Episode 31 - Perspectives from the Pros

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Your Dollars, Our Sense

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

38 episodes

20 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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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.

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Episode 31 - Perspectives from the Pros

Your Dollars, Our Sense

1 hour 10 minutes 55 seconds

1 year ago

Episode 31 - Perspectives from the Pros

Straight from the floor of our annual Advisor Summit, Beacon Pointe Wealth Advisors Coby Cress, CFP® and Karen Reifel, CFP® sit down with five industry thought leaders to dissect why 2024 is a stock picker’s paradise, the future of office buildings, equity managers trapped in a bond manager's body, and how your refrigerator can destroy your life...

Important Disclosure: This episode contains the opinions of Beacon Pointe's guests and are subject to change.