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 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 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 e...

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 po...

SummaryIn 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 lo...

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 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 st...

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 st...

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! L...

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.icebluemo...

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. Plus, why robbing a...

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 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 & 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 tips and advice for optimizing your retirement savings. Overall, this episode serves as a helpful...

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.

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 competitive eater? Find out by clicking play.

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 wha...

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 challenge gone wrong, listen to find out what that's all about.

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 that might make his retirement years easier, the guys talk about that as well.

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.