Old Fashioned Finance

Old Fashioned Finance

By Blue Jay Financial GroupBusinessInvesting
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Old Fashioned Finance episodes

  • Retirement Rumtime! How Much Should You Have Saved?

    The Drink: Rum Rickey

    The Topic: How Much Should You Have Saved at Age 30, 40, 50 and so on…
    A recent article talks about how much you should have saved at various ages for retirement. We see and read articles like this every year. On this week’s episode, Jason and Caleb discuss their merits as well as the dangers of putting too much stock in them. Find out how they really feel, while enjoying some refreshing Rum Rickeys!

    31 min
  • How To Inherit An IRA

    The Drink: The Grandfather

    The Topic: Inheriting Retirement Accounts

    At some point in your life you may inherit a retirement account or two. Or seven. And if losing a loved one isn’t hard enough, you will be presented with some difficult decisions when it comes to settling these types of accounts properly. On this week’s episode, Jason and Caleb explain the rules, and tell you how you can best handle distributions from inherited accounts.

    31 min
  • Rye Old Fashioned, Classic Cocktail Glass Sizes, and When Farm Ground You Inherit Is A Bad Investment

    The Drink: Rye Old Fashioned

    The Topic: Inherited Farm Ground
    Jason flies solo this week and revisits his best performing blog post of 2021 “When Farm Ground You Inherit Is A Bad Investment”. Inheritance can be a blessing, but this particular item is full of even more emotion than normal and Jason breaks down the numbers and the emotions related to inherited farm ground.

    29 min
  • Things To Do In 2022 (The New Year’s Resolution Episode)

    The Drink: French 75

    The Topic: FInancial Resolutions for the New Year
    It’s time to ring in the new year! On this week’s episode the Jasons and Caleb discuss some resolutions that are worth keeping. If you are looking to get on track for 2022, listen up! The boys go way back to prohibition times for the New Year’s Eve cocktail, the French 75.

    31 min
  • Cranberry Bourbon Cocktails & The Boys Talk Inflation

    The Drink: Cranberry Bourbon Cocktail

    The Topic: Inflation

    It’s the Christmas episode, so this week the boys are talking about the..the…the…The GRINCH! Well not really, but kind of. They’ll dive into the topic of inflation and the impact it has on your savings and retirement plans. Join Jason and Caleb as they enjoy a Christmas party cocktail to share with family and friends. Merry Christmas!

    31 min
  • Dude...Dollar-Cost Averaging

    The Drink: The White Russian

    The Topic: Dollar Cost Averaging
    On today’s show Jason and Caleb are talking about dollar-cost averaging. Chances are you’ve heard about it, but may be wondering what it actually means. What are the benefits? Is it actually the best way to invest long-term? What are the behavioral advantages? Tune in for the answers, and don’t forget the White Russians, dude.

    43 min
  • Behavioral Finance: Common Cognitive Biases

    The Drink: Stagg Jr.

    The Topic: Cognitive Bias
    The boys landed a unicorn bourbon to try on the show! This week Jason and Caleb explore the world of behavioral finance. They’ll be talking about some common cognitive biases that can get in the way of making good financial decisions, and how to avoid them.

    43 min
  • The Martinez & Truth About Credit Cards

    The Drink: The Martinez

    The Topic: Credit Cards
    Everyone has an opinion on credit cards. This week Jason and Caleb discuss the many pros and cons of using credit cards. They’ll talk about some common misconceptions and the pitfalls for using them incorrectly. For this week’s cocktail, the boys are going back to the old timey days to try a classic, the Martinez.

    48 min
  • Financial Gratitude (An Episode for Thanks and Giving)

    The Drink: Applejack Sour

    The Topic: Financial Gratitude
    On this week’s episode, Jason and Caleb bring you a great cocktail recipe to share at the Thanksgiving table. Mix up an Applejack Sour and join the conversation about financial gratitude (and the regular kind too). It’s an episode for thanks and giving! We love you. Get used to it, we say it now.

    43 min
  • Sazeracs and Roth Conversions

    The Drink: The Sazerac

    The Topic: Roth Conversions
    The Sazerac is a classic N’awlins drink with a rich history. The Roth IRA is a classic way to establish a rich future. This week, Jason and Caleb talk about the importance of developing a strategy for converting traditional retirement assets into Roth assets. They’ll talk about the pros of executing these conversions successfully, and the cons of messing it up. Get ready to work that tax code, folks!

    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…