Life isn’t just about money; it’s about financial well-being and how it integrates with our lives. This episode provides an insightful dive into the intertwined relationship between life’s curveballs, financial planning, and decision-making. With personal stories and tried-and-true advice, Jack and Alison once again share a warm father/daughter conversation that equips listeners with the tools to achieve a balanced life.

In this episode, Jack and Alison discuss:

• The dangers of consumerism and the importance of living within one’s means
• The emotional rollercoaster of unexpected expenses, as illustrated by Alison’s personal experience with IVF treatments
• The evolution of careers in modern times, including job-hopping and its impact on retirement plans
• Navigating the maze of insurance options and the necessity of being well-informed
• The vital importance of estate planning, including decisions on child care and asset distribution
• And more!

Resources:

• 529 Plan
• Managing Travel, Work and Wealth (Ep. 4)

Connect with Jack Burnette:

• LinkedIn: Jack Burnette
• Email: Jack Burnette
• RFG Advisory
• LinkedIn: RFG Advisory
• Call: 205-613-4994

Connect with Alison Castellano:

• LinkedIn: Alison Castellano
• Call: 205-504-9868

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