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!

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.

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

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!

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.

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.

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.

The Drink: The Churchill The Topic: Morally Responsible vs. ESG Description: Morally responsible investing is often confused with socially responsible investing. In many cases investors who are trying to be mindful with their investments, end up supporting the companies they seek to avoid. On today’s episode, Caleb and Jason discuss the merits of morally responsible investing, and how to go about it if you are unsure.

The Drink: The Chrysanthemum The Topic: Property and Casualty Insurance Today, Caleb and Jason talk about the “Great Flood of 2023” and why it’s important to understand your P&C insurance. How do you know if your agent is working for you? How do you know if your coverage is adequate? How do you know if you are getting a good deal? Find out on this week’s episode!

The Drink: E.H. Taylor Small Batch 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.