20 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 • 13 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.

    New Year, New Numbers

    New Year, New Numbers

    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

    • 23 min
    Micro Money(ish) Resolutions You Can't Miss

    Micro Money(ish) Resolutions You Can't Miss

    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

    • 29 min
    Advice Through the Ages - Financial Tips for Those in Their Forties

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

    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.

    • 30 min
    Thinking Long-Term Planning: An Interview with Beacon Pointe’s VP of Insurance Services on Planning for Care Needs as We Age

    Thinking Long-Term Planning: An Interview with Beacon Pointe’s VP of Insurance Services on Planning for Care Needs as We Age

    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)

    • 26 min
    Advice Through the Ages - 20-30 Somethings

    Advice Through the Ages - 20-30 Somethings

    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

    • 16 min
    Celebrating Women’s History Month with CEO Shannon Eusey

    Celebrating Women’s History Month with CEO Shannon Eusey

    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)

    • 30 min

Customer Reviews

5.0 out of 5
13 Ratings

13 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.

Top Podcasts In Business

Erika Kullberg
Ramsey Network
Freakonomics Network & Zachary Crockett
NPR
Jocko DEFCOR Network
Andy Frisella #100to0

You Might Also Like