Ice Blue Money

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. 

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...

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 a...

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.

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 comp...

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...

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 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 challe...

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 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...

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. 

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...

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 t...

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&ap...

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&a...

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 b...

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...

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...

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 15...

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 durin...

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 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 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 work...

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 y...

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 d...