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

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.

Show Notes: 

Electrek

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. 

Show Notes:

University of Texas Admiral McRaven Speed

Thriftbooks

Atomic Habits

The 3 Alarms

Power of Habit

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.

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.

Show Notes:


Scott Plamondon (splamondon@beaconpointe.com)

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.

Show Notes:


Your Dollars, Our Sense Book
WSJ: Guide to Understanding Money & Investing Book
Total Money Makeover

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.

Show Notes:


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)