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Your Dollars, Our Sense
Coby Cress, CFP® and Karen Reifel, CFP® - Beacon Pointe Advisors
38 episodes
1 day ago
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.
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All content for Your Dollars, Our Sense is the property of Coby Cress, CFP® and Karen Reifel, CFP® - Beacon Pointe Advisors and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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.
Show more...
Investing
Business
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Episode 20 - New Year, New Numbers
Your Dollars, Our Sense
23 minutes 54 seconds
2 years ago
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, CFP® and Karen Reifel, CFP® will help get you up to speed.

Show Notes: 

Electrek


Important Disclosure: The discussions, outlook, and viewpoints featured are not intended to be investment, planning, legal or tax advice and do not consider specific investment objectives or risk tolerance you may have. The opinions expressed in this podcast are subject to change at any time without notice. All investments involve risks, including the loss of principal. Consult your financial professional for guidance specific to your circumstances.  

Your Dollars, Our 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.