Providing listeners with relatable financial advice to help navigate various life stages and major life events in an entertaining, informative manner, escaping the dryness often associated with the topic of personal finance.

Co-hosts Coby Cress, CFP® and Karen Reifel, CFP® make sense of a variety of topics including:

  • Credit, Saving Priorities, and Investing
  • Home Ownership and Insurance Needs
  • Financial, Retirement and Estate Planning
  • And much, much more…


Quick 15-minute episodes that are designed to provide listeners with a regular update on the economy and investments.

Orated by Beacon Pointe Chief Investment Officer, Michael Dow, CAIA, CFA, topics covered include:

  • Economic data recap, market themes and developments
  • Upcoming data releases and potential market impact
  • Investment game plan and outlooks
  • Interesting events and headlines
  • Answering clients’ real-time market and investment-related questions


You are now leaving the website of Beacon Pointe Advisors and will be entering the website for Institutional Intelligent Portfolios®, an automated investment management service made available to you exclusively through Beacon Pointe Advisors. Beacon Pointe Advisors is independent of and not owned by, affiliated with, or sponsored or supervised by Schwab. Schwab has no responsibility for the content of Beacon Pointe Advisors' website. This link to the Institutional Intelligent Portfolios website should not be considered to be either a recommendation by SPT, Schwab, or any of their affiliates, or a solicitation of any offer to purchase or sell any security.

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