Episodes

  • Welcome To The Old Fashioned Finance Podcast

    Welcome To The Old Fashioned Finance Podcast
    Mar 3 2021
    Can a podcast about finance be entertaining? Not without alcohol! Welcome to Old Fashioned Finance: the podcast that mixes cocktails and high finance! Join your hosts Jason and Caleb each episode as they shake up some stories of money muddling that is sure to go down smooth! Cheers!
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    6 mins
  • Closing Out The Tab

    Closing Out The Tab
    Jun 7 2023
    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!
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    39 mins
  • Debunking Common Financial Myths

    Debunking Common Financial Myths
    May 31 2023
    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.
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    30 mins
  • Squeezing All The Juice Out of Retirement

    Squeezing All The Juice Out of Retirement
    May 24 2023
    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
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    31 mins
  • How To Get Rich Quick!

    How To Get Rich Quick!
    May 17 2023
    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!
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    32 mins
  • Do You Need An Advisor?

    Do You Need An Advisor?
    May 10 2023
    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.
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    31 mins
  • Can You Be Too Diversified?

    Can You Be Too Diversified?
    May 3 2023
    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.
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    30 mins
  • Moneyball: Lessons From Our Pastime

    Moneyball: Lessons From Our Pastime
    Apr 26 2023
    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.
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    30 mins