Old Fashioned Finance
The podcast that mixes cocktails and high finance!
About the show
Can a podcast about finance be entertaining? Not without alcohol! Welcome to Old Fashioned Finance: the podcast that mixes cocktails and high finance! Join amateur mixologists and professional financial planners Caleb and Jason each episode as they shake up some stories of money muddling that are sure to go down smooth! Cheers!
Episodes
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Can You Be Too Diversified?
May 3rd, 2023 | 29 mins 52 secs
The Drink: Monte Carlo
The Topic: Is It Possible to Over-Diversify? -
Moneyball: Lessons From Our Pastime
April 26th, 2023 | 30 mins 19 secs
The Drink: Cooperstown
The Topic: Money Lessons from Baseball -
Morally Responsible Investing
April 19th, 2023 | 30 mins 33 secs
The Drink: The Churchill
The Topic: Morally Responsible vs. ESG -
When the Levy Breaks: The Great Flood of 2023
April 12th, 2023 | 30 mins 26 secs
The Drink: The Chrysanthemum
The Topic: Property and Casualty Insurance -
Retire Creatively: Small Business Edition
April 5th, 2023 | 32 mins 35 secs
The Drink: E.H. Taylor Small Batch
The Topic: Retiring With Business Equity -
Don’t Go Chasin’ Yield
March 29th, 2023 | 31 mins 25 secs
The Drink: Irish Buck
The Topic: Interest Rates -
101: The Anatomy of a Bank Failure
March 22nd, 2023 | 29 mins 51 secs
The Drink: Dirty Shirley
The Topic: How Does A Bank Failure Happen? -
Cheers To 100 Episodes!
March 15th, 2023 | 39 mins 6 secs
The Drink: The Old Fashioned (Of Course)
The Topic: Q&A With Caleb and Jason -
Maximizing Tax Refunds
March 8th, 2023 | 28 mins 11 secs
The Drink: Tootsie Roll
The Topic: Deductions vs. Credits -
What SECURE Act 2.0 Means For You
March 1st, 2023 | 28 mins 25 secs
The Drink: Buckeye Hot Chocolate
The Topic: Tax Law Updates -
The Yellow Pad Financial Plan
February 22nd, 2023 | 31 mins 24 secs
The Drink: Hellfire
The Topic: Simplifying Financial Planning -
Retire Creatively
February 15th, 2023 | 31 mins 7 secs
The Drink: Brandy Old Fashioned
The Topic: Different Approaches to Retirement -
How To Know Which Buckets To Fill
February 8th, 2023 | 30 mins 47 secs
The Drink: Royal Tea
The Topic: Allocating Retirement $$ -
Is It Enough?
February 1st, 2023 | 28 mins 49 secs
The Drink: Tom Bullock’s Stinger
The Topic: Are You Saving Enough For Retirement -
Tuning Up Your Retirement Savings
January 25th, 2023 | 29 mins 33 secs
The Drink: Mexican Manhattan
The Topic: Retirement Savings Update -
Developing A Personal Savings Plan
January 18th, 2023 | 29 mins 27 secs
The Drink: 100 Year Old Cigar
The Topic: Saving Strategies