Dollars & Sense

About Dollars & Sense

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.

Publisher

Coby Cress, CFP® and Karen Reifel, CFP® - Beacon Pointe Advisors

Category

business

Language

en

Explicit

No

First episode

8 Dec 2020

Latest episode

12 Dec 2025

Latest episodes

39 episodes in the feed.

1. 

   12 Dec 2025

   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.

2. 

   22 Aug 2025

   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.

3. 

   22 Aug 2025

   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.

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

5.0 / 5

15 ratings

Contact Dollars & Sense

Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.