Old Fashioned Finance

Hot Drinks and... Hot Tips on Charitable Giving!

November 3rd, 2021  |  40 mins 42 secs

The Drink: Hot Buttered Rum
The Topic: Qualified Charitable Distributions

Manhattan Project: Compound Interest Isn’t Rocket Science

October 27th, 2021  |  39 mins 27 secs

The Drink: Apple Cider Manhattan
The Topic: The Wonders of Compound Interest

Retirement Rumtime!- Your Risk Tolerance Doesn’t Matter!

October 20th, 2021  |  58 mins 12 secs

The Drink: Dark & Stormy
The Topic: Risk Tolerance

Old Fashioned Personal Finance: Order of Savings

October 13th, 2021  |  52 mins 10 secs

The Drink: Maple Old Fashioned
The Topic: Order of Savings

Small Business Small Batch: So You Want To Be Self Employed...

October 6th, 2021  |  55 mins 18 secs

The Drink: Jefferson’s Ocean Aged At Sea Voyage 23
The Topic: Becoming Self Employed

Manhattan Project: Rolling Over Your 401k Isn’t Rocket Science

September 29th, 2021  |  1 hr 4 mins

The Drink: Rob Roy
The Topic: 401k Rollovers

Retirement Rumtime! - 3 Retirement Pitfalls You Must Avoid

September 22nd, 2021  |  59 mins 18 secs

retirement

The Drink: El Presidente
The Topic: Retirement Distributions

The Rolls Royce & How Much To Spend On A Car

September 15th, 2021  |  54 mins 23 secs

rolls royce

The Drink: Rolls Royce
The Topic: New Car vs. Used Car

Small Business Small Batch: Keeping Retirement Plans SIMPLE

September 8th, 2021  |  50 mins 53 secs

The Drink: 1792 Small Batch
The Topic: Small Business Retirement Plans

Manhattan Project: Mutual Funds Are Not Rocket Science

September 1st, 2021  |  1 hr 4 mins

The Drink: The Brooklyn
The Topic: Mutual Funds

Tom Collins & Why You Don’t Need A Trust

August 25th, 2021  |  52 mins 45 secs

The Drink: Tom Collins
The Topic: Do You Need A Trust?

Brandy Cocktails & Lies Financial Advisors Tell

August 18th, 2021  |  57 mins 9 secs

The Drink: The Improved Brandy Cocktail
The Topic: 7 Lies Financial Advisors Tell

Retirement Rumtime! - Mojitos and 5 Things You Must Do Before You Retire

August 11th, 2021  |  58 mins 24 secs

The Drink: Mojito
The Topic: Retirement Preparation

Manhattan Project: Diversification Isn’t Rocket Science

August 4th, 2021  |  56 mins 30 secs

The Drink: Vieux Carré

Bloody Mary & How To Create a Personal Balance Sheet

July 28th, 2021  |  53 mins 29 secs

The Drink: Bloody Mary
The Topic: Personal Balance Sheet

The Harvey Wallbanger & Why You Don’t Need An Annuity

July 21st, 2021  |  58 mins 5 secs

The Drink: Harvey Wallbanger
The Topic: Annuities