Category: Finances
How Human Behavior Impacts Your Financial Decisions with Brendan Frazier (Ep.35)

How Human Behavior Impacts Your Financial Decisions with Brendan Frazier (Ep.35)

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Are you stuck in the cycle of procrastination, especially with your financial goals?

Jack Burnette and Alison Castellano welcome Brendan Frazier, the Chief Behavioral Officer at RFG Advisory, to explore the critical topic of procrastination, particularly as it relates to our financial well-being. Brendan shares his insights into why we procrastinate, especially when it comes to achieving New Year’s resolutions and financial goals, and helps us understand that we’re not alone in this struggle. 

Jack, Alison, and Brendan discuss: 

  • The psychology of procrastination in financial planning [00:03:10]
  • The emotional barriers to seeking financial advice [00:08:37]
  • Real-life examples of clients overcoming financial procrastination [00:11:21]
  • Action steps for addressing procrastination with your finances [00:19:18]
  • And more

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REPLAY: Understanding Obesity Medicine and Financial Wellness with Dr. Brytney Cobia (Ep.34)

REPLAY: Understanding Obesity Medicine and Financial Wellness with Dr. Brytney Cobia (Ep.34)

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Could unlocking the secrets of a healthier lifestyle be as simple as understanding our bodies better?

With New Year resolutions on everyone’s mind, we felt now is a great time to revisit a fan-favorite conversation with Dr. Brytney Cobia, an obesity medicine specialist from Vulcan Wellness and Aesthetics. 

Tune in to explore how Dr. Cobia’s expertise in obesity medicine is transforming lives, including her journey from hospitalist to wellness guide, and real stories from Jack and Alison’s health adventures.

Jack, Alison, and Dr. Brytney discuss: 

  • Introduction to GLP1 medications and their ground-breaking effects on weight loss [00:11:09]
  • The surprising connection between insulin resistance and energy use in aging [00:09:36]
  • Real-life success stories using GLP1 drugs, including Jack and Allison’s personal weight loss journeys [00:19:50]
  • Navigating insurance requirements and the cost of weight loss medications [00:22:37]
  • Comprehensive strategies for maintaining weight loss and building confidence in fitness [00:26:18]
  • And more

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About Dr. Brytney Cobia:

Dr. Cobia is double-boarded in Internal Medicine and Obesity Medicine. She was born and raised in Birmingham, which is where she has ultimately settled to raise her family and grow her medical practice. She attended the University of Alabama where she double majored in Biology and Psychology. She then attended the University of South Alabama School of Medicine in Mobile, AL. She returned to Birmingham where she completed her residency at the Brookwood Baptist Health Internal Medicine Residency Program. She was then invited to remain a part of the program to serve a one-year term as Chief Medical Resident. Since completion of residency, she has enjoyed practicing as a hospitalist, caring for new patients as well as familiar faces from her childhood in Birmingham.

She became interested in the pathology and physiology of Obesity Medicine after the birth of her first child in 2018 and gained board certification in 2021. Since that time, she has been growing her interest in all aspects of wellness, including how hormone balance affects weight and well-being, as well as training in modern aesthetics practices.

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Kickstart Your Financial Year (Ep.33)

Kickstart Your Financial Year (Ep.33)

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Ready to turn last year’s lessons into this year’s victories? 

Jack Burnette and Alison Castellano explore actionable steps to kickstart 2025 on the right financial foot. Dive into their insightful discussion on goal setting, financial planning, and learning from past spending patterns. Whether cutting unnecessary subscriptions or rebalancing your investment portfolio, this episode offers practical insights to bolster your financial wellness for the new year.

Jack and Alison discuss: 

  • Reflecting on 2024 to improve your financial health
  • Monthly spending audits and making changes together
  • The importance of manageable subscriptions
  • Setting achievable short-term and long-term goals
  • Mindful budgeting and prioritizing experiences 
  • Reviewing and updating insurance and estate plans
  • Investment strategies and consolidating finances
  • And more

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Family Holiday Traditions (Ep.32)

Family Holiday Traditions (Ep.32)

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What makes the holidays truly memorable? How do you add family time to the season of joy?

Jack Burnette, Alison Castellano, and Adrian Castellano share their favorite holiday memories, from Adrian’s lively Italian family gatherings in Tampa, complete with unforgettable gift exchanges, to Alison’s snowy ski trips that evolved into a beloved family tradition. They also reminisce about the quirky and humorous traditions that keep their holidays filled with laughter year after year.

