https://www.spreaker.com/podcast/aries-foundation-think-with-a-drink--5962366Grab 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!]]>enInvestingCopyright Tom Alessihttps://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/aafe4ca29ba34210d9d17534acf18d5c.jpghttps://www.spreaker.com/podcast/aries-foundation-think-with-a-drink--5962366Sun, 10 Aug 2025 16:44:40 +0000Tom AlessiTom Alessifeeds@spreaker.comWant 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...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!]]>falseepisodichttps://www.spreaker.com/episode/6-retirement-planning-errors--67321883Listen 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]]>https://api.spreaker.com/episode/67321883Sun, 10 Aug 2025 16:43:30 +0000Tom Alessi6 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...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]]>1715balance,bitcoin,budget,craftbeer,crypto,debt,finances,financialindependence,gold,investing,ira,money,retirement,roth,stocks,wealth,wellnessfalse39fullhttps://www.spreaker.com/episode/ira-vs-roth-ira-which-is-best-for-you--66785132https://api.spreaker.com/episode/66785132Sat, 28 Jun 2025 12:15:44 +0000Tom Alessiwe 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...1771beer,bitcoin,craftbeer,crypto,gold,happiness,investing,ira,money,retirement,roth,stocks,stress,wealth,wellnessfalse38fullhttps://www.spreaker.com/episode/cannabis-investing-for-beginners--66461716 
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!
]]>https://api.spreaker.com/episode/66461716Sun, 08 Jun 2025 11:38:19 +0000Tom AlessiCannabis 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... 
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!
]]>2407420,420investing,beer,beernerds,cannabis,cannabisinvesting,cannabisstartups,craftbeer,foodanddrink,gold,hopheads,investing,investsmart,marijuana,money,moneymatters,smartinvesting,stocks,wealth,weedtalkfalse37fullhttps://www.spreaker.com/episode/money-margaritas-aries-foundation--66130211https://api.spreaker.com/episode/66130211Sat, 17 May 2025 14:57:17 +0000Tom AlessiWhat, 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...2702bitcoin,cincodemayo,craftbeer,crypto,debt,gold,interest,investing,investments,loans,margarita,money,retirement,retiring,stocks,student,tequila,wealth,wellnessfalse36fullhttps://www.spreaker.com/episode/financial-literacy-for-women-womens-money-matters--65557111https://api.spreaker.com/episode/65557111Sun, 13 Apr 2025 14:38:49 +0000Tom AlessiWe are sitting down with special guest Danielle Piskadlo, Executive Director of Women's Money Matters to discuss Financial Literacy for Women.1796bitcoin,craftbeer,cyrptocurrency,debt,finances,financialindependence,financialliteracy,financialwellness,girlmath,gold,money,saving,spending,wealth,wellness,women,women&money,womensmoneyfalse35fullhttps://www.spreaker.com/episode/what-to-do-with-a-tax-refund--64775092https://api.spreaker.com/episode/64775092Sun, 09 Mar 2025 12:40:05 +0000Tom AlessiFirst, 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...718beer,bitcoin,craftbeer,crypto,gold,income,investing,money,retirement,retiring,stocks,taxes,taxrefund,trump,wealth,wellnessfalse34fullhttps://www.spreaker.com/episode/gold-or-crypto-to-hedge-a-portfolio-aries-foundation-think-with-a-drink--64391482https://api.spreaker.com/episode/64391482Sat, 15 Feb 2025 13:00:05 +0000Tom AlessiIt'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...1802beer,bitcoin,coin,craftbeer,crypto,digitalcurrency,finances,financial,financialwellness,gold,hedgefund,investing,money,portfolio,retirement,retiring,wealth,wellnessfalse33fullhttps://www.spreaker.com/episode/protect-your-portfolio-from-a-market-downturn--63899091https://api.spreaker.com/episode/63899091Sat, 25 Jan 2025 20:57:04 +0000Tom AlessiThis 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...1801false32fullhttps://www.spreaker.com/episode/long-term-care-plan-protect-and-pay--63726138https://api.spreaker.com/episode/63726138Fri, 