Ice Blue Money Tue, 28 Apr 2026 13:09:09 -0400 https://www.buzzsprout.com/2227458 en-us © 2026 Ice Blue Money yes 79a82b2a-da5c-52b2-aa84-d98b72f19e6b Greg Carter & Danny Bullock episodic false 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.

]]> Buzzsprout (https://www.buzzsprout.com) Greg Carter & Danny Bullock https://storage.buzzsprout.com/g3qp1grl72kbv3h5qo87deibbsz6?.jpg Ice Blue Money Meet Marcy Reyes & The Fly Initiative Meet Marcy Reyes & The Fly Initiative In this episode of the Ice Blue Money podcast, hosts Greg Carter and Danny Bullock welcome Marcy Reyes, founder of the FLY Initiative, a nonprofit focused on transforming financial education for underserved youth. Marcy shares her journey from frustration with the lack of financial literacy education to creating a program that empowers young people with practical financial skills. 

The conversation covers the importance of engaging parents, the behavioral changes observed in students, and actionable challenges for listeners to improve their financial literacy. Marcy emphasizes the need for accessible financial education and the impact of community partnerships in achieving their mission. 

Find out more about the Fly Initiative here 

]]> In this episode of the Ice Blue Money podcast, hosts Greg Carter and Danny Bullock welcome Marcy Reyes, founder of the FLY Initiative, a nonprofit focused on transforming financial education for underserved youth. Marcy shares her journey from frustration with the lack of financial literacy education to creating a program that empowers young people with practical financial skills. 

The conversation covers the importance of engaging parents, the behavioral changes observed in students, and actionable challenges for listeners to improve their financial literacy. Marcy emphasizes the need for accessible financial education and the impact of community partnerships in achieving their mission. 

Find out more about the Fly Initiative here 

]]> Greg Carter & Danny Bullock Buzzsprout-19091549 Tue, 28 Apr 2026 13:00:00 -0400 1889 full false Is There Financial Infidelity In Your Relationship? Is There Financial Infidelity In Your Relationship? In this episode of the Ice Blue Money podcast, hosts  Danny, and Greg welcome financial expert and therapist Terri Gaspard to discuss her book, 'Let's Talk About Money.' The conversation delves into the complexities of financial dynamics in relationships, emphasizing the importance of communication, transparency, and budgeting. Terri shares insights on how couples can navigate financial infidelity, manage conflicts, and build a sustainable financial future together. The discussion also touches on the unique challenges faced by remarried couples and the necessity of having open discussions about finances before marriage.

 

Visit Terry's website here. 

Get a copy of her book here.

]]> In this episode of the Ice Blue Money podcast, hosts  Danny, and Greg welcome financial expert and therapist Terri Gaspard to discuss her book, 'Let's Talk About Money.' The conversation delves into the complexities of financial dynamics in relationships, emphasizing the importance of communication, transparency, and budgeting. Terri shares insights on how couples can navigate financial infidelity, manage conflicts, and build a sustainable financial future together. The discussion also touches on the unique challenges faced by remarried couples and the necessity of having open discussions about finances before marriage.

 

Visit Terry's website here. 

Get a copy of her book here.

]]> Greg Carter & Danny Bullock Buzzsprout-18598253 Wed, 11 Feb 2026 00:00:00 -0500 2112 full false Your Retirement & Real Estate Your Retirement & Real Estate  In this episode, Greg and Danny discuss the current state of the housing market with mortgage expert Kevin Roche. They explore common mistakes made by first-time home buyers, the importance of pre-approval, and the various mortgage options available. Kevin shares insights on first-time home buyers programs, and emphasizes the need for buyers to understand their financial comfort levels. The conversation also touches on lessons learned from past housing crises and the importance of managing expectations in the home buying process. 

]]>  In this episode, Greg and Danny discuss the current state of the housing market with mortgage expert Kevin Roche. They explore common mistakes made by first-time home buyers, the importance of pre-approval, and the various mortgage options available. Kevin shares insights on first-time home buyers programs, and emphasizes the need for buyers to understand their financial comfort levels. The conversation also touches on lessons learned from past housing crises and the importance of managing expectations in the home buying process. 

]]> Greg Carter & Danny Bullock Buzzsprout-18081227 Mon, 27 Oct 2025 09:00:00 -0400 1495 full false Rate Cuts, Financial Education & Investing Rate Cuts, Financial Education & Investing In this episode of Ice Blue Money, hosts Greg Carter and Danny Bullock engage in a lively discussion with Ben Collier, president of Collier Financial. The conversation covers a range of topics including the importance of financial stewardship, the impact of recent Federal Reserve rate cuts on investor behavior, and strategies for effective wealth management. Collier emphasizes the significance of educating clients about their finances and maintaining a balanced investment approach, especially in today's volatile economic climate. The episode also touches on the personal passions of Collier, highlighting how they influence his leadership style and client relationships. 

]]> In this episode of Ice Blue Money, hosts Greg Carter and Danny Bullock engage in a lively discussion with Ben Collier, president of Collier Financial. The conversation covers a range of topics including the importance of financial stewardship, the impact of recent Federal Reserve rate cuts on investor behavior, and strategies for effective wealth management. Collier emphasizes the significance of educating clients about their finances and maintaining a balanced investment approach, especially in today's volatile economic climate. The episode also touches on the personal passions of Collier, highlighting how they influence his leadership style and client relationships. 

]]> Greg Carter & Danny Bullock Buzzsprout-17955075 Mon, 06 Oct 2025 00:00:00 -0400 1767 full false The Importance Of Financial Education At A Young Age The Importance Of Financial Education At A Young Age In this episode of the Ice Blue Money podcast, Greg and Danny welcome mortgage professional Anthony Rice. They discuss the importance of financial education, particularly for first-time home buyers, and the common blind spots that many face. Anthony shares insights on budgeting, expectations in home buying, and the significance of discipline in achieving financial success. The conversation also touches on the current real estate market, investment opportunities, and the role of storytelling in guiding clients through complex financial journeys. The episode concludes with key takeaways on the importance of starting somewhere in home ownership and the need for ongoing financial conversations. 

]]> In this episode of the Ice Blue Money podcast, Greg and Danny welcome mortgage professional Anthony Rice. They discuss the importance of financial education, particularly for first-time home buyers, and the common blind spots that many face. Anthony shares insights on budgeting, expectations in home buying, and the significance of discipline in achieving financial success. The conversation also touches on the current real estate market, investment opportunities, and the role of storytelling in guiding clients through complex financial journeys. The episode concludes with key takeaways on the importance of starting somewhere in home ownership and the need for ongoing financial conversations. 

]]> Greg Carter & Danny Bullock Buzzsprout-17684996 Mon, 18 Aug 2025 00:00:00 -0400 2181 full false Life Coaching with Special Guest Gayle hanrahan Life Coaching with Special Guest Gayle hanrahan In this episode of the Ice Blue Money podcast, co-hosts Greg and Danny, welcome life coach Gayle Hanrahan. The conversation explores Gayle's journey from the corporate world to coaching, the importance of coaching certification, and the distinction between coaching and therapy. They discuss various tools for personal growth, the impact of mindset on financial decisions, and the role of coaches in guiding clients across different generations. Gayle shares insights from her coaching experiences, emphasizing the importance of self-reflection and clarity in achieving personal and financial goals. 

]]> In this episode of the Ice Blue Money podcast, co-hosts Greg and Danny, welcome life coach Gayle Hanrahan. The conversation explores Gayle's journey from the corporate world to coaching, the importance of coaching certification, and the distinction between coaching and therapy. They discuss various tools for personal growth, the impact of mindset on financial decisions, and the role of coaches in guiding clients across different generations. Gayle shares insights from her coaching experiences, emphasizing the importance of self-reflection and clarity in achieving personal and financial goals. 

