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Ice Blue Money
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.
Episodes
76 episodes
Your Retirement & Real Estate
In this episode, Greg and Danny discuss the current state of the housing market with mortgage expert Kevin Roche. They explore common mistakes made by first-time home buyers, the importance of pre-approval, and the various mortgage option...
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24:55
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Rate Cuts, Financial Education & Investing
In this episode of Ice Blue Money, hosts Greg Carter and Danny Bullock engage in a lively discussion with Ben Collier, president of Collier Financial. The conversation covers a range of topics including the importance of financial stewardship, ...
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29:27
The Importance Of Financial Education At A Young Age
In this episode of the Ice Blue Money podcast, Greg and Danny welcome mortgage professional Anthony Rice. They discuss the importance of financial education, particularly for first-time home buyers, and the common blind spots that many face. An...
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36:21
Life Coaching with Special Guest Gayle hanrahan
In this episode of the Ice Blue Money podcast, co-hosts Greg and Danny, welcome life coach Gayle Hanrahan. The conversation explores Gayle's journey from the corporate world to coaching, the importance of coaching certification, and the distinc...
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32:10
Real Estate, Financial Planning & Giving Back
In this episode of Ice Blue Money, hosts Greg Carter, and Danny Bullock engage in a lively discussion with guest Joseph Harland, II, a seasoned expert in commercial real estate and business finance. The conversation covers a range of topics inc...
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34:03
It’s Never Too Early To Start Planning For Retirement
In this episode, Bill Celler, Greg Carter, and Danny Bullock discuss various aspects of retirement planning, including real-life client case studies that highlight the importance of understanding financial pieces, budgeting, and estate planning...
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22:47
Estate Planning...We All Need To Do It
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 ...
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17:17
Five Signs It's Time to Retire in 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 po...
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19:19
Aging and Your Finances
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 emph...
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20:21
Roth IRA's - When To take One And How They Work
In this episode of Ice Blue Money, hosts Greg Carter & Danny Bullock discuss the intricacies of Roth conversions, including when and why to consider them. They explore the implications of current tax rates, market conditions, and the ...
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21:27
Found Money & Your Retirement Planning
In this episode of the Ice Blue Money podcast, Greg and Danny discuss the various aspects of retirement planning, focusing on the importance of retirement income, diversification of income sources, and the role of social security and pensions. ...
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18:28
What Is Financial Love?
In this episode of the Ice Blue Money podcast, hosts Greg and Danny discuss the importance of financial preparedness for families, especially as the holiday season approaches. They explore various aspects of financial planning, including the ne...
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28:33
Estate Planning & Rum Bottles
In this episode, Greg, and Danny discuss the importance of estate planning as a crucial aspect of retirement planning. They highlight common mistakes people make regarding estate planning, such as assuming they have a plan when they don't, not ...
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12:39
The Great Wealth Transfer And Dog Perfume
In this episode of the Ice Blue Money podcast, Greg and Danny discuss various aspects of retirement planning, including the implications of 401(k) accounts, the importance of tax strategies in retirement and they also touch on the significant w...
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19:01
Financial Planning Is Key To Your Retirement
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 ...
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28:58
Umbrella Insurance...Who needs It?
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 prov...
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14:51
10 Simple habits of Financial Success Plus...Divorce & Your Airline Miles
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 exp...
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21:42
Don't Be Like This Guy In Retirement
In this conversation, Greg & Danny talk about the benefits of using a financial advisor to plan for retirement by relating a story from a retired boomer who regrets not using one. The main themes covered include the need for long-term...
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18:58
Don't Be 65 And Have To Go back To Work
In this episode of the Ice Blue Money podcast, Greg and Danny discuss the growing trend of American seniors over 65 having to return to the workforce due to insufficient retirement savings. The guys emphasize the importance of planning and fina...
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21:24
Common Estate Planning Mistakes & How To Avoid Them
In this episode of the Ice Blue Money podcast, Greg, and Danny discuss the importance of estate planning in retirement. They debunk the misconception that estate planning is only for the wealthy and emphasize the need for everyone to have an es...
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24:24
Retirement Success Stories & Olympic Break Dancing
In this episode, the Greg & Danny share success stories of their clients and how they helped them achieve their retirement goals. They share stories of clients who were able to retire early, protect their assets through estate planning, lev...
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20:51
Are Roth IRA Alternatives A Good Idea?
In this conversation, Greg, and Danny discuss alternative options to Roth IRAs that address long-term care. They explore the concept of using a Roth conversion alternative, such as an indexed universal life insurance policy, to create a tax-fre...
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18:27
The Benefits Of Roth IRA's & Hippos Can Fly?
In this conversation, Greg & Danny discuss the importance of planning for retirement and the potential tax implications of traditional IRAs and 401(k)s. They explore the benefits of Roth IRAs and the possibility of converting traditional IR...
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18:26
6 Money Mistakes That Could Change Your Retirement Lifestyle
In this conversation, Greg and Danny discuss retirement and the potential money mistakes that could derail your retirement lifestyle. They cover topics such as taking excessive risk, not having an emergency fund, paying high taxes, not adapting...
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20:25