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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.
Ice Blue Money
Retirement Success Stories & Olympic Break Dancing
Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.
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, leverage life insurance policies for financial support, and pay off mortgages early. These stories highlight the importance of financial planning and the positive impact it can have on people's lives.