The Topic: Mutual Funds

What the heck is a mutual fund anyway? They may sound confusing, but don’t need to be. On this week’s episode Jason & Caleb explain the basics. Sit back, relax, and mix up a Brooklyn (a unique take on Manhattans) and enjoy the conversation.

The Topic: Do You Need A Trust?

Estate planning can be tricky to say the least, and trusts can be a valuable tool in the right situation. But how do you know if a trust is appropriate for you, or if you’re just being sold by a smooth talking salesman? Jason and Caleb clear up some common misconceptions while enjoying a summer classic: The Tom Collins.

The Topic: 7 Lies Financial Advisors Tell

Have you ever wondered if your financial advisor is telling the truth? Are they really looking out for you? Jason and Caleb talk about 7 lies financial advisors tell, and how to spot them.

The Topic: Retirement Preparation

Are you prepared for retirement? Regardless of where you are in your journey, there’s work to be done today! Listen as Jason and Caleb share 5 essential steps to take before pushing the button. And no, drinking a Mojito is not on the list, but you should do that anyway.

The Topic: Everyone that has looked into investing even a little bit has probably heard that diversifying is a good thing, but what exactly does it mean? Jason and Caleb talk about what diversification is and what it isn’t and how it can help you while drinking a New Orleans based spin on the Manhattan: the Vieux Carré.

The Topic: Personal Balance Sheet

Going hand in hand with your budget should be a personal balance sheet. But how do you go about creating one? How often should you update it? It’s easier than you think. Jason and Caleb somehow manage to mix up vodka based drinks in back to back weeks and try Bloody Marys for the first time.

The Topic: Annuities

Annuities are one of the most oversold and least understood products out there. So what is the disconnect? Who actually needs one? Listen as Jason and Caleb debate while sharing an interesting take on the Screwdriver cocktail, the Harvey Wallbanger.

The Topic: Financial Infidelity

There are few things as damaging to a relationship as financial infidelity. But what exactly is financial infidelity? Are you hiding assets or debt? Are you honest about spending? Are you cheating? How can you prevent it?

The Topic: How To Invest In Your 401(k)

We all have a tendency to overcomplicate things, especially when it comes to investing. Jason and Caleb aim to simplify investing in 401(k) and other employer sponsored retirement plans. After all, it’s not rocket science!

The Topic: Do You Really Need A Budget?

Budgeting is something that we would all agree is a good thing. But does everyone need a formal budget? Jason and Caleb get to the heart of it while enjoying variations of a classic budget cocktail.