Month: September 2023
Managing Travel, Work and Wealth (Ep. 4)

Managing Travel, Work and Wealth (Ep. 4)

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Wondering how to balance travel adventures and work while securing your financial future? 

Dive into this episode with Jack Burnette and Alison Castellano from RFG Advisory as they unpack this question and more in a warm, father/daughter conversation. They share their own travel stories, discussing the art of juggling professional life with exploration, and highlighting the significance of smart financial planning in making your dreams a reality.

Jack and Alison chat about:

  • The realization that taking time off doesn’t mean your business will fall apart
  • How Jack and his wife Barbara balance travel and work, even when not officially retired
  • The role of financial discipline and smart investment in achieving travel dreams
  • The importance of having time, money, and a sense of adventure to enjoy extensive international trips
  • The significance of maintaining good physical health to enjoy adventurous travels
  • And more!

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What Teachers in Alabama Need to Know About Their Pension Program (Ep. 3)

What Teachers in Alabama Need to Know About Their Pension Program (Ep. 3)

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As a teacher in Alabama, relying on their pension plan can seem like the safest option. In reality, having multiple streams of income and savings is essential to build their retirement dream.

In this episode, Jack Burnette and Alison Castellano explore retirement planning for Alabama teachers and the limitations of teacher pension plans. They explain that the plan is a defined benefit plan with two tiers, and discuss the benefits, contributions, and payout options depending on different factors.

Jack and Alison focus on: 

  • How the teacher pension plan is funded and its structure
  • The difference between tier one and tier two employees in terms of payroll deductions and benefits
  • How do the different tiers impact their retirement age and funds
  • Personal experiences and mistakes shared by Alison regarding relying solely on a pension and not starting retirement savings early enough
  • And more

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FEATURE - 2024
Is This Advisor Right For You? (Ep. 2)

Is This Advisor Right For You? (Ep. 2)

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Finding the right client can be just as hard as finding the right advisor. Are they the right demographic for our expertise? Can our financial knowledge help with their specific needs?

In this episode, Jack Burnette and Alison Castellano dive into their perspective as advisors looking for the right clients for their business. They touch on both sides of the coin, from what they offer clients that are unique to them to what they look for in a client.

Jack and Alison discuss: 

  • How the difference in generations impact their financial strategies and needs
  • Why accountability is important for the younger generation of clientele
  • The importance of consistent communication with advisors when life throws a curveball
  • How the Iter Financial Wellness subscription model works
  • How advisor-client contact changed with the later generations
  • And more

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FEATURE - 2024
Introducing The BamCam! (Ep. 1)

Introducing The BamCam! (Ep. 1)

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What happens when you mix Burnette Asset Management with Castellano Asset Management?

You get the BamCam!

Jack Burnette and Alison Castellano are a father and daughter duo excited to share their journey through the financial industry and the expertise their combined years of experience created.

In this inaugural episode, Jack Burnette, CFP® and Alison Castellano, financial advisors with RFG Advisory, dive into who they are both as an advisor and as a person. They share their personal journeys to reach where they are in their career as well as who they are outside of the office.

Jack and Alison discuss: 

  • How they each ended up in the financial industry
  • Their investment philosophies when it comes to client investment planning
  • Who they work with – their specialty and ideal client
  • What their lives look like outside of the office
  • Their number one piece of advice for clients
  • And more

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