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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. Language: en Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Episode 37 - Liquidity in a Crunch
Friday, 22 August, 2025
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.
