Month: April 2025

Making Sense of Financial Jargon (Ep. 40)

Making Sense of Financial Jargon (Ep. 40)

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 choices.

Jack, Alison, and Adrian discuss: 

  • Why it matters whether your advisor is bound by this standard
  • Understand why your grocery bill feels heavier than ever
  • Efficiently managing and navigating old retirement accounts 
  • The Roth vs. Traditional IRA decision and its tax implications 
  • And more

Connect with Alison Castellano:

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Connect with Jack Burnette:

How the Let Them Theory Can Transform Your Life (Ep.39)

How the Let Them Theory Can Transform Your Life (Ep.39)

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 how it applies to personal and financial well-being [00:01:46]
  • Jack’s personal insights from his journey towards sobriety and learning to live authentically [00:02:14]
  • The influence of social media and avoiding the trap of keeping up with the Joneses [00:07:01]
  • Practical examples from Alison’s life, like deciding against a costly bathroom remodel [00:12:29]
  • The importance of aligning financial decisions with personal values, especially within relationships [00:22:05]
  • And more

Resources:

Connect with Alison Castellano:

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