People talk about the Santa Claus Rally every December, but most investors never understand what is actually happening beneath the surface. Jack and Adrian break down why the final trading days of the year often feel surprisingly strong and what it reveals about market psychology, timing, and cash flow. They open up the conversation with …
When the daycare bill finally disappears, most families don’t notice the extra money for long; it vanishes into everyday spending. Adrian and Alison Castellano explain why the daycare transition is one of the most powerful money moments young families face and how to avoid lifestyle creep. From redirecting half your daycare savings into retirement or …
Old accounts, forgotten 401(k)s, outdated beneficiaries, this ‘money clutter’ lurks in nearly every household. In this episode, Jack Burnette and Alison Castellano share why cleaning up your financial junk drawer matters and how to tackle it without feeling overwhelmed. From tracking down long-forgotten retirement accounts to using state unclaimed property databases, you’ll hear real-life examples …
Building wealth isn’t reserved for high earners, and Alison and Adrian Castellano prove it’s possible at any income level. In this episode, they share their journey from modest incomes to financial stability, breaking down the myths that keep families from feeling secure. From redefining wealth around your values to avoiding lifestyle creep, they offer five …
What do fake text messages, Nigerian princes, and high-tech AI scams have in common? They’re all digital fraud tactics, and they’re more sophisticated than ever! Join our hosts, Alison and Adrian Castellano, as they dive deep into the world of online scams and arm you with the tools to protect yourself. Listen as they unravel …
What can you do with a raise to make it truly impactful? How can you prevent it from slipping through the cracks of everyday expenses? Adrian and Alison Castellano delve into the exciting realm of managing a new raise. They explore how that extra bump in income doesn’t just mean more cash to burn but …
Jack Burnette, Alison Castellano, and Adrian Castellano continue their mission to decode financial jargon, diving into bull and bear markets, volatility, and even Warren Buffett’s timeless advice, as they work to demystify market complexities and guide you toward a resilient investment mindset. Jack, Alison, and Adrian discuss: What defines a bull market, and what does …
Financial terms like fiduciary, inflation, and annuity can be more than just confusing—they can feel downright intimidating. Join Jack Burnette, Alison Castellano, and Adrian Castellano from Iter Financial Wellness as they break down complex financial jargon into simple, practical insights. With their clear and approachable style, they empower you to make informed and decisive financial …
What happens when you let others be themselves without letting their opinions dictate your life? Jack Burnette and Alison Castellano tackle this question as they delve into the “Let Them Theory” by Mel Robbins, a concept that promotes emotional freedom and financial peace. Jack and Alison discuss: The essence of the “Let Them Theory” and …
What makes women the future of financial wealth control? Jack Burnette and Alison Castellano as they converse with Shannon Spotswood, President of RFG Advisory. Shannon shares groundbreaking insights on women’s growing influence in wealth management and how they are changing the financial landscape. Explore topics like generational wealth transfers, women’s leadership in finance, and the …