Episodes
39
Latest episode
Dec 2025
Language
EN
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.
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.
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.
An informative brief on tariffs and their uses, and what investors can do to help navigate and leverage resulting market uncertainties.
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.
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
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
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)
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
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.
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.
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