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

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

By |

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.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

FEATURE - 2024
Is This Advisor Right For You? (Ep. 2)

Is This Advisor Right For You? (Ep. 2)

By |

Finding the right client can be just as hard as finding the right advisor. Are they the right demographic for our expertise? Can our financial knowledge help with their specific needs?

In this episode, Jack Burnette and Alison Castellano dive into their perspective as advisors looking for the right clients for their business. They touch on both sides of the coin, from what they offer clients that are unique to them to what they look for in a client.

Jack and Alison discuss: 

  • How the difference in generations impact their financial strategies and needs
  • Why accountability is important for the younger generation of clientele
  • The importance of consistent communication with advisors when life throws a curveball
  • How the Iter Financial Wellness subscription model works
  • How advisor-client contact changed with the later generations
  • And more

Connect with Jack Burnette:

Connect with Alison Castellano:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

FEATURE - 2024
Introducing The BamCam! (Ep. 1)

Introducing The BamCam! (Ep. 1)

By |

What happens when you mix Burnette Asset Management with Castellano Asset Management?

You get the BamCam!

Jack Burnette and Alison Castellano are a father and daughter duo excited to share their journey through the financial industry and the expertise their combined years of experience created.

In this inaugural episode, Jack Burnette, CFP® and Alison Castellano, financial advisors with RFG Advisory, dive into who they are both as an advisor and as a person. They share their personal journeys to reach where they are in their career as well as who they are outside of the office.

Jack and Alison discuss: 

  • How they each ended up in the financial industry
  • Their investment philosophies when it comes to client investment planning
  • Who they work with – their specialty and ideal client
  • What their lives look like outside of the office
  • Their number one piece of advice for clients
  • And more

Connect with Jack Burnette:

Connect with Alison Castellano:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More