Map Your Money

About 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.

Publisher

BGA Teams

Category

business

Language

en

Explicit

No

First episode

30 Jan 2023

Latest episode

10 Sept 2026

Latest episodes

41 episodes in the feed.

1. 

   10 Sept 2026

   #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...

2. 

   11 Aug 2026

   #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...

3. 

   3 Jul 2026

   #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 uncert...

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

YouTube views

6,499

Score snapshot 15 Sept 2025

Apple Podcasts (US)

4.7 / 5

14 ratings

Spotify

5.0 / 5

6 ratings

Podcast Authority Score: 44 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

32

Social presence

0

YouTube

68

Engagement

71

Contact Map Your Money

Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.