Map Your Money

BGA Teams

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. 1d ago

    #38 - Can a Great Company Be a Bad Investment? | The SpaceX IPO

    SpaceX is widely regarded as one of the most innovative companies in the world, and a potential public offering would likely attract significant investor attention. But does an exceptional company automatically make for an exceptional investment?     In this episode of Map Your Money, Jaime Benedetti and Jeff Cone, CFA®, discuss how investors should think about a potential SpaceX IPO through the lens of portfolio construction, valuation, and long-term investing principles.     Rather than focusing on headlines or speculation, Jaime and Jeff explore the factors that may influence an investor's decision-making process if SpaceX were to become publicly traded. They also discuss the distinction between a company's business success and the investment return an investor may ultimately experience. Topics covered include: • What makes SpaceX unique within the aerospace and technology industries  • Why private companies often generate significant investor interest  • The difference between a great company and a great investment  • Key considerations when evaluating an IPO opportunity  • Lessons investors can learn from past high-profile IPOs Whether you are a long-time follower of SpaceX or simply interested in how professional investors evaluate new opportunities, this episode provides a framework for thinking through one of the most anticipated potential public offerings in recent memory. Content is for educational purposes only and should not be considered investment advice. Investing involves risk, including the possible loss of principal. Any discussion of SpaceX or a potential IPO is hypothetical in nature and does not constitute a recommendation to buy, sell, or hold any security. Watch on Youtube: https://youtu.be/FknFBeB-1V8

    52 min
  2. 3d ago

    #37 - The $113,000 Retirement Risk Nobody Wants to Talk About (Long Term Care)

    What if one of the most overlooked financial risks in retirement isn't a market crash, but the potential cost of needing long-term care? In this episode, Jaime Benedetti and Jeff Cone explore the financial realities of long-term care planning. They discuss what long-term care actually is, the situations that commonly create a need for care, and why many families misunderstand what Medicare and Medicaid may and may not cover. Jaime and Jeff also examine why long-term care planning is often an important consideration for middle-income retirees, review how care expenses can affect a retirement plan, and explain how traditional and hybrid long-term care insurance solutions are generally structured. Whether you're approaching retirement or helping aging parents evaluate their options, this conversation offers practical insights to help you make more informed planning decisions. Topics Covered: • What long-term care is and when it may become necessary • Common misconceptions about Medicare and Medicaid coverage • The potential financial impact of long-term care expenses • Why long-term care planning is often an important consideration for middle-income families • Traditional and hybrid long-term care insurance strategies • Key factors to consider when evaluating your options Content is provided for informational and educational purposes only and should not be considered personalized investment, financial, tax, legal, or insurance advice. Any examples discussed are hypothetical and for illustrative purposes only. Individuals should consult their own qualified professionals before making financial decisions. Source: Genworth Cost of Care Survey (2025). Costs vary significantly based on location, level of care, and provider. Example shown reflects private nursing home room costs in Georgia and is for illustrative purposes only. Watch on Youtube: https://youtu.be/J3BW9Cov-DA

    51 min

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.