Your Dollars, Our Sense
By Coby Cress, CFP® and Karen Reifel, CFP® - Beacon Pointe Advisors
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Category: Investing
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Episodes: 39
Description
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.
| Episode | Date |
|---|---|
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Episode 38 - Max & Learn: Understanding Key Employer Benefits
|
Dec 12, 2025 |
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Episode 37 - Liquidity in a Crunch
|
Aug 22, 2025 |
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Episode 36 - Traversing Through Tariffs
|
Aug 22, 2025 |
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Episode 32 REPLAY - Preparing Parents for College
|
Jul 31, 2025 |
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Episode 35 - Politics & Policy: What Does the Election Mean for Investors?
|
Sep 20, 2024 |
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Episode 34 - Inherited an IRA? Here’s the Final Word from the IRS on What You Have to Do Next
|
Sep 19, 2024 |
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Episode 33 - What’s Going On with Mortgage Rates?!
|
Sep 18, 2024 |
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Episode 32 - Preparing Parents for College
|
May 30, 2024 |
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Episode 31 - Perspectives from the Pros
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Apr 25, 2024 |
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Episode 30 - Hidden Value
|
Mar 22, 2024 |
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Episode 29 - Having a Family
|
Feb 09, 2024 |
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Episode 28 - Our Gift to You About Gift Giving
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Nov 16, 2023 |
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Episode 27 - It's Ok to Be Reasonable
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Sep 01, 2023 |
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Episode 26 - Advice Through the Ages - Financial Tips for Those in Their Sixties
|
Aug 18, 2023 |
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Episode 25 - Good Advice, Bad For You
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Jul 14, 2023 |
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Episode 24 - Investing Through the Fog
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Apr 25, 2023 |
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Episode 23 - Advice Through the Ages – Financial Tips for Those in Their Fifties
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Mar 24, 2023 |
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Episode 22 - Secure 2.0 Act - Quickfire #2 (Retirees)
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Feb 07, 2023 |
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Episode 21 - Secure 2.0 Act - Quickfire #1 (Pre-Retirees)
|
Feb 07, 2023 |
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Episode 20 - New Year, New Numbers
|
Jan 20, 2023 |
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Episode 19 - Micro Money(ish) Resolutions You Can't Miss
|
Jan 17, 2023 |
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Episode 18 - Advice Through the Ages - Financial Tips for Those in Their Forties
|
Oct 25, 2022 |
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Episode 17 - Thinking Long-Term Planning: An Interview with Beacon Pointe’s VP of Insurance Services on Planning for Care Needs as We Age
|
Sep 19, 2022 |
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Episode 16 - Advice Through the Ages - 20-30 Somethings
|
Aug 25, 2022 |
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Episode 15 - Celebrating Women’s History Month with CEO Shannon Eusey
|
Mar 23, 2022 |
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Episode 14 - The Psychology of Personal Finance
|
Dec 21, 2021 |
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Episode 13 - A Veterans Day Tribute
|
Nov 11, 2021 |
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Episode 12 - The Profitability of Non-Profit Work
|
Aug 25, 2021 |
|
Episode 11 - The Reward Game
|
Jun 29, 2021 |
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Episode 10 - BONUS: Whatever Even is It? C-Suite Executive
|
Jun 29, 2021 |
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Episode 9 - Bridging Gaps in Health Insurance
|
Jun 29, 2021 |
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Episode 8 - Weigh the Vote
|
May 24, 2021 |
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Episode 7 - The Most Important Price to Know
|
Apr 23, 2021 |
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Episode 6 - The 10 Questions to Help Vet a Financial Advisor
|
Mar 15, 2021 |
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Episode 5 - What Goes Up...
|
Feb 18, 2021 |
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Episode 4 - The Longest Short Year, Ever (Lessons from 2020)
|
Jan 07, 2021 |
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Episode 3 - Taking to the Open Road (RV Style)
|
Dec 08, 2020 |
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Episode 2 - The Brass Tax
|
Dec 08, 2020 |
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Episode 1 - The Rush to Refinance
|
Dec 08, 2020 |