Goals – The BamCam

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)

Connect with Alison Castellano:

Connect with Jack Burnette:

Connect with RFG Advisory:

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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