Ice Blue Money

Hosted by Greg Carter & Danny Bullock

Business Investing

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Episodes

Latest episode

Apr 2026

Language

EN-US

About the show

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.

Listen to episodes

60 recent

April 28, 202631 min

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

February 11, 202635 min

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.

October 27, 202524 min

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.

October 6, 202529 min

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.

August 18, 202536 min

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.

July 28, 202532 min

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.

May 12, 202534 min

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.

March 31, 202522 min

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.

February 17, 202517 min

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.

February 10, 202519 min

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.