
Episode 38 - Max & Learn: Understanding Key Employer Benefits
Dec 12, 2025 - 00:32:45
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In this episode of Beacon Pointe podcast "Dollars & Sense", co-hosts Coby Cress, CFP® and Karen Reifel, CFP® shed light on the importance of this decade as it sets the stage for retirement plans, Medicare considerations,...
Episode 26 - Advice Through the Ages - Financial Tips for Those in Their Sixties is an episode from Dollars & Sense by Coby Cress, CFP® and Karen Reifel, CFP® - Beacon Pointe Advisors . In this episode of Beacon Pointe podcast "Dollars & Se...
This episode belongs to Dollars & Sense.
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Published Aug 18, 2023, 00:38:52 long, audio available.
In this episode of Beacon Pointe podcast "Dollars & Sense", co-hosts Coby Cress, CFP® and Karen Reifel, CFP® shed light on the importance of this decade as it sets the stage for retirement plans, Medicare considerations, legacy planning, tax strategy, and some easily avoidable missteps along the way. Episode Resources: Financial Planning Through the Ages: 60 Somethings Devin Carrol Outlive by Peter Attia, MD Simple Wealth, Inevitable Wealth by Nick Murray Retirement Planning Guidebook by Wade Pfau, Ph.D.
You can listen to Episode 26 - Advice Through the Ages - Financial Tips for Those in Their Sixties online on Radio and Podcast. Open the player on this page to stream the available audio.
Episode 26 - Advice Through the Ages - Financial Tips for Those in Their Sixties is an episode from Dollars & Sense by Coby Cress, CFP® and Karen Reifel, CFP® - Beacon Pointe Advisors .
This episode is 00:38:52 long.
This episode was published on Aug 18, 2023.
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Yes. This page shows related episodes from Dollars & Sense when more episodes are available from the podcast feed.
You can listen to Episode 26 - Advice Through the Ages - Financial Tips for Those in Their Sixties on this page when the episode audio is available from the podcast feed.
Episode 26 - Advice Through the Ages - Financial Tips for Those in Their Sixties is from Dollars & Sense by Coby Cress, CFP® and Karen Reifel, CFP® - Beacon Pointe Advisors .
Published Aug 18, 2023 and 00:38:52 long