Episodes
41
Latest episode
Aug 2025
Language
EN
Want to be better with your money & finances? Our goal is to make learning about handling your money more casual, relaxed, & in a way that everyone can understand. And we couldn't think of a better way to do that, then by having something cold to sip on. Grab yourself something refershing, whatever that may be for you, and let's get you back in control of your money (instead of the other way around). Skol!
6 Retirement Planning Errors that can seriously derail your future plans.Listen to this episode to learn what they are and the steps you can take to avoid them.Got questions?Reach out to us and schedule a free consultation.You and your money will be glad you did.Go here: https://calendly.com/d/3f4-nvf-fsw/aries-foundation-complimentary-consultation
we will be discussing the differences between an IRA (Individual Retirement Account) and a ROTH IRA. We will cover the contributions, taxes, withdrawals, and eligibility for each type of account. Additionally, we will provide examples of how each type of account can benefit different types of investors. By the end of the podcast, you will have a better understanding of which type of account may be right for you and your retirement savings goals
Cannabis Investing for Beginners - this was supposed to be our 4/20 episode but we got waylaid by a week, still we're going through all things marijuana-related for investors to consider. We start with the 420 origin story, which honestly sounds a little like Goonies meets Fast Times at Ridgemont High.Medical Use vs Recreational UseCBD vs THCTypes of industries to invest in:Growers & Retailers Biotech companies Ancillary Companies to the industryWe'll walk you through all of the different risks to consider when investing in the cannabis world and point you in the direction of a couple of different types of investments; stocks, ETFs. Last a word of caution so your money won't go "Up In Smoke" (yes, a pun at the Cheech & Chong movie.The beer for this episode is from Jack's Abby Brewery in Framingham, MA. It is one of the staples in their beer hall Blood Orange Wheat a thoroughly crushable lager during the hots Spring & Summer months. Enjoy!
What, Me Worry? Market Movements Inversion, Inflation, Recession, oh my (let’s drink) Who You Gonna Call (not The FED)? What Can You Do (besides pouring another round)? Pull up a blender, grab some limes, and enjoy as Tom & Craig go through what has transpired so far this year and what to be on the lookout in the markets.
We are sitting down with special guest Danielle Piskadlo, Executive Director of Women's Money Matters to discuss Financial Literacy for Women.
First, let's ask the question as to whether or not getting a tax refund is a good thing; depending on how you are at saving, sometimes it can be a good thing. However, it also means that you are lending your money to the government for free for almost al whole year. To use it as they want. Should you make a change to your withholding? How? Watch as we go over these and other questions about tax refunds.
It's may be just us, probably is, but it feels like we get asked about either Gold or Crypto 2 or 3 times a week nowadays. We figured, OK, let's do a show and go over both. Most importantly we also cover why you should consider or have a Hedging Strategy as part of your retirement planning in the first place. Why Gold works Why Crypto works And because it's us at ARIES we also will go over the downsides of using either of them as part of your plan. If you've been curious or wanted to ask the question (or maybe you already have) then join us for this episode and get some more clarity.
This isn't about the markets crashing, OK maybe it is, tough it's more about those swings and corrections that occur that can throw our portfolios and our goals out of whack. Too often and often too late what happens is we panic. Make a move or invest emotionally, which never ends well. We'll cover some of the basics and get into more specifics; - What is a market downturn? - Why does it matter? - Impacts on your portfolio and on your retirement - What are some protective steps you can take? Watch and learn to understand how to protect your portfolio from a market downturn.
7 out of 10 people over the age of 65 require some kind of assisted care. That's 70% of the population! Some will need care that lasts for more than 5 years. What are some ways to prepare yourself and your finances to handle these costs at some point in the future? - What does Medicare cover - The different types of insurance available and who they are most appropriate for - What if I am already in care? Watch and learn to understand why this matters for you and your family.
You probably have an IRA, but did you know that there are 7 (OK, so there are probably a lot more, but these are the top ones) that can cost you a fortune? Are making any of them with your current IRA accounts? Watch the episode to learn what they are, how to avoid doing them, and what you can do instead to make sure your IRA is working the right way for you. Never miss an episode- SUBSCRIBE NOW: https://www.youtube.com/channel/UC8XA1to8IHXsqsrGfWfRaHA The beer for this episode is Celebration Ale from Sierra Nevada
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