PODCAST · business
Your Dollars, Our Sense
by Coby Cress, CFP® and Karen Reifel, CFP® - Beacon Pointe Advisors
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.
Episodes
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Episode 38 - Max & Learn: Understanding Key Employer Benefits
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.
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Episode 37 - Liquidity in a Crunch
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.
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Episode 36 - Traversing Through Tariffs
An informative brief on tariffs and their uses, and what investors can do to help navigate and leverage resulting market uncertainties.
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Episode 32 REPLAY - 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! IMPORTANT DISCLAIMER: Beacon Pointe podcasts...
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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 –...
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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
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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)
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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...
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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…
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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 –...
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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...
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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.
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Episode 27 - It's Ok to Be Reasonable
Co-hosts Coby Cress, CFP® and Karen Reifel, CFP® discuss the importance of balancing your reasonable and rational desires when it comes to decision-making. They touch on topics such as mortgage payments, social security, and portfolio risk when considering how to make decisions that fit your...
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Episode 26 - Advice Through the Ages - Financial Tips for Those in Their Sixties
In this episode of Beacon Pointe podcast "Dollars & Sense", co-hosts Coby Cress, CFP® and Karen Reifel, CFP® shed light on the importance of this decade as it sets the stage for retirement plans, Medicare considerations, legacy planning, tax strategy, and some easily avoidable missteps along the...
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Episode 25 - Good Advice, Bad For You
Some advice may be good, just not good for you. 'Dollars & Sense' co-hosts Coby Cress, CFP® and Karen Reifel, CFP® highlight the importance of financial advice tailored to your personal situation and how informed decisions can help you avoid any hidden pitfalls of generic advice.
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Episode 24 - Investing Through the Fog
In this episode of 'Dollars & Sense', co-hosts Coby Cress, CFP® and Karen Reifel, CFP® record live from the Beacon Pointe Advisor Summit in Laguna Beach, California. They recap investment opportunities as shared by industry leaders at the annual conference, and also speak to the role passion…
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Episode 23 - Advice Through the Ages – Financial Tips for Those in Their Fifties
The 'Advice Through the Ages' mini-series continues with must-know financial tips for 50-Somethings! Plus, hear how to begin thinking about and saving for retirement if you haven't already. Important Disclosure: The discussions, outlook, and viewpoints featured are not intended to be investment,...
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Episode 22 - Secure 2.0 Act - Quickfire #2 (Retirees)
The Secure 2.0 Act has been a hot topic these days for retirees and pre-retirees alike. Passed by Congress in late 2022, the legislation comes with some major changes in retirement planning. Hint: it’s a good thing! Whether it’s changes in your employer’s sponsored retirement plan or how you…
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Episode 21 - Secure 2.0 Act - Quickfire #1 (Pre-Retirees)
The Secure 2.0 Act has been a hot topic these days for retirees and pre-retirees alike. Passed by Congress in late 2022, the legislation comes with some major changes in retirement planning. Hint: it’s a good thing! Whether it’s changes in your employer’s sponsored retirement plan or how you…
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Episode 20 - 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,...
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Episode 19 - 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...
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Episode 18 - 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...
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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
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...
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Episode 16 - 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...
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Episode 15 - 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...
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Episode 14 - The Psychology of Personal Finance
Co-host Coby Cress sits down with Lindsey Larrabee, a consultant focused on financial psychology and behavioral sciences. In this episode, we explore the four money personality types, discover how unconscious money beliefs can shape our financial health, and generate awareness of our own...
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Episode 13 - A Veterans Day Tribute
In a special Veterans Day tribute, co-host Coby Cress sits down with Beacon Pointe co-Founder and Vietnam Veteran Garth Flint. Garth flew F-4 fighter jets for the U.S. Navy while assigned to several carriers, including the U.S.S. Coral Sea. In 1967, right after Christmas, his recon plane was shot...