]]> Greg Carter & Danny Bullock Buzzsprout-17577871 Mon, 28 Jul 2025 16:00:00 -0400 1930 full false Real Estate, Financial Planning & Giving Back Real Estate, Financial Planning & Giving Back In this episode of Ice Blue Money, hosts Greg Carter, and Danny Bullock engage in a lively discussion with guest Joseph Harland, II, a seasoned expert in commercial real estate and business finance. The conversation covers a range of topics including current trends in the commercial real estate market, the importance of proper financial planning for business owners, and the critical role of community engagement. Joseph shares valuable insights on navigating capital acquisition pitfalls, lessons learned from his entrepreneurial journey, and the significance of estate planning. The episode concludes with practical advice for aspiring entrepreneurs and a reflection on the importance of giving back to the community.


]]> In this episode of Ice Blue Money, hosts Greg Carter, and Danny Bullock engage in a lively discussion with guest Joseph Harland, II, a seasoned expert in commercial real estate and business finance. The conversation covers a range of topics including current trends in the commercial real estate market, the importance of proper financial planning for business owners, and the critical role of community engagement. Joseph shares valuable insights on navigating capital acquisition pitfalls, lessons learned from his entrepreneurial journey, and the significance of estate planning. The episode concludes with practical advice for aspiring entrepreneurs and a reflection on the importance of giving back to the community.


]]> Greg Carter & Danny Bullock Buzzsprout-17143586 Mon, 12 May 2025 08:00:00 -0400 2043 full false It’s Never Too Early To Start Planning For Retirement It’s Never Too Early To Start Planning For Retirement In this episode, Bill Celler, Greg Carter, and Danny Bullock discuss various aspects of retirement planning, including real-life client case studies that highlight the importance of understanding financial pieces, budgeting, and estate planning. They emphasize the need for professional guidance in navigating the complexities of retirement, especially for individuals at different life stages, from young professionals to seasoned business owners. The conversation also touches on the significance of planning for wealth transfer and the implications of estate taxes.


]]> In this episode, Bill Celler, Greg Carter, and Danny Bullock discuss various aspects of retirement planning, including real-life client case studies that highlight the importance of understanding financial pieces, budgeting, and estate planning. They emphasize the need for professional guidance in navigating the complexities of retirement, especially for individuals at different life stages, from young professionals to seasoned business owners. The conversation also touches on the significance of planning for wealth transfer and the implications of estate taxes.


]]> Greg Carter & Danny Bullock Buzzsprout-16883109 Mon, 31 Mar 2025 00:00:00 -0400 1367 full false Estate Planning...We All Need To Do It Estate Planning...We All Need To Do It In this episode of the Ice Blue Money podcast, hosts Greg Carter and Danny Bullock engage in a lively discussion about the importance of estate planning, especially as it relates to retirement. The conversation covers various aspects of estate planning, including the necessity of wills, the impact of taxes, and the emotional burden on families during difficult times. The hosts encourage listeners to seek professional guidance and to start the conversation about estate planning, highlighting that it is a crucial part of financial planning that everyone should consider.

]]> In this episode of the Ice Blue Money podcast, hosts Greg Carter and Danny Bullock engage in a lively discussion about the importance of estate planning, especially as it relates to retirement. The conversation covers various aspects of estate planning, including the necessity of wills, the impact of taxes, and the emotional burden on families during difficult times. The hosts encourage listeners to seek professional guidance and to start the conversation about estate planning, highlighting that it is a crucial part of financial planning that everyone should consider.

]]> Greg Carter & Danny Bullock Buzzsprout-16632045 Mon, 17 Feb 2025 00:00:00 -0500 1037 full false Five Signs It's Time to Retire in 2025 Five Signs It's Time to Retire in 2025  In this episode of the Ice Blue Money podcast, hosts Greg and Danny discuss the multifaceted aspects of retirement planning. They explore the emotional and financial readiness required for retirement, the importance of having a purpose post-retirement, and the critical role of healthcare considerations. The conversation emphasizes that retirement is not just about leaving a job but transitioning to a new phase of life that requires careful planning and communication, especially with spouses. The hosts share personal anecdotes and insights to help listeners navigate their retirement journey effectively. 

]]>  In this episode of the Ice Blue Money podcast, hosts Greg and Danny discuss the multifaceted aspects of retirement planning. They explore the emotional and financial readiness required for retirement, the importance of having a purpose post-retirement, and the critical role of healthcare considerations. The conversation emphasizes that retirement is not just about leaving a job but transitioning to a new phase of life that requires careful planning and communication, especially with spouses. The hosts share personal anecdotes and insights to help listeners navigate their retirement journey effectively. 

]]> Greg Carter & Danny Bullock Buzzsprout-16586595 Mon, 10 Feb 2025 00:00:00 -0500 1159 full false Aging and Your Finances Aging and Your Finances This week Greg and Danny discuss the challenges of cognitive decline in aging family members. They explore the importance of planning ahead, understanding cognitive decline, and implementing legal and financial safeguards. The conversation emphasizes the need for open communication among family members and the significance of emotional support in navigating these difficult situations. The hosts provide practical advice on how to protect loved ones from scams and ensure their well-being as they age.

]]> This week Greg and Danny discuss the challenges of cognitive decline in aging family members. They explore the importance of planning ahead, understanding cognitive decline, and implementing legal and financial safeguards. The conversation emphasizes the need for open communication among family members and the significance of emotional support in navigating these difficult situations. The hosts provide practical advice on how to protect loved ones from scams and ensure their well-being as they age.

]]> Greg Carter & Danny Bullock Buzzsprout-16269606 Mon, 16 Dec 2024 00:00:00 -0500 1221 full false Roth IRA's - When To take One And How They Work Roth IRA's - When To take One And How They Work In this episode of Ice Blue Money, hosts  Greg Carter & Danny Bullock discuss the intricacies of Roth conversions, including when and why to consider them. They explore the implications of current tax rates, market conditions, and the importance of professional guidance in making these financial decisions. The conversation also touches on the concept of doomsday bunkers as a light-hearted segue into serious financial planning topics, emphasizing the need for strategic thinking in retirement savings and estate planning.

]]> In this episode of Ice Blue Money, hosts  Greg Carter & Danny Bullock discuss the intricacies of Roth conversions, including when and why to consider them. They explore the implications of current tax rates, market conditions, and the importance of professional guidance in making these financial decisions. The conversation also touches on the concept of doomsday bunkers as a light-hearted segue into serious financial planning topics, emphasizing the need for strategic thinking in retirement savings and estate planning.

]]> Greg Carter & Danny Bullock Buzzsprout-16222954 Mon, 09 Dec 2024 00:00:00 -0500 1287 full false Found Money & Your Retirement Planning Found Money & Your Retirement Planning In this episode of the Ice Blue Money podcast, Greg and Danny discuss the various aspects of retirement planning, focusing on the importance of retirement income, diversification of income sources, and the role of social security and pensions. They explore alternative income sources such as real estate and annuities, and emphasize the significance of planning for the future of social security. The conversation highlights the need for a comprehensive approach to retirement income planning, ensuring stability and security for retirees.

]]> In this episode of the Ice Blue Money podcast, Greg and Danny discuss the various aspects of retirement planning, focusing on the importance of retirement income, diversification of income sources, and the role of social security and pensions. They explore alternative income sources such as real estate and annuities, and emphasize the significance of planning for the future of social security. The conversation highlights the need for a comprehensive approach to retirement income planning, ensuring stability and security for retirees.

]]> Greg Carter & Danny Bullock Buzzsprout-16105946 Mon, 18 Nov 2024 00:00:00 -0500 1108 full false What Is Financial Love? What Is Financial Love? In this episode of the Ice Blue Money podcast, hosts Greg and Danny discuss the importance of financial preparedness for families, especially as the holiday season approaches. They explore various aspects of financial planning, including the necessity of emergency funds, life insurance, long-term care, estate planning, and tax strategies. The conversation emphasizes that love for family is demonstrated through proactive financial measures that ensure their security and well-being.

