Alison Castellano – The BamCam

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

By The BamCam | August 6, 2024

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:

The Interconnection of Life and Financial Well-being (Ep. 8)

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

By The BamCam | July 9, 2024

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.

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

By The BamCam | June 4, 2024

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:

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Financial Wellness for the Next Generation (Ep.19)

By The BamCam | April 23, 2024

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

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Understanding Tax Deductions with Jim Sumpter from CMC Financial (Ep.17)

By The BamCam | March 19, 2024

Do you want to learn how to maximize your deductions, understand the latest tax laws, and optimize your financial planning strategies for the upcoming tax season?

Join Jack Burnette and Alison Castellano with their guest Jim Sumpter, President of CMC Financial and Vice President of RFG Advisory. Jim’s insights on tax deductions, IRA options, state tax implications, and new IRS reporting requirements offer valuable information for listeners looking to navigate their financial affairs effectively.

Jack, Alison, and Jim discuss:

What are some key strategies for tax preparation, deductions, and credits to optimize tax outcomes for individuals and couples
How can retirement savings accounts like SEP IRAs and 401k plans benefit self-employed individuals
What are the tax benefits of 529 plans for college savings, and how can residents of different states maximize these benefits through rollovers
How do new tax reporting requirements for platforms like Venmo and PayPal impact individuals’ tax obligations
And more

Resource:

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

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About Our Guest:

Jim has more than 20 years of experience helping clients achieve their financial goals. He is a CERTIFIED FINANCIAL PLANNER™ CFP® and holds FINRA Series 7, 65, 63, 31 licenses in Alabama, Georgia, New York, Pennsylvania, and Vermont. He also holds Life, Health, and Variable Annuity Licenses. He is a member of the Financial Planning Association (FPA), National Association of Tax Professionals (NATP), and Leadership Shelby County. He is also a StrongHer Money Ambassador.

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

By The BamCam | March 5, 2024

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:

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

By The BamCam | February 20, 2024

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:

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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)

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

By The-BamCam | November 28, 2023

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:

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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.

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