Making Sense of Financial Jargon (Ep. 40)
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
Connect with Alison Castellano:
- Iter Financial Wellness
- LinkedIn: Alison Castellano
- Facebook: Iter Financial Wellness
- YouTube: The BamCam Podcast
- Email: alison@iterfw.com
- Call Alison: 205-504-9868
Connect with Adrian Castellano:
- Iter Financial Wellness
- LinkedIn: Adrian Castellano
- Facebook: Iter Financial Wellness
- Email: adrian@iterfw.com
- Call Adrian: 813-385-2804
Connect with Jack Burnette:
- Iter Financial Wellness
- LinkedIn: Jack Burnette
- Facebook: Iter Financial Wellness
- YouTube: The BamCam Podcast
- Email: jack@iterfw.com
- Call Jack: 205-613-4994
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