Map Your Money

BGA Teams
  • 4.7 (14)
  • INVESTING
  • UPDATED MONTHLY

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.

  1. 11/06/2025

    The State of the Economy: Slowing, Not Stopping

    (#34) In this episode, Arish and Jeff unpack the key trends shaping the economy and markets, from inflation and interest rates to the AI wave. Learn what matters, what doesn’t, and how disciplined investing can help you stay on track through changing conditions.

    35 min

  2. 10/08/2025

    #33 - Know When to Hold ’Em: A Guide to Company Stock

    In this episode, Arish and Jeff break down the right way to handle company stock, whether it’s RSUs, ESPPs, or options. They cover when it makes sense to hold, when to sell, how to think about diversification, and the tax and risk factors that come with employer equity. Practical, straightforward advice to help you manage what you’ve earned without overexposing your portfolio.

    31 min

  3. 09/09/2025

    #32 - Money Made Easy

    In this episode, Arish & Jeff challenge the usual advice and break down the essentials of managing your money - emergency funds, 401(k) matches, and budgeting that actually works. Learn how automation, smart credit card use, and shifting your mindset about income versus expenses can make saving and growing your wealth a lot easier than you think. Full length video episodes available on YouTube: https://www.youtube.com/@MapYourMoney

    45 min

  4. 08/01/2025

    #31 - Why the U.S. Just Took a Big Step Toward Crypto Clarity

    In this episode of Map Your Money, Arish, Jaime, and Jeff discuss recent developments in the cryptocurrency space, including performance updates on Bitcoin and Ethereum, and the growing role of stablecoins in global finance. The conversation covers the implications of the Genius Act, a legislative effort aimed at creating a regulatory framework for stablecoins in the United States.  Watch on Youtube: https://www.youtube.com/watch?v=YACg1KKz3WI&t=27s

    45 min

  5. 07/03/2025

    #30 - What to Do With an Old 401(k)

    In this episode, Arish and Jeff break down the four main options available when you leave a job with a retirement plan still in place and help you figure out which one might be right for you. From investment flexibility to tax planning, they explore the key differences between 401(k)s and IRAs, the pros and cons of rolling over, and how features like the Rule of 55 and 72(t) early withdrawal provisions come into play.

    42 min

  6. 06/03/2025

    #29 - The Real Cost of Tariffs

    Jeff and Arish reunite to discuss recent market volatility, tariff developments, and the economic impact of global trade. Includes insights on interest rates, credit spreads, and the evolving role of U.S. manufacturing. They explore why markets dropped sharply and then rebounded, what the data says about inflation pressures, and how investors can navigate uncertainty.  Watch on Youtube: https://www.youtube.com/watch?v=xxxnwDeHQtw

    44 min

  7. 05/05/2025

    #28 - End of Life Planning: A Conversation with Author Susanna Barton

    In this episode of Map Your Money, Arish speaks with author and gerontology consultant Susanna Barton about her new book, Grand Plans 2.0: How to Mitigate Geri-Drama in 20 Easy Steps. They explore practical strategies for aging well—covering finances, legal planning, communication, and legacy—and why starting early matters. Susanna shares personal stories that inspired the book and emphasizes the importance of preparing now so your loved ones are not left scrambling later.

    32 min

  8. 04/07/2025

    #27 - Crypto Curious: A Conversation with Matthew Jarvis

    In this episode, Jaime and Jeff sit down with Matthew Jarvis, host of The Perfect RIA Podcast, for a fun and thoughtful conversation on Bitcoin and crypto in client portfolios. They explore why Matt remains skeptical, dig into real-world use cases, and debate whether crypto is digital gold or just hype.

    43 min
See All (34)

Ratings & Reviews

4.7
out of 5
14 Ratings

About

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.

Information

  • Creator
    BGA Teams
  • Years Active
    2023 - 2025
  • Episodes
    34
  • Rating
    Clean
  • Copyright
    © 2026 Map Your Money
  • Show Website
    Map Your Money