Old Fashioned Finance

Old Fashioned Finance

By Blue Jay Financial GroupBusinessInvesting
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Old Fashioned Finance episodes

  • G&T’s and HSA’s- A Tonic For Retirement Ails

    The Drink: Gin and Tonic

    The Topic: Health Savings Accounts
    Health savings accounts are often overlooked and underutilized in the retirement planning process. Jason & Caleb discuss ways to incorporate the HSA as an effective tool for your retirement utility belt.

    57 min
  • Whiskey Smash and All That Cash

    The Drink: The Whiskey Smash

    The Topic: How Much Cash Is Too Much Cash?
    Is there such a thing as too much cash? Jason & Caleb debate different rules of thumb for emergency funds, while enjoying a pre-prohibition classic: the whiskey smash.

    1 hr
  • Mixing Up Multiple Streams of Income (The Long Island Iced Tea)

    The Drink: Long Island Iced Tea

    The Topic: How Important Is It To Have Multiple Streams of Income?
    Description: Having multiple streams of income seems like a prerequisite to building wealth. Jason & Caleb talk about the importance of having multiple streams of income and talk about a drink with multiple streams of liquor!

    54 min
  • Down With the Shine- Moonshining and Bitcoin Mining

    The Drink:Moonshine Cocktails

    The Topic: Bitcoin, Cryptocurrencies, and the Blockchain
    The Question: What is Bitcoin and Should You Own It?
    Description: Some people think that Bitcoin is a good replacement for fiat currency. Jason and Caleb learn that moonshine is a great replacement for vodka! Listen as they detail their recent visit to Flatrock Distilling Company and discuss the legitimacy of Bitcoin as a currency, and an investment.

    50 min
  • A New Riff on An Old Tradition(al IRA)-A Roth IRA Primer

    The Drink: The New Fashioned (New Riff Cocktails)

    The Topic: A Primer on Roth IRAs
    The Question: What is a Roth IRA? Who Can Contribute and How Much?
    Description: Jason and Caleb talk about their recent visit to the New Riff Distilling in Newport KY, and dive into the basics of Roth IRAs.

    58 min
  • Cinco de Cuatro - Millionaires & Margaritas

    The Drink: Margarita

    The Question: What makes a millionaire?

    A recent study by the Ramsey group, an old classic book by Thomas Stanley, as well as dozens of personal interactions with millionaires has given Jason & Caleb some insight into what millionaires look like today. They talk about common traits of millionaires and give some practical advice on how to become a financially independent millionaire yourself.

    1 hr 1 min
  • Driving Miss Daisy: Sidecars & Social Security

    The Drink: The Sidecar

    The Question: Should I Count on Social Security?
    Social Security is less than 100 years old and is a huge factor in most Americans retirement plans. Jason & Caleb give an introduction into the system as a primer for more in depth social security planning giving good information for those retiring soon and for those that think they’ll never see a dime from the social security administration.

    https://bluejayfg.com/social-security-flowcharts/

    59 min
  • My Heart Will Go on….and on and on. Part 2.

    The Drink: Campari based cocktails (Negroni & Americano)

    When is it a good idea to get long term care insurance? Continuing the discussion on the icebergs that sink financial plans, Jason & Caleb talk about other insurances you may need: health, disability, property & casualty, liability, and long term care.

    59 min
  • My Heart Will Go On- The Jack Rose and Financial Icebergs

    The Drink: Jack Rose

    How do you fill the gaps in your plan? Caleb and Jason mix up a forgotten classic: the Jack Rose and tie in the story of the Titanic to risk management! In this episode they discuss what kind of life insurance to buy, how much, and especially debate buying term life vs. whole life.

    56 min

About Old Fashioned Finance

From the publisher's feed

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…