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Episode 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 the considerations for each.
About This Episode
Episode 37 - Liquidity in a Crunch is an episode from Dollars & Sense by Coby Cress, CFP® and Karen Reifel, CFP® - Beacon Pointe Advisors . Whether to cover cash demands or to take advantage of opportunities, Coby and Karen share common way...
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Episode Details
Published Aug 22, 2025, 00:28:40 long, audio available.
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