]]> In this episode of the Ice Blue Money podcast, hosts Greg and Danny discuss the importance of financial preparedness for families, especially as the holiday season approaches. They explore various aspects of financial planning, including the necessity of emergency funds, life insurance, long-term care, estate planning, and tax strategies. The conversation emphasizes that love for family is demonstrated through proactive financial measures that ensure their security and well-being.

]]> Greg Carter & Danny Bullock Buzzsprout-16072817 Mon, 11 Nov 2024 00:00:00 -0500 1713 full false Estate Planning & Rum Bottles Estate Planning & Rum Bottles 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

]]> 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

]]> Greg Carter & Danny Bullock Buzzsprout-15909431 Mon, 21 Oct 2024 00:00:00 -0400 759 full false The Great Wealth Transfer And Dog Perfume The Great Wealth Transfer And Dog Perfume 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.

]]> 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.

]]> Greg Carter & Danny Bullock Buzzsprout-15905828 Mon, 14 Oct 2024 00:00:00 -0400 1141 full false Financial Planning Is Key To Your Retirement Financial Planning Is Key To Your Retirement In this episode of the Ice Blue Money podcast, Greg Carter and Danny Bullock discuss the financial mistakes made by celebrities and offer tips for young professionals to achieve financial stability and success. They highlight the importance of creating a budget, saving and investing early, living within your means, minimizing debt, using credit wisely, negotiating your salary, and keeping track of old 401(k) accounts. They also emphasize the need for comprehensive financial planning and understanding your options for retirement accounts.

]]> In this episode of the Ice Blue Money podcast, Greg Carter and Danny Bullock discuss the financial mistakes made by celebrities and offer tips for young professionals to achieve financial stability and success. They highlight the importance of creating a budget, saving and investing early, living within your means, minimizing debt, using credit wisely, negotiating your salary, and keeping track of old 401(k) accounts. They also emphasize the need for comprehensive financial planning and understanding your options for retirement accounts.

]]> Greg Carter & Danny Bullock Buzzsprout-15665241 Mon, 23 Sep 2024 00:00:00 -0400 1738 full false Umbrella Insurance...Who needs It? Umbrella Insurance...Who needs It? In this episode of the Ice Blue Money podcast, the hosts discuss umbrella insurance and who needs it. They highlight the importance of having umbrella insurance to protect against liability claims that exceed regular insurance limits. They provide examples of situations where umbrella insurance can be beneficial, such as car accidents, injuries on your property, and lawsuits. The hosts emphasize that umbrella insurance is relatively affordable and can provide peace of mind.

]]> In this episode of the Ice Blue Money podcast, the hosts discuss umbrella insurance and who needs it. They highlight the importance of having umbrella insurance to protect against liability claims that exceed regular insurance limits. They provide examples of situations where umbrella insurance can be beneficial, such as car accidents, injuries on your property, and lawsuits. The hosts emphasize that umbrella insurance is relatively affordable and can provide peace of mind.

]]> Greg Carter & Danny Bullock Buzzsprout-15703786 Mon, 16 Sep 2024 00:00:00 -0400 891 full false 10 Simple habits of Financial Success Plus...Divorce & Your Airline Miles 10 Simple habits of Financial Success Plus...Divorce & Your Airline Miles In this podcast episode, Bill, Greg, and Danny discuss the habits of people who always move forward financially. They cover 10 simple habits that can lead to financial success, including setting clear financial goals, budgeting and tracking expenses, investing wisely, continuous learning, maintaining an emergency fund, avoiding debt, and so much more. They emphasize the importance of consistency, discipline, and patience in achieving financial goals, as well as the value of giving back to others.

]]> In this podcast episode, Bill, Greg, and Danny discuss the habits of people who always move forward financially. They cover 10 simple habits that can lead to financial success, including setting clear financial goals, budgeting and tracking expenses, investing wisely, continuous learning, maintaining an emergency fund, avoiding debt, and so much more. They emphasize the importance of consistency, discipline, and patience in achieving financial goals, as well as the value of giving back to others.

]]> Greg Carter & Danny Bullock Buzzsprout-15703011 Mon, 09 Sep 2024 00:00:00 -0400 1302 full false Don't Be Like This Guy In Retirement Don't Be Like This Guy In Retirement In this conversation, Greg & Danny talk about the benefits of using a financial advisor to plan for retirement by relating a story from a retired boomer who regrets not using one.  The main themes covered include the need for long-term care planning, the importance of investment diversification, the impact of taxes in retirement, and the timing of Social Security benefits. The hosts emphasize the importance of having a comprehensive retirement plan that addresses these key areas.

]]> In this conversation, Greg & Danny talk about the benefits of using a financial advisor to plan for retirement by relating a story from a retired boomer who regrets not using one.  The main themes covered include the need for long-term care planning, the importance of investment diversification, the impact of taxes in retirement, and the timing of Social Security benefits. The hosts emphasize the importance of having a comprehensive retirement plan that addresses these key areas.

]]> Greg Carter & Danny Bullock Buzzsprout-15665182 Mon, 02 Sep 2024 00:00:00 -0400 1138 full false Don't Be 65 And Have To Go back To Work Don't Be 65 And Have To Go back To Work In this episode of the Ice Blue Money podcast, Greg and Danny discuss the growing trend of American seniors over 65 having to return to the workforce due to insufficient retirement savings. The guys emphasize the importance of planning and financial literacy, as well as having a strategy for claiming Social Security. They also discuss the impact of inflation, taxes, and market volatility on retirement savings.

]]> In this episode of the Ice Blue Money podcast, Greg and Danny discuss the growing trend of American seniors over 65 having to return to the workforce due to insufficient retirement savings. The guys emphasize the importance of planning and financial literacy, as well as having a strategy for claiming Social Security. They also discuss the impact of inflation, taxes, and market volatility on retirement savings.

]]> Greg Carter & Danny Bullock Buzzsprout-15626362 Thu, 22 Aug 2024 16:00:00 -0400 1284 full false Common Estate Planning Mistakes & How To Avoid Them Common Estate Planning Mistakes & How To Avoid Them In this episode of the Ice Blue Money podcast, Greg, and Danny discuss the importance of estate planning in retirement. They debunk the misconception that estate planning is only for the wealthy and emphasize the need for everyone to have an estate plan. They highlight common estate planning mistakes, such as not updating the plan over time and failing to prepare for incapacity. The hosts also stress the importance of communicating with heirs and choosing the right executor or trustee. They conclude by discussing the significance of long-term care planning and special needs beneficiaries.

]]> In this episode of the Ice Blue Money podcast, Greg, and Danny discuss the importance of estate planning in retirement. They debunk the misconception that estate planning is only for the wealthy and emphasize the need for everyone to have an estate plan. They highlight common estate planning mistakes, such as not updating the plan over time and failing to prepare for incapacity. The hosts also stress the importance of communicating with heirs and choosing the right executor or trustee. They conclude by discussing the significance of long-term care planning and special needs beneficiaries.

]]> Greg Carter & Danny Bullock Buzzsprout-15584968 Mon, 19 Aug 2024 00:00:00 -0400 1464 full false Retirement Success Stories & Olympic Break Dancing Retirement Success Stories & Olympic Break Dancing 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.

]]> 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.

]]> Greg Carter & Danny Bullock Buzzsprout-15576136 Tue, 13 Aug 2024 09:00:00 -0400 1251 full false Are Roth IRA Alternatives A Good Idea? Are Roth IRA Alternatives A Good Idea? In this conversation, Greg, and Danny discuss alternative options to Roth IRAs that address long-term care. They explore the concept of using a Roth conversion alternative, such as an indexed universal life insurance policy, to create a tax-free savings vehicle with long-term care coverage. They emphasize the importance of planning for long-term care expenses in retirement and highlight the need to qualify for life insurance to utilize this strategy.

