Old Fashioned Finance

The Drink: Old Fashioned The Topic: What To Take Away From OFF On this 112th and final episode, we are closing out the tab. We’ll share what we’ve learned throughout the life of OFF, and what you, the listener, can take away from it. Thank you from the bottom of our hearts and our glasses, for your continued support along the way. We are truly humbled by your love and dedication for our little pod...

The Drink: Mexican Firing Squad The Topic: Common Misconceptions This week Caleb and Jason are playing myth busters! Listen in as they debunk commonly accepted misconceptions about personal finance topics.

The Drink: Jockey Club The Topic: 4 Phases of Retirement Jason is back from the NAPFA Conference in San Diego! On this week’s episode, he’s sharing some insights from one of the keynote speakers, Dr. Riley Moynes. Tune in and find out how to find real purpose and fulfillment in retirement. Be sure to check out the Ted Talk below: The 4 phases of retirement | Dr. Riley Moynes | TEDxSurrey https://w...

The Drink: The Left Hand The Topic: Hustle vs. Hustle This week Caleb and Jason are talking about the get rich quick mentality that seems to be making a comeback in our culture. What’s the difference between a “hustle” and hustle? Is there such a thing as a shortcut? Listen in and find out more!

The Drink: Reverse Martini The Topic: How To know If You Should Hire An Advisor When should you go it alone, and when should you seek professional guidance? On this week’s episode, Caleb and Jason talk about benefits as well as pitfalls of DIY financial planning. Tune in for a candid conversation about hiring an advisor.

The Drink: Monte Carlo The Topic: Is It Possible to Over-Diversify? This week Caleb and Jason discuss diversification. They’ll talk about how to diversify and how not to, and explain the dangers of “over-diversifying” if that’s even possible.

The Drink: Cooperstown The Topic: Money Lessons from Baseball On this week’s episode, Caleb and Jason are talkin’ baseball! More specifically they share money lessons from America’s pastime including examples from “Moneyball” and quotes from Warren Buffett.

The Drink: The Churchill The Topic: Morally Responsible vs. ESG Description: Morally responsible investing is often confused with socially responsible investing. In many cases investors who are trying to be mindful with their investments, end up supporting the companies they seek to avoid. On today’s episode, Caleb and Jason discuss the merits of morally responsible investing, and how to go about...

The Drink: The Chrysanthemum The Topic: Property and Casualty Insurance Today, Caleb and Jason talk about the “Great Flood of 2023” and why it’s important to understand your P&C insurance. How do you know if your agent is working for you? How do you know if your coverage is adequate? How do you know if you are getting a good deal? Find out on this week’s episode!

The Drink: E.H. Taylor Small Batch The Topic: Retiring With Business Equity We had such a great response from our recent “Retire Creatively” episode that we had to do a small business edition. Small Business, Small Batch is back baby! On this week’s episode we will explore some creative ways to use your small business as a retirement asset.

The Drink: Irish Buck The Topic: Interest Rates It’s been a long time since fixed rates were attractive, but as the Fed continues to raise rates, many are being tempted to chase yields. On this week’s episode, Caleb and Jason discuss the folly of being too nearsighted when it comes to fixed rates.

The Drink: Dirty Shirley The Topic: How Does A Bank Failure Happen? You may be wondering how in the world a bank failure can happen in this day and age. As it turns out, they are more common than you may think. On this week’s episode, Caleb and Jason talk about the recent failure of Silicon Valley Bank. How did it happen? What triggered the collapse? Are we in trouble? Listen in to find out!

The Drink: The Old Fashioned (Of Course) The Topic: Q&A With Caleb and Jason This week marks the 100th episode of Old Fashioned Finance! Listen in as Caleb and Jason ask and answer candid questions about cocktails, finance, and life. If you thought you knew your hosts, you’ll certainly know them better after listening to this one. Thank you to all of our listeners who make this show possible!

The Drink: Tootsie Roll The Topic: Deductions vs. Credits Caleb and Jason get into some nitty gritty tax talk on this week’s episode. They discuss deductions vs. credits, above the line vs. below the line, and refundable vs. non-refundable. Why? To maximize refunds of course!

The Drink: Buckeye Hot Chocolate The Topic: Tax Law Updates Tax season is upon us! This week Caleb and Jason are talking about the recent passing of SECURE Act 2.0. This legislation affects retirement savings plans for businesses and individuals. Listen in to find out what it means for you!

The Drink: Hellfire The Topic: Simplifying Financial Planning On this week’s episode, Caleb and Jason talk about simplifying your financial plan to a page on a yellow pad or the back of a napkin. Drawing on inspiration from “The One Page Financial Plan” by Carl Richards, they’ll talk about clearly defining goals by focusing on the “Why” rather than the “How”.

The Drink: Brandy Old Fashioned The Topic: Different Approaches to Retirement This week Caleb and Jason talk about retiring creatively. Listen in as they explore some alternative approaches to traditional retirement philosophies. Don’t retire, REWIRE!

The Drink: Royal Tea The Topic: Allocating Retirement $$ Description: On this week’s episode, Caleb and Jason will discuss which retirement “buckets” to fill and the order in which to fill them. They’ll walk through a couple of examples in both the public and private sectors, exploring countless options. If you think you’ve maxed out your accounts, chances are there’s still work to do!

The Drink: Tom Bullock’s Stinger The Topic: Are You Saving Enough For Retirement This week, Caleb and Jason talk about what is considered “normal” for retirement savings. They’ll discuss why being “normal” is probably not enough, and why the 15% rule makes so much sense.

The Drink: Mexican Manhattan The Topic: Retirement Savings Update On today’s episode, Caleb and Jason talk about yet another resolution you can keep for the new year. They share updated contribution limits for IRAs and employer sponsored retirement plans and targets for how much you should be saving.

The Drink: 100 Year Old Cigar The Topic: Saving Strategies Continuing the theme of New Year’s resolutions you can keep, Caleb and Jason dive into developing and updating your personal savings plan. If you don’t have a plan, you’re not going to succeed. Listen in as the boys talk strategies for saving more and with more purpose.

The Drink: Kentucky Coffee The Topic: Budgeting This week Caleb and Jason follow up on a New Year’s resolution you can keep, specifically budgeting. They share some of the best free online tools, and walk through the process of completing a budget from scratch. If you’ve never had a budget or haven’t updated yours in awhile, this is for you.

The Drink: Gin Caruso The Topic: Financial Resolutions Happy New Year! On this first episode of 2023, Caleb and Jason talk about how to keep your financial New Year’s resolutions. Listen in as they share practical and attainable goals to start off strong.

The Drink: Tom & Jerry The Topic: The Year In Review It was a year full of headlines, some good and some bad. On today’s episode, the last of the year, Caleb and Jason recap a very eventful 2022. Happy New Year!

The Drink: Smoking Bishop Punch The Topic: Money Lessons From “A Christmas Carol” This week Caleb and Jason are pulling money lessons from Charles Dickens’ timeless novel, “A Christmas Carol”. Not to mention the many film adaptations of the classic book. Learn from ghosts of Christmas finance past, present and future, and God bless us, everyone!