Your Dollars, Our Sense

Coby Cress, CFP® and Karen Reifel, CFP® - Beacon Pointe Advisors
  • 5.0 (15)
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Your Dollars, Our Sense

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. 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

  2. 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

  3. 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

  4. 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

  5. 04/25/2024

    Episode 31 - Perspectives from the Pros

    Straight from the floor of our annual Advisor Summit, Beacon Pointe Wealth Advisors Coby Cress, CFP® and Karen Reifel, CFP® sit down with five industry thought leaders to dissect why 2024 is a stock picker’s paradise, the future of office buildings, equity managers trapped in a bond manager's body, and how your refrigerator can destroy your life...   Important Disclosure: This episode contains the opinions of Beacon Pointe's guests and are subject to change.

    1h 11m

  6. 03/22/2024

    Episode 30 - 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

  7. 02/09/2024

    Episode 29 - 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

  8. 11/16/2023

    Episode 28 - 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
See All (35)

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 - 2024
  • Episodes
    35
  • Rating
    Clean
  • Copyright
    © Coby Cress, CFP® and Karen Reifel, CFP® - Beacon Pointe Advisors
  • Show Website
    Your Dollars, Our Sense

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