Old Fashioned Finance
The podcast that mixes cocktails and high finance!
About the show
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 financial planners Caleb and Jason each episode as they shake up some stories of money muddling that are sure to go down smooth! Cheers!
Episodes
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Episode 123: Retiring Generously Episode 10: Now & Later
December 28th, 2023 | 10 mins 24 secs
retire with purpose, tax efficient giving
Today we talk about things that you can do now to be more charitable later in life.
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Episode 122: Retiring Generously Episode 9: Generous People Are Happier & More Successful
December 26th, 2023 | 10 mins 59 secs
retire with purpose, tax efficient giving
Today we will look at the correlation between generosity and success.
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Episode 121: Retiring Generously Episode 8: Charity Begins At Home
December 21st, 2023 | 10 mins 10 secs
retire with purpose, tax efficient giving
Today we will explore tax efficient ways to be generous with family.
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Episode 120: Retiring Generously Episode 7: When To Itemize Your Charitable Donations
December 19th, 2023 | 10 mins 16 secs
retire with purpose, tax efficient giving
Today we look at when to take the standard deduction versus itemizing. We'll also discuss bunching donations as a strategy to maximize deductions.
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Episode 119: Retiring Generously Episode 6: Tax-Efficient Beneficiary Designations
December 14th, 2023 | 11 mins 8 secs
retire with purpose, tax efficient giving
Today we'll explore how to coordinate your beneficiaries in the most tax-efficient manner.
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Episode 118: Retiring Generously Episode 5: Roth Conversions for the Next Generation
December 12th, 2023 | 9 mins 47 secs
retire with purpose, tax efficient giving
Today we explore Roth conversions as another potential solution to the RMD conundrum.
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Episode 117: Retiring Generously Episode 4: Qualified Charitable Distributions
December 7th, 2023 | 10 mins 13 secs
retire with purpose, tax efficient giving
Now that we’ve identified a potential problem in required minimum distributions, or RMDs, we’ll spend our time today talking about a potential solution, Qualified Charitable Distributions.
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Episode 116: Retiring Generously Episode 3: The RMD Conundrum
December 6th, 2023 | 10 mins 27 secs
retire with purpose, tax efficient giving
Today we'll talk about the why and how of required minimum distributions.
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Episode 115: Retiring Generously Episode 2: Planning To Be Generous (Milestone Ages)
December 6th, 2023 | 10 mins 34 secs
charitable giving, financial planning, tax efficiency
Caleb talks about some milestone ages that present planning opportunities to be more generous in retirement.
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Episode 114: Retiring Generously Episode 1: Mission and Purpose
December 6th, 2023 | 9 mins 42 secs
retire with purpose, tax efficient giving
On the first episode of Retiring Generously, Caleb talks about the mission of this podcast.
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Episode 113: Retiring Generously: a podcast for the charitably inclined
October 27th, 2023 | 40 secs
retire with purpose, tax efficient giving
Coming soon! A new podcast from Blue Jay Financial Group. Like and subscribe today.
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Closing Out The Tab
June 7th, 2023 | 38 mins 54 secs
The Drink: Old Fashioned
The Topic: What To Take Away From OFF -
Debunking Common Financial Myths
May 31st, 2023 | 29 mins 56 secs
The Drink: Mexican Firing Squad
The Topic: Common Misconceptions -
Squeezing All The Juice Out of Retirement
May 24th, 2023 | 31 mins 7 secs
The Drink: Jockey Club
The Topic: 4 Phases of Retirement -
How To Get Rich Quick!
May 17th, 2023 | 32 mins 3 secs
The Drink: The Left Hand
The Topic: Hustle vs. Hustle -
Do You Need An Advisor?
May 10th, 2023 | 31 mins 26 secs
The Drink: Reverse Martini
The Topic: How To know If You Should Hire An Advisor