]]> In this conversation, Greg, and Danny discuss alternative options to Roth IRAs that address long-term care. They explore the concept of using a Roth conversion alternative, such as an indexed universal life insurance policy, to create a tax-free savings vehicle with long-term care coverage. They emphasize the importance of planning for long-term care expenses in retirement and highlight the need to qualify for life insurance to utilize this strategy.

]]> Greg Carter & Danny Bullock Buzzsprout-15516229 Mon, 05 Aug 2024 00:00:00 -0400 1107 full false The Benefits Of Roth IRA's & Hippos Can Fly? The Benefits Of Roth IRA's & Hippos Can Fly? In this conversation, Greg & Danny discuss the importance of planning for retirement and the potential tax implications of traditional IRAs and 401(k)s. They explore the benefits of Roth IRAs and the possibility of converting traditional IRAs to Roth IRAs. The guys also touch on the rule of 100, a method used to determine the percentage of their portfolio that should be at risk.

]]> In this conversation, Greg & Danny discuss the importance of planning for retirement and the potential tax implications of traditional IRAs and 401(k)s. They explore the benefits of Roth IRAs and the possibility of converting traditional IRAs to Roth IRAs. The guys also touch on the rule of 100, a method used to determine the percentage of their portfolio that should be at risk.

]]> Greg Carter & Danny Bullock Buzzsprout-15510000 Wed, 31 Jul 2024 14:00:00 -0400 1106 full false 6 Money Mistakes That Could Change Your Retirement Lifestyle 6 Money Mistakes That Could Change Your Retirement Lifestyle In this conversation, Greg and Danny discuss retirement and the potential money mistakes that could derail your retirement lifestyle. They cover topics such as taking excessive risk, not having an emergency fund, paying high taxes, not adapting to change, and paying high withdrawal rates. They also provide tips for avoiding these mistakes, including reviewing and prioritizing your budget, considering part-time work, and downsizing. The conversation ends with a riddle about FDIC coverage for safety deposit boxes.

]]> In this conversation, Greg and Danny discuss retirement and the potential money mistakes that could derail your retirement lifestyle. They cover topics such as taking excessive risk, not having an emergency fund, paying high taxes, not adapting to change, and paying high withdrawal rates. They also provide tips for avoiding these mistakes, including reviewing and prioritizing your budget, considering part-time work, and downsizing. The conversation ends with a riddle about FDIC coverage for safety deposit boxes.

]]> Greg Carter & Danny Bullock Buzzsprout-15444359 Mon, 22 Jul 2024 00:00:00 -0400 1225 full false Top 8 Financial Tips Part 2 Top 8 Financial Tips Part 2 In this episode, Greg & Danny continue with their Top 8 Financial Tips.  They discuss various financial tips, including health savings accounts, accelerated banking, life insurance retirement plans, and revocable trusts. They emphasize the importance of planning for retirement and estate planning. The conversation also touches on a new AI streaming service that allows users to create their own TV shows.

]]> In this episode, Greg & Danny continue with their Top 8 Financial Tips.  They discuss various financial tips, including health savings accounts, accelerated banking, life insurance retirement plans, and revocable trusts. They emphasize the importance of planning for retirement and estate planning. The conversation also touches on a new AI streaming service that allows users to create their own TV shows.

]]> Greg Carter & Danny Bullock Buzzsprout-15370416 Mon, 08 Jul 2024 00:00:00 -0400 1160 full false Top 8 Financial Tips Part 1 and Body Cams Top 8 Financial Tips Part 1 and Body Cams In this episode, Greg and Danny discuss various financial tips for retirement planning. The conversation covers topics such as living benefits, high-yield savings accounts, retirement contracts, and institutional money management. These tips aim to help individuals protect their assets, grow their savings, and optimize their returns. Greg and Danny provide insights and strategies for each tip, breaking down the importance of careful financial planning for a secure retirement.

]]> In this episode, Greg and Danny discuss various financial tips for retirement planning. The conversation covers topics such as living benefits, high-yield savings accounts, retirement contracts, and institutional money management. These tips aim to help individuals protect their assets, grow their savings, and optimize their returns. Greg and Danny provide insights and strategies for each tip, breaking down the importance of careful financial planning for a secure retirement.

]]> Greg Carter & Danny Bullock Buzzsprout-15316467 Mon, 01 Jul 2024 00:00:00 -0400 1136 full false Diversification, The Trouble with A.I. & Money Lessons For Kids Diversification, The Trouble with A.I. & Money Lessons For Kids In this episode of the Ice Blue Money podcast, hosts Greg Carter and Danny Bullock discuss important topics related to retirement planning. They start by addressing the misinformation surrounding social security and the challenges of overpayment and repayment. They emphasize the need for diversification and other sources of income in retirement. The conversation then shifts to the significant impact of healthcare expenses on retirement funds and the importance of planning for healthcare costs. The hosts also provide tips for teaching kids about money and share personal money mistakes they have made, such as not investing in real estate early on and cashing out 401(k) accounts.

]]> In this episode of the Ice Blue Money podcast, hosts Greg Carter and Danny Bullock discuss important topics related to retirement planning. They start by addressing the misinformation surrounding social security and the challenges of overpayment and repayment. They emphasize the need for diversification and other sources of income in retirement. The conversation then shifts to the significant impact of healthcare expenses on retirement funds and the importance of planning for healthcare costs. The hosts also provide tips for teaching kids about money and share personal money mistakes they have made, such as not investing in real estate early on and cashing out 401(k) accounts.

]]> Greg Carter & Danny Bullock Buzzsprout-15284212 Mon, 24 Jun 2024 00:00:00 -0400 1726 full false Retirement Planning, Financial Coaching & Investment Strategies Retirement Planning, Financial Coaching & Investment Strategies In this episode Greg and danny talk about a lot of different things pertaining to your retirement planning.  The importance of financial coaching, and investment strategies. The conversation covers topics such as saving too much for retirement, different kinds of investments, planning for unforeseen life circumstances, and the importance of building a solid financial house. The hosts emphasize the need for proper protection, an emergency fund, and saving for retirement as key steps in financial planning.

]]> In this episode Greg and danny talk about a lot of different things pertaining to your retirement planning.  The importance of financial coaching, and investment strategies. The conversation covers topics such as saving too much for retirement, different kinds of investments, planning for unforeseen life circumstances, and the importance of building a solid financial house. The hosts emphasize the need for proper protection, an emergency fund, and saving for retirement as key steps in financial planning.

]]> Greg Carter & Danny Bullock Buzzsprout-15164694 Mon, 03 Jun 2024 00:00:00 -0400 1432 full false Your Retirement & Taxes - What's the Best Way To Get Ready Your Retirement & Taxes - What's the Best Way To Get Ready Greg & Danny discuss various strategies for tax-free savings and retirement planning. They mention Roth IRAs, which allow for tax-free withdrawals in retirement, but have income limits. Health Savings Accounts (HSAs) are also highlighted as a way to save tax-free for medical expenses, with the added benefit of being able to use the funds for non-medical expenses in retirement. Greg & Danny also talk about Real estate investments as a tax-efficient way to build retirement income. Cash value life insurance is also discussed as a versatile tool that can be used for various purposes, including college savings, retirement savings, and estate planning.

]]> Greg & Danny discuss various strategies for tax-free savings and retirement planning. They mention Roth IRAs, which allow for tax-free withdrawals in retirement, but have income limits. Health Savings Accounts (HSAs) are also highlighted as a way to save tax-free for medical expenses, with the added benefit of being able to use the funds for non-medical expenses in retirement. Greg & Danny also talk about Real estate investments as a tax-efficient way to build retirement income. Cash value life insurance is also discussed as a versatile tool that can be used for various purposes, including college savings, retirement savings, and estate planning.

