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