Map Your Money

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Latest episode

Jun 2026

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EN-US

About the show

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.

Listen to episodes

38 recent

June 10, 202652 min

#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 IPOsWhether 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

June 8, 202651 min

#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 optionsContent 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

May 6, 202640 min

#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

April 13, 202633 min

#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

November 6, 202534 min

#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.

October 8, 202531 min

#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.

September 9, 202545 min

#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

August 1, 202545 min

#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

July 3, 202542 min

#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.

June 3, 202544 min

#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