March 2025 – The BamCam

Empowering Women in Finance with Shannon Spotswood

By The-BamCam | March 26, 2025

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 necessity of inclusive financial services without excessive jargon.

Jack and Alison discuss:

Breaking down barriers for women in finance and investment (00:09:36)
“Wonder Woman Stats” and why they matter (00:11:39)
The crucial role of mentorship and encouragement in finance careers (00:15:16)
How Strong Her Money empowers women through financial education (00:19:07)
And more

Resources:

Strong Her Money

Connect with Alison Castellano:

Connect with Jack Burnette:

Connect with Shannon Spotswood:

About Our Guest:

Shannon Spotswood is a 25+ year industry veteran in financial services with an outstanding reputation built on leadership roles in professional management, investment banking, hedge fund management, and business development.

Joining RFG Advisory in 2015, Shannon recognized the opportunity to combine her entrepreneurial experience with her passion to build an innovative, Advisor-focused RIA of the future. At RFG Advisory, Shannon of RFG 2.0, a fully integrated platform for independent Financial Advisors and the implementation of strategic initiatives contributing to advisor success

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The Difference Between Financial Literacy & Financial Wellness (Ep. 37)

By The BamCam | March 11, 2025

What’s the difference between Financial Literacy and Financial Wellness?

Hosts Jack Burnette and Alison Castellano discuss how financial literacy is understanding budgets, interest rates, credit scores, and insurance, a key first step to being money smart, but is often not enough to achieve true financial security. Financial wellness, on the other hand, is about feeling confident and in control of your financial future, allowing for reduced stress even when unexpected challenges arise.

Discover more as this episode highlights:

Understanding Financial Literacy vs. Financial Wellness [00:01:00]
The importance of Emergency Funds [00:07:52]
The Role of Financial Advisors in Crafting a Financial Game Plan [00:12:36]
How Couples Can Work Together Towards Financial Wellness [00:09:25]
And more!