17 Jan 2025 12:39:21 +0000Tom Alessi7 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...1722assistedliving,eldercare,finaces,financialindependence,health,healthcare,independent,longtermcare,ltc,medicare,money,nursing,nursinghome,oldage,retirement,seniorcare,seniors,wealthfalse31fullhttps://www.spreaker.com/episode/7-ira-mistakes-to-avoid-aries-foundation-think-with-a-drink--62428293https://api.spreaker.com/episode/62428293Sun, 20 Oct 2024 11:36:32 +0000Tom AlessiYou 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...1803beer,bonds,craftbeer,finances,financial,freedom,gold,happiness,income,independence,ira,money,retirement,retiring,stocks,wealth,wellnessfalse213fullhttps://www.spreaker.com/episode/how-to-talk-to-your-kids-about-money--62252679https://api.spreaker.com/episode/62252679Sat, 05 Oct 2024 19:51:52 +0000Tom AlessiNo one ever taught me about money. Or I didn't know about money. We hear this refrain from young (& old) folks alike - that there was a disconnect between them and having an understanding about handling finances. Let's face it, money isn't...2514beer,children,craftbeer,dollars,financialwellness,independence,investing,kids,learning,money,saving,stocks,teaching,wealth,wellnessfalse216fullhttps://www.spreaker.com/episode/the-secret-cost-of-pets--62031663https://api.spreaker.com/episode/62031663Thu, 19 Sep 2024 17:16:57 +0000Tom AlessiEver considered owning a pet? There are plenty of rewards and benefits that with being a pet owner. There are, unfortunately, some downsides as well, specifically on the financial side of things. If you are considering getting a pet, have you thought...2481cats,craftbeer,dogs,finances,gold,independence,money,pets,retire,retirement,stocks,wealth,wellnessfalse215fullhttps://www.spreaker.com/episode/how-to-gift-to-charity-get-paid-think-with-a-drink--61286209https://api.spreaker.com/episode/61286209Fri, 06 Sep 2024 17:44:01 +0000Tom AlessiWe all have a cause or charity that means something to us. And we would like to support it as much as possible. Sometimes it feels like we are unable to give even though we know the organization could use our help. But all is not lost. They are many...2188beer,charity,craftbeer,gifting,giving,gold,hope,independence,investing,money,nonprofit,shelter,stocks,wealth,wellnessfalse214fullhttps://www.spreaker.com/episode/life-insurance-explained-pt2--61069061The beer for this episode is Ship Shape from Treehouse]]>https://api.spreaker.com/episode/61069061Sun, 18 Aug 2024 11:55:50 +0000Tom AlessiWe get asked questions all the time about life insurance, most of the time they are about the differences between the types of policies available. So we thought we'd spend some time going over how life insurance policies work. We are breaking it down...The beer for this episode is Ship Shape from Treehouse]]>1954achievement,beer,belief,better,craftbeer,freedom,gold,good,happiness,health,independence,insurance,joy,money,retirement,stocks,wealthfalse212fullhttps://www.spreaker.com/episode/types-of-life-insurance-explained-part-1--60916767We are breaking it down into two parts to make it easier to handle...  Watch the episode to get a better understanding and learn what each type of life insurance can do or not do for you and your family.
The beer for this episode is Ship Shape a Czech-style Pilsner from Treehouse Brewing]]>https://api.spreaker.com/episode/60916767Sun, 04 Aug 2024 12:26:48 +0000Tom AlessiWe get asked questions all the time about life insurance, most of the time they are about the differences between the types of policies available. So we thought we'd spend some time going over how life insurance policies work. We are breaking it down...We are breaking it down into two parts to make it easier to handle...  Watch the episode to get a better understanding and learn what each type of life insurance can do or not do for you and your family.
