Claim OwnershipOld Fashioned Finance
Subscribed: 6Played: 147
Subscribe
© 2025 Old Fashioned Finance
Description
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!
113 Episodes
Reverse
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 podcast. Cheers!
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://www.youtube.com/watch?v=DMHMOQ_054U
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 it if you are unsure.
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.
Comments
Download from Google Play
Download from App Store
United States