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

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

By |

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:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
Managing Travel, Work and Wealth (Ep. 4)

Managing Travel, Work and Wealth (Ep. 4)

By |

Wondering how to balance travel adventures and work while securing your financial future? 

Dive into this episode with Jack Burnette and Alison Castellano from RFG Advisory as they unpack this question and more in a warm, father/daughter conversation. They share their own travel stories, discussing the art of juggling professional life with exploration, and highlighting the significance of smart financial planning in making your dreams a reality.

Jack and Alison chat about:

  • The realization that taking time off doesn’t mean your business will fall apart
  • How Jack and his wife Barbara balance travel and work, even when not officially retired
  • The role of financial discipline and smart investment in achieving travel dreams
  • The importance of having time, money, and a sense of adventure to enjoy extensive international trips
  • The significance of maintaining good physical health to enjoy adventurous travels
  • And more!

Resources:

Connect with Jack Burnette:

Connect with Alison Castellano:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More