Map Your Money Thu, 10 Sep 2026 11:16:10 -0400 https://mapyourmoney.buzzsprout.com en-us © 2026 Map Your Money yes 6e64e92f-0bd3-57b9-8868-14b827ad6a76 BGA Teams episodic false 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.

]]> Buzzsprout (https://www.buzzsprout.com) BGA Teams https://storage.buzzsprout.com/n23qg8d54d91kpkbh0b9icr1dglb?.jpg Map Your Money https://mapyourmoney.buzzsprout.com #41 - Roth Conversions in Retirement: Finding Potential Low-Tax Windows #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 episode of Map Your Money, financial advisor Jaime Benedetti and Chief Investment Officer Jeff Cone explore how lower-income years may create potential openings for Roth conversions at relatively low federal income tax rates. Using two hypothetical retirees, they illustrate how taxable income, deductions, Social Security benefits, state taxes, and required minimum distributions can interact when evaluating a conversion.

The first scenario examines a newly retired individual who has not yet claimed Social Security and is using assets from a taxable account to meet current expenses. Jaime explains how the period between retirement and the beginning of Social Security or required distributions may provide an opportunity to convert a portion of a traditional IRA while remaining within lower federal tax brackets.

The second scenario considers an older retiree who is already receiving Social Security and approaching or taking required minimum distributions. The discussion demonstrates why Roth conversion planning may still be worth evaluating, while highlighting how additional income can cause a greater portion of Social Security benefits to become taxable.

Jaime and Jeff also discuss the difference between a Roth contribution and a Roth conversion, why required minimum distributions must generally be satisfied separately from a conversion, and how converting traditional retirement assets may affect future required distributions. They also consider the potential advantages and limitations of completing conversions during periods of market volatility or decline.

Topics covered include:
- Identifying potential Roth conversion windows in retirement
- Evaluating conversions within lower federal income tax brackets
- Coordinating conversions with Social Security decisions
- The interaction between Roth conversions and taxable Social Security benefits
- Planning before and after required minimum distributions begin
- The distinction between Roth contributions and Roth conversions
- How conversions may affect future required distributions
- Federal and state tax considerations
- Why the timing and amount of a conversion are highly situation-specific

The central takeaway is not that everyone should complete a Roth conversion, but that retirement tax planning should be evaluated over multiple years. A conversion that appears unattractive in one year may look different during a period of lower taxable income.

The examples discussed are hypothetical and provided solely for educational and illustrative purposes. References during the episode to "free" or "zero-tax" Roth conversions refer to situations in which federal income tax on a conversion may be minimal or potentially zero based on specific assumptions; state taxes and other tax consequences may still apply. They do not represent any particular client, and the tax figures and assumptions may not apply to other individuals or future tax years. This discussion should not be construed as individualized investment, tax, or legal advice or as a recommendation to complete a Roth conversion, delay Social Security, or pursue any particular retirement strategy. Roth conversions can generate current federal and state income taxes and may affect the taxation of Social Security benefits, Medicare premiums, tax credits, deductions, and other financial-planning considerations. Tax laws and individual circumstances vary and may change. Consult qualified financial and tax professionals before taking action.

Available to watch on
Youtube: https://youtu.be/GTCVEU6M8u0

]]> 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 episode of Map Your Money, financial advisor Jaime Benedetti and Chief Investment Officer Jeff Cone explore how lower-income years may create potential openings for Roth conversions at relatively low federal income tax rates. Using two hypothetical retirees, they illustrate how taxable income, deductions, Social Security benefits, state taxes, and required minimum distributions can interact when evaluating a conversion.

The first scenario examines a newly retired individual who has not yet claimed Social Security and is using assets from a taxable account to meet current expenses. Jaime explains how the period between retirement and the beginning of Social Security or required distributions may provide an opportunity to convert a portion of a traditional IRA while remaining within lower federal tax brackets.

The second scenario considers an older retiree who is already receiving Social Security and approaching or taking required minimum distributions. The discussion demonstrates why Roth conversion planning may still be worth evaluating, while highlighting how additional income can cause a greater portion of Social Security benefits to become taxable.

Jaime and Jeff also discuss the difference between a Roth contribution and a Roth conversion, why required minimum distributions must generally be satisfied separately from a conversion, and how converting traditional retirement assets may affect future required distributions. They also consider the potential advantages and limitations of completing conversions during periods of market volatility or decline.

