Old Fashioned Finance

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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