Financial Advisor – Page 2

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

Connect with Alison Castellano:

Connect with Jack Burnette:

Connect with Adrian Castellano:

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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)

Connect with Alison Castellano:

Connect with Jack Burnette:

Connect with Jim Sumpter:

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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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:

Connect with Alison Castellano:

Connect with Adrian Castellano:

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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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Connect with Jack Burnette:

Connect with RFG Advisory:

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Understanding Health Insurance (Ep.11)

By The BamCam | December 19, 2023

How well do you know your health insurance? Do you understand the different options available and how to choose the right one for you?

In this episode, Jack Burnette and Alison Castellano dive into the world of health insurance and break down important terms like deductibles, co-payments, and co-insurance. They also explain the distinctions between HMO and PPO plans.

Learn along with Jack and Alison as they discuss:

The importance of reviewing and understanding health insurance options
HMO and PPO plans, and their differences
Why additional coverage is important, specifically with Medicare
And more

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Connect with Jack Burnette:

Connect with RFG Advisory:

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

By The-BamCam | November 14, 2023

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

By The-BamCam | September 7, 2023

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:

LinkedIn: Jack Burnette
Email: Jack Burnette
RFG Advisory
LinkedIn: RFG Advisory
Phone Number: 205-613-4994
Office Number: 205-510-9072

Connect with Alison Castellano:

LinkedIn: Alison Castellano
Phone Number: (205) 504-9868

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