Topics covered include:
- Identifying potential Roth conversion windows in retirement
- Evaluating conversions within lower federal income tax brackets
- Coordinating conversions with Social Security decisions
- The interaction between Roth conversions and taxable Social Security benefits
- Planning before and after required minimum distributions begin
- The distinction between Roth contributions and Roth conversions
- How conversions may affect future required distributions
- Federal and state tax considerations
- Why the timing and amount of a conversion are highly situation-specific

The central takeaway is not that everyone should complete a Roth conversion, but that retirement tax planning should be evaluated over multiple years. A conversion that appears unattractive in one year may look different during a period of lower taxable income.

The examples discussed are hypothetical and provided solely for educational and illustrative purposes. References during the episode to "free" or "zero-tax" Roth conversions refer to situations in which federal income tax on a conversion may be minimal or potentially zero based on specific assumptions; state taxes and other tax consequences may still apply. They do not represent any particular client, and the tax figures and assumptions may not apply to other individuals or future tax years. This discussion should not be construed as individualized investment, tax, or legal advice or as a recommendation to complete a Roth conversion, delay Social Security, or pursue any particular retirement strategy. Roth conversions can generate current federal and state income taxes and may affect the taxation of Social Security benefits, Medicare premiums, tax credits, deductions, and other financial-planning considerations. Tax laws and individual circumstances vary and may change. Consult qualified financial and tax professionals before taking action.

Available to watch on
Youtube: https://youtu.be/GTCVEU6M8u0

]]> BGA Teams Buzzsprout-19755522 Thu, 10 Sep 2026 10:00:00 -0400 1850 41 full false #40 - Stock Picking is Hard, So We Tried it Anyway. #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 test. Each selects five individual stocks, records the starting prices, and explains the investment thesis behind each pick.

Their selections span artificial intelligence, semiconductors, data centers, energy, copper, cybersecurity, software, and casino and resort properties. They will monitor all ten stocks through the end of the year and return to evaluate the results, without changing the rules, revising their reasoning, or benefiting from hindsight.

The exercise is competitive, but the larger lesson is serious. Even when an investor correctly identifies a powerful long-term trend, an individual company can still be affected by unexpected operational problems, management decisions, valuation changes, or simple bad timing.

While specific companies and investment themes are discussed, the purpose of this episode is to illustrate the challenges of stock selection and the importance of diversification, not to recommend any particular security or investment strategy.
Jaime and Jeff also discuss why diversified portfolios can provide exposure to many of the same investment themes while reducing the risks associated with relying on a single company.
Topics covered include:

• Jaime and Jeff’s five stock selections
• The investment thesis behind each company
• AI infrastructure and semiconductor bottlenecks
• Growing demand for electricity, memory, cooling, and copper
• The difference between identifying a trend and selecting the winning stock
• The role of luck, timing, and company-specific risk
• Why diversified investing remains the foundation of portfolio construction
• The rules—and possible punishment—for the stock-picking challenge

The selections are in. Now we'll see how the ideas perform over time.

This discussion is for educational purposes only and is presented as a hypothetical stock-picking exercise. The securities discussed are not recommendations to buy, sell, or hold any investment. Any opinions expressed are those of the speakers as of the recording date and are subject to change without notice. Investing involves risk, including the possible loss of principal.

Available to listen on:
Youtube: https://youtu.be/FQJNgDUnkzk

]]> 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 test. Each selects five individual stocks, records the starting prices, and explains the investment thesis behind each pick.

Their selections span artificial intelligence, semiconductors, data centers, energy, copper, cybersecurity, software, and casino and resort properties. They will monitor all ten stocks through the end of the year and return to evaluate the results, without changing the rules, revising their reasoning, or benefiting from hindsight.

The exercise is competitive, but the larger lesson is serious. Even when an investor correctly identifies a powerful long-term trend, an individual company can still be affected by unexpected operational problems, management decisions, valuation changes, or simple bad timing.

