Tag: Wealth Management
Making Sense of Financial Jargon (Ep. 40)

Making Sense of Financial Jargon (Ep. 40)

By |

Financial terms like fiduciary, inflation, and annuity can be more than just confusing—they can feel downright intimidating.

Join Jack Burnette, Alison Castellano, and Adrian Castellano from Iter Financial Wellness as they break down complex financial jargon into simple, practical insights. With their clear and approachable style, they empower you to make informed and decisive financial choices.

Jack, Alison, and Adrian discuss: 

  • Why it matters whether your advisor is bound by this standard
  • Understand why your grocery bill feels heavier than ever
  • Efficiently managing and navigating old retirement accounts 
  • The Roth vs. Traditional IRA decision and its tax implications 
  • And more

Connect with Alison Castellano:

Connect with Adrian Castellano:

Connect with Jack Burnette:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
The Importance of Life Insurance for Young Families (Ep 25)

The Importance of Life Insurance for Young Families (Ep 25)

By |

Did you know that most employer-provided life insurance policies only cover one to two times your annual salary? That might not be enough to protect your family’s future.

Hosts Jack Burnette, Adrian Castellano, and Alison Castellano dive deep into the nuances of life insurance, discussing everything from employer-provided policies to term and permanent life insurance options. They mention the benefits of working with an insurance broker and how they can help you find the best coverage for your needs.

Jack, Adrian, and Alison discuss: 

  • The importance of life insurance for young families with significant earnings potential
  • Differences between term life insurance and permanent life insurance
  • Key features and limitations of employer-provided life insurance
  • The significance of regularly updating your life insurance beneficiaries
  • And more

Resource:

Connect with Alison Castellano:

Connect with Adrian Castellano:

Connect with Jack Burnette:

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
Introducing The BamCam! (Ep. 1)

Introducing The BamCam! (Ep. 1)

By |

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:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More