The beer for this episode is Ship Shape a Czech-style Pilsner from Treehouse Brewing]]>1344beer,bonds,craftbeer,death,desires,finance,gold,independence,insurance,literacy,money,peace,protection,retirement,security,stocks,wants,wealth,wellnessfalse211fullhttps://www.spreaker.com/episode/the-pre-retirement-checklist--60757491https://api.spreaker.com/episode/60757491Sun, 21 Jul 2024 13:32:59 +0000Tom AlessiFact: Most of us will spend more time planning that two week trip to Disney, then we will planning our retirement. Yet, when you really think about it your retirement will be the longest vacation you ever take! But a most recent study found that...1802beer,craftbeer,education,financialplanning,funds,goals,gold,goodlife,investing,ira,money,pre-retiree,retire,retirement,stocks,wealth,wellnessfalse210fullhttps://www.spreaker.com/episode/beneficiaries-are-important-aries-foundation-think-with-a-drink--60537413https://api.spreaker.com/episode/60537413Fri, 28 Jun 2024 10:59:38 +0000Tom AlessiOK, so we wanted to title this episode "Who's gonna get your stuff when you're gone", but Craig thought that was too morose and depressing for a show that is called THINK WITH A DRINK. But it really is the heart of the matter when we are talking about...2558beer,beneficiary,bonds,craftbeer,family,gold,home,house,inheritance,ira,money,probate,stocks,trust,wealth,willfalse29fullhttps://www.spreaker.com/episode/handling-health-wealth-in-retirement-aries-foundation-think-with-a-drink--60401188https://api.spreaker.com/episode/60401188Sun, 16 Jun 2024 12:35:45 +0000Tom AlessiAccumulating a large pile of money is the goal during everyone's working years that will be used to pay for their costs of living in retirement. Our analogy is like climbing a mountain, getting to our retirement is like reaching the pinnacle point....1759aarp,bonds,craftbeer,craftbeerlife,finance,funds,health,healthcare,income,independentliving,investing,ltc,medicaid,medicare,money,retirement,seniorliving,socialsecurity,stocks,wealthfalse28fullhttps://www.spreaker.com/episode/how-to-be-the-ceo-of-you-inc-its-your-money-shouldn-t-you-be-in-charge-of-it--60250612

• stock options 
• company car 
• medical & retirement
• insurance coverages
• personal pension plans

Now you may not be able to replicate all of these options for yourself, but their are ways to take advantage and structure some options, so you will at least feel like the CEO of You, Inc.

We'll also be opening RIDE ON a hazy, hoppy IPA from our friends at Golden Road Brewing.

]]>https://api.spreaker.com/episode/60250612Sat, 01 Jun 2024 21:13:54 +0000Tom AlessiWhat do most CEO's get as part of their compensation package - benefits. Which include things like - stock options  - company car  - medical & retirement - insurance coverages - personal pension plans Now you may not be able to replicate all...

• stock options 
• company car 
• medical & retirement
• insurance coverages
• personal pension plans

Now you may not be able to replicate all of these options for yourself, but their are ways to take advantage and structure some options, so you will at least feel like the CEO of You, Inc.

We'll also be opening RIDE ON a hazy, hoppy IPA from our friends at Golden Road Brewing.

