Old Fashioned Finance

The Drink: It’s A Wonderful Life The Topic: Economics of “It’s A Wonderful Life” This week Caleb and Jason talk about one of their all-time favorite Christmas movies, “It’s A Wonderful Life”. Listen in a s they discuss the significant financial and economic events occurring throughout the movie. Hot dog! This is going to be a good one!

The Drink: The Ovaltini The Topic: Consumer Spending At Christmas On this week’s episode the boys are talking about some of Caleb’s favorite Christmas movies: A Christmas Story and Christmas With The Kranks. More specifically they will talk about a common theme, which is consumer spending at Christmas time. Go ahead, listen. We triple dog dare you!

The Drink: Apple Cider Mule The Topic: Financial Advice To Ignore You will probably be spending time with friends and family for the holidays. That means there will be plenty of talk about politics, the markets, and plenty of bad financial advice. On today’s episode Caleb and Jason talk about some of the most common, but awful, financial “advice” that gets thrown around at the dinner table. Happy...

The Drink: Negroni The Topic: The Cost of Thanksgiving Dinner We’re celebrating Thanksgiving on this week’s episode. Caleb and Jasonl talk about what they are thankful for this year, what Thanksgiving foods are a must, and the effects of inflation on turkey day dinner.

The Drink: Kentucky Flyer The Topic: Lotto Winners In light of the recent record setting Powerball lottery, Caleb and Jason get into the statistics of the lottery system. They’ll talk about what you should and shouldn’t do if and when you win the big prize. Should be fun!

The Drink: White Negroni The Topic: Estate Planning On this week’s episode, Caleb and Jason pick up where they left off with more estate planning mistakes to avoid. They focus on some common issues with POAs and gifting highly appreciated assets. If you think you are too young for estate planning, think again!

The Drink: The Great Pumpkin The Topic: Estate Planning Whether you are in your golden years or just starting out, basic estate planning is an important part of your overall financial plan. On this week’s episode, Caleb and Jason share some of the most common mistakes that they see with beneficiary designations.

On today’s episode, Caleb and Jason talk about year end capital gains distributions. If you or someone you love owns a mutual fund, you need to listen to this one. They’ll explain who is affected, how they are paid out, and why you may owe taxes even when the markets are down.

The Drink: Casino Cocktail The Topic: Behavioral Finance On this week’s episode, we dive into Chapter 17 of Morgan Housel’s book, “The Psychology of Money”. We’ll talk about the allure of pessimism, and how to think differently about the economy and the markets in 2022.

The Drink: The Gypsy Queen The Topic: Bite-Sized Advice on the Markets On this week’s episode we share some of our favorite quotes from smarter people who’ve gone before us. We’re serving up bite-sized nuggets of wisdom to help through rough markets and trying times. You won’t want to miss this one!

The Drink: Salty Dog The Topic: Advisor Compensation On today’s show, we’re talking about advisor compensation. Many people are afraid to ask their advisor how they get paid. They feel rude or nosy. We think you should know! We’ll discuss commissions vs. fees, suitability vs. fiduciary responsibility and more.

What exactly is a financial plan? The term gets thrown around a lot in our industry. Is it a 100 page document with charts and graphs? Is it just a bunch of projections? On today’s episode, Caleb and Jason talk about what a living, breathing financial plan should look like.

The Drink: Nutty Irishman The Topic: Deducible vs. Non-Deductible IRAs On today’s insanely practical episode, Caleb and Jason discuss deductible versus non-deductible IRAs, “backdoor” Roth contributions and the “cream in the coffee” rule. The tax code can get pretty murky, so make sure you are doing it right!

The Drink: Suffering Rascal The Topic: Retirement Checklist You’ve put in the time. You’ve saved your money. You’ve mapped out your dream retirement. So now what? On today’s episode Caleb and Jason provide a checklist of things you’ll need to do next to ensure a smooth transition into retirement.

The Drink: Fog Cutter The Topic: Income Taxation Did you know that various forms of income are taxed differently? Did you know that individuals and trusts/ estates have different tax brackets? On this week’s episode, Caleb and Jason cut through the fog of income taxation. Learn more about how taxes impact your financial plan.

The Drink: The Man o’ War The Topic: Active vs. Passive Investment Strategies Since the adoption of passive investment strategies in 1975, the debate has been raging. Which is better? Active or passive investing. On this week’s episode, Caleb and Jason discuss the pros and cons of both.

The Drink: Vesper The Topic: Series I Bonds On today’s show, Caleb and Jason address a question posed by clients in recent weeks. What are Series I Bonds, and do they present an opportunity during inflationary periods? When given the chance to talk about bonds, we couldn’t resist visiting a cocktail made famous by James Bond. You asked for it. Bonds… I bonds.

The Drink: The ABC Cocktail The Topic: Professional Designations Have you ever looked at your financial advisor’s business card and wondered what all the letters behind their name means? On today’s show Caleb and Jason discuss some of the most commonly used financial/ professional designations, what they mean, and how they apply to you as a client.

The Drink: High Horse The Topic: A Primer on The Fed and Monetary Policy Unless you’ve been living under a rock, you’ve heard a lot about the Fed lately. Discussions around if and when to raise interest rates, and by how much have been rampant. You may be wondering “Who is the Fed anyway, and what impact do they have on my finances?”. If so, tune in for these answers and more!

The Drink: Bourbon Lemonade The Topic: 3 Things To Do In A Bear Market On this week’s episode, Caleb and Jason discuss 3 strategies for taking advantage of bear markets. Stocks usually go up, but when they don’t, there are ways you can still win! When the markets give you lemons, make lemonade!

The Drink: The Baptist Mule The Topic: How To Teach Older Kids About Money This week the older kids are joining the show. We’ll talk about how to teach older kids money concepts like saving, spending, and investing. We get into various types of accounts and savings strategies to set your young adults up for the future!

The Drink: Nojito The Topic: How To Teach Young Kids About Money Last time we talked about why it is so important to teach kids about money. On this week’s show we’ll talk about how to actually go about teaching young kids. We’ll share fun and practical ideas for introducing younger children to money topics like saving, spending, and giving. Joining the show this week are special guests, Owen, Ber...

The Drink: The Bee’s Knees The Topic: Keeping Up With The Joneses What does it mean to keep up with the Joneses? Who are the Joneses anyway, and why do we care about what they think? Are they actually successful or are they broke? On this week’s episode Caleb flies solo and talks about people’s need to keep up the appearance of success. As it turns out, appearances are often deceiving.

The Drink: Shirley Temple The Topic: The Importance of Teaching Kids About Money The kids are taking over! On this week’s show, Caleb and Jason kick off a new series, “How To Teach Kids About Money”. Over the next couple of weeks, Caleb and Jason will be discussing the importance of teaching kids about money, and how to go about teaching kids of different ages. Joining them this week with some del...

The Drink: Pina Colada The Topic: Vacation! Vacations are an easy way to break the budget. Some people use vacation as an excuse to abandon their budget. And for that reason, many people avoid taking them altogether. On today’s show, Caleb and Jason talk about balancing the need for vacation with the need to spend responsibly. T’is the season!