Your Dollars, Our Sense

Por: 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.
38 episodios disponibles

Latest episodes of the podcast Your Dollars, Our Sense

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Episode 18 - Advice Through the Ages - Financial Tips for Those in Their Forties 25/10/2022
Episode 17 - Thinking Long-Term Planning: An Interview with Beacon Pointe’s VP of Insurance Services on Planning for Care Needs as We Age 19/09/2022
Episode 16 - Advice Through the Ages - 20-30 Somethings 25/08/2022
Episode 15 - Celebrating Women’s History Month with CEO Shannon Eusey 23/03/2022
Episode 14 - The Psychology of Personal Finance 21/12/2021
Episode 13 - A Veterans Day Tribute 11/11/2021
Episode 12 - The Profitability of Non-Profit Work 25/08/2021
Episode 11 - The Reward Game 29/06/2021
Episode 10 - BONUS: Whatever Even is It? C-Suite Executive 29/06/2021
Episode 9 - Bridging Gaps in Health Insurance 29/06/2021
Episode 8 - Weigh the Vote 24/05/2021
Episode 7 - The Most Important Price to Know 23/04/2021
Episode 6 - The 10 Questions to Help Vet a Financial Advisor 15/03/2021
Episode 5 - What Goes Up... 18/02/2021
Episode 4 - The Longest Short Year, Ever (Lessons from 2020) 07/01/2021
Episode 3 - Taking to the Open Road (RV Style) 08/12/2020
Episode 2 - The Brass Tax 08/12/2020
Episode 1 - The Rush to Refinance 08/12/2020
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