While specific companies and investment themes are discussed, the purpose of this episode is to illustrate the challenges of stock selection and the importance of diversification, not to recommend any particular security or investment strategy.
Jaime and Jeff also discuss why diversified portfolios can provide exposure to many of the same investment themes while reducing the risks associated with relying on a single company.
Topics covered include:

• Jaime and Jeff’s five stock selections
• The investment thesis behind each company
• AI infrastructure and semiconductor bottlenecks
• Growing demand for electricity, memory, cooling, and copper
• The difference between identifying a trend and selecting the winning stock
• The role of luck, timing, and company-specific risk
• Why diversified investing remains the foundation of portfolio construction
• The rules—and possible punishment—for the stock-picking challenge

The selections are in. Now we'll see how the ideas perform over time.

This discussion is for educational purposes only and is presented as a hypothetical stock-picking exercise. The securities discussed are not recommendations to buy, sell, or hold any investment. Any opinions expressed are those of the speakers as of the recording date and are subject to change without notice. Investing involves risk, including the possible loss of principal.

Available to listen on:
Youtube: https://youtu.be/FQJNgDUnkzk

]]> BGA Teams Buzzsprout-19633315 Tue, 11 Aug 2026 16:00:00 -0400 2417 full false #39 - I Own Bitcoin… But I'm Still Skeptical | The Crypto Skeptic Series ft. Garrett Leroux #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. In this episode of Map Your Money, Jaime Benedetti and Jeff Cone, CFA®, welcome fellow Beam Wealth Advisors financial advisor Garrett Leroux for the first installment of the Skeptic Series—an open conversation exploring both the opportunities and uncertainties surrounding crypto. Rather than debating who is right or wrong, the discussion focuses on thoughtful investing, challenging assumptions, and evaluating digital assets through a disciplined portfolio management framework.

Topics covered include:
• Bitcoin's role as a store of value and how it compares to gold
• Real-world use cases for blockchain technology and digital assets
• Whether Bitcoin still behaves as investors originally expected during geopolitical and economic events
• The impact of regulation, government involvement, and the proposed CLARITY Act
• How investors can think about crypto allocation, volatility, and long-term portfolio construction
• What developments could strengthen—or weaken—the long-term investment case for digital assets

Whether you're crypto-curious, skeptical, or already an investor, this episode offers a balanced discussion designed to help you better understand both sides of the debate and make more informed investment decisions.

Content is for educational purposes only and should not be considered investment advice. Investing involves risk, including the possible loss of principal. Cryptocurrency investments are highly volatile and may not be suitable for all investors. Any opinions expressed are those of the speakers at the time of recording and should not be interpreted as a recommendation to buy, sell, or hold any specific digital asset or security.


Available to listen on:
Youtube:  https://youtu.be/oZ042WmxVHw

]]> 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. In this episode of Map Your Money, Jaime Benedetti and Jeff Cone, CFA®, welcome fellow Beam Wealth Advisors financial advisor Garrett Leroux for the first installment of the Skeptic Series—an open conversation exploring both the opportunities and uncertainties surrounding crypto. Rather than debating who is right or wrong, the discussion focuses on thoughtful investing, challenging assumptions, and evaluating digital assets through a disciplined portfolio management framework.

Topics covered include:
• Bitcoin's role as a store of value and how it compares to gold
• Real-world use cases for blockchain technology and digital assets
• Whether Bitcoin still behaves as investors originally expected during geopolitical and economic events
• The impact of regulation, government involvement, and the proposed CLARITY Act
• How investors can think about crypto allocation, volatility, and long-term portfolio construction
• What developments could strengthen—or weaken—the long-term investment case for digital assets

Whether you're crypto-curious, skeptical, or already an investor, this episode offers a balanced discussion designed to help you better understand both sides of the debate and make more informed investment decisions.

Content is for educational purposes only and should not be considered investment advice. Investing involves risk, including the possible loss of principal. Cryptocurrency investments are highly volatile and may not be suitable for all investors. Any opinions expressed are those of the speakers at the time of recording and should not be interpreted as a recommendation to buy, sell, or hold any specific digital asset or security.


