Old Fashioned Finance

Old Fashioned Finance

By Blue Jay Financial GroupBusinessInvesting
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Old Fashioned Finance episodes

  • Sinking Funds: Be Prepared!

    The Drink: New York Sour

    The Topic: Sinking Funds
    Have you ever been “surprised” by a predictable expense or event? This week Caleb and Jason dive into the wonderful world of sinking funds. They’ll explain what a sinking fund is, how to set one up, and the best ways to fund one. So the next time the washing machine breaks, or the car needs tires, you won’t have to reach for the credit card!

    29 min
  • Financial Freedom in Retirement

    We’ve talked about financial freedom in your 20s, 30s, 40s, and 50s. But what about when you are actually retired? As it turns out, not everyone who is retired actually enjoys financial freedom. On today’s episode Caleb and Jason conclude the series on financial freedom, and explore what it means to really be free in your golden years, as well as things to avoid.

    34 min
  • Financial Freedom in Your 40s & 50s

    The Drink: Barrel Age Gin Martini

    The Topic: What Is Financial Freedom?
    Last week we talked about what financial freedom looks like in your 20s and 30s. This week Caleb and Jason will explore financial freedom in your 40s and 50s. These are typically your highest earning years, but they also come with unique challenges. Learn how to make the most of your retirement red zone on today’s show.

    33 min
  • Financial Freedom in Your 20s & 30s

    The Drink: Barrel Aged Gin Old Fashioned

    The Topic: What Is Financial Freedom?
    This week Caleb and Jason kick off a new 3 part series. Have you ever wondered what financial freedom really is? What it means? How to achieve it? Or even why pursue it? On today’s show they will explore what financial freedom looks like in your 20s and 30s, and some simple things you can do early on in your financial journey.

    35 min
  • Staying Sane When Markets Are Crazy

    The Drink: Bull and Bear Cocktail

    The Topic: How To Handle Market Declines
    Pullbacks, corrections, and bear markets, oh my! Most of the time the stock market goes up, but what about when it doesn’t? Caleb and Jason spend this week’s episode explaining and defining the different types of market declines, and what to do when they go down. Spoiler alert: less is more! Listen in as they share data from pullbacks, corrections and bear markets past, and the good times that have always followed.

    34 min
  • Small Business Small Batch: Selling a Small Business

    The Drink: Four Roses Small Batch Select

    The Topic: Selling a Small Business

    It’s the epic conclusion of our Small Business Small Batch miniseries. On today’s show Jason and Caleb discuss when it’s time to sell your small business. They’ll talk about succession planning, business valuations and how to know when it’s time to step away.

    33 min
  • Small Business Small Batch: Running a Small Business

    The Drink: Michter’s Small Batch US-1

    The Topic: Running a Small Business
    On this week’s episode we continue with our Small Business Small Batch miniseries. We’ll dig into the day to day operation of a small business with topics like structuring your business, creating a culture, and how to develop and retain talent. Whether you are a business owner or are considering starting your own business, you won’t want to miss this one!

    32 min
  • Small Business Small Batch: Starting a Small Business

    The Drink: Elijah Craig Small Batch

    The Topic: Starting a Small Business
    After a brief pause for client meetings, the boys are at it again! This week we are kicking off a new series of Small Business Small Batch episodes! We’ll discuss the excitement, the stress, and the reward of starting a small business. Listen in as Jason Bernal draws on his experience of founding Blue Jay Financial Group. Hey, that’s us!

    31 min
  • Mega Roth and the Scofflaw

    The Drink: The Scofflaw

    The Topic: Mega Backdoor Roth

    As we’ve stated in the past, Roth IRAs are just about the best thing out there when it comes to retirement. What could be better, you ask? On this week’s show Jason and Caleb explore the Mega Backdoor Roth! That’s right, MEGA! Listen and learn as they enjoy an old timey prohibition era cocktail, the Scofflaw.

    30 min
  • Income Tax Cocktails and How to Survive Tax Season

    The Drink: The Income Tax Cocktail

    The Topic: Tax Time!
    It’s tax time, folks!. There are forms to gather, deadlines to hit, checks to be written… What could possibly go wrong?! On this week’s episode Jason and Caleb talk about everyone’s favorite time of year. Why are people so stressed? What common mistakes can you avoid? Learn how to set yourself up for a successful 2022 tax season.

    30 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…