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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
  • Top 8 Financial Tips Part 2
    Jul 8 2024

    In this episode, Greg & Danny continue with their Top 8 Financial Tips. They discuss various financial tips, including health savings accounts, accelerated banking, life insurance retirement plans, and revocable trusts. They emphasize the importance of planning for retirement and estate planning. The conversation also touches on a new AI streaming service that allows users to create their own TV shows.

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    19 mins
  • Top 8 Financial Tips Part 1 and Body Cams
    Jul 1 2024

    In this episode, Greg and Danny discuss various financial tips for retirement planning. The conversation covers topics such as living benefits, high-yield savings accounts, retirement contracts, and institutional money management. These tips aim to help individuals protect their assets, grow their savings, and optimize their returns. Greg and Danny provide insights and strategies for each tip, breaking down the importance of careful financial planning for a secure retirement.

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    19 mins
  • Diversification, The Trouble with A.I. & Money Lessons For Kids
    Jun 24 2024

    In this episode of the Ice Blue Money podcast, hosts Greg Carter and Danny Bullock discuss important topics related to retirement planning. They start by addressing the misinformation surrounding social security and the challenges of overpayment and repayment. They emphasize the need for diversification and other sources of income in retirement. The conversation then shifts to the significant impact of healthcare expenses on retirement funds and the importance of planning for healthcare costs. The hosts also provide tips for teaching kids about money and share personal money mistakes they have made, such as not investing in real estate early on and cashing out 401(k) accounts.

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    29 mins

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