Available to listen on:
Youtube:  https://youtu.be/oZ042WmxVHw

]]> BGA Teams Buzzsprout-19442432 Fri, 03 Jul 2026 16:00:00 -0400 2333 full false #38 - Can a Great Company Be a Bad Investment? | The SpaceX IPO #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

]]> 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

]]> BGA Teams Buzzsprout-19325964 Wed, 10 Jun 2026 11:00:00 -0400 3129 full false #37 - The $113,000 Retirement Risk Nobody Wants to Talk About (Long Term Care) #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

]]> 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

]]> BGA Teams Buzzsprout-19314074 Mon, 08 Jun 2026 14:00:00 -0400 3088 full false #36 - The Strait of Hormuz Explained #36 - The Strait of Hormuz Explained In this episode of Map Your Money, Jaime and Jeff break down the Strait of Hormuz and explore the global economic ripple effects resulting from its closure. With approximately 20% of the world’s oil flowing through a waterway just 21 miles wide, they explain how disruptions in this region have affected energy prices, fertilizer, helium, and food supply chains across continents. Learn how inventory levels, alternative pipelines, and trade routes shape the global economy, and how markets often react to risk.

Watch on Youtube: https://www.youtube.com/watch?v=cyzpyfSwi-E

]]> In this episode of Map Your Money, Jaime and Jeff break down the Strait of Hormuz and explore the global economic ripple effects resulting from its closure. With approximately 20% of the world’s oil flowing through a waterway just 21 miles wide, they explain how disruptions in this region have affected energy prices, fertilizer, helium, and food supply chains across continents. Learn how inventory levels, alternative pipelines, and trade routes shape the global economy, and how markets often react to risk.

Watch on Youtube: https://www.youtube.com/watch?v=cyzpyfSwi-E

]]> Buzzsprout-19128008 Wed, 06 May 2026 10:00:00 -0400 2403 full false #35 - Markets in Focus: Geopolitics, Inflation, and Portfolio Diversification #35 - Markets in Focus: Geopolitics, Inflation, and Portfolio Diversification In this episode, Jaime Benedetti & Jeff Cone discuss how recent geopolitical developments have affected global markets, including energy prices, inflation trends, interest rate environments, and currency movements. They explore what these dynamics may mean for central bank policy, equity market concentration, and the role of diversification across asset classes, including traditional investments and digital assets, during periods of uncertainty.

Watch on Youtube: https://youtu.be/FkxSB6isaoQ

]]> In this episode, Jaime Benedetti & Jeff Cone discuss how recent geopolitical developments have affected global markets, including energy prices, inflation trends, interest rate environments, and currency movements. They explore what these dynamics may mean for central bank policy, equity market concentration, and the role of diversification across asset classes, including traditional investments and digital assets, during periods of uncertainty.

Watch on Youtube: https://youtu.be/FkxSB6isaoQ

]]> BGA Teams Buzzsprout-19009196 Mon, 13 Apr 2026 15:00:00 -0400 2020 full false #34 - The State of the Economy: Slowing, Not Stopping #34 - 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.

]]>  (#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.

]]> BGA Teams Buzzsprout-18143813 Thu, 06 Nov 2025 08:00:00 -0500 2087 full false #33 - Know When to Hold ’Em: A Guide to Company Stock #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.

]]> 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.

]]> BGA Teams Buzzsprout-17980013 Wed, 08 Oct 2025 18:00:00 -0400 1876 full false #32 - Money Made Easy #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

]]> 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

]]> BGA Teams Buzzsprout-17815407 Tue, 09 Sep 2025 10:00:00 -0400 2710 full false #31 - Why the U.S. Just Took a Big Step Toward Crypto Clarity #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

]]> 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

]]> BGA Teams Buzzsprout-17600581 Fri, 01 Aug 2025 13:00:00 -0400 2710 full false #30 - What to Do With an Old 401(k) #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.

]]>  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.

]]> BGA Teams Buzzsprout-17424126 Thu, 03 Jul 2025 10:00:00 -0400 2546 full false #29 - The Real Cost of Tariffs #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

]]> 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

]]> BGA Teams Buzzsprout-17268909 Tue, 03 Jun 2025 08:00:00 -0400 2666 full false #28 - End of Life Planning: A Conversation with Author Susanna Barton #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.

]]> 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.

]]> BGA Teams Buzzsprout-17103537 Mon, 05 May 2025 14:00:00 -0400 1922 full false #27 - Crypto Curious: A Conversation with Matthew Jarvis #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.

]]> 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.

