Ice Blue Money

Ice Blue Money

By Greg Carter & Danny BullockBusinessInvesting
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Ice Blue Money episodes

  • New Year's Resolutions & Smart Budgeting Tips For 2024

    Greg & Danny are back for the new year and in this episode will be talking New Year resolutions, what most people hope to accomplish in 2024.  Also, they look at budgeting tips from Robert Kiyosaki. Highlighting the importance of paying yourself first and prioritizing savings and investments.  They also emphasize the need to track expenses and identify areas where spending can be reduced. 

    21 min
  • 401K's And How Make the Most Of Yours

    In this episode, Greg & Danny discuss important moves to make for your 401k before the end of the year. They cover topics such as maximizing employer matches, checking account performance, understanding fees, reviewing beneficiaries, and considering Roth elections. The hosts emphasize the importance of actively managing your 401k and staying informed about your options. They provide practical tips and advice for optimizing your retirement savings. Overall, this episode serves as a helpful guide for individuals looking to make the most of their 401k plans.

    16 min
  • What Is Doom Spending And Why Does It Happen

    In this episode, the Greg & Danny talk about the concept of 'doom spending' - spending more than one can afford due to anxiety about the economy. They explore the impact of credit card debt and the importance of setting financial goals. Really emphasizing the need to seek financial advice without judgment and the benefits of building discipline and good money habits. Plus they talk about the new leader in package delivery service and it may surprise you. 

    20 min
  • The Importance Of Your Estate Plan & College Credit To Chit Chat

    When it comes to estate planning, there are lot of things on the to do list.  In this episode Greg & Danny talk about the importance of making sure you have checked everything off that list.  And is there certain item that should be number 1?  Plus, imaging getting college credit for chit-chatting!  It's a thing, listen to find out more.

    19 min
  • When To Withdraw Money & The Tax Problems You Could Face

    In this episode Greg & Danny talk about the implications of withdrawing funds from various retirement accounts.  One of the most important things in retirement is to avoid overpaying Uncle Sam.  Taxes can hit you hard in retirement if you do not have a plan in place . Greg & Danny discuss those issues and ways to avoid them.  Also, just for fun, which of our guys has dreams of being a competitive eater? Find out by clicking play.

    18 min
  • 401K's...Traditional or Roth? And Is Tipping Out Of Control?

    The Ice Blue Money Podcast is back and in this episode Greg & Danny talk about the importance of your 401K.  Do you have one?  Are your beneficiaries up to date?  Are you  remembering to take it with you when you leave a job?  Greg & Danny help you understand a little more about why you should be on top of what's happening with your work retirement plan.  Also, tipping in this country seems to be getting out of control and the guys talk about that and what they think is a good way to tip for services rendered.  

    17 min
  • NFL Paychecks, Creating Tax Free Money & Turkey Fixins Ice Cream

    Greg and Danny are back with the Ice Blue Money Podcast and in this episode they talk about the NFL player who is offering financial advice and backing it up by putting his paycheck online.  Do the guys agree with what he had to say? Be sure to listen to their takes.  Also, Danny gets excited about the new Baskin Robbins flavor of the month, Turkey Fixins. 

    17 min
  • Never Too Young To Be Fiscally Smart

    Greg and Danny are back to talk about your finances, retirement  and what it takes to get ready for the golden years.  In this episode, the guys talk about what they discuss with their younger clients.  The ways they help those that are still working to save and start thinking about retirement even when it's many many years away.  Also, Greg and Danny talk about a new kind of mannequin challenge gone wrong, listen to find out what that's all about.

    20 min
  • Celebrity Money Mistakes and Driverless Ubers?

    In this episode Greg & Danny talk about money mistakes and how to avoid them.  Even the rich and famous are not immune to some financial blunders, in this episode find out who it is and what happened to them.  Also, would you trust a driverless Uber ride? Greg and Danny tackle that possibility as well.  

    18 min
  • Money Mistakes To Avoid & A Civil War Treasure Found?

    In this episode, Greg & Danny talk about common money mistakes to avoid when you are younger.  As we all get out into the world and start working and trying to figure out ways to save, there are some common mistakes a lot of us make, so Gerg & Danny talk about ways to avoid them.  Also, while it's not he best retirement plan idea, a man in Kentucky stumbled across a civil war treasure that might make his retirement years easier, the guys talk about that as well.

    20 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…