30 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 • 14 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.

    Hidden Value

    Hidden Value

    Join Beacon Pointe wealth advisors Coby Cress, CFP®, and Karen Reifel, CFP® as they share expert insights, real-life anecdotes, and some not-so-obvious benefits that a financial advisor can provide for you along your wealth journey.  

    Discover the hidden treasures buried within this episode – including how an advisor can help you avoid costly mistakes, provide you with peace of mind, and save you valuable time.  

    • 36 min
    Having a Family

    Having a Family

    Inspired by the recent addition to podcast co-host Coby’s family, Karen and Coby share their best financial advice for starting a family - before and after baby! From diaper budgets to building the foundations of your family’s future, we’ve laid out some of the key financial considerations that accompany this important life decision in our newest episode.  


    Links:

    Your Dollars, Our Sense Book: https://a.co/d/fZzybHf

    'Saving for College: https://beaconpointe.com/college-savings-plans-faqs/

    529 Plan FAQs: https://www.savingforcollege.com/intro-to-529s/what-is-a-529-plan

    FMLA: https://www.dol.gov/general/topic/benefits-leave/fmla

    Estate Plan Key Documents: https://beaconpointe.com/four-essential-estate-planning-ingredients/

    • 50 min
    Our Gift to You About Gift Giving

    Our Gift to You About Gift Giving

    Coby and Karen highlight one of the most misunderstood money concepts, breaking down the rules of gift giving.  From freebee gifts the IRS ignores, when gifts need to be reported, and common gifting mistakes, all the details are wrapped up in a nice little package.

    • 29 min
    It's Ok to Be Reasonable

    It's Ok to Be Reasonable

    Co-hosts Coby Cress, CFP® and Karen Reifel, CFP® discuss the importance of balancing your reasonable and rational desires when it comes to decision-making. They touch on topics such as mortgage payments, social security, and portfolio risk when considering how to make decisions that fit your financial goals.


    Links:

    The Psychology of Money, by Morgan Housel

    Markets in Motion podcast

    Article

    • 28 min
    Advice Through the Ages - Financial Tips for Those in Their Sixties

    Advice Through the Ages - Financial Tips for Those in Their Sixties

    In this episode of Beacon Pointe podcast "Dollars & Sense", co-hosts Coby Cress, CFP® and Karen Reifel, CFP® shed light on the importance of this decade as it sets the stage for retirement plans, Medicare considerations, legacy planning, tax strategy, and some easily avoidable missteps along the way. 


    Episode Resources:

    Financial Planning Through the Ages: 60 Somethings

    Devin Carrol

    Outlive by Peter Attia, MD

    Simple Wealth, Inevitable Wealth by Nick Murray

    Retirement Planning Guidebook by Wade Pfau, Ph.D.

    • 38 min
    Good Advice, Bad For You

    Good Advice, Bad For You

    Some advice may be good, just not good for you. 'Dollars & Sense' co-hosts Coby Cress, CFP® and Karen Reifel, CFP® highlight the importance of financial advice tailored to your personal situation and how informed decisions can help you avoid any hidden pitfalls of generic advice.  

    • 38 min

Customer Reviews

5.0 out of 5
14 Ratings

14 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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