby and Karen share common ways to access liquidity when needed and th...
Episode 36 - Traversing Through Tariffs
An informative brief on tariffs and their uses, and what investors can do to help navigate and leverage resulting market uncertainties.
Episode 32 REPLAY - Preparing Parents for College
As college-bound students decide where they’ll spend their years ahead, Coby and Karen share important documents to have in place for adult...
Episode 35 - Politics & Policy: What Does the Election Mean for Investors?
Beacon Pointe Chief Investment Officer Michael Dow joins Coby and Karen to discuss what matters most to investors during an election year an...
Episode 34 - Inherited an IRA? Here’s the Final Word from the IRS on What You Have to Do Next
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...
Episode 33 - What’s Going On with Mortgage Rates?!
Zach Wain of Wain Capital explains why mortgage rates are on the decline ahead of the Federal Reserve cutting interest rates – and what this...
Episode 32 - Preparing Parents for College
As college-bound students decide where they’ll spend their years ahead, Coby and Karen share important documents to have in place for adult...
Episode 31 - Perspectives from the Pros
Straight from the floor of our annual Advisor Summit, Beacon Pointe Wealth Advisors Coby Cress, CFP® and Karen Reifel, CFP® sit down with fi...
Episode 30 - Hidden Value
Join Beacon Pointe wealth advisors Coby Cress, CFP®, and Karen Reifel, CFP® as they share expert insights, real-life anecdotes, and some not...
Episode 29 - Having a Family
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...
Episode 28 - Our Gift to You About Gift Giving
Coby and Karen highlight one of the most misunderstood money concepts, breaking down the rules of gift giving. From freebee gifts the IRS ig...
Episode 27 - It's Ok to Be Reasonable
Co-hosts Coby Cress, CFP® and Karen Reifel, CFP® discuss the importance of balancing your reasonable and rational desires when it comes to d...
Episode 26 - Advice Through the Ages - Financial Tips for Those in Their Sixties
In this episode of Beacon Pointe podcast "Dollars & Sense", co-hosts Coby Cress, CFP® and Karen Reifel, CFP® shed light on the importance of...
Episode 25 - Good Advice, Bad For You
Some advice may be good, just not good for you. 'Dollars & Sense' co-hosts Coby Cress, CFP® and Karen Reifel, CFP® highlight the importance...
Episode 24 - Investing Through the Fog
In this episode of 'Dollars & Sense', co-hosts Coby Cress, CFP® and Karen Reifel, CFP® record live from the Beacon Pointe Advisor Summit in...
Episode 23 - Advice Through the Ages – Financial Tips for Those in Their Fifties
The 'Advice Through the Ages' mini-series continues with must-know financial tips for 50-Somethings! Plus, hear how to begin thinking about...
Episode 22 - Secure 2.0 Act - Quickfire #2 (Retirees)
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...
Episode 21 - Secure 2.0 Act - Quickfire #1 (Pre-Retirees)
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...
Episode 20 - New Year, New Numbers
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...