4 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

    • Investing
    • 5.0 • 5 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 Longest Short Year, Ever (Lessons from 2020)

    The Longest Short Year, Ever (Lessons from 2020)

    2020 felt like the longest and shortest year ever. There was much hardship but also a lot to learn from as we begin 2021. Co-hosts Coby Cress and Karen Reifel spend this episode reflecting on the financial rollercoaster of 2020 and how you can transform lessons-learned to be financially savvy as we step into a new year.

    Show Notes: 


    Beacon Pointe Advisors YouTube Channel

    • 51 min
    Taking to the Open Road (RV Style)

    Taking to the Open Road (RV Style)

    Road trip! In tune with the many, many Americans taking to the open road for stateside exploration due to pandemic travel restrictions, this episode covers the latest trend, buying an RV. Co-hosts Coby Cress and Karen Reifel share their best practices for large purchases as it relates to your current and future financial situation.

    Show Notes: 


    Deep Work by Cal Newport
    Outdoorsy

    • 38 min
    The Brass Tax

    The Brass Tax

    Co-hosts Coby Cress and Karen Reifel discuss everyone’s favorite topic… taxes. What are they, why do we pay them, how can we decrease our taxes? Believe it or not, this episode is not boring. Tune in for easy ways to give you peace of mind next time tax season rolls around.



    Show Notes:


    Honey

    • 40 min
    The Rush to Refinance

    The Rush to Refinance

    Welcome to Dollars and Sense! With interest rates as low as they are, Beacon Pointe wealth advisors Coby Cress and Karen Reifel discuss elements of consideration when contemplating a mortgage refinance. They also share what is on their money mind, some lessons learned and have several laughs as they kick off the first episode of Dollars and Sense!

    • 31 min

Customer Reviews

5.0 out of 5
5 Ratings

5 Ratings

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