BGA Teams

Map Your Money

Map Your Money aims to help you make smarter financial decisions.   Hosted by Jaime Benedetti, CFP®, CEO of BEAM Wealth Advisors, and Jeff Cone, CFA®, CAIA®, CIO, the show combines real-world financial planning experience with institutional investment insight.   We break down what’s happening, why it matters, and key considerations that are often weighed over time.

Auteur

BGA Teams

Catégorie

Business

Site du podcast

mapyourmoney.buzzsprout.com

Dernier épisode

3 juil. 2026

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Épisodes

#14 - Crypto Clip: What the Spot Bitcoin ETF Means to You 26.02.2024

In this episode, Arish Nurani, Jaime Benedetti, and Jeff Cone explore a new way to own cryptocurrency; through ETF products that actually buy Bitcoin. 

#13 - Market Moves: 2024 Market Expectations 22.01.2024

In this episode, Arish Nurani and Jeff Cone discuss a wide array of interesting topics including updated contribution limits, interest rates, inflation, markets, population growth, top ten continuants of the S&P for the start of each decade, and valuations.

#12 - Market Moves: 2023 Year in Review 20.12.2023

In this episode, we take a look back at 2023 and review the markets and economic conditions that shaped it. We’ll discuss the major events that impacted the global economy, including inflation and recession concerns. Arish and Jeff will provide insights into how these events affected different sectors and industries, and what we can expect in the coming year. Tune in to this special end-of-year ep...

#11 - Timely Topic: Roth Conversions 20.11.2023

Join us for this episode of Map Your Money as we break down the basics of Roth conversion. Whether you're new to the concept or looking for a refresher, our hosts Megan Randle and Arish Nurani simplify the process, highlight key benefits, considerations, and steps involved in transforming your retirement savings. Tune in for a discussion that empowers you to make informed decisions about your...

#10 - Crypto Clip: Grayscale Successfully Sues the SEC 27.10.2023

In this Crypto Clip, Jaime Benedetti updates Arish (and us) on the outcome and implications of Grayscale's lawsuit against the SEC.

#9 - Market Moves: The Role of Risk in your Portfolio 27.10.2023

Arish Nurani and Jeff Cone discuss the finer points of risk, and why it is a necessary element in your portfolio. 

#8 - Timely Topic: Maximize Your Portfolio With Bonds 28.08.2023

Join Wealth Advisors Arish Nurani and Adam Howard as they explore the role that bonds take in fortifying your investment portfolio. They will discuss how fixed income securities are a vital component of any successful investment strategy and provide tips on different ways to implement and unlock the income potential of bonds. Tune in to take the first step towards building a well rounded and succe...

#7 - Crypto Clip: Bitcoin ETF 15.08.2023

Arish and Jaime discuss Blackrock's Bitcoin spot ETF application. 

#6 - Market Moves: The First Half of 2023 17.07.2023

Our Chief Investment Officer, Jeff Cone, guides us through some of the major events that moved the market in the first half of the year. 

#5 - Timely Topic: Protecting Private Info From Hackers 20.06.2023

In this episode our Chief Compliance Officer, Amy Betts, updates us on best practices for cyber security and identifies some very modern threats facing users today.  

#4 - Opportunities for Cash, 401(k) and the Secure Act 2.0, and Jaime's Journey with Crypto 18.05.2023

In this episode your host, Wealth Advisor Arish Nurani asks our guests thought provoking trivia questions before diving into the topics at hand. In the Market Moves segment at the top of the show Arish and our CIO Jeff Cone discuss short term rates and cash-like options for investing. Then for our Timely Topic, Arish and 4Qualified Retirement Plan Advisor Chris Cristallo discuss changes as a resul...

#3 - SVB and the Financial Sector, ESOP & Early Retirement, Crypto Risks and Our Exposure 12.04.2023

In our third episode your host, Arish Nurani, discusses SVB and the financial sector with our Chief Investment Officer, Jeff Cone CFA in our Market Moves segment. Then, Wealth Advisor Garrett Leroux talks early retirement and ESOP in our Timely Topic.  Finally, Jaime Benedetti provides some insight into crypto risks and our exposure in our Crypto Clip.  0:00 Intro 1:00 Market Moves – Arish and Jef...

#2 - Recession, IRAs, and Ethereum 09.03.2023

In your second episode your host, Arish Nurani, discusses recession with our Chief Investment Officer, Jeff Cone CFA in our Market Moves segment. Then, founding partner Bob Gucer talks all things IRA in our Timely Topic.  Finally, Jaime Benedetti provides some insight into Ethereum in our Crypto Clip.  0:00 Intro 1:00 Market Moves – Arish and Jeff discuss what a recession truly is and if we are he...

#1 - The Pilot 30.01.2023

0:00 - Intro - your host, Arish Nurani, introduces the format of our new podcast. 1:10 - Market Moves - Arish and Jeff Cone discuss takeaways from the economy in 2022 15:04 - Timely Topic - Arish and Heather Gardner discuss recent contribution increases.  46:00 - Crypto Clip - Arish and Jaime Benedetti begin to scratch the surface on this asset class. 

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