Your Dollars, Our Sense

Coby Cress, CFP® and Karen Reifel, CFP® - Beacon Pointe Advisors
  • 5.0 (15)
  • INVESTING

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.

  1. 12/12/2025

    Episode 38 - Max & Learn: Understanding Key Employer Benefits

    Wealth Advisor Coby Cress provides an informative overview of what employer benefit plans can offer, along with tips on choosing the plan that will help benefit you the most.

    33 min

  2. 08/22/2025

    Episode 37 - Liquidity in a Crunch

    Whether to cover cash demands or to take advantage of opportunities, Coby and Karen share common ways to access liquidity when needed and the considerations for each.

    29 min

  3. 08/22/2025

    Episode 36 - Traversing Through Tariffs

    An informative brief on tariffs and their uses, and what investors can do to help navigate and leverage resulting market uncertainties.

    44 min

  4. 07/31/2025

    Episode 32 REPLAY - Preparing Parents for College

    As college-bound students decide where they’ll spend their years ahead, Coby and Karen share important documents to have in place for adult children and their best tips for tapping into 529 College Savings Plans - plus some easy mistakes to avoid! IMPORTANT DISCLAIMER: Beacon Pointe podcasts contain opinions of Beacon Pointe and are subject to change. This is not a recommendation to buy or sell any securities, and the listeners should understand that investing includes risks such as risks of investments and principal. Please contact your Beacon Pointe advisor if you have any questions.

    30 min

  5. 09/20/2024

    Episode 35 - Politics & Policy: What Does the Election Mean for Investors?

    Beacon Pointe Chief Investment Officer Michael Dow joins Coby and Karen to discuss what matters most to investors during an election year and the policy of most significance that no one is talking about. Show Notes Links: A Primer on Financial Repression Beacon Pointe Marcro & Markets Webinar – August 2024 Upcoming Webinars

    35 min

  6. 09/19/2024

    Episode 34 - Inherited an IRA? Here’s the Final Word from the IRS on What You Have to Do Next

    Coby and Karen provide a primer on the IRS’s final rulings around Inherited IRA withdrawals. This timely update on the Secure Act 2.0 will help you prepare for important changes in 2025.  Show Notes Links: Secure Act 2.0 Quick Fire Part 1 (Spotify) | Apple Secure Act 2.0 Part 2 (Spotify) | Apple

    19 min

  7. 09/18/2024

    Episode 33 - What’s Going On with Mortgage Rates?!

    Zach Wain of Wain Capital explains why mortgage rates are on the decline ahead of the Federal Reserve cutting interest rates – and what this means if you’ve been sitting on the fence. Plus, an update on what’s trending in mortgage products.  Show Notes Links: How Mortgage Rates Work (2020)

    28 min

  8. 05/30/2024

    Episode 32 - Preparing Parents for College

    As college-bound students decide where they’ll spend their years ahead, Coby and Karen share important documents to have in place for adult children and their best tips for tapping into 529 College Savings Plans - plus some easy mistakes to avoid! Show Notes Links: 529 College Look-Up Important Documents for College-Bound Children

    29 min
See All (39)

5
out of 5
15 Ratings

About

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.

Information

  • Creator
    Coby Cress, CFP® and Karen Reifel, CFP® - Beacon Pointe Advisors
  • Years Active
    2020 - 2025
  • Episodes
    39
  • Rating
    Clean
  • Copyright
    © Coby Cress, CFP® and Karen Reifel, CFP® - Beacon Pointe Advisors
  • Show Website
    Your Dollars, Our Sense