Map Your Money

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.

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. 

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

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

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

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. 

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 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 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