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Ice Blue Money

By: Greg Carter & Danny Bullock
  • Summary

  • Greg Carter of Carter Financial & Danny Bullock of Dream Builders Financial Services host The Ice Blue Money Podcast. They talk about investing, estate planning health care costs and all the things that can affect your money in retirement. Be sure to listen each week to The Ice Blue Money Podcast.


    Greg Carter & Danny Bullock help individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any comments regarding safety and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Insurance and Annuity product guarantees are subject to the claims-paying ability of the issuing company. No legal advice, options or recommendations are being made in respect to this proposal. You should consult your tax professional or attorney concerning such advice and opinions.

    © 2024 Ice Blue Money
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Episodes
  • Books, Books And Are You Smarter Than A Celebrity?
    May 6 2024

    In this episode of the Ice Blue Money podcast, Greg & Danny, discuss and suggest their favorite personal development and financial books. They talk about their key takeaways from each one including 'The Energy Bus' by Jon Gordon, 'The Psychology of Money' by Morgan Housel, and 'Secrets of the Millionaire Mind' by T. Harv Eker just to name a few. Plus, they talk about the new show Are You Smarter Than A Celebrity?

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    25 mins
  • Your Healthcare In Retirement & The Cost Of Crying In New York City
    Apr 29 2024

    Healthcare...have you planned properly? Greg & Danny delve into the topic of retirement and the financial concerns that come with it, particularly the fear of running out of money and not being able to afford healthcare. The guys discuss the rising costs of healthcare in retirement and the importance of planning for it. They emphasize the need to factor in healthcare expenses when creating a retirement plan and highlight the impact of inflation on Medicare premiums. The conversation also touches on the significance of taking care of one's physical and mental health in retirement and the benefits of staying socially active.

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    19 mins
  • I Love It When A Plan Comes Together
    Apr 22 2024

    In this episode of the Ice Blue Money Podcast, Greg and Danny discuss the key areas of retirement planning. They cover income planning, investment planning, tax planning, healthcare planning, and legacy planning. They emphasize the importance of starting early and having a comprehensive plan in place to ensure a comfortable retirement. The hosts also touch on the potential changes in taxes and the complexity of Medicare. Overall, the episode provides valuable insights and advice for individuals looking to secure their financial future.

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    23 mins
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