Category: Financial Advisor

From Tragedy to Triumph in Boston with Meb Keflezighi and Randy Lyle (Ep.18)

From Tragedy to Triumph in Boston with Meb Keflezighi and Randy Lyle (Ep.18)

Tighten your shoelaces and set your watch for an incredible episode of The BamCam. 

In this installment, Jack Burnette talks with Meb Keflezighi and Randy Lyle about marathon running, and their experience during the tragic 2013 Boston Marathon. Share in their tales of perseverance and faith that unfolded during the tragic 2013 Boston Marathon and the incredible friendship that continues more than a decade later.

Winning highlights from this episode include:

  • How Jack, Meb, and Randy met and became friends 
  • Their unique perspectives on the 2013 Boston Marathon bombing
  • Meb Keflezighi’s victorious 2014 win and the emotional impact it had on his life
  • Their unique experiences navigating the mental and physical challenges of the race
  • How their faith guided them through their journey of adversity and triumph
  • And more

Resources:

Connect with Jack Burnette:

Connect with Meb Keflezighi: 

Connect with Randy Lyle: 

About Meb Keflezighi:

Meb Keflezighi is a world-class distance runner, best-selling author, and philanthropist. He is the first runner in history to win the New York City Marathon, the Boston Marathon, and an Olympic medal. Today, Meb is committed to helping others Run To Win and nurturing the sport of running for the next generation through the MEB Foundation.

About Randy Lyle:

Randy is a high achiever on and off the track. Day to day he manages all aspects of budgeting, forecasting, strategic planning, expense management, operations, and administration for White Cap. He is a team leader who effectively meets goals and deadlines through strong leadership, interpersonal communication, and analytical abilities. 

Beyond work, Randy is a follower of Jesus Christ, husband, streak runner, and RRCA certified running coach.

Embracing The Work-Life Balance At Deer Valley Resort (Ep.16)

Embracing The Work-Life Balance At Deer Valley Resort (Ep.16)

The BamCam podcast strives to explore how life and financial well-being are intertwined. We look into areas concerning motivation and attitude, financial planning, and investing.

In this installment, we focus on the importance of achieving balance and joy as the Burnette-Castellano family vacations in Park City, Utah.

What can a day on the slopes teach us about balancing leisure with financial discipline? 

Listen as Jack, Alison, and Adrian talk about: 

  • Why is it important to balance work and play
  • The value of investing in experiences and memories with loved ones
  • Memorable ski trips, particularly at Crested Butte, Colorado
  • The role of communication with your spouse to express shared values and goals
  • And more

Resources:

Connect with Alison Castellano:

Connect with Jack Burnette:

Connect with Adrian Castellano:

Financial Intimacy: After The Money Date with Alison and Adrian (Ep.15)

Financial Intimacy: After The Money Date with Alison and Adrian (Ep.15)

Join Alison and her husband Adrian as they share how their quarterly Money Date has helped them establish financial objectives, improve their communication, and plan for a future as a family.

They review the goals they discussed during their date including intentional spending, learning the difference between wants and needs, and how to stay focused on your goals and not compare yourself to those on social media.

Gain insight from Mr. and Mrs. Castellano as they discuss:

  • The purpose of a Money Date and how it can improve your financial intimacy
  • Why it’s important to provide praise and gratitude to your partner for their achievements
  • How a Money Date can make the topic of finances fun for couples
  • The value of gifting experiences rather than material items
  • Their plans and intentions for future money dates 
  • And more

Resources:

Connect with Alison Castellano:

Connect with Adrian Castellano:

Investing in Your Well-being with Karen Broadwater (Ep.14)

Investing in Your Well-being with Karen Broadwater (Ep.14)

What’s holding you back from starting your fitness journey? Is it the cost? Or an uncertainty of whether it will truly benefit you? 

Karen Broadwater, president of Irontribe Fitness, a gym that’s all about functional fitness and a holistic well-being approach joins Jack and Alison to discuss the importance of investing in your well-being.

