Financial Goals – The BamCam

Financial Intimacy: Strengthening Your Relationship Through Financial Conversations (Ep. 36)

By The-BamCam | February 25, 2025

Are different money mindsets causing stress in your relationship?

In today’s release of The BamCam Podcast, we want to help you learn how to turn financial challenges into opportunities for growth and deeper connection.

Join husband and wife team, Alison and Adrian Castellano, as they dive into the emotional complexities of financial planning within relationships. Money is more than just numbers; it’s tied to our upbringing, our fears, and our dreams. Listen as they explore how couples can navigate these complexities, offering practical advice on blending different financial philosophies. Alison and Adrian share personal experiences from their financial journey, from managing joint accounts to handling unexpected expenses like car repairs and home appliances. They emphasize the importance of open communication, setting shared goals, and building a strong emergency fund.

Key takeaways include:

Understanding each other’s money mindset and story for stronger partnerships [04:39]
Common challenges couples face, including different priorities and control dynamics [05:14]
Tips for navigating financial challenges with money dates and shared goals [06:54]
The significance of sharing financial responsibilities and respecting independence [09:59]
Building an emergency fund to weather life’s unexpected events [14:18]

Previous Episodes of Interest:

Connect with Alison Castellano:

Connect with Adrian Castellano:

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How Human Behavior Impacts Your Financial Decisions with Brendan Frazier (Ep.35)

By The-BamCam | February 11, 2025

Are you stuck in the cycle of procrastination, especially with your financial goals?

Jack Burnette and Alison Castellano welcome Brendan Frazier, the Chief Behavioral Officer at RFG Advisory, to explore the critical topic of procrastination, particularly as it relates to our financial well-being. Brendan shares his insights into why we procrastinate, especially when it comes to achieving New Year’s resolutions and financial goals, and helps us understand that we’re not alone in this struggle.

Jack, Alison, and Brendan discuss:

The psychology of procrastination in financial planning [00:03:10]
The emotional barriers to seeking financial advice [00:08:37]
Real-life examples of clients overcoming financial procrastination [00:11:21]
Action steps for addressing procrastination with your finances [00:19:18]
And more

Connect with Alison Castellano:

Connect with Jack Burnette:

Connect with Brendan Frazier:

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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

Connect with Alison Castellano:

Connect with Jack Burnette:

Connect with Adrian Castellano:

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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