Tag: Teaching

Looking Back & Moving Forward (Ep.27)

Looking Back & Moving Forward (Ep.27)

In this candid conversation, father and daughter, Jack Burnette and Alison Castellano emphasize the lessons that can be found in looking back on your mistakes. Come along as they recount some of Alison’s experiences in her twenties, from grappling with poor self-esteem in the age of social media to navigating impulse spending and managing credit card debt. 

As they celebrate Alison’s growth and achievements, they also underscore the importance of recognizing that it’s never too late to ask for help and turn things around.

Join them as they discuss:

  • How impulse purchases provided temporary joy but led to long-term financial stress
  • The importance of looking back at past mistakes to learn and grow
  • Accountability partners and how they can help transform your financial habits
  • And more

Previous Episodes of Interest:

Connect with Alison Castellano:

Connect with Jack Burnette:

Introducing The BamCam! (Ep. 1)

Introducing The BamCam! (Ep. 1)

What happens when you mix Burnette Asset Management with Castellano Asset Management?

You get the BamCam!

Jack Burnette and Alison Castellano are a father and daughter duo excited to share their journey through the financial industry and the expertise their combined years of experience created.

In this inaugural episode, Jack Burnette, CFP® and Alison Castellano, financial advisors with RFG Advisory, dive into who they are both as an advisor and as a person. They share their personal journeys to reach where they are in their career as well as who they are outside of the office.

Jack and Alison discuss: 

  • How they each ended up in the financial industry
  • Their investment philosophies when it comes to client investment planning
  • Who they work with – their specialty and ideal client
  • What their lives look like outside of the office
  • Their number one piece of advice for clients
  • And more

Connect with Jack Burnette:

Connect with Alison Castellano: