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

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

By |

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

Connect with Alison Castellano:

Connect with Jack Burnette:

Connect with Tyler Watts:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
The Importance of Life Insurance for Young Families (Ep 25)

The Importance of Life Insurance for Young Families (Ep 25)

By |

Did you know that most employer-provided life insurance policies only cover one to two times your annual salary? That might not be enough to protect your family’s future.

Hosts Jack Burnette, Adrian Castellano, and Alison Castellano dive deep into the nuances of life insurance, discussing everything from employer-provided policies to term and permanent life insurance options. They mention the benefits of working with an insurance broker and how they can help you find the best coverage for your needs.

Jack, Adrian, and Alison discuss: 

  • The importance of life insurance for young families with significant earnings potential
  • Differences between term life insurance and permanent life insurance
  • Key features and limitations of employer-provided life insurance
  • The significance of regularly updating your life insurance beneficiaries
  • And more

Resource:

Connect with Alison Castellano:

Connect with Adrian Castellano:

Connect with Jack Burnette:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
The Emotional & Financial Cost of Infertility with Alison and Adrian (Ep. 24)

The Emotional & Financial Cost of Infertility with Alison and Adrian (Ep. 24)

By |

Today, Alison and Adrian share their emotional and financial struggle of growing their family. Listen as they reflect on the experiences of navigating fertility treatments, the emotional rollercoaster of hope and heartache, and their unwavering determination to build a family, no matter the cost or outcome.

Join them as they explore the twists and turns of their four-year-long journey (and it’s not over yet!) as they offer solidarity to those walking a similar path.

Understand the importance of resilience as Alison and Adrian highlight: 

  • Their personal experience with infertility including IUI and IVF procedures 
  • A look at the expenses associated with IVF and strategies they used to manage costs
  • The importance of further testing, possibly alerting family members to future obstacles for themselves 
  • The value of support and community when facing such challenges
  • And more

Resources:

 

If you or someone you know is struggling with infertility, please message Alison on Facebook or use the email address below. She will be more than happy to connect to offer support and compassion.

Connect with Alison Castellano:

Connect with Adrian Castellano:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
Travel Tales with Anna Kathryn Gresham from Life Is Short Adventures (Ep. 23)

Travel Tales with Anna Kathryn Gresham from Life Is Short Adventures (Ep. 23)

By |

Planning a trip on your own might seem like a budget-friendly choice, but did you know that enlisting help from a travel advisor can save additional costs and spare a ton of stress?

As travel enthusiasts, Jack Burnette and Alison Castellano continually explore ways of living a balanced and enjoyable life. Join them as they chat with luxury travel advisor, Anna Kathryn Gresham (AK) about the benefits of working with a travel advisor, including real-life stories and examples of mishaps and unexpected delays.

Takeaways from their conversation include:

  • Anna Kathryn’s journey into becoming a travel advisor 
  • Personal stories from Jack, Alison, and AK about their travels
  • The value of spending uninterrupted time with loved ones
  • Tips for planning unique and customized travel experiences
  • And more

Connect with Alison Castellano:

Connect with Jack Burnette:

Connect with Anna Kathryn Gresham: 

About Our Guest:

Anna Kathryn did not travel much as a child, but always had a desire to see the world. She caught the travel bug at age 26 on her first trip to Europe and quickly realized the importance of travel and how it opens your eyes to the world around you. After a trip to Denver in 2013, AK packed up and moved out west where she met her husband 5 days later. They now live in Birmingham, AL, and share a love for travel which they have passed on to their two young children. 

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
Financial Intimacy: Tummy Bug Vs. Taco Truck (Ep. 22)

Financial Intimacy: Tummy Bug Vs. Taco Truck (Ep. 22)

By |

Married couple, Alison and Adrian Castellano made a pact to have a quarterly Money Date, but recently, a tummy bug tried to derail their plans.

As part of the Financial Intimacy series, this episode shares how a 24-hour virus took hold of the Castellano household attempting to impact their quarterly connection. They embraced the ability to be flexible yet still committed as they pivoted from a fun night out at a local taco truck to pizza delivery in their pajamas. 

Gain insight and inspiration for your Money Date as Alison and Adrian discuss their finances, celebrate their wins, and continue their plans for the future of their family.

Highlights include:

  • How Money Dates can strengthen your financial and personal relationship 
  • Strategies to manage unexpected expenses
  • Examples of how they cut unnecessary spending 
  • Their plans to grow their family and the high costs associated with IVF
  • The importance of having a plan but also being flexible as situations change
  • And more!

Resources:

Connect with Alison Castellano:

Connect with Adrian Castellano:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
How to Start Building Your Credit Score (Ep. 21)

How to Start Building Your Credit Score (Ep. 21)

By |

Credit is something every adult needs at some point, whether it’s a credit card or a bank loan to buy a house. The real question is, do you understand credit enough to use it effectively?

Adrian and Alison Castellano unwrap the complexities of credit and how it intertwines with our financial well-being. Diving deep into what credit means, they cover listener queries, shed light on the significance of credit scores, and offer actionable advice to navigate credit responsibly. Whether you’re contemplating buying a house, as one listener from Tampa was, or simply aiming to bolster your financial health, this episode is packed with insights to guide you.

Adrian and Alison discuss: 

  • The nature and critical aspects of credit and how it influences financial wellness.
  • Breaking down credit scores: understanding what constitutes a good credit score and how it’s calculated.
  • Strategies to improve and maintain high credit scores for better financial opportunities.
  • Insights into common credit mistakes and how to avoid them for a healthier credit history.
  • And more

Connect with Alison Castellano:

Connect with Adrian Castellano:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
Beyond the Forecast with Meteorologist, Harmony Mendoza (Ep.20)

Beyond the Forecast with Meteorologist, Harmony Mendoza (Ep.20)

By |

If you live in Alabama, you probably know “The Weather Lady,” Harmony Mendoza. It’s almost a year since she hung up her television hat after 13 years with WVTM 13, so we wanted to connect for a temperature check to see what she’s been up to.

Join our host, Alison Castellano and her husband, former meteorologist turned financial advisor, Adrian Castellano as they sit down with Harmony to discuss her transition from TV to philanthropy. Listen as Harmony shares insights from her broadcasting experience and involvement in community organizations like Black Warrior Riverkeeper and Goodwill. 

She also delves into her passion for environmental issues and community service through the Vortex Project – a study with Dr. Laura Myers that they hope will enhance household risk, improve crisis communication during severe weather events, and save lives through improved warning systems. 

Droplets of information shared in this episode include: 

  • How Harmony embraced her “weather lady” persona and utilized social media 
  • A glimpse into her personal life including her recent engagement
  • Goals for the Vortex Project and her partnership with Dr. Laura Myers
  • The role emergency managers and TV meteorologists play concerning community safety
  • And more

Resources:

Connect with Alison Castellano:

Connect with Adrian Castellano:

Connect with Harmony Mendoza: 

About Harmony Mendoza:

Harmony Mendoza has been actively forecasting the weather as an On-Air Meteorologist in The Deep South for almost 25 years. Meteorologist Harmony Mendoza can be seen on WVTM 13 On-Air/Online, serving as their Weekend Morning Meteorologist for almost 13 years.

Harmony received degrees from Florida State University, majoring in meteorology and geography and minors in physics and mathematics. After graduation, Harmony continued her education at Mississippi State University’s Certified Broadcast Meteorology Program emphasizing satellite interpretation.

After graduation, Harmony forecasted the weather for WRBL in Columbus, GA, then off to Sweet Home Alabama in 2010. Meteorologist Harmony Mendoza joined the WVTM 13 Weather team in 2010 and has seen central Alabama through record-breaking historic weather events including the April 27, 2011, Super Tornado Outbreak.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
Financial Wellness for the Next Generation (Ep.19)

Financial Wellness for the Next Generation (Ep.19)

By |

There used to be a time when working with a Financial Advisor was just for the extremely wealthy. Those days are gone! Now, due to the increasing complexity of financial matters, combined with demographic shifts and a greater awareness of the value of personalized financial guidance, more people are working with advisors.

Join Jack Burnette, Alison Castellano, and Adrian Castellano as they delve into the journey of why they started Iter Financial Wellness and their focus on helping younger generations achieve financial success. They discuss the importance of accountability, providing emotional and tangible support, and the importance of setting realistic goals. 

Jack, Alison, and Adrian discuss: 

  • How financial planning can be tailored to meet the needs of various generations
  • The effect of social media when it comes to comparison and self-worth  
  • Information about their financial advice subscription model
  • And more

Connect with Alison Castellano:

Connect with Jack Burnette:

Connect with Adrian Castellano:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
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)

By |

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.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More