]]> BGA Teams Buzzsprout-16932912 Mon, 07 Apr 2025 14:00:00 -0400 2586 full false #26 - Invest Smart: Inside the Mind of an Investment Analyst #26 - Invest Smart: Inside the Mind of an Investment Analyst Ever wondered how top investment analysts make decisions? In this episode of Map Your Money, Arish and Jeff take you behind the scenes of their investment strategy. From asset allocation to fund manager selection, they break down how they navigate market cycles, manage risk, and maximize potential returns. Plus, they reveal their secret to staying ahead in a constantly changing economy. Tune in to get an inside look at the thought process behind smart investing!

]]> Ever wondered how top investment analysts make decisions? In this episode of Map Your Money, Arish and Jeff take you behind the scenes of their investment strategy. From asset allocation to fund manager selection, they break down how they navigate market cycles, manage risk, and maximize potential returns. Plus, they reveal their secret to staying ahead in a constantly changing economy. Tune in to get an inside look at the thought process behind smart investing!

]]> BGA Teams Buzzsprout-16732258 Thu, 06 Mar 2025 12:00:00 -0500 1894 full false #25 - Why Housing Feels Unaffordable & What Might Be Next #25 - Why Housing Feels Unaffordable & What Might Be Next Is high inflation really the reason housing prices feel out of reach? In this episode, Arish and Jeff break down what is actually driving home affordability issues, the Fed’s tricky position with interest rates, and what it all means for 2025. They also cover key updates on Roth IRAs and 401(k) contributions to help you maximize tax-free growth.

]]> Is high inflation really the reason housing prices feel out of reach? In this episode, Arish and Jeff break down what is actually driving home affordability issues, the Fed’s tricky position with interest rates, and what it all means for 2025. They also cover key updates on Roth IRAs and 401(k) contributions to help you maximize tax-free growth.

]]> BGA Teams Buzzsprout-16574589 Thu, 06 Feb 2025 08:00:00 -0500 1865 full false #24 - Bitcoin's Surge to $100K and What it Means for You #24 - Bitcoin's Surge to $100K and What it Means for You On this episode of Map Your Money, Arish and Jeff are joined by crypto enthusiast and managing partner at BEAM Wealth Advisors, Jaime Benedetti, for a timely discussion on the booming cryptocurrency market. Jaime shares insights on Bitcoin’s recent surge past $100,000, the impact of changing SEC leadership, and the need for clear regulation to drive sustainable crypto adoption.

]]> On this episode of Map Your Money, Arish and Jeff are joined by crypto enthusiast and managing partner at BEAM Wealth Advisors, Jaime Benedetti, for a timely discussion on the booming cryptocurrency market. Jaime shares insights on Bitcoin’s recent surge past $100,000, the impact of changing SEC leadership, and the need for clear regulation to drive sustainable crypto adoption.

]]> BGA Teams Buzzsprout-16341049 Thu, 26 Dec 2024 09:00:00 -0500 1954 full false #23 - Election Impacts in the Market: What Now? #23 - Election Impacts in the Market: What Now?  In this episode of Map Your Money, Arish and Jeff dive into post-election market trends and year-end financial planning strategies. Jeff analyzes the strong market performance following the election, with a focus on small caps, industrials, and cyclical stocks. Meanwhile, Arish shares actionable tips on tax-loss harvesting, helping you optimize your portfolio's after-tax returns.

]]>  In this episode of Map Your Money, Arish and Jeff dive into post-election market trends and year-end financial planning strategies. Jeff analyzes the strong market performance following the election, with a focus on small caps, industrials, and cyclical stocks. Meanwhile, Arish shares actionable tips on tax-loss harvesting, helping you optimize your portfolio's after-tax returns.

]]> BGA Teams Buzzsprout-16179603 Mon, 02 Dec 2024 08:00:00 -0500 2388 full false #22 - Navigating Rate Cuts and Tax Classes for Strategic Investing #22 - Navigating Rate Cuts and Tax Classes for Strategic Investing In this episode of Map Your Money, Arish and Jeff discuss current insights in Financial Planning and Investments. Jeff breaks down the Federal Reserve’s recent rate cut and the anticipated series of cuts every eight weeks, while Arish explores the varied tax implications across different types of investments.

]]> In this episode of Map Your Money, Arish and Jeff discuss current insights in Financial Planning and Investments. Jeff breaks down the Federal Reserve’s recent rate cut and the anticipated series of cuts every eight weeks, while Arish explores the varied tax implications across different types of investments.

