Old Fashioned Finance

Blue Jay Financial Group
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Old Fashioned Finance

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!

  1. Episode 123: Retiring Generously Episode 10: Now & Later

    28/12/2023

    Episode 123: Retiring Generously Episode 10: Now & Later

    At this point, you may be saying to yourself, “this is good information and all, but I’m not retired, and I won’t be for awhile, so what’s the point?” If this is you, I would encourage you to keep listening. As I said in a prior episode, you don’t just show up to retirement without preparation. And if you do, you are probably not prepared to give generously in retirement. I want to share some ideas for everyone today. The truth is that there are things that we can all do to retire generously, regardless of where we are in the journey.

    10 min
  2. Episode 122: Retiring Generously Episode 9: Generous People Are Happier & More Successful

    26/12/2023

    Episode 122: Retiring Generously Episode 9: Generous People Are Happier & More Successful

    I’ve always said that generous people tend to be happier and more successful. But that can be a bit of a chicken and the egg situation. Are generous people happier because they are more successful? Or are they more successful because they are happier? I don’t really know for sure, but I do think that there is a strong correlation between the two. I said that we will only dip our toe in the waters of psychology. There are reasons for that. A psychologist I am not. I’m a financial advisor. But you can’t deny that the two subjects often crossover.

    11 min
  3. Episode 121: Retiring Generously Episode 8: Charity Begins At Home

    21/12/2023

    Episode 121: Retiring Generously Episode 8: Charity Begins At Home

    On today's epiosode we explore some outside the box ideas to help family and friends with two big financial burdens. Medical expenses and tuition expenses. By using direct payments to the provider or institution, you exclude the gift from your gift tax return, which allows you to be more generous in other areas. After all, if you are planning to be charitable in retirement, remember charity begins at home. Someone once said that, and it sounds good to me.

    10 min
  4. Episode 120: Retiring Generously Episode 7: When To Itemize Your Charitable Donations

    19/12/2023

    Episode 120: Retiring Generously Episode 7: When To Itemize Your Charitable Donations

    When does it make sense to itemize deductions? Well, if you are far exceeding the standard you’ll want to itemize. But you can also look at opportunities to “bunch” charitable donations. Sounds pretty simple, right? We all know that the tax code is anything but simple, so you need to make sure that your tax preparer is totally on board before you employ a bunching strategy. Learn more on today's episode.

    10 min
  5. Episode 119: Retiring Generously Episode 6: Tax-Efficient Beneficiary Designations

    14/12/2023

    Episode 119: Retiring Generously Episode 6: Tax-Efficient Beneficiary Designations

    We’ve covered a lot of ground in the first few episodes. We’ve talked about a couple of different strategies for tax-efficient giving. We talked about ideas that specifically benefit charitable organizations. We talked about ideas that specifically benefit the next generation, likely your children. And today we are going to explore some ways to benefit both. As an added bonus, some of these ideas may be more beneficial to you as well. I’m talking about tax-efficient beneficiary designations. Don’t worry, it sounds a lot fancier than it really is. Let’s get into the nuts and bolts of it.

    11 min
  6. Episode 118: Retiring Generously Episode 5: Roth Conversions for the Next Generation

    12/12/2023

    Episode 118: Retiring Generously Episode 5: Roth Conversions for the Next Generation

    Roth conversions can be done systematically as a part of a really effective financial plan. It’s a strategy that requires meticulous planning and perfect execution, so you need to proceed with caution. However, if retiring generously includes being generous to the next generation, you can see why this is a worthwhile endeavor.

    10 min
  7. Episode 117: Retiring Generously Episode 4: Qualified Charitable Distributions

    07/12/2023

    Episode 117: Retiring Generously Episode 4: Qualified Charitable Distributions

    One of the most effective strategies for the charitably inclined is the use of Qualified Charitable Distributions, or QCDs. That’s right, another fun acronym for you to remember. But if you simply remember that QCD is short for tax savings, you’ll be fine. The great thing about QCDs is that we aren’t re-inventing the wheel here. We’re actually talking about doing something that you probably already do. The difference is the order of the steps that we use.

    10 min
  8. Episode 116: Retiring Generously Episode 3: The RMD Conundrum

    06/12/2023

    Episode 116: Retiring Generously Episode 3: The RMD Conundrum

    We’ll spend our time today talking about the how and why of RMDs, and if you follow along, you’ll see the conundrum that they create. In later episodes we’ll talk about tax savvy solutions to resolve the conundrum, but for today we first need to understand what we’re dealing with. Before we solve the problem, we first have to have a grasp on what the problem actually is. Here we go.

    10 min
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About

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!

Information

  • Creator
    Blue Jay Financial Group
  • Years Active
    2021 - 2023
  • Episodes
    124
  • Rating
    Clean
  • Copyright
    © 2024 Old Fashioned Finance
  • Show Website
    Old Fashioned Finance

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