]]> Greg Carter & Danny Bullock Buzzsprout-15146444 Mon, 27 May 2024 20:00:00 -0400 1127 full false Questions You Should Be Asking Your Financial Advisor Questions You Should Be Asking Your Financial Advisor In this episode of the Ice Blue Money podcast, Greg and Danny discuss the questions that people should ask their financial advisors. They emphasize the importance of understanding the services offered by the advisor, including investment management, retirement planning, wealth management, and tax advice. They also highlight the need to clarify the fees associated with these services.  The guys stress the importance of ongoing communication and availability to address any financial concerns or changes in the client's life.

]]> In this episode of the Ice Blue Money podcast, Greg and Danny discuss the questions that people should ask their financial advisors. They emphasize the importance of understanding the services offered by the advisor, including investment management, retirement planning, wealth management, and tax advice. They also highlight the need to clarify the fees associated with these services.  The guys stress the importance of ongoing communication and availability to address any financial concerns or changes in the client's life.

]]> Greg Carter & Danny Bullock Buzzsprout-15089237 Mon, 20 May 2024 00:00:00 -0400 1289 full false The Importance of Estate Planning & The Cicadas Are Coming! The Importance of Estate Planning & The Cicadas Are Coming! In this week's episode,  Greg & Danny discuss estate planning and the benefits of setting up a trust. They also share personal experiences and provide insights on controlling the distribution of wealth, avoiding probate, minimizing estate taxes, and providing asset protection. The conversation emphasizes the importance of having an estate plan in place to give peace of mind to both the individual and their family.  Plus a weird story about what the cicadas have in mind when they get here.

]]> In this week's episode,  Greg & Danny discuss estate planning and the benefits of setting up a trust. They also share personal experiences and provide insights on controlling the distribution of wealth, avoiding probate, minimizing estate taxes, and providing asset protection. The conversation emphasizes the importance of having an estate plan in place to give peace of mind to both the individual and their family.  Plus a weird story about what the cicadas have in mind when they get here.

]]> Greg Carter & Danny Bullock Buzzsprout-15026387 Mon, 13 May 2024 00:00:00 -0400 886 full false Books, Books And Are You Smarter Than A Celebrity? Books, Books And Are You Smarter Than A Celebrity? In this episode of the Ice Blue Money podcast, Greg & Danny, discuss  and suggest their favorite personal development and financial books.  They talk about their key takeaways from each one including 'The Energy Bus' by Jon Gordon, 'The Psychology of Money' by Morgan Housel,  and  'Secrets of the Millionaire Mind' by T. Harv Eker just to name a few.  Plus, they talk about the new show Are You Smarter Than A Celebrity?

]]> In this episode of the Ice Blue Money podcast, Greg & Danny, discuss  and suggest their favorite personal development and financial books.  They talk about their key takeaways from each one including 'The Energy Bus' by Jon Gordon, 'The Psychology of Money' by Morgan Housel,  and  'Secrets of the Millionaire Mind' by T. Harv Eker just to name a few.  Plus, they talk about the new show Are You Smarter Than A Celebrity?

]]> Greg Carter & Danny Bullock Buzzsprout-14997509 Mon, 06 May 2024 00:00:00 -0400 1508 full false Your Healthcare In Retirement & The Cost Of Crying In New York City Your Healthcare In Retirement & The Cost Of Crying In New York City Healthcare...have you planned properly?  Greg & Danny delve into the topic of retirement and the financial concerns that come with it, particularly the fear of running out of money and not being able to afford healthcare. The guys  discuss the rising costs of healthcare in retirement and the importance of planning for it. They emphasize the need to factor in healthcare expenses when creating a retirement plan and highlight the impact of inflation on Medicare premiums. The conversation also touches on the significance of taking care of one's physical and mental health in retirement and the benefits of staying socially active. 

]]> Healthcare...have you planned properly?  Greg & Danny delve into the topic of retirement and the financial concerns that come with it, particularly the fear of running out of money and not being able to afford healthcare. The guys  discuss the rising costs of healthcare in retirement and the importance of planning for it. They emphasize the need to factor in healthcare expenses when creating a retirement plan and highlight the impact of inflation on Medicare premiums. The conversation also touches on the significance of taking care of one's physical and mental health in retirement and the benefits of staying socially active. 

]]> Greg Carter & Danny Bullock Buzzsprout-14957651 Mon, 29 Apr 2024 00:00:00 -0400 1118 full false I Love It When A Plan Comes Together I Love It When A Plan Comes Together In this episode of the Ice Blue Money Podcast, Greg and Danny discuss the key areas of retirement planning. They cover income planning, investment planning, tax planning, healthcare planning, and legacy planning. They emphasize the importance of starting early and having a comprehensive plan in place to ensure a comfortable retirement. The hosts also touch on the potential changes in taxes and the complexity of Medicare. Overall, the episode provides valuable insights and advice for individuals looking to secure their financial future.

]]> In this episode of the Ice Blue Money Podcast, Greg and Danny discuss the key areas of retirement planning. They cover income planning, investment planning, tax planning, healthcare planning, and legacy planning. They emphasize the importance of starting early and having a comprehensive plan in place to ensure a comfortable retirement. The hosts also touch on the potential changes in taxes and the complexity of Medicare. Overall, the episode provides valuable insights and advice for individuals looking to secure their financial future.

]]> Greg Carter & Danny Bullock Buzzsprout-14932684 Mon, 22 Apr 2024 09:00:00 -0400 1360 full false Bad Decisions Could Leave Your Broke! Bad Decisions Could Leave Your Broke! In this episode, Greg & Danny discuss what happens when people come into a windfall of money and make poor financial decisions. The hosts delve into the topic of handling a windfall and the mistakes to avoid, such as having a poor money mindset and ignoring tax implications. They emphasize the importance of estate planning and making sound financial decisions.  

]]> In this episode, Greg & Danny discuss what happens when people come into a windfall of money and make poor financial decisions. The hosts delve into the topic of handling a windfall and the mistakes to avoid, such as having a poor money mindset and ignoring tax implications. They emphasize the importance of estate planning and making sound financial decisions.  

]]> Greg Carter & Danny Bullock Buzzsprout-14848650 Mon, 15 Apr 2024 00:00:00 -0400 1009 full false Electric Ferrari's and When Can I Quit Working? Electric Ferrari's and When Can I Quit Working? In this episode, Greg & Danny discuss various topics related to your retirement planning.  They start with a conversation about Ferrari's move towards hybrid and electric cars. Then, they dive into an article on retirement savings and the question of when to retire. They emphasize the importance of understanding priorities and personal goals before making that decision. The guys also discuss the timing of retirement and the dynamics of retiring together as a couple. 

]]> In this episode, Greg & Danny discuss various topics related to your retirement planning.  They start with a conversation about Ferrari's move towards hybrid and electric cars. Then, they dive into an article on retirement savings and the question of when to retire. They emphasize the importance of understanding priorities and personal goals before making that decision. The guys also discuss the timing of retirement and the dynamics of retiring together as a couple. 

]]> Greg Carter & Danny Bullock Buzzsprout-14834662 Mon, 08 Apr 2024 00:00:00 -0400 1060 full false I Won The Lottery! Now What? I Won The Lottery! Now What? In this episode, Greg & Danny talk about the various aspects of windfalls and how to handle them. They delve into the financial questions and tax implications that arise when people receive windfalls. They emphasize the importance of addressing immediate financial needs, setting short-term and long-term goals, and seeking professional advice. They also discuss the need to protect the windfall by not making impulsive purchases, others "needing" help and creating a plan for the money. The episode concludes with a reminder to be grateful for what you already have.

]]> In this episode, Greg & Danny talk about the various aspects of windfalls and how to handle them. They delve into the financial questions and tax implications that arise when people receive windfalls. They emphasize the importance of addressing immediate financial needs, setting short-term and long-term goals, and seeking professional advice. They also discuss the need to protect the windfall by not making impulsive purchases, others "needing" help and creating a plan for the money. The episode concludes with a reminder to be grateful for what you already have.