]]> BGA Teams Buzzsprout-16018789 Wed, 30 Oct 2024 16:00:00 -0400 1732 full false #21 - Arish's Favorite Retirement Account; How To Invest During An Election #21 - Arish's Favorite Retirement Account; How To Invest During An Election In this episode, co-hosts Arish Nurani, CFP®, and Jeff Cone, CFA, explore how elections impact the stock market and reveal the powerful benefits of Health Savings Accounts (HSAs) for retirement. They discuss historical market trends under different political party control and share strategies to optimize your HSA for retirement savings. They also emphasize the importance of staying invested during election cycles, regardless of the outcome. Whether you're preparing for the next election or refining your retirement plan, this episode offers valuable insights for informed financial decisions.

]]> In this episode, co-hosts Arish Nurani, CFP®, and Jeff Cone, CFA, explore how elections impact the stock market and reveal the powerful benefits of Health Savings Accounts (HSAs) for retirement. They discuss historical market trends under different political party control and share strategies to optimize your HSA for retirement savings. They also emphasize the importance of staying invested during election cycles, regardless of the outcome. Whether you're preparing for the next election or refining your retirement plan, this episode offers valuable insights for informed financial decisions.

]]> BGA Teams Buzzsprout-15776856 Thu, 26 Sep 2024 12:00:00 -0400 1845 full false #20 - What the Latest Pullback Means For Your Portfolio #20 - What the Latest Pullback Means For Your Portfolio In this episode, Arish and Jeff meet in person to dive into the latest market trends, focusing on the recent volatility in August. They explore key catalysts such as inflation rates, the jobs report, and other economic indicators that could signal a potential recession. They also discuss the S&P 500 and its true representation of the stock market, offering listeners valuable insights into the current financial landscape.

]]> In this episode, Arish and Jeff meet in person to dive into the latest market trends, focusing on the recent volatility in August. They explore key catalysts such as inflation rates, the jobs report, and other economic indicators that could signal a potential recession. They also discuss the S&P 500 and its true representation of the stock market, offering listeners valuable insights into the current financial landscape.

]]> BGA Teams Buzzsprout-15664060 Thu, 29 Aug 2024 13:00:00 -0400 1759 full false #19 - The Psychology of Money #19 - The Psychology of Money In this episode, Meg joins Arish and Jeff to break down the most common behavioral biases that can impact your investment decisions. They cover over-confidence, loss aversion, mental accounting, and confirmation biases, explaining how these tendencies can influence your financial choices. Most importantly, they share practical insights and strategies to help you recognize and manage these biases, empowering you to make more informed and effective decisions with your money.

]]> In this episode, Meg joins Arish and Jeff to break down the most common behavioral biases that can impact your investment decisions. They cover over-confidence, loss aversion, mental accounting, and confirmation biases, explaining how these tendencies can influence your financial choices. Most importantly, they share practical insights and strategies to help you recognize and manage these biases, empowering you to make more informed and effective decisions with your money.

]]> BGA Teams Buzzsprout-15500914 Tue, 30 Jul 2024 13:00:00 -0400 1945 19 full false #18 - Crypto Clip: Is Crypto a Bipartisan Issue? #18 - Crypto Clip: Is Crypto a Bipartisan Issue? In this episode, Jaime joins Jeff and Arish to discuss the excitement surrounding Ethereum spot ETFs and their potential impact on portfolios. They explore the similarities to the Bitcoin spot ETF, examining how market movements and investor flows might unfold for Ether. They spend time diving into the broader political sentiment towards cryptocurrencies, providing insights into how regulatory and political developments are shaping the overall crypto landscape.

]]> In this episode, Jaime joins Jeff and Arish to discuss the excitement surrounding Ethereum spot ETFs and their potential impact on portfolios. They explore the similarities to the Bitcoin spot ETF, examining how market movements and investor flows might unfold for Ether. They spend time diving into the broader political sentiment towards cryptocurrencies, providing insights into how regulatory and political developments are shaping the overall crypto landscape.

]]> BGA Teams Buzzsprout-15324989 Fri, 28 Jun 2024 08:00:00 -0400 2765 full false #17 - The U.S. Economy: Fact vs Fiction #17 - The U.S. Economy: Fact vs Fiction In this episode, Arish Nurani and Jeff Cone debunk common misconceptions about the health of the economy, discuss the highs and lows in various market sectors, review trends in the unemployment rate, and compare the recent pullback in the S&P to similar past market fluctuations.

