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

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

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.

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

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

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

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