Map Your Money

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 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, 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.

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

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, 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.

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!

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.

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.

 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.