In this episode of the Ice Blue Money podcast, Greg and Danny welcome mortgage professional Anthony Rice. They discuss the importance of financial education, particularly for first-time home buyers, and the common blind spots that many face. Anthony shares insights on budgeting, expectations in home buying, and the significance of discipline in achieving financial success. The conversation also touches on the current real estate market, investment opportunities, and the role of storytelling in guiding clients through complex financial journeys. The episode concludes with key takeaways on the importance of starting somewhere in home ownership and the need for ongoing financial conversations.

In this episode of the Ice Blue Money podcast, co-hosts Greg and Danny, welcome life coach Gayle Hanrahan. The conversation explores Gayle's journey from the corporate world to coaching, the importance of coaching certification, and the distinction between coaching and therapy. They discuss various tools for personal growth, the impact of mindset on financial decisions, and the role of coaches in guiding clients across different generations. Gayle shares insights from her coaching experiences, emphasizing the importance of self-reflection and clarity in achieving personal and financial goals.

In this episode of Ice Blue Money, hosts Greg Carter, and Danny Bullock engage in a lively discussion with guest Joseph Harlan, II, a seasoned expert in commercial real estate and business finance. The conversation covers a range of topics including current trends in the commercial real estate market, the importance of proper financial planning for business owners, and the critical role of community engagement. Joseph shares valuable insights on navigating capital acquisition pitfalls, lessons learned from his entrepreneurial journey, and the significance of estate planning. The episode concludes with practical advice for aspiring entrepreneurs and a reflection on the importance of giving back to the community.

In this episode, Bill Celler, Greg Carter, and Danny Bullock discuss various aspects of retirement planning, including real-life client case studies that highlight the importance of understanding financial pieces, budgeting, and estate planning. They emphasize the need for professional guidance in navigating the complexities of retirement, especially for individuals at different life stages, from young professionals to seasoned business owners. The conversation also touches on the significance of planning for wealth transfer and the implications of estate taxes.

In this episode of the Ice Blue Money podcast, hosts Greg Carter and Danny Bullock engage in a lively discussion about the importance of estate planning, especially as it relates to retirement. The conversation covers various aspects of estate planning, including the necessity of wills, the impact of taxes, and the emotional burden on families during difficult times. The hosts encourage listeners to seek professional guidance and to start the conversation about estate planning, highlighting that it is a crucial part of financial planning that everyone should consider.

In this episode of the Ice Blue Money podcast, hosts Greg and Danny discuss the multifaceted aspects of retirement planning. They explore the emotional and financial readiness required for retirement, the importance of having a purpose post-retirement, and the critical role of healthcare considerations. The conversation emphasizes that retirement is not just about leaving a job but transitioning to a new phase of life that requires careful planning and communication, especially with spouses. The hosts share personal anecdotes and insights to help listeners navigate their retirement journey effectively.

This week Greg and Danny discuss the challenges of cognitive decline in aging family members. They explore the importance of planning ahead, understanding cognitive decline, and implementing legal and financial safeguards. The conversation emphasizes the need for open communication among family members and the significance of emotional support in navigating these difficult situations. The hosts provide practical advice on how to protect loved ones from scams and ensure their well-being as they age.

In this episode of Ice Blue Money, hosts Greg Carter & Danny Bullock discuss the intricacies of Roth conversions, including when and why to consider them. They explore the implications of current tax rates, market conditions, and the importance of professional guidance in making these financial decisions. The conversation also touches on the concept of doomsday bunkers as a light-hearted segue into serious financial planning topics, emphasizing the need for strategic thinking in retirement savings and estate planning.