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.
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 tax laws.
With changes in 401k contribution limits, charitable donations, and even potential tax benefits for purchasing an electric car, co-hosts Coby Cress, CFP® and Karen Reifel, CFP® will help get you up to speed.
Micro Money(ish) Resolutions You Can't Miss
Keeping up with your New Year's Resolutions can be tough, but it's helpful to remember that a little goes a long way! The first episode of 'Dollars and Sense' in 2023 kicks off the new year with co-hosts Coby Cress, CFP® and Karen Reifel, CFP® discussing healthy habits and attainable goals, how your finances play into your life objectives, and share resources that have helped them achieve their personal resolutions year over year.
University of Texas Admiral McRaven Speed
The 3 Alarms
Power of Habit
Advice Through the Ages - Financial Tips for Those in Their Forties
Continuing their miniseries 'Advice Through the Ages,' co-hosts Coby Cress, CFP® and Karen Reifel, CFP® share their wisdom for those in their 40’s who are looking to successfully establish financial goals, ramp up retirement savings, and avoid common money missteps in what is many people’s most profitable decade.
Thinking Long-Term Planning: An Interview with Beacon Pointe’s VP of Insurance Services on Planning for Care Needs as We Age
Podcast co-hosts Coby Cress, CFP® and Karen Reifel, CFP® interview Beacon Pointe Vice President of Insurance Services, Scott Plamondon, CLU®, ChFC® on the topic of Long-Term Care ("LTC"). Scott shares the benefits of early enrollment and which plans are best for different age groups, the pros and cons of LTC, and various ways to incorporate Long-Term Care into your financial plan.
Scott Plamondon (email@example.com)
Advice Through the Ages - 20-30 Somethings
Following close on the heels of Beacon Pointe’s ‘Foundations of Finance’ financial literacy workshop dedicated to educating, engaging and empowering our next generation investors, the latest episode of ‘Dollars & Sense’ marks the launch of a new miniseries – ‘Advice Through the Ages.'
Kicking off the series, co-hosts Coby Cress and Karen Reifel share their wisdom for those in their 20’s & 30’s who are looking to successfully save, invest and avoid money missteps.
Your Dollars, Our Sense Book
WSJ: Guide to Understanding Money & Investing Book
Total Money Makeover
Celebrating Women’s History Month with CEO Shannon Eusey
Co-hosts Coby Cress and Karen Reifel are joined by Beacon Pointe CEO and Co-founder Shannon Eusey. An insightful deep dive into Shannon's favorite reads, what she's learned over the years as a woman (and mother of 4) in wealth management, and how Beacon Pointe came to be.
GRIT- The Power of Passion & Perseverance
A Man in Full
Fast, Eat, Repeat
Lead & Disrupt
Mauve Gloves & Madmen, Clutter & Vine
Women’s Advisory Institute (WAI)
Amazing sense on finance. Very helpful!
Informative, easy to listen to. Anybody could gain from listening.
Great listen, very informative!
Worth every second.