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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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 -
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?
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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.
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Whiskey Smash and All That Cash
June 16th, 2021 | 59 mins 42 secs
cash, whiskey
How Much Cash Is Too Much Cash?