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
  • Financial Planning Is Key To Your Retirement
    Sep 23 2024

    In this episode of the Ice Blue Money podcast, Greg Carter and Danny Bullock discuss the financial mistakes made by celebrities and offer tips for young professionals to achieve financial stability and success. They highlight the importance of creating a budget, saving and investing early, living within your means, minimizing debt, using credit wisely, negotiating your salary, and keeping track of old 401(k) accounts. They also emphasize the need for comprehensive financial planning and understanding your options for retirement accounts.

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    29 mins
  • Umbrella Insurance...Who needs It?
    Sep 16 2024

    In this episode of the Ice Blue Money podcast, the hosts discuss umbrella insurance and who needs it. They highlight the importance of having umbrella insurance to protect against liability claims that exceed regular insurance limits. They provide examples of situations where umbrella insurance can be beneficial, such as car accidents, injuries on your property, and lawsuits. The hosts emphasize that umbrella insurance is relatively affordable and can provide peace of mind.

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    15 mins
  • 10 Simple habits of Financial Success Plus...Divorce & Your Airline Miles
    Sep 9 2024

    In this podcast episode, Bill, Greg, and Danny discuss the habits of people who always move forward financially. They cover 10 simple habits that can lead to financial success, including setting clear financial goals, budgeting and tracking expenses, investing wisely, continuous learning, maintaining an emergency fund, avoiding debt, and so much more. They emphasize the importance of consistency, discipline, and patience in achieving financial goals, as well as the value of giving back to others.

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    22 mins

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