Old Fashioned Finance

Old Fashioned Finance

By Blue Jay Financial GroupBusinessInvesting
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Old Fashioned Finance episodes

  • How To Win The Lottery

    The Drink: Kentucky Flyer

    The Topic: Lotto Winners
    In 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!

    31 min
  • Estate Planning Mistakes To Avoid (Pt. 2)

    The Drink: White Negroni

    The Topic: Estate Planning
    On 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!

    30 min
  • Estate Planning Mistakes To Avoid (Pt. 1)

    The Drink: The Great Pumpkin

    The Topic: Estate Planning
    Whether 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.

    30 min
  • What 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.

    32 min
  • “The Seduction of Pessimism”

    The Drink: Casino Cocktail

    The 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.

    31 min
  • Timely Quotes and Nuggets of Wisdom

    The Drink: The Gypsy Queen

    The Topic: Bite-Sized Advice on the Markets
    On 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!

    30 min
  • How Does Your Advisor Get Paid?

    The Drink: Salty Dog

    The Topic: Advisor Compensation
    On 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.

    31 min
  • What 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.

    31 min
  • Should You Contribute To An IRA?

    The Drink: Nutty Irishman

    The Topic: Deducible vs. Non-Deductible IRAs
    On 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!

    31 min
  • So You’ve Decided To Retire… Now What?

    The Drink: Suffering Rascal

    The Topic: Retirement Checklist
    You’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.

    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…