]]>2081benefits,bitcoin,ceo,craftbeer,craftbeerlife,cryptocurrency,finances,getrich,happiness,investing,investments,money,rewards,stocks,wealthfalse27fullhttps://www.spreaker.com/episode/it-ain-t-easy-being-green--60152515The 2nd part of the show we dive into ways to gather more money ("green" backs) to help you better handle your financial world.]]>https://api.spreaker.com/episode/60152515Thu, 23 May 2024 17:20:40 +0000Tom AlessiSocially Responsible Investing is a hot button subject, but does it work? And are your investments really being aligned with your values? The 2nd part of the show we dive into ways to gather more money ("green" backs) to help you better handle your...The 2nd part of the show we dive into ways to gather more money ("green" backs) to help you better handle your financial world.]]>2426beer,craftbeer,earn,environment,esg,finances,financial,gold,green,investing,investments,irish,money,personalfinance,plan,planning,social,sociallyresponsible,wealthfalse26fullhttps://www.spreaker.com/episode/should-i-stay-or-should-i-go-aries-foundation-think-with-a-drink--59988888Erin DiCarlo & Lauren Watts from Dovetail Companies and they cover all of the questions that you may have about what to do with your living arrangements now, and in the future - Should You Stay In Your Home and Age In Place? Or is a better option to Downsize? Relocate? What Senior Community Living? And these are just some of the questions that we'll be discussing.]]>https://api.spreaker.com/episode/59988888Sun, 12 May 2024 10:51:09 +0000Tom AlessiCALLING ALL SENIORS - You don't want to miss this episode! We have special guests with us, Erin DiCarlo & Lauren Watts from Dovetail Companies and they cover all of the questions that you may have about what to do with your living arrangements...Erin DiCarlo & Lauren Watts from Dovetail Companies and they cover all of the questions that you may have about what to do with your living arrangements now, and in the future - Should You Stay In Your Home and Age In Place? Or is a better option to Downsize? Relocate? What Senior Community Living? And these are just some of the questions that we'll be discussing.]]>1722ageinplace,aging,assistedliving,downsizing,finances,healthcare,housing,longtermcare,ltc,medicaid,medicare,money,nursinghome,oldage,retirement,retirementhome,senior,seniorcare,seniorliving,wealthfalse25fullhttps://www.spreaker.com/episode/buying-a-car-is-fun-aries-foundation-think-with-a-drink--59842227We'll cover some of the ways you can be better prepared before you head to the dealership or sit down to negotiate on the purchase price. Remember, this is your car you're buying. Embrace it and have fun doing it.
The "drink" for this episode is UNF Hard Cider from Downeast]]>https://api.spreaker.com/episode/59842227Sun, 05 May 2024 12:03:14 +0000Tom AlessiMake Buying A Car More Fun Purchasing a vehicle - whether new or used (new to you) should be an exciting adventure. Between deciding on the type of auto we would like, to thinking about colors, and don't forget the options like a sunroof or heated...We'll cover some of the ways you can be better prepared before you head to the dealership or sit down to negotiate on the purchase price. Remember, this is your car you're buying. Embrace it and have fun doing it.
The "drink" for this episode is UNF Hard Cider from Downeast]]>1675buying,carbuying,cars,craftbeer,craftbeerlife,credit,debt,finance,financing,income,investing,investments,loan,money,purchase,suv,truck,wealthfalse24fullhttps://www.spreaker.com/episode/cash-balance-plans-for-business-owners--59566996https://api.spreaker.com/episode/59566996Sat, 20 Apr 2024 15:25:28 +0000Tom AlessiBusiness Owner or Self Employed? Wish you could more $ away in your retirement accounts? Now You Can! A Cash Balance Plan is a type of pension plan that allows business owners to contribute 30% - 50% more to a retirement plan. The max in your current...1712false23fullhttps://www.spreaker.com/episode/creating-a-tax-free-retirement-aries-foundation-think-with-a-drink--59437906https://api.spreaker.com/episode/59437906Fri, 12 Apr 2024 13:26:28 +0000Tom AlessiThe only problem with saving all your money for retirement in a 401(k) or IRA is that you will have to pay taxes when you take the money out. What's the biggest myth about what will happen when you do take the money out? But here is what we know...1712beer,craftbeer,craftbeerlover,finances,financialindependence,financialwellness,income,ira,money,orman,ramsey,retirement,roth,tax,taxes,tax-free,wealthfalse22fullhttps://www.spreaker.com/episode/think-with-a-drink-managing-portfolio-volatility--59328938How can you avoid some of these missteps? What