Tag: Financial Wellness
Making Sense of Financial Jargon (Ep. 40)

Making Sense of Financial Jargon (Ep. 40)

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Financial terms like fiduciary, inflation, and annuity can be more than just confusing—they can feel downright intimidating.

Join Jack Burnette, Alison Castellano, and Adrian Castellano from Iter Financial Wellness as they break down complex financial jargon into simple, practical insights. With their clear and approachable style, they empower you to make informed and decisive financial choices.

Jack, Alison, and Adrian discuss: 

  • Why it matters whether your advisor is bound by this standard
  • Understand why your grocery bill feels heavier than ever
  • Efficiently managing and navigating old retirement accounts 
  • The Roth vs. Traditional IRA decision and its tax implications 
  • And more

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How the Let Them Theory Can Transform Your Life (Ep.39)

How the Let Them Theory Can Transform Your Life (Ep.39)

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What happens when you let others be themselves without letting their opinions dictate your life? 

Jack Burnette and Alison Castellano tackle this question as they delve into the “Let Them Theory” by Mel Robbins, a concept that promotes emotional freedom and financial peace. 

Jack and Alison discuss: 

  • The essence of the “Let Them Theory” and how it applies to personal and financial well-being [00:01:46]
  • Jack’s personal insights from his journey towards sobriety and learning to live authentically [00:02:14]
  • The influence of social media and avoiding the trap of keeping up with the Joneses [00:07:01]
  • Practical examples from Alison’s life, like deciding against a costly bathroom remodel [00:12:29]
  • The importance of aligning financial decisions with personal values, especially within relationships [00:22:05]
  • And more

Resources:

Connect with Alison Castellano:

Connect with Jack Burnette:

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Empowering Women in Finance with Shannon Spotswood (Ep.38)

Empowering Women in Finance with Shannon Spotswood (Ep.38)

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What makes women the future of financial wealth control?

Jack Burnette and Alison Castellano as they converse with Shannon Spotswood, President of RFG Advisory. Shannon shares groundbreaking insights on women’s growing influence in wealth management and how they are changing the financial landscape. Explore topics like generational wealth transfers, women’s leadership in finance, and the necessity of inclusive financial services without excessive jargon.

Jack and Alison discuss: 

  • Breaking down barriers for women in finance and investment (00:09:36)
  • “Wonder Woman Stats” and why they matter (00:11:39)
  • The crucial role of mentorship and encouragement in finance careers (00:15:16)
  • How Strong Her Money empowers women through financial education (00:19:07)
  • And more

Resources:

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Connect with Shannon Spotswood:

About Our Guest:

Shannon Spotswood is a 25+ year industry veteran in financial services with an outstanding reputation built on leadership roles in professional management, investment banking, hedge fund management, and business development. 

Joining RFG Advisory in 2015, Shannon recognized the opportunity to combine her entrepreneurial experience with her passion to build an innovative, Advisor-focused RIA of the future. At RFG Advisory, Shannon of RFG 2.0, a fully integrated platform for independent Financial Advisors and the implementation of strategic initiatives contributing to advisor success

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The Difference Between Financial Literacy & Financial Wellness (Ep. 37)

The Difference Between Financial Literacy & Financial Wellness (Ep. 37)

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What’s the difference between Financial Literacy and Financial Wellness? 

Hosts Jack Burnette and Alison Castellano discuss how financial literacy is understanding budgets, interest rates, credit scores, and insurance, a key first step to being money smart, but is often not enough to achieve true financial security. Financial wellness, on the other hand, is about feeling confident and in control of your financial future, allowing for reduced stress even when unexpected challenges arise. 

Discover more as this episode highlights: 

  • Understanding Financial Literacy vs. Financial Wellness [00:01:00]
  • The importance of Emergency Funds [00:07:52]
  • The Role of Financial Advisors in Crafting a Financial Game Plan [00:12:36]
  • How Couples Can Work Together Towards Financial Wellness [00:09:25]
  • And more!

Resources: 

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

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

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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:

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

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

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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

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Connect with Brendan Frazier:

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Kickstart Your Financial Year (Ep.33)

Kickstart Your Financial Year (Ep.33)

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Ready to turn last year’s lessons into this year’s victories? 

Jack Burnette and Alison Castellano explore actionable steps to kickstart 2025 on the right financial foot. Dive into their insightful discussion on goal setting, financial planning, and learning from past spending patterns. Whether cutting unnecessary subscriptions or rebalancing your investment portfolio, this episode offers practical insights to bolster your financial wellness for the new year.

Jack and Alison discuss: 

  • Reflecting on 2024 to improve your financial health
  • Monthly spending audits and making changes together
  • The importance of manageable subscriptions
  • Setting achievable short-term and long-term goals
  • Mindful budgeting and prioritizing experiences 
  • Reviewing and updating insurance and estate plans
  • Investment strategies and consolidating finances
  • And more

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Taking Control of Your Credit Card Debt (Ep.30)

Taking Control of Your Credit Card Debt (Ep.30)

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78% of people fail to pay off their credit card balance monthly, risking their financial health. Are you taking responsibility for your financial future or leaving it to chance?

This week, Jack and Alison discuss a powerful conversation between Tucker Carlson and financial expert Dave Ramsey, diving into America’s staggering $1.1 trillion in credit card debt and its impact on personal financial health. They explore the far-reaching effects of these figures and offer valuable perspectives into how societal spending habits might be influencing your wallet more than you realize.

Gain knowledgeable insight for tackling your debt as this episode highlights: 

  • The alarming $1.1 trillion credit card debt of our country
  • How credit card debt ties into inflation
  • The psychological aspects of spending 
  • The pitfalls of prioritizing credit scores over financial health
  • And more

Resources:

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Connect with Jack Burnette:

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Looking Back & Moving Forward (Ep.27)

Looking Back & Moving Forward (Ep.27)

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In this candid conversation, father and daughter, Jack Burnette and Alison Castellano emphasize the lessons that can be found in looking back on your mistakes. Come along as they recount some of Alison’s experiences in her twenties, from grappling with poor self-esteem in the age of social media to navigating impulse spending and managing credit card debt. 

As they celebrate Alison’s growth and achievements, they also underscore the importance of recognizing that it’s never too late to ask for help and turn things around.

Join them as they discuss:

  • How impulse purchases provided temporary joy but led to long-term financial stress
  • The importance of looking back at past mistakes to learn and grow
  • Accountability partners and how they can help transform your financial habits
  • And more

Previous Episodes of Interest:

Connect with Alison Castellano:

Connect with Jack Burnette:

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

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

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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.

Connect with Alison Castellano:

Connect with Adrian Castellano:

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