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Your Dollars, Our Sense
Coby Cress, CFP® and Karen Reifel, CFP® - Beacon Pointe Advisors
38 episodes
8 hours 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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Investing
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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 29 - Having a Family
Your Dollars, Our Sense
50 minutes 8 seconds
1 year ago
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 accompany this important life decision in our newest episode.  

Links:

Your Dollars, Our Sense Book: https://a.co/d/fZzybHf

'Saving for College: https://beaconpointe.com/college-savings-plans-faqs/

529 Plan FAQs: https://www.savingforcollege.com/intro-to-529s/what-is-a-529-plan

FMLA: https://www.dol.gov/general/topic/benefits-leave/fmla

Estate Plan Key Documents: https://beaconpointe.com/four-essential-estate-planning-ingredients/

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.