Greg & Danny discuss various strategies for tax-free savings and retirement planning. They mention Roth IRAs, which allow for tax-free withdrawals in retirement, but have income limits. Health Savings Accounts (HSAs) are also highlighted as a way to save tax-free for medical expenses, with the added benefit of being able to use the funds for non-medical expenses in retirement. Greg & Danny also talk about Real estate investments as a tax-efficient way to build retirement income. Cash value life insurance is also discussed as a versatile tool that can be used for various purposes, including college savings, retirement savings, and estate planning.

In this episode of the Ice Blue Money podcast, Greg and Danny discuss the questions that people should ask their financial advisors. They emphasize the importance of understanding the services offered by the advisor, including investment management, retirement planning, wealth management, and tax advice. They also highlight the need to clarify the fees associated with these services. The guys stress the importance of ongoing communication and availability to address any financial concerns or changes in the client's life.

In this week's episode, Greg & Danny discuss estate planning and the benefits of setting up a trust. They also share personal experiences and provide insights on controlling the distribution of wealth, avoiding probate, minimizing estate taxes, and providing asset protection. The conversation emphasizes the importance of having an estate plan in place to give peace of mind to both the individual and their family. Plus a weird story about what the cicadas have in mind when they get here.

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?

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.

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.

In this episode, Greg & Danny discuss what happens when people come into a windfall of money and make poor financial decisions. The hosts delve into the topic of handling a windfall and the mistakes to avoid, such as having a poor money mindset and ignoring tax implications. They emphasize the importance of estate planning and making sound financial decisions.

In this episode, Greg & Danny discuss various topics related to your retirement planning. They start with a conversation about Ferrari's move towards hybrid and electric cars. Then, they dive into an article on retirement savings and the question of when to retire. They emphasize the importance of understanding priorities and personal goals before making that decision. The guys also discuss the timing of retirement and the dynamics of retiring together as a couple.