31 episodes
Dollars & Sense Coby Cress, CFP® and Karen Reifel, CFP® - Beacon Pointe Advisors
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- Business
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 navigate various life moments and major life events... through the lens of personal finance.
Content is for informational purposes only and should not be considered as investment, legal or tax advice.
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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 five industry thought leaders to dissect why 2024 is a stock picker’s paradise, the future of office buildings, equity managers trapped in a bond manager's body, and how your refrigerator can destroy your life...
Important Disclosure: This episode contains the opinions of Beacon Pointe's guests and are subject to change. -
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-so-obvious benefits that a financial advisor can provide for you along your wealth journey.
Discover the hidden treasures buried within this episode – including how an advisor can help you avoid costly mistakes, provide you with peace of mind, and save you valuable time. -
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 - before and after baby! From diaper budgets to building the foundations of your family’s future, we’ve laid out some of the key financial considerations that accompany this important life decision in our newest episode.
Links:
Your Dollars, Our Sense Book: https://a.co/d/fZzybHf
'Saving for College: https://beaconpointe.com/college-savings-plans-faqs/
529 Plan FAQs: https://www.savingforcollege.com/intro-to-529s/what-is-a-529-plan
FMLA: https://www.dol.gov/general/topic/benefits-leave/fmla
Estate Plan Key Documents: https://beaconpointe.com/four-essential-estate-planning-ingredients/ -
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 ignores, when gifts need to be reported, and common gifting mistakes, all the details are wrapped up in a nice little package.
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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 decision-making. They touch on topics such as mortgage payments, social security, and portfolio risk when considering how to make decisions that fit your financial goals.
Links:
The Psychology of Money, by Morgan Housel
Markets in Motion podcast
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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 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.