Financial Goals – The BamCam

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