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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.
November 16, 2022How To Win The LotteryThe Drink: Kentucky FlyerThe Topic: Lotto WinnersIn light of the recent record setting Powerball lottery, Caleb and Jason get into the statistics of the lottery system. They’ll talk about what you should and shouldn’t do if and when you win the big prize. Should be fun!...more31minPlay
November 09, 2022Estate Planning Mistakes To Avoid (Pt. 2)The Drink: White NegroniThe Topic: Estate PlanningOn this week’s episode, Caleb and Jason pick up where they left off with more estate planning mistakes to avoid. They focus on some common issues with POAs and gifting highly appreciated assets. If you think you are too young for estate planning, think again!...more30minPlay
November 02, 2022Estate Planning Mistakes To Avoid (Pt. 1)The Drink: The Great PumpkinThe Topic: Estate PlanningWhether you are in your golden years or just starting out, basic estate planning is an important part of your overall financial plan. On this week’s episode, Caleb and Jason share some of the most common mistakes that they see with beneficiary designations....more30minPlay
October 26, 2022What Do You Mean I Owe Taxes? I Didn’t Make Any Money!On today’s episode, Caleb and Jason talk about year end capital gains distributions. If you or someone you love owns a mutual fund, you need to listen to this one. They’ll explain who is affected, how they are paid out, and why you may owe taxes even when the markets are down. ...more32minPlay
October 19, 2022“The Seduction of Pessimism”The Drink: Casino CocktailThe Topic: Behavioral Finance On this week’s episode, we dive into Chapter 17 of Morgan Housel’s book, “The Psychology of Money”. We’ll talk about the allure of pessimism, and how to think differently about the economy and the markets in 2022....more31minPlay
October 12, 2022Timely Quotes and Nuggets of WisdomThe Drink: The Gypsy QueenThe Topic: Bite-Sized Advice on the MarketsOn this week’s episode we share some of our favorite quotes from smarter people who’ve gone before us. We’re serving up bite-sized nuggets of wisdom to help through rough markets and trying times. You won’t want to miss this one!...more30minPlay
October 05, 2022How Does Your Advisor Get Paid?The Drink: Salty DogThe Topic: Advisor CompensationOn today’s show, we’re talking about advisor compensation. Many people are afraid to ask their advisor how they get paid. They feel rude or nosy. We think you should know! We’ll discuss commissions vs. fees, suitability vs. fiduciary responsibility and more....more31minPlay
September 28, 2022What Is A Financial Plan?What exactly is a financial plan? The term gets thrown around a lot in our industry. Is it a 100 page document with charts and graphs? Is it just a bunch of projections? On today’s episode, Caleb and Jason talk about what a living, breathing financial plan should look like....more31minPlay
September 21, 2022Should You Contribute To An IRA?The Drink: Nutty IrishmanThe Topic: Deducible vs. Non-Deductible IRAsOn today’s insanely practical episode, Caleb and Jason discuss deductible versus non-deductible IRAs, “backdoor” Roth contributions and the “cream in the coffee” rule. The tax code can get pretty murky, so make sure you are doing it right!...more31minPlay
September 14, 2022So You’ve Decided To Retire… Now What?The Drink: Suffering RascalThe Topic: Retirement ChecklistYou’ve put in the time. You’ve saved your money. You’ve mapped out your dream retirement. So now what? On today’s episode Caleb and Jason provide a checklist of things you’ll need to do next to ensure a smooth transition into retirement....more31minPlay
FAQs about Old Fashioned Finance:How many episodes does Old Fashioned Finance have?The podcast currently has 124 episodes available.