2024 – The BamCam

Kickstart Your Financial Year (Ep.33)

By The-BamCam | January 7, 2025

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

Connect with Alison Castellano:

Connect with Jack Burnette:

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Financial Resolutions for 2024 (Ep.12)

By The BamCam | January 2, 2024

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:

Financial Intimacy: Money Date (Ep. 10)

Connect with Alison Castellano:

Connect with Jack Burnette:

Connect with RFG Advisory:

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