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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
Estate Planning & Rum Bottles
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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 seeking professional help, and failing to update their plans regularly. The conversation emphasizes the need for proper documentation and the benefits of having an estate plan in place to ensure that one's wishes are honored and that loved ones are taken care of after one's passing