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Episode 12 - The Profitability of Non-Profit Work
The story of a child cancer survivor, the birth of a 501(c)(3), charitable gifting strategies, and the tax benefits of doing some good. Show Notes: When Breath Becomes Air by Paul Kalanithi The Emperor of All Maladies by Siddhartha Mukherjee Children's Cancer Network
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Episode 11 - The Reward Game
Get the scoop on credit card rewards- what they are, how they work, and how to win! Show Notes: Thinking Fast & Slow When Breath Becomes Air
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Episode 10 - BONUS: Whatever Even is It? C-Suite Executive
Introducing bonus episodes where co-hosts Coby Cress and Karen Reifel decode commonly used and often misunderstood terms. Short, sweet and sense-ible.
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Episode 9 - Bridging Gaps in Health Insurance
In this special episode, Coby sits down with health insurance consultant Matthew Gardener to discuss the ins and outs of health insurance and Medicare. Show Notes: 'Bridging the Gap' to Medicare & Medicare Basics (Live Video) Matthew Gardener
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Episode 8 - Weigh the Vote
Which is better - trading or investing? Co-hosts Coby Cress and Karen Reifel discuss the different approaches and why the discussion is trending today. Show Notes: The Upstarts by Brad Stone
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Episode 7 - The Most Important Price to Know
How and why interest rates matter to stock and bond investors. A Q&A style format with Beacon Pointe’s Chief Investment Officer, Michael Dow. Show Notes: Glossary of Terms Markets in Motion
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Episode 6 - The 10 Questions to Help Vet a Financial Advisor
What should you ask when vetting a potential financial advisor? Co-hosts Karen Reifel and Coby Cress discuss which 10 questions will give you the insight you need before hiring an advisor to find your perfect fit. Show Notes: 10 Questions You Should Ask Your Financial Advisor The Top Ten…
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Episode 5 - What Goes Up...
What is inflation and why does it matter? How does it affect your finances? How do you protect yourself against it? This episode covers anything and everything to do with inflation – a topic most people don’t normally care to dive into but should (hint: it impacts you more than you realize). Join...
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Episode 4 - The Longest Short Year, Ever (Lessons from 2020)
2020 felt like the longest and shortest year ever. There was much hardship but also a lot to learn from as we begin 2021. Co-hosts Coby Cress and Karen Reifel spend this episode reflecting on the financial rollercoaster of 2020 and how you can transform lessons-learned to be financially savvy as…
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Episode 3 - Taking to the Open Road (RV Style)
Road trip! In tune with the many, many Americans taking to the open road for stateside exploration due to pandemic travel restrictions, this episode covers the latest trend, buying an RV. Co-hosts Coby Cress and Karen Reifel share their best practices for large purchases as it relates to your...
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Episode 2 - The Brass Tax
Co-hosts Coby Cress and Karen Reifel discuss everyone’s favorite topic… taxes. What are they, why do we pay them, how can we decrease our taxes? Believe it or not, this episode is not boring. Tune in for easy ways to give you peace of mind next time tax season rolls around. Show Notes: Honey
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Episode 1 - The Rush to Refinance
Welcome to Dollars and Sense! With interest rates as low as they are, Beacon Pointe wealth advisors Coby Cress and Karen Reifel discuss elements of consideration when contemplating a mortgage refinance. They also share what is on their money mind, some lessons learned and have several laughs as...
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ABOUT THIS SHOW
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.
HOSTED BY
Coby Cress, CFP® and Karen Reifel, CFP® - Beacon Pointe Advisors
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Frequently Asked Questions
How many episodes does Your Dollars, Our Sense have?
Your Dollars, Our Sense currently has 39 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Your Dollars, Our Sense 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...
How often does Your Dollars, Our Sense release new episodes?
Your Dollars, Our Sense has 39 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Your Dollars, Our Sense?
You can listen to Your Dollars, Our Sense on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Your Dollars, Our Sense?
Your Dollars, Our Sense is created and hosted by Coby Cress, CFP® and Karen Reifel, CFP® - Beacon Pointe Advisors.
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