Tag: Money Date
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

Connect with Alison Castellano:

Connect with Jack Burnette:

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Financial Intimacy: Year-End Update with Alison and Adrian (Ep. 31)

Financial Intimacy: Year-End Update with Alison and Adrian (Ep. 31)

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Adrian and Alison Castellano share their reflections from their Q3 Money Date where they discussed their finances and strategies on how to prepare for the holiday season. Highlights include celebrating financial wins, addressing challenges, and planning for future expenses with mindfulness and humor.

Celebrate with them as they announce exciting family news and share practical tips for a mindful holiday season, including budgeting, creating personalized gifts, and choosing experiences over material gifts.

Adrian and Alison discuss: 

  • Exciting news for 2025
  • How they reduced their spending by 45% from 2023
  • Their experience with work/life balance including managing an income shift 
  • An honest look at retail spending, specifically the ease of online shopping
  • And more

Previous Episodes of Interest:

Connect with Alison Castellano:

Connect with Adrian Castellano:

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Financial Intimacy: Tummy Bug Vs. Taco Truck (Ep. 22)

Financial Intimacy: Tummy Bug Vs. Taco Truck (Ep. 22)

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Married couple, Alison and Adrian Castellano made a pact to have a quarterly Money Date, but recently, a tummy bug tried to derail their plans.

As part of the Financial Intimacy series, this episode shares how a 24-hour virus took hold of the Castellano household attempting to impact their quarterly connection. They embraced the ability to be flexible yet still committed as they pivoted from a fun night out at a local taco truck to pizza delivery in their pajamas. 

Gain insight and inspiration for your Money Date as Alison and Adrian discuss their finances, celebrate their wins, and continue their plans for the future of their family.

Highlights include:

  • How Money Dates can strengthen your financial and personal relationship 
  • Strategies to manage unexpected expenses
  • Examples of how they cut unnecessary spending 
  • Their plans to grow their family and the high costs associated with IVF
  • The importance of having a plan but also being flexible as situations change
  • And more!

Resources:

Connect with Alison Castellano:

Connect with Adrian Castellano:

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

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

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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:

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Financial Intimacy: Money Date (Ep.10)

Financial Intimacy: Money Date (Ep.10)

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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:

Connect with Alison Castellano:

Connect with Jack Burnette:

Connect with RFG Advisory:

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