are ways to keep you & your portfolio on track? The beer for this episode is Hop-toberfest from Grey Sail Brewing]]>https://api.spreaker.com/episode/59328938Sun, 07 Apr 2024 10:52:58 +0000Tom AlessiThe only person who gets hurt riding a roller coaster is the man who jumps off mid-ride... The markets go up, the markets go down, but what are some of the ways you can take what we at ARIES call "the motion sickness" out of your portfolio? - keep...How can you avoid some of these missteps? What are ways to keep you & your portfolio on track? The beer for this episode is Hop-toberfest from Grey Sail Brewing]]>1725beer,craftbeer,education,freedom,income,independence,investing,literacy,money,retire,stocks,wealth,wellnessfalse21fullhttps://www.spreaker.com/episode/aries-foundation-think-with-a-drink-repeating-financial-mistakes--58478737https://api.spreaker.com/episode/58478737Sun, 28 Jan 2024 12:42:27 +0000Tom AlessiIt's Groundhog Day so we are paying homage to the movie by asking the question: Why do we keep repeating the same mistakes over & over & over again. What are some of the things we do and what steps can you take to make sure that you don't fall...2341beer,craftbeer,debt,financial,fortune,gold,happiness,income,independence,investing,ira,money,planning,retirement,silver,wealth,wellnessfalse116fullhttps://www.spreaker.com/episode/aries-foundation-think-with-a-drink-investing--58392581Don't keep making the same mistakes. Learn how to be better and steps you can take to be more in control of your money & your future.]]>https://api.spreaker.com/episode/58392581Sun, 21 Jan 2024 14:02:09 +0000Tom AlessiInvesting is not about Returns or how much you are going to make. Investing is all about RISK. How much are you willing to lose? This is what trips up most investors. They chase returns, panic & sell at the wrong time, and suffer when the markets...Don't keep making the same mistakes. Learn how to be better and steps you can take to be more in control of your money & your future.]]>1569false115fullhttps://www.spreaker.com/episode/aries-foundation-think-with-a-drink-you-say-you-want-a-resolution--58288918You say you’ll make a resolution
Well, you know
We all want to change our lives
You tell me that it's evolution
Well, you know
We all know that change is hard
But you think it's gonna be
All right?
How’d you know it's gonna be (all right)
How’d you know it's gonna be (all right)
We tell you we’ve got a real solution
Well, you say
We'd love to see your plan
You ask should I make a contribution
Well, you know
That depends upon your plan
But if you want money for a time in life that’s late
All I can tell you is brother you have to wait
Don't you know it's gonna be (all right)
Don't you know it's gonna be (all right)
Don't you know it's gonna be (all right)]]>https://api.spreaker.com/episode/58288918Sat, 13 Jan 2024 12:58:37 +0000Tom AlessiRESOLUTION (time) You say you’ll make a resolution Well, you know We all want to change our lives You tell me that it's evolution Well, you know We all know that change is hard But you think it's gonna be All right? How’d you know it's gonna be (all...You say you’ll make a resolution
Well, you know
We all want to change our lives
You tell me that it's evolution
Well, you know
We all know that change is hard
But you think it's gonna be
All right?
How’d you know it's gonna be (all right)
How’d you know it's gonna be (all right)
We tell you we’ve got a real solution
Well, you say
We'd love to see your plan
You ask should I make a contribution
Well, you know
That depends upon your plan
But if you want money for a time in life that’s late
All I can tell you is brother you have to wait
Don't you know it's gonna be (all right)
Don't you know it's gonna be (all right)
Don't you know it's gonna be (all right)]]>1795bank,beatles,craftbeer,craftbeerlife,craftbeerlover,financialplan,financialwellness,funds,goals,goalsetting,healthy,independence,investments,money,newyear,prosperity,resolution,ringo,wealth,wealthyfalse114fullhttps://www.spreaker.com/episode/aries-foundation-think-with-a-drink-take-control-of-your-financial-future--58027666What can you do to feel a little more in charge?
Listen in as we go over some of the tips & strategies you can use to start feeling more empowered when it comes to controlling your cash.]]>https://api.spreaker.com/episode/58027666Sat, 16 Dec 2023 12:40:57 +0000Tom AlessiThere are always things going on that can leave us feeling a little overwhelmed and that is especially true when it comes to handling our money & finances. What can you do to feel a little more in charge? Listen in as we go over some of the tips...What can you do to feel a little more in charge?
