Financial Wellness – The BamCam

The Emotional & Financial Cost of Infertility with Alison and Adrian (Ep. 24)

By The BamCam | July 9, 2024

Today, Alison and Adrian share their emotional and financial struggle of growing their family. Listen as they reflect on the experiences of navigating fertility treatments, the emotional rollercoaster of hope and heartache, and their unwavering determination to build a family, no matter the cost or outcome.

Join them as they explore the twists and turns of their four-year-long journey (and it’s not over yet!) as they offer solidarity to those walking a similar path.

Understand the importance of resilience as Alison and Adrian highlight:

Their personal experience with infertility including IUI and IVF procedures
A look at the expenses associated with IVF and strategies they used to manage costs
The importance of further testing, possibly alerting family members to future obstacles for themselves
The value of support and community when facing such challenges
And more

Resources:

If you or someone you know is struggling with infertility, please message Alison on Facebook or use the email address below. She will be more than happy to connect to offer support and compassion.

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Travel Tales with Anna Kathryn Gresham from Life Is Short Adventures (Ep. 23)

By The BamCam | June 25, 2024

Planning a trip on your own might seem like a budget-friendly choice, but did you know that enlisting help from a travel advisor can save additional costs and spare a ton of stress?

As travel enthusiasts, Jack Burnette and Alison Castellano continually explore ways of living a balanced and enjoyable life. Join them as they chat with luxury travel advisor, Anna Kathryn Gresham (AK) about the benefits of working with a travel advisor, including real-life stories and examples of mishaps and unexpected delays.

Takeaways from their conversation include:

Anna Kathryn’s journey into becoming a travel advisor
Personal stories from Jack, Alison, and AK about their travels
The value of spending uninterrupted time with loved ones
Tips for planning unique and customized travel experiences
And more

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About Our Guest:

Anna Kathryn did not travel much as a child, but always had a desire to see the world. She caught the travel bug at age 26 on her first trip to Europe and quickly realized the importance of travel and how it opens your eyes to the world around you. After a trip to Denver in 2013, AK packed up and moved out west where she met her husband 5 days later. They now live in Birmingham, AL, and share a love for travel which they have passed on to their two young children.

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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

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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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Financial Intimacy: Money Date (Ep.10)

By The-BamCam | December 5, 2023

Money is one of the most common causes of stress in a relationship.

If your financial habits and goals differ from those of your spouse, it’s time to plan a Money Date.

Join Jack Burnette and Alison Castellano as they highlight the importance of setting time to connect with your partner about your finances. Not only will you get to spend quality time with your spouse, but a Money Date can also help reduce stress, improve communication, and help you align your views pertaining to future spending.

Before you make a reservation, listen to this episode to gain insight into:

The benefits of going on a Money Date – and how to budget for this particular outing
Why is it important to share the same values and perspectives concerning your finances
How merging your finances can provide stress relief and inherent bond
Why is it important for couples to be on the same page with goals and spending habits
Real-life client experiences from their advisory practice
And more

Resources:

Sobriety Celebration: Jack’s LinkedIn Post

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Stepping into a New Career Path with Adrian Castellano (Ep. 9)

By The-BamCam | November 28, 2023

Passion can be a powerful driving force, not only for personal projects but also in making new career decisions. With more Millenials and Gen Z’s making a change, choosing a new career path in your thirties or even forties isn’t a crazy idea.

In this episode, Alison Castellano is joined by her husband, Adrian Castellano, in recounting their personal and professional lives, including how they met, their shared passion for financial wellness, and Adrian’s career transition from TV to financial advising.

Adrian and Alison discuss:

How they first met
Why Adrian became a meteorologist and why he is transitioning into financial services
How his love of challenges helps him tackle a new career outside his comfort zone
What he enjoys doing outside of work
And more

Resources:

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About Our Guest:

Adrian Castellano is WVTM 13’s Weekend Evening Meteorologist. He can be seen on Saturdays at 5, 6, and 10 p.m., and on Sundays at 5 and 10 p.m. Adrian’s love for weather began at an early age. He remembers watching summer thunderstorms and tracking incoming hurricanes from his family’s home in Tampa, Florida. Eventually, that love for weather blossomed into a career. Adrian graduated from Florida State University with a Bachelor of Science degree in meteorology, along with a minor in mathematics. He previously worked at KRBC in Abilene, Texas.

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Introducing The BamCam! (Ep. 1)

By The-BamCam | September 7, 2023

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

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: Allison Castellano
Phone Number: (205) 504-9868

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