Old Fashioned Finance

Old Fashioned Finance

By Blue Jay Financial GroupBusinessInvesting
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Old Fashioned Finance episodes

  • Episode 113: Retiring Generously: a podcast for the charitably inclined

    Hey there! This is Caleb Frankart, Financial Advisor and Enrolled Agent at Blue Jay Financial Group in Defiance OH. Today, I’m excited to introduce a new podcast called “Retiring Generously.” Coming to a platform near you, this November 28th. We’ll talk through tax-efficient strategies to be more effective with charitable giving in retirement, and how to best prepare for a generous retirement. Be sure to subscribe on Apple Podcasts, Spotify, or wherever you listen to podcasts. “Retiring Generously”, a podcast for the charitably inclined.

    1 min
  • Closing Out The Tab

    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!

    39 min
  • Debunking Common Financial Myths

    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.

    30 min
  • Squeezing All The Juice Out of Retirement

    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

    32 min
  • How To Get Rich Quick!

    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!

    33 min
  • Do You Need An Advisor?

    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.

    32 min
  • Can You Be Too Diversified?

    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.

    30 min
  • Moneyball: Lessons From Our Pastime

    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.

    31 min
  • Morally Responsible Investing

    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.

    31 min
  • When the Levy Breaks: The Great Flood of 2023

    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!

    31 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…