Old Fashioned Finance

The Drink: The Whiskey Smash The Topic: How Much Cash Is Too Much Cash? Is there such a thing as too much cash? Jason & Caleb debate different rules of thumb for emergency funds, while enjoying a pre-prohibition classic: the whiskey smash.

The Drink: Long Island Iced Tea The Topic: How Important Is It To Have Multiple Streams of Income? Description: Having multiple streams of income seems like a prerequisite to building wealth. Jason & Caleb talk about the importance of having multiple streams of income and talk about a drink with multiple streams of liquor!

The Drink:Moonshine Cocktails The Topic: Bitcoin, Cryptocurrencies, and the Blockchain The Question: What is Bitcoin and Should You Own It? Description: Some people think that Bitcoin is a good replacement for fiat currency. Jason and Caleb learn that moonshine is a great replacement for vodka! Listen as they detail their recent visit to Flatrock Distilling Company and discuss the legitimacy of Bi...

The Drink: The New Fashioned (New Riff Cocktails) The Topic: A Primer on Roth IRAs The Question: What is a Roth IRA? Who Can Contribute and How Much? Description: Jason and Caleb talk about their recent visit to the New Riff Distilling in Newport KY, and dive into the basics of Roth IRAs.

The Drink: Margarita The Question: What makes a millionaire? A recent study by the Ramsey group, an old classic book by Thomas Stanley, as well as dozens of personal interactions with millionaires has given Jason & Caleb some insight into what millionaires look like today. They talk about common traits of millionaires and give some practical advice on how to become a financially independent mi...

The Drink: The Sidecar The Question: Should I Count on Social Security? Social Security is less than 100 years old and is a huge factor in most Americans retirement plans. Jason & Caleb give an introduction into the system as a primer for more in depth social security planning giving good information for those retiring soon and for those that think they’ll never see a dime from the social secu...

Is investing your money in the market akin to gambling on the ponies? Jason and Caleb explain why investing is not gambling.

The Drink: Campari based cocktails (Negroni & Americano) When is it a good idea to get long term care insurance? Continuing the discussion on the icebergs that sink financial plans, Jason & Caleb talk about other insurances you may need: health, disability, property & casualty, liability, and long term care.

The Drink: Jack Rose How do you fill the gaps in your plan? Caleb and Jason mix up a forgotten classic: the Jack Rose and tie in the story of the Titanic to risk management! In this episode they discuss what kind of life insurance to buy, how much, and especially debate buying term life vs. whole life.

The Drink: Daiquiri The Topic: Saving for Your Kids’ College We know you probably think of college kids drinking frozen fruit smoothies when you hear the word daiquiri...we did! But the daiquiri is one of Embury’s 6 essential cocktails for a reason and we’re going to be sipping on some while talking about how you can plan to help your kids pay for college. How much is too much? Should you even try...

The Drink: Martini The Topic: Where does gold fit in a good investment strategy? The gold rush brought the United States…. GOLD and made many people rich. What many people may not know is that it also brought us the Martini - one of the James Bondiest drinks of all time. Is it smart to invest in gold? Physical gold? Gold ETFs? Jason and Caleb ruin chances of being sponsored by gold selling compani...

The Drink: Old Fashioned The Topic: Debating Debt Payoffs vs. Investing Now Jason and Caleb explore the original cocktail: the old fashioned and debate whether it’s ever a good idea to put off investing when you’re in debt.

Can a podcast about finance be entertaining? Not without alcohol! Welcome to Old Fashioned Finance: the podcast that mixes cocktails and high finance! Join your hosts Jason and Caleb each episode as they shake up some stories of money muddling that is sure to go down smooth! Cheers!