EPISODE · Mar 22, 2024 · 36 MIN
Episode 30 - Hidden Value
from Your Dollars, Our Sense · host Coby Cress, CFP® and Karen Reifel, CFP® - Beacon Pointe Advisors
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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Episode 30 - Hidden Value
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