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

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

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.