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

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

By |

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:

Connect with Alison Castellano:

Connect with Adrian Castellano:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
Understanding Obesity Medicine and Financial Wellness with Dr. Brytney Cobia (Ep.13)

Understanding Obesity Medicine and Financial Wellness with Dr. Brytney Cobia (Ep.13)

By |

Weight loss is a common New Year’s resolution, but what goes into planning for weight loss? And what is required to keep the weight off?

Jack Burnette and Alison Castellano speak with Dr. Brytney Cobia, obesity medicine specialist with Vulcan Wellness and Aesthetics, to shed some light on how GLP-1 drugs can help with weight loss and other advancements within obesity medicine.

Jack, Alison, and Brytney discuss: 

  • How physical fitness, mental health, and financial well-being are interrelated
  • The impact GLP-1 drugs have on insulin resistance, and their side effects
  • A holistic approach to physical and financial well-being
  • And more

Resources:

Connect with Alison Castellano:

Connect with Jack Burnette:

Connect with RFG Advisory:

Connect with Brytney Cobia: 

About Brytney Cobia:

Dr. Cobia is double-boarded in Internal Medicine and Obesity Medicine. She was born and raised in Birmingham, which is where she has ultimately settled to raise her family and grow her medical practice. She attended the University of Alabama where she double majored in Biology and Psychology. She then attended the University of South Alabama School of Medicine in Mobile, AL. She returned to Birmingham where she completed her residency at the Brookwood Baptist Health Internal Medicine Residency Program. She was then invited to remain a part of the program to serve a one-year term as Chief Medical Resident. Since completion of residency, she has enjoyed practicing as a hospitalist, caring for new patients as well as familiar faces from her childhood in Birmingham.

She became interested in the pathology and physiology of Obesity Medicine after the birth of her first child in 2018 and gained board certification in 2021. Since that time, she has been growing her interest in all aspects of wellness, including how hormone balance affects weight and well-being, as well as training in modern aesthetics practices.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

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

Financial Resolutions for 2024 (Ep.12)

By |

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:

Connect with Alison Castellano:

Connect with Jack Burnette:

Connect with RFG Advisory:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
Stepping into a New Career Path with Adrian Castellano (Ep. 9)

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

By |

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:

Connect with Alison Castellano:

Connect with Adrian Castellano:

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.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

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

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

By |

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:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More