Episode 30 - Hidden Value

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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.

Investing

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Episode 30 - Hidden Value

Your Dollars, Our Sense

36 minutes 16 seconds

1 year ago

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 for you along your wealth journey.

Discover the hidden treasures buried within this episode – including how an advisor can help you avoid costly mistakes, provide you with peace of mind, and save you valuable time.