%20(3)%20(1).jpg)
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
The Great Wealth Transfer And Dog Perfume
Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.
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 wealth transfer expected from baby boomers to their heirs and the strategies for managing inherited IRAs. The conversation emphasizes the need for comprehensive financial planning and collaboration with tax professionals to optimize retirement income and minimize tax liabilities.