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Ice Blue Money

Podkast av Greg Carter & Danny Bullock

engelsk

Business

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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.

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78 Episoder

episode Meet Marcy Reyes & The Fly Initiative cover

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 [https://www.flyinitiative.org/]

28. april 2026 - 31 min
episode Is There Financial Infidelity In Your Relationship? cover

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 [https://movingpastdivorce.com/].  Get a copy of her book here [https://amzn.to/4k2Di7Y].

11. feb. 2026 - 35 min
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