Ice Blue Money

De: Greg Carter & Danny Bullock
  • Resumen

  • 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.

    © 2025 Ice Blue Money
    Más Menos
Episodios
  • Estate Planning...We All Need To Do It
    Feb 17 2025

    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.

    Más Menos
    17 m
  • Five Signs It's Time to Retire in 2025
    Feb 10 2025

    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.

    Más Menos
    19 m
  • Aging and Your Finances
    Dec 16 2024

    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.

    Más Menos
    20 m

Lo que los oyentes dicen sobre Ice Blue Money

Calificaciones medias de los clientes

Reseñas - Selecciona las pestañas a continuación para cambiar el origen de las reseñas.