Sign up to save your podcastsEmail addressPasswordRegisterOrContinue with GoogleAlready have an account? Log in here.
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 financ... more
FAQs about Old Fashioned Finance:How many episodes does Old Fashioned Finance have?The podcast currently has 124 episodes available.
April 05, 2023Retire Creatively: Small Business EditionThe Drink: E.H. Taylor Small BatchThe Topic: Retiring With Business EquityWe 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. ...more33minPlay
March 29, 2023Don’t Go Chasin’ YieldThe Drink: Irish BuckThe Topic: Interest RatesIt’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. ...more32minPlay
March 22, 2023101: The Anatomy of a Bank FailureThe Drink: Dirty ShirleyThe 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!...more30minPlay
March 15, 2023Cheers To 100 Episodes!The Drink: The Old Fashioned (Of Course)The Topic: Q&A With Caleb and JasonThis 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!...more40minPlay
March 08, 2023Maximizing Tax RefundsThe Drink: Tootsie RollThe Topic: Deductions vs. CreditsCaleb 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!...more29minPlay
March 01, 2023What SECURE Act 2.0 Means For YouThe Drink: Buckeye Hot ChocolateThe Topic: Tax Law UpdatesTax 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!...more29minPlay
February 22, 2023The Yellow Pad Financial PlanThe Drink: HellfireThe Topic: Simplifying Financial PlanningOn 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”....more32minPlay
February 15, 2023Retire CreativelyThe Drink: Brandy Old FashionedThe Topic: Different Approaches to RetirementThis week Caleb and Jason talk about retiring creatively. Listen in as they explore some alternative approaches to traditional retirement philosophies. Don’t retire, REWIRE!...more32minPlay
February 08, 2023How To Know Which Buckets To FillThe Drink: Royal TeaThe 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!...more31minPlay
February 01, 2023Is It Enough?The Drink: Tom Bullock’s StingerThe Topic: Are You Saving Enough For RetirementThis 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....more29minPlay
FAQs about Old Fashioned Finance:How many episodes does Old Fashioned Finance have?The podcast currently has 124 episodes available.