]]> Greg Carter & Danny Bullock Buzzsprout-14771570 Mon, 01 Apr 2024 00:00:00 -0400 1280 full false What If Your Spouse Is A LOT Older Than You? What If Your Spouse Is A LOT Older Than You? This podcast discusses the financial considerations for couples with significant age gaps. It explores topics such as open communication, long-term planning for children, social security strategies, tax planning, estate planning for blended families, and the importance of professional advice. Greg & Danny emphasize the need for honest conversations and careful financial planning to ensure a solid foundation for the future. They also highlight the complexities of estate planning and the potential challenges that can arise in blended families. Overall, the episode provides valuable insights for couples navigating financial decisions in relationships with age disparities.

]]> This podcast discusses the financial considerations for couples with significant age gaps. It explores topics such as open communication, long-term planning for children, social security strategies, tax planning, estate planning for blended families, and the importance of professional advice. Greg & Danny emphasize the need for honest conversations and careful financial planning to ensure a solid foundation for the future. They also highlight the complexities of estate planning and the potential challenges that can arise in blended families. Overall, the episode provides valuable insights for couples navigating financial decisions in relationships with age disparities.

]]> Greg Carter & Danny Bullock Buzzsprout-14750898 Mon, 25 Mar 2024 00:00:00 -0400 1078 full false To DIY Your Retirement Plan Or Not? 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.


]]> 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.


]]> Greg Carter & Danny Bullock Buzzsprout-14710524 Mon, 18 Mar 2024 08:00:00 -0400 1812 full false The Benefits Of Life Insurance In Retirement & Cursing Parrots 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.


]]> 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.


]]> Greg Carter & Danny Bullock Buzzsprout-14641518 Mon, 11 Mar 2024 00:00:00 -0400 1046 full false All Things Retirement 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. 

]]> 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. 

]]> Greg Carter & Danny Bullock Buzzsprout-14609242 Mon, 04 Mar 2024 00:00:00 -0500 1448 full false Estate Planning, Living Trusts & Taylor Swift 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. 

]]> 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. 

]]> Greg Carter & Danny Bullock Buzzsprout-14567089 Mon, 26 Feb 2024 00:00:00 -0500 1021 full false Improve Your Finances In 2024 & Pay Your Water Bill! 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.

]]> 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.

]]> Greg Carter & Danny Bullock Buzzsprout-14509856 Mon, 19 Feb 2024 00:00:00 -0500 1117 full false Planning For College & Buffalo Sauce Flavored Lip Balm? 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. 

]]> 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. 

]]> Greg Carter & Danny Bullock Buzzsprout-14480347 Mon, 12 Feb 2024 00:00:00 -0500 1266 full false 10 Tips for Newly Married Couples 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. 

]]> 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. 

]]> Greg Carter & Danny Bullock Buzzsprout-14429711 Mon, 05 Feb 2024 00:00:00 -0500 1151 full false Six Life Lessons That Also Apply to Investing and The Lighter Fluid Bandit 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!

]]> 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!

]]> Greg Carter & Danny Bullock Buzzsprout-14388318 Mon, 29 Jan 2024 00:00:00 -0500 1137 full false How Do NFL Pensions Affect You And A.I. Is At It Again 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.

]]> 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.

]]> Greg Carter & Danny Bullock Buzzsprout-14344348 Mon, 22 Jan 2024 00:00:00 -0500 1216 full false Habits of Retired Millionaires and Food Trends of 2024 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?

]]> 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?

]]> Greg Carter & Danny Bullock Buzzsprout-14298902 Mon, 15 Jan 2024 00:00:00 -0500 1078 full false New Year's Resolutions & Smart Budgeting Tips For 2024 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. 

]]> 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. 

]]> Greg Carter & Danny Bullock Buzzsprout-14270433 Mon, 08 Jan 2024 09:00:00 -0500 1252 full false 401K's And How Make the Most Of Yours 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.

]]> 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.

]]> Greg Carter & Danny Bullock Buzzsprout-14188943 Mon, 25 Dec 2023 00:00:00 -0500 927 full false What Is Doom Spending And Why Does It Happen 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. 

]]> 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. 

]]> Greg Carter & Danny Bullock Buzzsprout-14152979 Mon, 18 Dec 2023 00:00:00 -0500 1160 full false The Importance Of Your Estate Plan & College Credit To Chit Chat 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.

]]> 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.

]]> Greg Carter & Danny Bullock Buzzsprout-14126019 Mon, 11 Dec 2023 10:00:00 -0500 1093 full false When To Withdraw Money & The Tax Problems You Could Face 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.

]]> 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.

]]> Greg Carter & Danny Bullock Buzzsprout-14085277 Mon, 04 Dec 2023 11:00:00 -0500 1063 full false 401K's...Traditional or Roth? And Is Tipping Out Of Control? 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.  

]]> 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.  

]]> Greg Carter & Danny Bullock Buzzsprout-14058207 Wed, 29 Nov 2023 15:00:00 -0500 1008 full false NFL Paychecks, Creating Tax Free Money & Turkey Fixins Ice Cream 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. 

]]> 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. 

]]> Greg Carter & Danny Bullock Buzzsprout-14007156 Mon, 27 Nov 2023 00:00:00 -0500 1015 full false Never Too Young To Be Fiscally Smart 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.

]]> 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.

]]> Greg Carter & Danny Bullock Buzzsprout-13954839 Mon, 20 Nov 2023 00:00:00 -0500 1152 full false Celebrity Money Mistakes and Driverless Ubers? 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.  

]]> 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.  

]]> Greg Carter & Danny Bullock Buzzsprout-13954819 Mon, 13 Nov 2023 00:00:00 -0500 1065 full false Money Mistakes To Avoid & A Civil War Treasure Found? 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.

]]> 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.

]]> Greg Carter & Danny Bullock Buzzsprout-13925978 Tue, 07 Nov 2023 10:00:00 -0500 1157 full false Teaching Kids About Money & The Top Halloween Candy Teaching Kids About Money & The Top Halloween Candy As with many things in life, it's never too early to learn.  In this week's episode Greg & Danny run down their list of top 10 ways to help teach your kids about money.   The guys discuss things like savings accounts, allowances cost sharing and more.  Also, 2023's list of favorite Halloween candy is out and Greg & Danny talk about what they like and don't like. 

]]> As with many things in life, it's never too early to learn.  In this week's episode Greg & Danny run down their list of top 10 ways to help teach your kids about money.   The guys discuss things like savings accounts, allowances cost sharing and more.  Also, 2023's list of favorite Halloween candy is out and Greg & Danny talk about what they like and don't like. 

]]> Greg Carter & Danny Bullock Buzzsprout-13860310 Mon, 30 Oct 2023 00:00:00 -0400 1311 full false Retirement Blind Spots, Healthcare and Partying Dolphins Retirement Blind Spots, Healthcare and Partying Dolphins This episode covers a lot as Greg & Danny discuss what it takes to be ready for retirement.  Especially when it comes to healthcare and the actual cost of what it takes to be ready for unforeseen issues.  Greg and Danny discuss how to be prepared for the rising cost of healthcare in retirement.  Also, an interesting story about how dolphins aren't that different from us when it comes to a good party.  

]]> This episode covers a lot as Greg & Danny discuss what it takes to be ready for retirement.  Especially when it comes to healthcare and the actual cost of what it takes to be ready for unforeseen issues.  Greg and Danny discuss how to be prepared for the rising cost of healthcare in retirement.  Also, an interesting story about how dolphins aren't that different from us when it comes to a good party.  

