Category: Financial Planning
Making Sense of Financial Jargon (Ep. 40)

Making Sense of Financial Jargon (Ep. 40)

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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

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

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

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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:

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Empowering Women in Finance with Shannon Spotswood (Ep.38)

Empowering Women in Finance with Shannon Spotswood (Ep.38)

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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:

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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)

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

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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!

Resources: 

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Financial Intimacy: Strengthening Your Relationship Through Financial Conversations (Ep. 36)

Financial Intimacy: Strengthening Your Relationship Through Financial Conversations (Ep. 36)

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Are different money mindsets causing stress in your relationship? 

In today’s release of The BamCam Podcast, we want to help you learn how to turn financial challenges into opportunities for growth and deeper connection.

Join husband and wife team, Alison and Adrian Castellano, as they dive into the emotional complexities of financial planning within relationships. Money is more than just numbers; it’s tied to our upbringing, our fears, and our dreams. Listen as they explore how couples can navigate these complexities, offering practical advice on blending different financial philosophies. Alison and Adrian share personal experiences from their financial journey, from managing joint accounts to handling unexpected expenses like car repairs and home appliances. They emphasize the importance of open communication, setting shared goals, and building a strong emergency fund.

Key takeaways include:

  • Understanding each other’s money mindset and story for stronger partnerships [04:39]
  • Common challenges couples face, including different priorities and control dynamics [05:14]
  • Tips for navigating financial challenges with money dates and shared goals [06:54]
  • The significance of sharing financial responsibilities and respecting independence [09:59]
  • Building an emergency fund to weather life’s unexpected events [14:18]

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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

Connect with Alison Castellano:

Connect with Jack Burnette:

Connect with Dr. Brytney Cobia: 

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

Previous Episodes of Interest:

Connect with Alison Castellano:

Connect with Adrian Castellano:

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