Old Fashioned Finance

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

Delilah (The White Lady) & Financial Infidelity

July 14th, 2021  |  1 hr 5 mins

financial infidelity

The Drink:Delilah AKA The White Lady AKA Chelsea Sidecar
The Topic: Financial Infidelity

Manhattan Project: Your 401(k) Isn’t Rocket Science

July 7th, 2021  |  56 mins 38 secs

401k

The Drink: The Manhattan
The Topic: How To Invest In Your 401(k)

Mules-Cocktails on a Budget

June 30th, 2021  |  59 mins 22 secs

budget, cocktails, mules

Do You Really Need A Budget?

G&T’s and HSA’s- A Tonic For Retirement Ails

June 23rd, 2021  |  56 mins 50 secs

gin and tonic, health savings accounts

Health savings accounts are often overlooked and underutilized in the retirement planning process. Jason & Caleb discuss ways to incorporate the HSA as an effective tool for your retirement utility belt.

Whiskey Smash and All That Cash

June 16th, 2021  |  59 mins 42 secs

cash, whiskey

How Much Cash Is Too Much Cash?