Jack, Alison, and Karen touch on: 

  • How physical fitness impacts your health, mood, and even your finances
  • Why taking action is the best route when considering fitness
  • Personal stories from Jack and Alison regarding their road to health
  • The role of professional coaching to guide your physical fitness journey
  • And more

Resources:

Connect with Alison Castellano:

Connect with Jack Burnette:

Connect with Karen Broadwater: 

About Karen Broadwater:

Karen Broadwater is the President of Iron Tribe Fitness, a national gym franchise that provides personalized fitness programs through professional coaches in an encouraging environment. In her 12+ years with Iron Tribe, Karen has had a hand in every part of brand development — from leading individual gyms to overseeing massive shifts in the overall Iron Tribe experience. Today, Karen leads a team of product experts and brand ambassadors to directly impact the overall member experience. Check out more information on Karen and Iron Tribe Fitness here

Understanding Obesity Medicine and Financial Wellness with Dr. Brytney Cobia (Ep.13)

Understanding Obesity Medicine and Financial Wellness with Dr. Brytney Cobia (Ep.13)

Weight loss is a common New Year’s resolution, but what goes into planning for weight loss? And what is required to keep the weight off?

Jack Burnette and Alison Castellano speak with Dr. Brytney Cobia, obesity medicine specialist with Vulcan Wellness and Aesthetics, to shed some light on how GLP-1 drugs can help with weight loss and other advancements within obesity medicine.

Jack, Alison, and Brytney discuss: 

  • How physical fitness, mental health, and financial well-being are interrelated
  • The impact GLP-1 drugs have on insulin resistance, and their side effects
  • A holistic approach to physical and financial well-being
  • And more

Resources:

Connect with Alison Castellano:

Connect with Jack Burnette:

Connect with RFG Advisory:

Connect with Brytney Cobia: 

About 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.

Financial Resolutions for 2024 (Ep.12)

Financial Resolutions for 2024 (Ep.12)

Jack Burnette and Alison Castellano kick off this year with a bang, as they list financial tips and tricks that will set you on the path to success in the new year. Whether you’re looking to finally tackle that mountain of debt, boost your savings, or make strategic investments, they’ve got you covered. 

Obtain beneficial information about the importance of budgeting, emergency funds, investing, the role of a good financial advisor, and the need for proper asset allocation when planning for retirement. 

Start the new year off right as you gain insight into:

  • The importance of creating a financial budget
  • Reviewing your subscription services and how to remove unnecessary costs
  • How a financial advisor can assist you with proper asset allocation
  • Estate planning considerations and making sure your plans are up to date
  • And more

Resources:

Connect with Alison Castellano:

Connect with Jack Burnette:

Connect with RFG Advisory:

Financial Intimacy: Money Date (Ep.10)

Financial Intimacy: Money Date (Ep.10)

Money is one of the most common causes of stress in a relationship. 

If your financial habits and goals differ from those of your spouse, it’s time to plan a Money Date. 

Join Jack Burnette and Alison Castellano as they highlight the importance of setting time to connect with your partner about your finances. Not only will you get to spend quality time with your spouse, but a Money Date can also help reduce stress, improve communication, and help you align your views pertaining to future spending.

Before you make a reservation, listen to this episode to gain insight into:

  • The benefits of going on a Money Date – and how to budget for this particular outing
  • Why is it important to share the same values and perspectives concerning your finances
  • How merging your finances can provide stress relief and inherent bond
  • Why is it important for couples to be on the same page with goals and spending habits
  • Real-life client experiences from their advisory practice 
  • And more

Resources:

Connect with Alison Castellano:

Connect with Jack Burnette:

Connect with RFG Advisory:

Stepping into a New Career Path with Adrian Castellano (Ep. 9)

Stepping into a New Career Path with Adrian Castellano (Ep. 9)

Passion can be a powerful driving force, not only for personal projects but also in making new career decisions. With more Millenials and Gen Z’s making a change, choosing a new career path in your thirties or even forties isn’t a crazy idea.

In this episode, Alison Castellano is joined by her husband, Adrian Castellano, in recounting their personal and professional lives, including how they met, their shared passion for financial wellness, and Adrian’s career transition from TV to financial advising. 

Adrian and Alison discuss: 

  • How they first met
  • Why Adrian became a meteorologist and why he is transitioning into financial services
  • How his love of challenges helps him tackle a new career outside his comfort zone
  • What he enjoys doing outside of work
  • And more

Resources:

Connect with Alison Castellano:

Connect with Adrian Castellano:

About Our Guest: 

Adrian Castellano is WVTM 13’s Weekend Evening Meteorologist. He can be seen on Saturdays at 5, 6, and 10 p.m., and on Sundays at 5 and 10 p.m. Adrian’s love for weather began at an early age. He remembers watching summer thunderstorms and tracking incoming hurricanes from his family’s home in Tampa, Florida. Eventually, that love for weather blossomed into a career. Adrian graduated from Florida State University with a Bachelor of Science degree in meteorology, along with a minor in mathematics. He previously worked at KRBC in Abilene, Texas.