Old Fashioned Finance

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 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 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 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 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 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 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 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 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 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.