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Recent Episodes
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.
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.
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.
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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,…
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…
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…
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.…
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:…
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:…
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,…
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Your Dollars, Our Sense has published 39 episodes since December 2020, covering topics in Business, Investing.
Your Dollars, Our Sense is currently active with new episodes every 2 months. Average episode length is 35m.
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