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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How Does Your Advisor Get Paid?
October 5th, 2022 | 30 mins 8 secs
The Drink: Salty Dog
The Topic: Advisor Compensation -
What Is A Financial Plan?
September 28th, 2022 | 30 mins 46 secs
The Drink: Smoked Old Fashioned
The Topic: Misconceptions About Financial Planning -
Should You Contribute To An IRA?
September 21st, 2022 | 30 mins 54 secs
The Drink: Nutty Irishman
The Topic: Deducible vs. Non-Deductible IRAs -
So You’ve Decided To Retire… Now What?
September 14th, 2022 | 30 mins 50 secs
The Drink: Suffering Rascal
The Topic: Retirement Checklist -
Tax Talk: Ordinary Income vs. Capital Gains
September 7th, 2022 | 29 mins 36 secs
The Drink: Fog Cutter
The Topic: Income Taxation -
Which Is Better? Active or Passive
August 31st, 2022 | 29 mins 15 secs
The Drink: The Man o’ War
The Topic: Active vs. Passive Investment Strategies -
We’re Talking Bonds… I Bonds
August 24th, 2022 | 29 mins 58 secs
The Drink: Vesper
The Topic: Series I Bonds -
Alphabet Soup: Designations That Matter
August 17th, 2022 | 31 mins 27 secs
The Drink: The ABC Cocktail
The Topic: Professional Designations -
What Happens When The Fed Raises Rates?
August 10th, 2022 | 30 mins 17 secs
The Drink: High Horse
The Topic: A Primer on The Fed and Monetary Policy -
When The Market Gives You Lemons…
August 3rd, 2022 | 28 mins 51 secs
The Drink: Bourbon Lemonade
The Topic: 3 Things To Do In A Bear Market -
How To Teach Kids About Money Pt. 3
July 27th, 2022 | 30 mins 32 secs
The Drink: The Baptist Mule
The Topic: How To Teach Older Kids About Money -
How To Teach Kids About Money Pt. 2
July 20th, 2022 | 29 mins 40 secs
The Drink: Nojito
The Topic: How To Teach Young Kids About Money -
Keeping Up With The Joneses
July 13th, 2022 | 29 mins 5 secs
The Drink: The Bee’s Knees
The Topic: Keeping Up With The Joneses -
How To Teach Kids About Money Pt. 1
July 6th, 2022 | 30 mins 24 secs
The Drink: Shirley Temple
The Topic: The Importance of Teaching Kids About Money -
Don’t Blow It On Vacation!
June 29th, 2022 | 30 mins 37 secs
The Drink: Pina Colada
The Topic: Vacation! -
Don’t Pay For Your Kids’ College! Unless…
June 22nd, 2022 | 29 mins 2 secs
college
The Drink: The Gibson
The Topic: Paying for College