]]> Greg Carter & Danny Bullock Buzzsprout-13816927 Mon, 23 Oct 2023 00:00:00 -0400 1075 full false The Dangers of A.I. and Understanding Social Security The Dangers of A.I. and Understanding Social Security Greg & Danny are back and in this episode they discuss the dangers of A.I. as it continues to permeate all aspects of our life.  Everything from generating novels to creating celebrity ads without the celebrities knowledge.  Also, how A.I. can lead to a lot of misinformation about your retirement.  In this podcast they talk about social security and what to watch out for as you get closer to the age of collecting yours.

]]> Greg & Danny are back and in this episode they discuss the dangers of A.I. as it continues to permeate all aspects of our life.  Everything from generating novels to creating celebrity ads without the celebrities knowledge.  Also, how A.I. can lead to a lot of misinformation about your retirement.  In this podcast they talk about social security and what to watch out for as you get closer to the age of collecting yours.

]]> Greg Carter & Danny Bullock Buzzsprout-13773965 Mon, 16 Oct 2023 00:00:00 -0400 1075 full false Building Your Strong Financial House & Apple Watch Stories Go Bad Building Your Strong Financial House & Apple Watch Stories Go Bad Greg Carter  and Danny Bullock talk this week about what it takes to build a strong financial home for retirement.  They discuss the building blocks you need to be sure that when you finally retire, your financial home is ready for you to move in. These financial architects are here to help you  get a better understanding of what  it's going to take, not matter how old you are or where you're starting from, to have your financial retirement house in order when the time comes.  Also, wait 'til you hear what one lady did to get her Apple watch back from ...well...you're just going to have to listen to find out.   

]]> Greg Carter  and Danny Bullock talk this week about what it takes to build a strong financial home for retirement.  They discuss the building blocks you need to be sure that when you finally retire, your financial home is ready for you to move in. These financial architects are here to help you  get a better understanding of what  it's going to take, not matter how old you are or where you're starting from, to have your financial retirement house in order when the time comes.  Also, wait 'til you hear what one lady did to get her Apple watch back from ...well...you're just going to have to listen to find out.   

]]> Greg Carter & Danny Bullock Buzzsprout-13686607 Mon, 09 Oct 2023 00:00:00 -0400 1197 full false Risk Management - Understanding Your Threshold & Bears Love Krispy Kremes, Risk Management - Understanding Your Threshold & Bears Love Krispy Kremes, In this episode Greg & Danny talk about risk management in retirement.  We all have different tolerances for risk, even in our everyday lives, right?  Maybe you're a roller coaster fanatic or maybe you'd rather ride the tea cups, either way it's important that you know these things about yourself.  Especially in retirement, it's imperative that you understand the risk you're willing to take with the money you've saved for your golden years.  Also, Greg & Danny talk about bears and their love of Krispy Kreme donuts.  

]]> In this episode Greg & Danny talk about risk management in retirement.  We all have different tolerances for risk, even in our everyday lives, right?  Maybe you're a roller coaster fanatic or maybe you'd rather ride the tea cups, either way it's important that you know these things about yourself.  Especially in retirement, it's imperative that you understand the risk you're willing to take with the money you've saved for your golden years.  Also, Greg & Danny talk about bears and their love of Krispy Kreme donuts.  

]]> Greg Carter & Danny Bullock Buzzsprout-13686449 Mon, 02 Oct 2023 00:00:00 -0400 1170 full false Head Trash & How Financial Coaching Can Help & Jimmy Buffet's Financial Legacy Head Trash & How Financial Coaching Can Help & Jimmy Buffet's Financial Legacy Welcome back!  In this episode, Greg & Danny pick up from last week with the importance of having a financial coach in your corner.  How to navigate through all the investment options that come your way, getting past some mental blockades, or what Greg calls head trash,  when it comes to retirement and building a solid plan for the future.  Also, the guys discuss the empire that Jimmy Buffet built basically from one song.  

]]> Welcome back!  In this episode, Greg & Danny pick up from last week with the importance of having a financial coach in your corner.  How to navigate through all the investment options that come your way, getting past some mental blockades, or what Greg calls head trash,  when it comes to retirement and building a solid plan for the future.  Also, the guys discuss the empire that Jimmy Buffet built basically from one song.  

]]> Greg Carter & Danny Bullock Buzzsprout-13601553 Mon, 25 Sep 2023 00:00:00 -0400 1149 full false Why You Should Have A Financial Coach & The Highs Of The U.S Open Why You Should Have A Financial Coach & The Highs Of The U.S Open Greg and Danny are back with a new episode and this week they are laying the reasons to have a financial coach in your life.  They will run down the importance of unlocking the path to your financial success.  We get coached in so many ways in life, right?  We get a trainer, we get a golf coach but why don't more people get a financial coach?  Greg & Danny have the reasons why it's a good idea to have someone in your corner.  Also, what was that smell at the U.S. Open?  Well, the guys talk about that as well.

]]> Greg and Danny are back with a new episode and this week they are laying the reasons to have a financial coach in your life.  They will run down the importance of unlocking the path to your financial success.  We get coached in so many ways in life, right?  We get a trainer, we get a golf coach but why don't more people get a financial coach?  Greg & Danny have the reasons why it's a good idea to have someone in your corner.  Also, what was that smell at the U.S. Open?  Well, the guys talk about that as well.

]]> Greg Carter & Danny Bullock Buzzsprout-13601520 Mon, 18 Sep 2023 00:00:00 -0400 1130 full false Living to 150? Tax Deferred Accounts & Staying Balanced In Retirement Living to 150? Tax Deferred Accounts & Staying Balanced In Retirement In this episode, Greg and Danny go in depth into what it will take to be sure you're ready for retirement.  Is your money going to be hit hard by taxes?  Do you really have a balanced portfolio or do you only think you do? The importance of working with a financial advisor and what they can do to help you answer all those questions.  Also, some research is showing we may eventually live to 150 years old, how do you prepare for that?

]]> In this episode, Greg and Danny go in depth into what it will take to be sure you're ready for retirement.  Is your money going to be hit hard by taxes?  Do you really have a balanced portfolio or do you only think you do? The importance of working with a financial advisor and what they can do to help you answer all those questions.  Also, some research is showing we may eventually live to 150 years old, how do you prepare for that?

]]> Greg Carter & Danny Bullock Buzzsprout-13601503 Sat, 16 Sep 2023 10:00:00 -0400 1000 full false Unleashing Your Money Mindset and Loch Ness-A-Palooza Unleashing Your Money Mindset and Loch Ness-A-Palooza In this episode, Greg & Danny delve into the mental aspects of getting ready for and living through retirement.  They discuss the 5  things you need to consider as far as wrapping your head around what it takes to manage your retirement. Also, you will not believe how much money gets spent every year on the search for Nessy, the Loch Ness Monster.  The guys talk about that which also leads to a discussion about their golf game.  Yeah, you're going to have to listen to see how that happens.

]]> In this episode, Greg & Danny delve into the mental aspects of getting ready for and living through retirement.  They discuss the 5  things you need to consider as far as wrapping your head around what it takes to manage your retirement. Also, you will not believe how much money gets spent every year on the search for Nessy, the Loch Ness Monster.  The guys talk about that which also leads to a discussion about their golf game.  Yeah, you're going to have to listen to see how that happens.

]]> Greg Carter & Danny Bullock Buzzsprout-13601488 Sat, 16 Sep 2023 10:00:00 -0400 1493 full false Football & Weddings, Your Healthcare and How Hard Is Retirement Planning? Football & Weddings, Your Healthcare and How Hard Is Retirement Planning? In this episode Greg & Danny discuss the importance of planning for long term healthcare in retirement.  Unfortunately, life happens and can throw a wrench into our retirement plans when a major health issue occurs.  Greg and Danny talk about how to plan for that.  Also, how hard is it to plan for retirement, really?  And they guys answer the age old question, if a friend plans a wedding during football season, what do you do?

