Tag: Financial Planning
Embracing The Work-Life Balance At Deer Valley Resort (Ep.16)

Embracing The Work-Life Balance At Deer Valley Resort (Ep.16)

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The BamCam podcast strives to explore how life and financial well-being are intertwined. We look into areas concerning motivation and attitude, financial planning, and investing.

In this installment, we focus on the importance of achieving balance and joy as the Burnette-Castellano family vacations in Park City, Utah.

What can a day on the slopes teach us about balancing leisure with financial discipline? 

Listen as Jack, Alison, and Adrian talk about: 

  • Why is it important to balance work and play
  • The value of investing in experiences and memories with loved ones
  • Memorable ski trips, particularly at Crested Butte, Colorado
  • The role of communication with your spouse to express shared values and goals
  • And more

Resources:

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Financial Intimacy: After The Money Date with Alison and Adrian (Ep.15)

Financial Intimacy: After The Money Date with Alison and Adrian (Ep.15)

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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:

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FEATURE - 2024
Financial Resolutions for 2024 (Ep.12)

Financial Resolutions for 2024 (Ep.12)

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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:

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Connect with Jack Burnette:

Connect with RFG Advisory:

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The Real Costs of Raising a Family (Ep. 7)

The Real Costs of Raising a Family (Ep. 7)

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There are expenses every soon-to-be parent knows to expect. Diapers, clothing, baby furniture. But then there are the unexpected costs that creep up in the final trimester and later in life. How can you financially prepare for those expenses?

In this episode, Jack Burnette and Alison Castellano discuss the importance of saving and budgeting for unexpected expenses in life. They share Alison’s personal experience with in-vitro fertilization(IVF) and the costs associated with raising a child, from the toys and furniture to the cost of college in the future.

Jack and Alison discuss: 

  • Why young couples or individuals should start a savings account early
  • The cost of introducing a new child into the world – and the costs of raising that child
  • The importance of planning for financial goals as a couple
  • How to introduce young people to the cost of further education and the importance of saving
  • And more

Resources:

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Is Owning a Home Still a Dream? (Ep. 6)

Is Owning a Home Still a Dream? (Ep. 6)

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One of the goals of being an adult is owning your own home. But with the increasing cost of property, rising mortgage rates and the cost of living already high for millennials, their chances of owning a home seem to be disappearing.

In this episode, Jack Burnette and Alison Castellano focus on the world of adulting, tackling the idea of owning a home and why millennials may not be able to achieve that dream. They explore the financial hurdles millennials face as well as the personal struggles in saving enough for an increasing down payment.

Jack and Alison discuss: 

  • How the price of houses has changed in the past 2.5 years alone
  • The existing expenses millennials have, especially parents
  • Why millennials won’t be able to take advantage of tax options for mortgage rates with their current financial situation
  • Tips and tricks to keep an eye on spending and reduce your cost of living
  • And more

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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:

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Managing Travel, Work and Wealth (Ep. 4)

Managing Travel, Work and Wealth (Ep. 4)

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Wondering how to balance travel adventures and work while securing your financial future? 

Dive into this episode with Jack Burnette and Alison Castellano from RFG Advisory as they unpack this question and more in a warm, father/daughter conversation. They share their own travel stories, discussing the art of juggling professional life with exploration, and highlighting the significance of smart financial planning in making your dreams a reality.

Jack and Alison chat about:

  • The realization that taking time off doesn’t mean your business will fall apart
  • How Jack and his wife Barbara balance travel and work, even when not officially retired
  • The role of financial discipline and smart investment in achieving travel dreams
  • The importance of having time, money, and a sense of adventure to enjoy extensive international trips
  • The significance of maintaining good physical health to enjoy adventurous travels
  • And more!

Resources:

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What Teachers in Alabama Need to Know About Their Pension Program (Ep. 3)

What Teachers in Alabama Need to Know About Their Pension Program (Ep. 3)

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As a teacher in Alabama, relying on their pension plan can seem like the safest option. In reality, having multiple streams of income and savings is essential to build their retirement dream.

In this episode, Jack Burnette and Alison Castellano explore retirement planning for Alabama teachers and the limitations of teacher pension plans. They explain that the plan is a defined benefit plan with two tiers, and discuss the benefits, contributions, and payout options depending on different factors.

Jack and Alison focus on: 

  • How the teacher pension plan is funded and its structure
  • The difference between tier one and tier two employees in terms of payroll deductions and benefits
  • How do the different tiers impact their retirement age and funds
  • Personal experiences and mistakes shared by Alison regarding relying solely on a pension and not starting retirement savings early enough
  • And more

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FEATURE - 2024
Introducing The BamCam! (Ep. 1)

Introducing The BamCam! (Ep. 1)

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What happens when you mix Burnette Asset Management with Castellano Asset Management?

You get the BamCam!

Jack Burnette and Alison Castellano are a father and daughter duo excited to share their journey through the financial industry and the expertise their combined years of experience created.

In this inaugural episode, Jack Burnette, CFP® and Alison Castellano, financial advisors with RFG Advisory, dive into who they are both as an advisor and as a person. They share their personal journeys to reach where they are in their career as well as who they are outside of the office.

Jack and Alison discuss: 

  • How they each ended up in the financial industry
  • Their investment philosophies when it comes to client investment planning
  • Who they work with – their specialty and ideal client
  • What their lives look like outside of the office
  • Their number one piece of advice for clients
  • And more

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