Listen in as we go over some of the tips & strategies you can use to start feeling more empowered when it comes to controlling your cash.]]>1721budget,craftbeer,craftbeerlover,debt,finances,financialplanning,money,retirement,wealthfalse113fullhttps://www.spreaker.com/episode/aries-foundation-think-with-a-drink-financial-wellness--57959172https://api.spreaker.com/episode/57959172Sat, 09 Dec 2023 13:20:14 +0000Tom AlessiFinancial Wellness ain't art ("I'll know it when I see it") It is subjective and different for everyone. But there are some compenents that we can all follow or adhere too that will help us be better financially. Listen in as we journey through...1705anxiety,control,craftbeer,craftbeerlife,depression,financialwellness,happiness,health,money,stress,wealth,wellnessfalse112fullhttps://www.spreaker.com/episode/aries-foundation-think-with-a-drink-target-date-funds--57885217But how do they work actually?
And more imnportantly, should you be using them at all.
Listen in as we try to make some sense of it all in Target Dates - Who's Idea was this anyway?
We are sipping on Sam Adams Octoberfest in this episode.]]>https://api.spreaker.com/episode/57885217Sat, 02 Dec 2023 12:17:32 +0000Tom AlessiTarget Date Funds have become one of the largest holders of assets in the retirement plan industry and more than likely, you are using them in an account. But how do they work actually? And more imnportantly, should you be using them at all. Listen in...But how do they work actually?
And more imnportantly, should you be using them at all.
Listen in as we try to make some sense of it all in Target Dates - Who's Idea was this anyway?
We are sipping on Sam Adams Octoberfest in this episode.]]>1757401k,craftbeer,funds,investing,investments,money,retirement,targetdate,wealthfalse111fullhttps://www.spreaker.com/episode/aries-foundation-think-with-a-drink-6-blunders-with-a-401-k--57804614These are the ones that occur most often, but are usually the easiest to fix.
Are you making any of them with your accounts?
Tune in to find out.]]>https://api.spreaker.com/episode/57804614Sat, 25 Nov 2023 13:54:02 +0000Tom AlessiOver the years of working with and supporting participants in many diffferent retirement plans, we've seen a lot of questionable behavior when it comes to how employees handle their accounts. These are the ones that occur most often, but are usually...These are the ones that occur most often, but are usually the easiest to fix.
Are you making any of them with your accounts?
Tune in to find out.]]>1742401k,benefit,craftbeer,financialplan,investing,investments,money,retirement,retirementplan,roth,stocks,wealthfalse110fullhttps://www.spreaker.com/episode/aries-foundation-think-with-a-drink-the-importance-of-credit--57710163https://api.spreaker.com/episode/57710163Sun, 19 Nov 2023 12:48:55 +0000Tom AlessiNobody ever really thinks about their credit until they asbolutely have too - buy a car, get a loan, even rent an apartment. But understanding your credit, especially your credit score, is extremely important. Listen in as we go over some of the steps...1753beer,craftbeer,credit,fico,financialfreedom,investing,investments,loan,money,rent,samadams,wealthfalse19fullhttps://www.spreaker.com/episode/aries-foundation-think-with-a-drink-emergency-reserve-accounts--57589345Listen in as we try to make some sense of all of the noise around Emergency Reserve Accounts]]>https://api.spreaker.com/episode/57589345Fri, 10 Nov 2023 14:04:15 +0000Tom AlessiEverybody (Suzie, Dave) ells you that you should have an Emergency Reserves Account, usually with an amount that seems way to overwhelming to even try to accomplish. But they also don't tell you how to get started or where you should put it. Listen in...Listen in as we try to make some sense of all of the noise around Emergency Reserve Accounts]]>2259false18fullhttps://www.spreaker.com/episode/aries-foundation-think-with-a-drink-basics-of-investing--57509647https://api.spreaker.com/episode/57509647Sat, 04 Nov 2023 11:27:22 +0000Tom AlessiConfused by all the terms & jargon that gets thrown around by financial people? So are we! Let's take a step back and try to make sense of the strategies and what they really mean for you and financial goals.1569false17fullhttps://www.spreaker.com/episode/who-s-fica-and-why-is-he-getting-all-my-money--57431775Your tax withholding status.