]]> In this episode Greg & Danny discuss the importance of planning for long term healthcare in retirement.  Unfortunately, life happens and can throw a wrench into our retirement plans when a major health issue occurs.  Greg and Danny talk about how to plan for that.  Also, how hard is it to plan for retirement, really?  And they guys answer the age old question, if a friend plans a wedding during football season, what do you do?

]]> Greg Carter & Danny Bullock Buzzsprout-13559643 Thu, 14 Sep 2023 00:00:00 -0400 1088 full false More Retirement Mistakes and the Subway Experiment More Retirement Mistakes and the Subway Experiment in this episode, Greg and Danny continue to discuss the most common mistakes folks make in retirement and how to avoid them.  Things like propping up your kids too much,  not really planning for healthcare and much more.  Also, the results of the "change your name to Subway" contest are in and wait until you hear how that turned out.

]]> in this episode, Greg and Danny continue to discuss the most common mistakes folks make in retirement and how to avoid them.  Things like propping up your kids too much,  not really planning for healthcare and much more.  Also, the results of the "change your name to Subway" contest are in and wait until you hear how that turned out.

]]> Greg Carter & Danny Bullock Buzzsprout-13557412 Mon, 11 Sep 2023 00:00:00 -0400 1324 full false Brunch In A Jar, Can You Be Rich & Poor? And Common Retirement Mistakes Brunch In A Jar, Can You Be Rich & Poor? And Common Retirement Mistakes In this week's episode, Greg & Danny talk about the 8 most common mistakes of retirement.  The types of things they see as financial advisors when working with their clients.  Failing to plan, thinking you don't have enough for a plan and many others.  Be sure to listen to see if you fall into any of the things they are talking about.  Also, Brunch In A Jar...that's 40 proof!  

]]> In this week's episode, Greg & Danny talk about the 8 most common mistakes of retirement.  The types of things they see as financial advisors when working with their clients.  Failing to plan, thinking you don't have enough for a plan and many others.  Be sure to listen to see if you fall into any of the things they are talking about.  Also, Brunch In A Jar...that's 40 proof!  

]]> Greg Carter & Danny Bullock Buzzsprout-13474043 Mon, 28 Aug 2023 00:00:00 -0400 1664 7 full false Did Beyonce Just Break Up With Me? When To Take Social Security And Sudden Unemployment Did Beyonce Just Break Up With Me? When To Take Social Security And Sudden Unemployment Greg & Danny are back and in this episode talk about the different ideologies of when to start taking your social security.  Should it be at 62, 65, 70?  And what happens when you do take it at those different times.  Also, they discuss the recent bankruptcy of Yellow Freight and what you need to do to be prepared if you should suddenly find yourself out of a job.  And would it be easier for your relationship to end if the breakup message came from a celerity?  Listen to see what the guys have to say about that.

]]> Greg & Danny are back and in this episode talk about the different ideologies of when to start taking your social security.  Should it be at 62, 65, 70?  And what happens when you do take it at those different times.  Also, they discuss the recent bankruptcy of Yellow Freight and what you need to do to be prepared if you should suddenly find yourself out of a job.  And would it be easier for your relationship to end if the breakup message came from a celerity?  Listen to see what the guys have to say about that.

]]> Greg Carter & Danny Bullock Buzzsprout-13437141 Sun, 20 Aug 2023 12:00:00 -0400 1208 6 full false Scan Your Eye Mister? U.S. Credit Card Debt and The Rule of 72 Scan Your Eye Mister? U.S. Credit Card Debt and The Rule of 72 In this episode Greg & Danny talk about the staggering number that is credit card debt in this country and how they help the folks they work with to try and not add to that number.  Also, if you do have large credit debt, is it OK to dip into your retirement to pay it off?  The rule of 72 is a way of figuring what it takes to double your money and Greg & Danny explain exactly how that works.  Also, would you let someone scan your eyeball for $54 in crypto currency?  

]]> In this episode Greg & Danny talk about the staggering number that is credit card debt in this country and how they help the folks they work with to try and not add to that number.  Also, if you do have large credit debt, is it OK to dip into your retirement to pay it off?  The rule of 72 is a way of figuring what it takes to double your money and Greg & Danny explain exactly how that works.  Also, would you let someone scan your eyeball for $54 in crypto currency?  

]]> Greg Carter & Danny Bullock Buzzsprout-13437129 Sun, 20 Aug 2023 12:00:00 -0400 1242 5 full false Top 10 Tips For Retirement Part 2 and The Dangers Of Yellow Skittles Top 10 Tips For Retirement Part 2 and The Dangers Of Yellow Skittles Greg & Danny continue their Top 10 Tips For Retirement.  Check out what they have to say about the things you need to do to be ready to get through your retirement years.  Understanding the ins and outs of tax planning, medicare, estate planning and all the things affecting your retirement money is key to enjoying your years after work.  Also, beware of the yellow Skittle :) listen to find out why.

]]> Greg & Danny continue their Top 10 Tips For Retirement.  Check out what they have to say about the things you need to do to be ready to get through your retirement years.  Understanding the ins and outs of tax planning, medicare, estate planning and all the things affecting your retirement money is key to enjoying your years after work.  Also, beware of the yellow Skittle :) listen to find out why.

]]> Greg Carter & Danny Bullock Buzzsprout-13370181 Tue, 08 Aug 2023 11:00:00 -0400 1280 4 full false Free Subway? Delaying Retirement & The Top 10 Tips For Retirement Pt. 1 Free Subway? Delaying Retirement & The Top 10 Tips For Retirement Pt. 1 In this episode, Greg & Danny talking about the new trend of people delaying retirement and why.  They also  give their Top 10 Tips For Retirement Planning.  Heading into retirement without a plan is like leaving for vacation without directions or GPS.  It's easy to get lost on the highway to retirement so Greg & Danny offer these tips to help keep you on track.   And what would you do for free Subway sandwiches for life? 

]]> In this episode, Greg & Danny talking about the new trend of people delaying retirement and why.  They also  give their Top 10 Tips For Retirement Planning.  Heading into retirement without a plan is like leaving for vacation without directions or GPS.  It's easy to get lost on the highway to retirement so Greg & Danny offer these tips to help keep you on track.   And what would you do for free Subway sandwiches for life? 

]]> Greg Carter & Danny Bullock Buzzsprout-13370124 Tue, 08 Aug 2023 11:00:00 -0400 1364 3 full false Palm Readers and Estate Planning Palm Readers and Estate Planning The recent story of what Aretha Franklin's family went through in settling her estate perfectly illustrates the importance of estate planning.  In this episode Greg & Danny discuss the importance of estate planning, how surprisingly few people actually have a plan and the reasons most people never get around to it.  Plus, which large grovery chain is bringing in palm readers?  Listen to find out.

]]> The recent story of what Aretha Franklin's family went through in settling her estate perfectly illustrates the importance of estate planning.  In this episode Greg & Danny discuss the importance of estate planning, how surprisingly few people actually have a plan and the reasons most people never get around to it.  Plus, which large grovery chain is bringing in palm readers?  Listen to find out.

]]> Buzzsprout-13338041 Wed, 02 Aug 2023 11:00:00 -0400 1559 2 full false Meet Greg & Danny of The Ice Blue Money Podcast Meet Greg & Danny of The Ice Blue Money Podcast Welcome to The Ice Blue Money Podcast with Greg Carter & Danny Bullock.  In this episode Greg & Danny introduce themselves, talk about their shared love of helping people in retirement as well as sharing some fun personal things.  We invite you to listen and learn more about what Greg & Danny can do to help you achieve your retirement goals.

]]> Welcome to The Ice Blue Money Podcast with Greg Carter & Danny Bullock.  In this episode Greg & Danny introduce themselves, talk about their shared love of helping people in retirement as well as sharing some fun personal things.  We invite you to listen and learn more about what Greg & Danny can do to help you achieve your retirement goals.

]]> Buzzsprout-13337986 Wed, 02 Aug 2023 11:00:00 -0400 1161 1 full false