Tag: Financial Wellbeing
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!

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FEATURE - 2024
Is This Advisor Right For You? (Ep. 2)

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

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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:

Connect with Alison Castellano:

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