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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.

    © 2024 Ice Blue Money
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Episodios
  • Questions You Should Be Asking Your Financial Advisor
    May 20 2024

    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.

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    21 m
  • The Importance of Estate Planning & The Cicadas Are Coming!
    May 13 2024

    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.

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    15 m
  • 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 m

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