Episodes

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 n...

Today, Alison and Adrian share their emotional and financial struggle of growing their family. Listen as they reflect on the experiences of navigating fertility treatments, the emotional rollercoaster of hope and heartache, and their unwavering determination to build a family, no matter the cost or outcome. Join them as they explore the twists and turns of their four-year-long journey (and it’s not over yet!) as they offer solidarity to those walking a similar path. Understand the importance of ...

Planning a trip on your own might seem like a budget-friendly choice, but did you know that enlisting help from a travel advisor can save additional costs and spare a ton of stress? As travel enthusiasts, Jack Burnette and Alison Castellano continually explore ways of living a balanced and enjoyable life. Join them as they chat with luxury travel advisor, Anna Kathryn Gresham (AK) about the benefits of working with a travel advisor, including real-life stories and examples of mishaps and unexpec...

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 fo...

Credit is something every adult needs at some point, whether it’s a credit card or a bank loan to buy a house. The real question is, do you understand credit enough to use it effectively? Adrian and Alison Castellano unwrap the complexities of credit and how it intertwines with our financial well-being. Diving deep into what credit means, they cover listener queries, shed light on the significance of credit scores, and offer actionable advice to navigate credit responsibly. Whether you’re contem...

If you live in Alabama, you probably know “The Weather Lady,” Harmony Mendoza. It’s almost a year since she hung up her television hat after 13 years with WVTM 13, so we wanted to connect for a temperature check to see what she’s been up to. Join our host, Alison Castellano and her husband, former meteorologist turned financial advisor, Adrian Castellano as they sit down with Harmony to discuss her transition from TV to philanthropy. Listen as Harmony shares insights from her broadcasting experi...

There used to be a time when working with a Financial Advisor was just for the extremely wealthy. Those days are gone! Now, due to the increasing complexity of financial matters, combined with demographic shifts and a greater awareness of the value of personalized financial guidance, more people are working with advisors. Join Jack Burnette, Alison Castellano, and Adrian Castellano as they delve into the journey of why they started Iter Financial Wellness and their focus on helping younger gener...

Tighten your shoelaces and set your watch for an incredible episode of The BamCam. In this installment, Jack Burnette talks with Meb Keflezighi and Randy Lyle about marathon running, and their experience during the tragic 2013 Boston Marathon. Share in their tales of perseverance and faith that unfolded during the tragic 2013 Boston Marathon and the incredible friendship that continues more than a decade later. Winning highlights from this episode include: How Jack, Meb, and Randy met and becam...

Do you want to learn how to maximize your deductions, understand the latest tax laws, and optimize your financial planning strategies for the upcoming tax season? Join Jack Burnette and Alison Castellano with their guest Jim Sumpter, President of CMC Financial and Vice President of RFG Advisory. Jim’s insights on tax deductions, IRA options, state tax implications, and new IRS reporting requirements offer valuable information for listeners looking to navigate their financial affairs effectively....

The BamCam podcast strives to explore how life and financial well-being are intertwined. We look into areas concerning motivation and attitude, financial planning, and investing. In this installment, we focus on the importance of achieving balance and joy as the Burnette-Castellano family vacations in Park City, Utah. What can a day on the slopes teach us about balancing leisure with financial discipline? Listen as Jack, Alison, and Adrian talk about: Why is it important to balance work and pla...

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 ...

What’s holding you back from starting your fitness journey? Is it the cost? Or an uncertainty of whether it will truly benefit you? Karen Broadwater, president of Irontribe Fitness, a gym that’s all about functional fitness and a holistic well-being approach joins Jack and Alison to discuss the importance of investing in your well-being. Jack, Alison, and Karen touch on: How physical fitness impacts your health, mood, and even your finances Why taking action is the best route when considering f...

Weight loss is a common New Year’s resolution, but what goes into planning for weight loss? And what is required to keep the weight off? Jack Burnette and Alison Castellano speak with Dr. Brytney Cobia, obesity medicine specialist with Vulcan Wellness and Aesthetics, to shed some light on how GLP-1 drugs can help with weight loss and other advancements within obesity medicine. Jack, Alison, and Brytney discuss: How physical fitness, mental health, and financial well-being are interrelated The i...

Jack Burnette and Alison Castellano kick off this year with a bang, as they list financial tips and tricks that will set you on the path to success in the new year. Whether you’re looking to finally tackle that mountain of debt, boost your savings, or make strategic investments, they’ve got you covered. Obtain beneficial information about the importance of budgeting, emergency funds, investing, the role of a good financial advisor, and the need for proper asset allocation when planning for retir...

How well do you know your health insurance? Do you understand the different options available and how to choose the right one for you? In this episode, Jack Burnette and Alison Castellano dive into the world of health insurance and break down important terms like deductibles, co-payments, and co-insurance. They also explain the distinctions between HMO and PPO plans. Learn along with Jack and Alison as they discuss: The importance of reviewing and understanding health insurance options HMO and ...

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....

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 adv...

Your life is intrinsically connected to your financial well-being, from protecting you and your loved ones through insurance to aiding your beneficiaries follow your wishes even after death. In this episode, Jack Burnette and Alison Castellano explore the connection between life and financial well-being. They explore the different types of insurance coverage, the importance of preparedness through estate planning, and how each aspect of planning connects back to your personal well-being. Jack an...

There are expenses every soon-to-be parent knows to expect. Diapers, clothing, baby furniture. But then there are the unexpected costs that creep up in the final trimester and later in life. How can you financially prepare for those expenses? In this episode, Jack Burnette and Alison Castellano discuss the importance of saving and budgeting for unexpected expenses in life. They share Alison’s personal experience with in-vitro fertilization(IVF) and the costs associated with raising a child, from...

One of the goals of being an adult is owning your own home. But with the increasing cost of property, rising mortgage rates and the cost of living already high for millennials, their chances of owning a home seem to be disappearing. In this episode, Jack Burnette and Alison Castellano focus on the world of adulting, tackling the idea of owning a home and why millennials may not be able to achieve that dream. They explore the financial hurdles millennials face as well as the personal struggles in...

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 t...

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 ...

As a teacher in Alabama, relying on their pension plan can seem like the safest option. In reality, having multiple streams of income and savings is essential to build their retirement dream. In this episode, Jack Burnette and Alison Castellano explore retirement planning for Alabama teachers and the limitations of teacher pension plans. They explain that the plan is a defined benefit plan with two tiers, and discuss the benefits, contributions, and payout options depending on different factors....

Finding the right client can be just as hard as finding the right advisor. Are they the right demographic for our expertise? Can our financial knowledge help with their specific needs? In this episode, Jack Burnette and Alison Castellano dive into their perspective as advisors looking for the right clients for their business. They touch on both sides of the coin, from what they offer clients that are unique to them to what they look for in a client. Jack and Alison discuss: How the difference i...