]]> In this episode, Arish Nurani and Jeff Cone debunk common misconceptions about the health of the economy, discuss the highs and lows in various market sectors, review trends in the unemployment rate, and compare the recent pullback in the S&P to similar past market fluctuations.

]]> BGA Teams Buzzsprout-15160280 Wed, 29 May 2024 18:00:00 -0400 1757 2 17 full false #16 - Giving Smarter: DAFs, QCDs, and Crafting Your Philanthropic Plan #16 - Giving Smarter: DAFs, QCDs, and Crafting Your Philanthropic Plan In this episode, Arish Nurani and Heather Gardner dive deep into the various vehicles for charitable gifts. The discussion ranges from cash gifts and donations of time to Qualified Charitable Distributions and Donor Advised Funds.

]]> In this episode, Arish Nurani and Heather Gardner dive deep into the various vehicles for charitable gifts. The discussion ranges from cash gifts and donations of time to Qualified Charitable Distributions and Donor Advised Funds.

]]> BGA Teams Buzzsprout-14950346 Wed, 24 Apr 2024 14:00:00 -0400 1719 15 full false #15 - Market Moves: Our Fee & Active vs Passive Management #15 - Market Moves: Our Fee & Active vs Passive Management In this episode, Arish Nurani and Jeff Cone compare and contrast active and passive management. After this deep dive, they pivot to a conversation on The Federal Reserve. 

]]> In this episode, Arish Nurani and Jeff Cone compare and contrast active and passive management. After this deep dive, they pivot to a conversation on The Federal Reserve. 

]]> BGA Teams Buzzsprout-14765187 Mon, 25 Mar 2024 15:00:00 -0400 2128 full false #14 - Crypto Clip: What the Spot Bitcoin ETF Means to You #14 - Crypto Clip: What the Spot Bitcoin ETF Means to You In this episode, Arish Nurani, Jaime Benedetti, and Jeff Cone explore a new way to own cryptocurrency; through ETF products that actually buy Bitcoin. 

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

]]> BGA Teams Buzzsprout-14578047 Mon, 26 Feb 2024 10:00:00 -0500 1836 2 14 full false #13 - Market Moves: 2024 Market Expectations #13 - Market Moves: 2024 Market Expectations 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.

]]> 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.

]]> BGA Teams Buzzsprout-14355848 Mon, 22 Jan 2024 16:00:00 -0500 2215 2 13 full false #12 - Market Moves: 2023 Year in Review #12 - Market Moves: 2023 Year in Review 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 episode for a comprehensive review of the markets and economic conditions of the past year and a glimpse into what the future holds.

]]> 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 episode for a comprehensive review of the markets and economic conditions of the past year and a glimpse into what the future holds.

]]> BGA Teams Buzzsprout-14182542 Wed, 20 Dec 2023 16:00:00 -0500 1745 1 12 full false #11 - Timely Topic: Roth Conversions #11 - Timely Topic: Roth Conversions 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 financial future. 

]]> 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 financial future. 

]]> BGA Teams Buzzsprout-14005458 Mon, 20 Nov 2023 13:00:00 -0500 1321 1 11 full false #10 - Crypto Clip: Grayscale Successfully Sues the SEC #10 - Crypto Clip: Grayscale Successfully Sues the SEC In this Crypto Clip, Jaime Benedetti updates Arish (and us) on the outcome and implications of Grayscale's lawsuit against the SEC.

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

]]> BGA Teams Buzzsprout-13858334 Fri, 27 Oct 2023 11:00:00 -0400 1252 1 10 full false #9 - Market Moves: The Role of Risk in your Portfolio #9 - Market Moves: The Role of Risk in your Portfolio Arish Nurani and Jeff Cone discuss the finer points of risk, and why it is a necessary element in your portfolio. 

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

]]> BGA Teams Buzzsprout-13858233 Fri, 27 Oct 2023 10:00:00 -0400 1646 1 9 full false #8 - Timely Topic: Maximize Your Portfolio With Bonds #8 - Timely Topic: Maximize Your Portfolio With Bonds 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 successful portfolio.

]]> 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 successful portfolio.

