14 episodes

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.

Dollars & Sense Coby Cress, CFP® and Karen Reifel, CFP® - Beacon Pointe Advisors

    • Business
    • 5.0 • 13 Ratings

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.

    The Psychology of Personal Finance

    The Psychology of Personal Finance

    Co-host Coby Cress sits down with Lindsey Larrabee, a consultant focused on financial psychology and behavioral sciences. In this episode, we explore the four money personality types, discover how unconscious money beliefs can shape our financial health, and generate awareness of our own limitations around personal money matters.

    Show Notes:


    Your Money Script

    • 55 min
    A Veterans Day Tribute

    A Veterans Day Tribute

    In a special Veterans Day tribute, co-host Coby Cress sits down with Beacon Pointe co-Founder and Vietnam Veteran Garth Flint. Garth flew F-4 fighter jets for the U.S. Navy while assigned to several carriers, including the U.S.S. Coral Sea. In 1967, right after Christmas, his recon plane was shot down over Haiphong in the Gulf of Tonkin by a North Vietnamese AAA anti-aircraft gun. In this episode, Garth shares his story, providing insight into what life as a civilian and investment consultant has looked like since that fateful day, and more.

    • 34 min
    The Profitability of Non-Profit Work

    The Profitability of Non-Profit Work

    The story of a child cancer survivor, the birth of a 501(c)(3), charitable gifting strategies, and the tax benefits of doing some good.

    Show Notes:


    When Breath Becomes Air by Paul Kalanithi
    The Emperor of All Maladies by Siddhartha Mukherjee
    Children's Cancer Network

    • 47 min
    The Reward Game

    The Reward Game

    Get the scoop on credit card rewards- what they are, how they work, and how to win!



    Show Notes: 


    Thinking Fast & Slow
    When Breath Becomes Air

    • 52 min
    BONUS: Whatever Even is It? C-Suite Executive

    BONUS: Whatever Even is It? C-Suite Executive

    Introducing bonus episodes where co-hosts Coby Cress and Karen Reifel decode commonly used and often misunderstood terms. Short, sweet and sense-ible.

    • 10 min
    Bridging Gaps in Health Insurance

    Bridging Gaps in Health Insurance

    In this special episode, Coby sits down with health insurance consultant Matthew Gardener to discuss the ins and outs of health insurance and Medicare. 

    Show Notes:


    'Bridging the Gap' to Medicare & Medicare Basics (Live Video)
    Matthew Gardener

    • 38 min

Customer Reviews

5.0 out of 5
13 Ratings

13 Ratings

RickEusey ,

Great Podcast

Amazing sense on finance. Very helpful!

peter gottlieb ,

Great podcast!

Informative, easy to listen to. Anybody could gain from listening.

sonenshine123 ,

Great listen, very informative!

Worth every second.

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