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.
Map Your Money
Latest Episodes
#41 - Roth Conversions in Retirement: Finding Potential Low-Tax Windows
Roth conversions are often associated with the years before retirement, but certain opportunities may also arise after someone stops working, begins receiving Social Security, or starts taking required minimum distributions.In this epis...
#40 - Stock Picking is Hard, So We Tried it Anyway.
Picking stocks can sound easy, especially when every investment comes with a compelling story. In practice, it is much harder.In this episode, financial advisor Jaime Benedetti and Chief Investment Officer Jeff Cone put that idea to the...
#39 - I Own Bitcoin… But I'm Still Skeptical | The Crypto Skeptic Series ft. Garrett Leroux
Cryptocurrency continues to spark strong opinions among investors, financial professionals, and the broader public. While some view digital assets as a transformative innovation, others remain skeptical about their long-term role in investing. ...
#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 investmen...
#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 plan...