]]> BGA Teams Buzzsprout-13486629 Mon, 28 Aug 2023 17:00:00 -0400 1433 1 8 full false #7 - Crypto Clip: Bitcoin ETF #7 - Crypto Clip: Bitcoin ETF Arish and Jaime discuss Blackrock's Bitcoin spot ETF application. 

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

]]> BGA Teams Buzzsprout-13383065 Tue, 15 Aug 2023 11:00:00 -0400 1548 1 7 full false #6 - Market Moves: The First Half of 2023 #6 - Market Moves: The First Half of 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. 

]]> 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. 

]]> BGA Teams Buzzsprout-13236764 Mon, 17 Jul 2023 08:00:00 -0400 1380 1 6 full false #5 - Timely Topic: Protecting Private Info From Hackers #5 - Timely Topic: Protecting Private Info From Hackers 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.  

]]> 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.  

]]> BGA Teams Buzzsprout-13076465 Tue, 20 Jun 2023 15:00:00 -0400 1131 full false #4 - Opportunities for Cash, 401(k) and the Secure Act 2.0, and Jaime's Journey with Crypto #4 - Opportunities for Cash, 401(k) and the Secure Act 2.0, and Jaime's Journey with Crypto 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 result of the Secure 2.0 act for both employers and plan holders. And finally, Managing Partner and firm Founder Jaime Benedetti shares his personal Crypto journey with Arish during our Crypto Clip.   

Time Stamps
0:00 Intro
1:00 Market Moves with Jeff Cone
17:29 Timely Topic with Chris Cristallo
29:35 Crypto Clip with Jaime Benedetti

]]> 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 result of the Secure 2.0 act for both employers and plan holders. And finally, Managing Partner and firm Founder Jaime Benedetti shares his personal Crypto journey with Arish during our Crypto Clip.   

Time Stamps
0:00 Intro
1:00 Market Moves with Jeff Cone
17:29 Timely Topic with Chris Cristallo
29:35 Crypto Clip with Jaime Benedetti

]]> BGA Teams Buzzsprout-12876724 Thu, 18 May 2023 16:00:00 -0400 2656 1 4 full false #3 - SVB and the Financial Sector, ESOP & Early Retirement, Crypto Risks and Our Exposure #3 - SVB and the Financial Sector, ESOP & Early Retirement, Crypto Risks and Our Exposure 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 Jeff discuss what a recession truly is and if we are headed for one.

18:50 Timely Topic –  Garrett Leroux and Arish discuss early retirement planning and ESOP shares. 

31:25 Crypto Clip – Jaime and Arish explore risk in the crypto currency landscape. 

51:55 Outro

]]> 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 Jeff discuss what a recession truly is and if we are headed for one.

18:50 Timely Topic –  Garrett Leroux and Arish discuss early retirement planning and ESOP shares. 

31:25 Crypto Clip – Jaime and Arish explore risk in the crypto currency landscape. 

51:55 Outro

]]> BGA Teams Buzzsprout-12636922 Wed, 12 Apr 2023 10:00:00 -0400 3248 1 3 full false #2 - Recession, IRAs, and Ethereum #2 - Recession, IRAs, and Ethereum 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 headed for one.

16:00 Timely Topic – After briefly touching on the tragic earthquakes in Turkey and how you can help, Bob and Arish discuss IRA Contributions and the difference between Roth and Traditional.

31:12 Crypto Clip – Jaime and Arish take a deep dive into Ethereum and how it fits into the crypto currency landscape.

49:37 Outro

If you are interested in donating to help those impacted by earthquakes in Turkey, check out AHBAP.org

]]> 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 headed for one.

16:00 Timely Topic – After briefly touching on the tragic earthquakes in Turkey and how you can help, Bob and Arish discuss IRA Contributions and the difference between Roth and Traditional.

31:12 Crypto Clip – Jaime and Arish take a deep dive into Ethereum and how it fits into the crypto currency landscape.

49:37 Outro

If you are interested in donating to help those impacted by earthquakes in Turkey, check out AHBAP.org

]]> BGA Teams Buzzsprout-12408449 Thu, 09 Mar 2023 12:00:00 -0500 3113 1 2 full false #1 - The Pilot #1 - The Pilot 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. 

]]> 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. 

]]> Timo Buzzsprout-12149350 Mon, 30 Jan 2023 16:00:00 -0500 2910 1 1 full false