Celebrate the season with us! 🎄

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Financial Intimacy: Year-End Update with Alison and Adrian (Ep. 31)

Financial Intimacy: Year-End Update with Alison and Adrian (Ep. 31)

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Adrian and Alison Castellano share their reflections from their Q3 Money Date where they discussed their finances and strategies on how to prepare for the holiday season. Highlights include celebrating financial wins, addressing challenges, and planning for future expenses with mindfulness and humor.

Celebrate with them as they announce exciting family news and share practical tips for a mindful holiday season, including budgeting, creating personalized gifts, and choosing experiences over material gifts.

Adrian and Alison discuss: 

  • Exciting news for 2025
  • How they reduced their spending by 45% from 2023
  • Their experience with work/life balance including managing an income shift 
  • An honest look at retail spending, specifically the ease of online shopping
  • And more

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Taking Control of Your Credit Card Debt (Ep.30)

Taking Control of Your Credit Card Debt (Ep.30)

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78% of people fail to pay off their credit card balance monthly, risking their financial health. Are you taking responsibility for your financial future or leaving it to chance?

This week, Jack and Alison discuss a powerful conversation between Tucker Carlson and financial expert Dave Ramsey, diving into America’s staggering $1.1 trillion in credit card debt and its impact on personal financial health. They explore the far-reaching effects of these figures and offer valuable perspectives into how societal spending habits might be influencing your wallet more than you realize.

Gain knowledgeable insight for tackling your debt as this episode highlights: 

  • The alarming $1.1 trillion credit card debt of our country
  • How credit card debt ties into inflation
  • The psychological aspects of spending 
  • The pitfalls of prioritizing credit scores over financial health
  • And more

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The Journey to Sobriety and a Purposeful Life with JT Miller (Ep.29)

The Journey to Sobriety and a Purposeful Life with JT Miller (Ep.29)

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Congratulations are in our order for Jack Burnette for celebrating twenty-seven years of sobriety this month. 💪🎉

Recovery is a long and hard road, but it can lead to freedom and peace. 

Join host Jack Burnette as he converses with JT Miller, a fellow sobriety companion. Together they share their paths and highlight the challenges of staying sober, the importance of community support and the profound role spirituality plays in their transformation.

This powerful discussion highlights: 

  • What caused Jack to confront his addiction and pursue sobriety
  • A look at JT’s former life of self-destruction driven by drugs and alcohol
  • How change has to come from within
  • Why fear, grief, and distorted realities can impede progression
  • How sobriety has led to freedom and an authentic life
  • And more  

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How Could The Election Affect Your Investments (Ep. 28)

How Could The Election Affect Your Investments (Ep. 28)

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With national attention riveted on the impending elections, it’s crucial to understand how these events affect investment portfolios and long-term financial strategies. 

Jack Burnette and Alison Castellano discuss the upcoming election and its implications for the market and investments. They emphasize the emotional nature of elections and how media hype can create uncertainty among investors.

Jack and Alison discuss: 

  • How do elections impact market reactions, and should investors focus on long-term strategies rather than short-term volatility
  • Why is it important to understand policies and educate oneself on candidates before voting
  • How can emotional responses and media sensationalism distort investment judgment during election periods
  • What role do corporate tax policies play in influencing company profits and market trends over time
  • And more

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Looking Back & Moving Forward (Ep.27)

Looking Back & Moving Forward (Ep.27)

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In this candid conversation, father and daughter, Jack Burnette and Alison Castellano emphasize the lessons that can be found in looking back on your mistakes. Come along as they recount some of Alison’s experiences in her twenties, from grappling with poor self-esteem in the age of social media to navigating impulse spending and managing credit card debt. 

As they celebrate Alison’s growth and achievements, they also underscore the importance of recognizing that it’s never too late to ask for help and turn things around.

Join them as they discuss:

  • How impulse purchases provided temporary joy but led to long-term financial stress
  • The importance of looking back at past mistakes to learn and grow
  • Accountability partners and how they can help transform your financial habits
  • And more

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Tackling Property and Casualty Insurance with Tyler Watts (Ep.26)

Tackling Property and Casualty Insurance with Tyler Watts (Ep.26)

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Are you covered in case of unexpected circumstances? 

Jack Burnette and Alison Castellano are joined by Tyler Watts, a seasoned insurance agent and former University of Alabama quarterback, to explore the ins and outs of property and casualty insurance. They explore how to better protect assets, the importance of liability coverage, and strategies to reduce insurance costs without compromising on coverage.

Jack, Alison and Tyler discuss: 

  • Key differences between homeowner’s, auto, and renter’s insurance policies
  • The importance of liability coverage and how umbrella policies can offer additional protection
  • Strategies to manage insurance costs, especially when insuring teenage drivers
  • Real-life experiences and tips on navigating the claims process efficiently
  • And more

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