Episodi

  • 6 Retirement Planning Errors

    6 Retirement Planning Errors
    Aug 10 2025
    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
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    29 min
  • IRA vs ROTH IRA - which is best for you?

    IRA vs ROTH IRA - which is best for you?
    Jun 28 2025
    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
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    30 min
  • Cannabis Investing for Beginners

    Cannabis Investing for Beginners
    Jun 8 2025
    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 Use
    CBD vs THC
    Types of industries to invest in:
    • Growers & Retailers
    • Biotech companies
    • Ancillary Companies to the industry
    We'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!
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    40 min
  • Money & Margaritas - ARIES Foundation

    Money & Margaritas - ARIES Foundation
    May 17 2025
    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.
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    45 min
  • Financial Literacy for Women _ Womens Money Matters

    Financial Literacy for Women _ Womens Money Matters
    Apr 13 2025
    We are sitting down with special guest Danielle Piskadlo, Executive Director of Women's Money Matters to discuss Financial Literacy for Women.
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    30 min
  • What to do with a Tax Refund

    What to do with a Tax Refund
    Mar 9 2025
    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.
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    12 min
  • Gold or Crypto to hedge a portfolio_ - ARIES Foundation Think With A Drink

    Gold or Crypto to hedge a portfolio_ - ARIES Foundation Think With A Drink
    Feb 15 2025
    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.
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    30 min
  • Protect Your Portfolio from a Market Downturn

    Protect Your Portfolio from a Market Downturn
    Jan 25 2025
    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.
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    30 min