What company benefits are worth taking and which are not?
Join us to get a better understanding and see if you should be making some changes.]]>https://api.spreaker.com/episode/57431775Sun, 29 Oct 2023 12:45:32 +0000Tom AlessiHave you ever really looked at your paycheck? Your tax withholding status. What company benefits are worth taking and which are not? Join us to get a better understanding and see if you should be making some changes.Your tax withholding status.
What company benefits are worth taking and which are not?
Join us to get a better understanding and see if you should be making some changes.]]>146false16fullhttps://www.spreaker.com/episode/ins-and-outs-of-disability-insurance--57335562If the answer is yes, or maybe, then you should be looking into disability income protection.
Because the unfortunate reality is that you are far more likely to get hurt then you are to die.
And then where does that leave you?]]>https://api.spreaker.com/episode/57335562Sat, 21 Oct 2023 14:03:09 +0000Tom AlessiIf you got sick or were injured and could not work, then would you your lifestyle be impacted? If the answer is yes, or maybe, then you should be looking into disability income protection. Because the unfortunate reality is that you are far more...If the answer is yes, or maybe, then you should be looking into disability income protection.
Because the unfortunate reality is that you are far more likely to get hurt then you are to die.
And then where does that leave you?]]>1506craftbeer,disability,financialplanning,financialwellness,income,investments,livebetter,money,wealthfalse15fullhttps://www.spreaker.com/episode/think-with-a-drink-no-pension-no-problem--57239311https://api.spreaker.com/episode/57239311Sun, 15 Oct 2023 11:16:40 +0000Tom AlessiMIND YOUR GAP! The problem for most retirees today in not having a guaranteed source of income other than Social Security to rely in retirement. Past generations had pensions, Income guaranteed by the company to provide for the rest of your life....1723false14fullhttps://www.spreaker.com/episode/understanding-roth-accounts--57152829What is a ROTH conversion and should I consider doing one?
My employer retirement plan offers ROTH, is that different?

Listen in as we try to answer these and other questions about Understanding ROTH & ROTH Conversions.
For this episode we are sipping on Autumn Fest lager]]>https://api.spreaker.com/episode/57152829Sun, 08 Oct 2023 11:04:34 +0000Tom AlessiWhat's the difference between an IRA & a ROTH IRA? Can I have both? Who can open one and how much can I contribute to it? What is a ROTH conversion and should I consider doing one? My employer retirement plan offers ROTH, is that different?...What is a ROTH conversion and should I consider doing one?
My employer retirement plan offers ROTH, is that different?

Listen in as we try to answer these and other questions about Understanding ROTH & ROTH Conversions.
For this episode we are sipping on Autumn Fest lager]]>1721craftbeer,craftbeerlife,investing,money,retirement,roth,roth401k,rothconversion,rothira,taxes,taxsavings,wealthfalse13fullhttps://www.spreaker.com/episode/think-with-a-drink-fire-financial-independence-retire-early--57014515https://api.spreaker.com/episode/57014515Sun, 01 Oct 2023 11:51:17 +0000Tom AlessiWe all have the dream of wanting to retire early, but the folks who follow the principles of FIRE actually realize that dream. Howver, there are sacrifices and choices they make that many of us would not follow. We feel there are some parts of the...1769craftbeer,craftbeerlife,craftbeerlover,financialfreedom,financialindependence,fire,income,investing,investments,money,retireearly,retirement,wealthfalse12fullhttps://www.spreaker.com/episode/handling-student-loans--56911387https://api.spreaker.com/episode/56911387Sun, 24 Sep 2023 12:10:01 +0000Tom AlessiHow well have you prepared for your loan payments to begin. What are the some of the steps you should be taking right now to make sure your loan or service provider can reach you. Don't Wait! Take action now and get ahead of the wave that will be...2002craftbeer,craftbeerlife,craftbeerlover,debt,education,financialeducation,financialliteracy,financialwellness,getrich,investing,investments,money,repayment,retirement,studentdebt,studentloans,wealthfalse11full