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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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
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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