Ice Blue Money

Ice Blue Money

By Greg Carter & Danny BullockBusinessInvesting
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Ice Blue Money episodes

  • To DIY Your Retirement Plan Or Not?

    Summary

    In this episode of the Ice Blue Money podcast, Greg Carter and Danny Bullock discuss various topics related to retirement planning. They emphasize the impact of inflation on retirement savings and the importance of adjusting for inflation in financial plans. They also highlight the pitfalls of DIY financial planning and the benefits of seeking professional advice. The hosts stress the need for comprehensive financial planning, including insurance coverage for retirement expenses and long-term care. They also discuss the challenges faced by business owners in planning for retirement and the importance of succession planning. Finally, they explore the concept of unleashing your money mindset and overcoming limiting beliefs to achieve financial freedom.


    31 min
  • The Benefits Of Life Insurance In Retirement & Cursing Parrots

    In this episode, Greg & Danny discuss the importance of having life insurance and what it can do for you in your retirement estate planning. They cover topics such as paying off debt, income replacement, tax-free transfers, inheritance equality, charitable bequests, and estate tax liquidity.  Plus, the problems with cursing parrots at a family friendly wildlife center.


    18 min
  • All Things Retirement

    In this episode of the Ice Blue Money podcast, hosts Greg Carter and Danny Bullock discuss various financial topics related to retirement planning. They introduce themselves and share their personal interests. They highlight common financial mistakes, such as incorrect beneficiary designations and lack of coordination. The guys also talk about retirement challenges, including changes in retirement expectations and the need for long-term care insurance. They provide insights into investment strategies, such as the rule of 72, and emphasize the importance of considering Social Security in retirement planning. 

    25 min
  • Estate Planning, Living Trusts & Taylor Swift

    In this episode, Greg  & Danny discuss estate planning and the importance of preparing for cognitive decline, discussing the challenges that arise when individuals experience cognitive decline. They also emphasize the need for a power of attorney, a living will, and a plan for long-term care.   You'll also find out the benefits of a living trust in ensuring a smooth transition of assets.  Plus they share a humorous story about Taylor Swift threatening a lawsuit against a student who tracked her private jet. 

    18 min
  • Improve Your Finances In 2024 & Pay Your Water Bill!

    In this conversation, Greg & Danny discuss ways to improve finances this year!  They emphasize the importance of understanding your financial situation and creating a goal timeline. They also discuss the need to reconfigure budgets, adjust investment strategies, and build a strong foundation through emergency funds and debt management. The guys highlight the significance of getting started and setting achievable goals.  Also, don't mess with the water company in Alabama!  Listen to find out why.

    19 min
  • Planning For College & Buffalo Sauce Flavored Lip Balm?

    In this conversation, Greg and Danny talk about ways to improve finances in the year 2024. They emphasize the importance of really understanding your financial situation and creating a goal timeline. They also discuss the need to reconfigure budgets, adjust investment strategies, and build a strong foundation through emergency funds and debt management. The guys also highlight the significance of getting started and setting achievable goals. Find out more about Greg and Danny at www.icebluemoney.com. 

    22 min
  • 10 Tips for Newly Married Couples

    In this episode, Greg Carter and Danny Bullock discuss the importance of retirement planning and share life lessons that also apply to investing. They emphasize the need to embrace uncertainty as it creates opportunities for growth and change. They also highlight the value of flexibility in investment decisions and the power of compounding over time. Additionally, they stress the importance of focusing on what you can control and tuning out the noise of external opinions. 

    20 min
  • Six Life Lessons That Also Apply to Investing and The Lighter Fluid Bandit

    In this episode, Greg Carter, and Danny Bullock discuss the importance of retirement planning and share life lessons that also apply to investing. They emphasize the need to embrace uncertainty as it creates opportunities for growth and change. They also highlight the value of flexibility in investment decisions and the power of compounding over time. Additionally, they stress the importance of focusing on what you can control and tuning out the noise of external opinions. Plus, why robbing a store with lighter fluid is not such a great idea!

    19 min
  • How Do NFL Pensions Affect You And A.I. Is At It Again

    In this episode, Greg and Danny discuss the topic of NFL players and their pensions, and how it relates to retirement planning for the average person. They emphasize the importance of tackling the income question and creating your own pension through strategies like maximizing employer matches in 401(k) plans. The hosts also highlight the need for healthcare planning in retirement and the decline of traditional pensions in today's workforce.

    21 min
  • Habits of Retired Millionaires and Food Trends of 2024

    In this episode, Greg, and Danny talk about their focus on helping people achieve their financial goals. Also,  they talk about retired millionaires and how they maintain their wealth. They emphasize the importance of living frugally, spending within your means, and making smart tax decisions.  Plus, the guys talk about food trends in 2024, are they any good?

    18 min

About Ice Blue Money

From the publisher's feed

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…