Tag: Estate Planning

FEATURE - 2024
The Interconnection of Life and Financial Well-being (Ep. 8)

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

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Your life is intrinsically connected to your financial well-being, from protecting you and your loved ones through insurance to aiding your beneficiaries follow your wishes even after death.

In this episode, Jack Burnette and Alison Castellano explore the connection between life and financial well-being. They explore the different types of insurance coverage, the importance of preparedness through estate planning, and how each aspect of planning connects back to your personal well-being.

Jack and Alison discuss: 

  • The importance of having enough health coverage through different insurance options
  • Different types of life insurance and how each fits within the different stages of life
  • The importance of communication and building estate plans with your loved ones
  • And more

Resources:

Connect with Alison Castellano:

Connect with Jack Burnette:

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FEATURE - 2024
Crafting A Balanced Financial Life (Ep. 5)

Crafting A Balanced Financial Life (Ep. 5)

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Life isn’t just about money; it’s about financial well-being and how it integrates with our lives. This episode provides an insightful dive into the intertwined relationship between life’s curveballs, financial planning, and decision-making. With personal stories and tried-and-true advice, Jack and Alison once again share a warm father/daughter conversation that equips listeners with the tools to achieve a balanced life.

In this episode, Jack and Alison discuss:

  • The dangers of consumerism and the importance of living within one’s means
  • The emotional rollercoaster of unexpected expenses, as illustrated by Alison’s personal experience with IVF treatments
  • The evolution of careers in modern times, including job-hopping and its impact on retirement plans
  • Navigating the maze of insurance options and the necessity of being well-informed
  • The vital importance of estate planning, including decisions on child care and asset distribution
  • And more!

Resources:

Connect with Jack Burnette:

Connect with Alison Castellano:

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