Shows
Childfree Wealth®Giving with a "Warm Hand": Alison Patterson on Intentional Philanthropy, Ep 157Ever feel like you don't have enough to make a real difference? Or maybe you're just overwhelmed by all the options for giving? You're not alone. This week, we're joined by Allison Patterson of Patterson Philanthropic Advisors, who acts as a "giving coach" to help everyday people create a strategy for their generosity.Listen in to learn how to make an impact that's meaningful to you, no matter what you have to give.🔹 00:58 - The biggest challenges people face with giving🔹 01:56 - Overcoming the "scarcity mindset"🔹 03:01 - How to make a differenc...
2025-09-2432 min
The BamCamDigital Fraud: How to Protect Your Money and Identity (Ep. 43)What do fake text messages, Nigerian princes, and high-tech AI scams have in common?
They’re all digital fraud tactics, and they’re more sophisticated than ever!
Join our hosts, Alison and Adrian Castellano, as they dive deep into the world of online scams and arm you with the tools to protect yourself. Listen as they unravel the complex web of digital fraud. From fake package delivery texts to deepfake videos and AI-generated emails, no one is safe, not even city governments! Gain practical advice on recognizing scams, securing your personal information, and protecting your loved...
2025-07-0230 minThe BamCamYou Got A Raise, Now What? (Ep. 42)What can you do with a raise to make it truly impactful? How can you prevent it from slipping through the cracks of everyday expenses?
Adrian and Alison Castellano delve into the exciting realm of managing a new raise. They explore how that extra bump in income doesn’t just mean more cash to burn but can be transformative in achieving your financial goals. By pausing before spending, aligning new funds with your personal goals, and even automating some financial decisions, this episode provides you with the tools to make your raise matter.
Adrian and Al...
2025-06-0318 minThe BamCamMaking Sense of Market Highs and Lows (Ep. 41)Jack Burnette, Alison Castellano, and Adrian Castellano continue their mission to decode financial jargon, diving into bull and bear markets, volatility, and even Warren Buffett’s timeless advice, as they work to demystify market complexities and guide you toward a resilient investment mindset.
Jack, Alison, and Adrian discuss:
What defines a bull market, and what does it mean for your portfolio? (04:08)
How can you navigate a bear market and potentially find benefits in market downturns? (08:30)
What are practical strategies for managing market volatility? (14:51)
How do recessions and economic cycles influence your long-term investment strategy? (19:36)
How can inv...
2025-05-0635 minThe BamCamMaking Sense of Financial Jargon (Ep. 40)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 deci...
2025-04-2534 minThe BamCamHow the Let Them Theory Can Transform Your Life (Ep.39)What happens when you let others be themselves without letting their opinions dictate your life?
Jack Burnette and Alison Castellano tackle this question as they delve into the “Let Them Theory” by Mel Robbins, a concept that promotes emotional freedom and financial peace.
Jack and Alison discuss:
The essence of the “Let Them Theory” and how it applies to personal and financial well-being [00:01:46]
Jack’s personal insights from his journey towards sobriety and learning to live authentically [00:02:14]
The influence of social media and avoiding the trap of keeping up with the Joneses [00:07:01]
Practical examples from Alison’s...
2025-04-0928 minThe BamCamEmpowering Women in Finance with Shannon Spotswood (Ep.38)What makes women the future of financial wealth control?
Jack Burnette and Alison Castellano as they converse with Shannon Spotswood, President of RFG Advisory. Shannon shares groundbreaking insights on women’s growing influence in wealth management and how they are changing the financial landscape. Explore topics like generational wealth transfers, women’s leadership in finance, and the necessity of inclusive financial services without excessive jargon.
Jack and Alison discuss:
Breaking down barriers for women in finance and investment (00:09:36)
“Wonder Woman Stats” and why they matter (00:11:39)
The crucial role of mentorship and encouragement in finance careers...
2025-03-2637 min
Women's Money WisdomEpisode 264: What’s Up With Women and Money with Author Alison KosikEven as a CNN business correspondent, Alison Kosik struggled with financial imposter syndrome—a reality many successful women face. In this episode, Melissa Joy and Kosik dive into how women can build financial confidence and take control of their money, drawing from Kosik’s new book, What’s Up With Women and Money: How to Do All the Financial Stuff You’ve Been Avoiding.With Women’s Equal Pay Day upon us, this conversation is more timely than ever. Women still earn just 84 cents for every dollar men make...
2025-03-2527 minThe BamCamThe Difference Between Financial Literacy & Financial Wellness (Ep. 37)What’s the difference between Financial Literacy and Financial Wellness?
Hosts Jack Burnette and Alison Castellano discuss how financial literacy is understanding budgets, interest rates, credit scores, and insurance, a key first step to being money smart, but is often not enough to achieve true financial security. Financial wellness, on the other hand, is about feeling confident and in control of your financial future, allowing for reduced stress even when unexpected challenges arise.
Discover more as this episode highlights:
Understanding Financial Literacy vs. Financial Wellness [00:01:00]
The importance of Emergency Funds [00:07:52]
The Role of Financial Advis...
2025-03-1119 minThe BamCamFinancial Intimacy: Strengthening Your Relationship Through Financial Conversations (Ep. 36)Are different money mindsets causing stress in your relationship?
In today’s release of The BamCam Podcast, we want to help you learn how to turn financial challenges into opportunities for growth and deeper connection.
Join husband and wife team, Alison and Adrian Castellano, as they dive into the emotional complexities of financial planning within relationships. Money is more than just numbers; it’s tied to our upbringing, our fears, and our dreams. Listen as they explore how couples can navigate these complexities, offering practical advice on blending different financial philosophies. Alison and Adrian share perso...
2025-02-2521 minThe BamCamHow Human Behavior Impacts Your Financial Decisions with Brendan Frazier (Ep.35)Are you stuck in the cycle of procrastination, especially with your financial goals?
Jack Burnette and Alison Castellano welcome Brendan Frazier, the Chief Behavioral Officer at RFG Advisory, to explore the critical topic of procrastination, particularly as it relates to our financial well-being. Brendan shares his insights into why we procrastinate, especially when it comes to achieving New Year’s resolutions and financial goals, and helps us understand that we’re not alone in this struggle.
Jack, Alison, and Brendan discuss:
The psychology of procrastination in financial planning [00:03:10]
The emotional barriers to seeking financial advice...
2025-02-1132 minThe BamCamREPLAY: Understanding Obesity Medicine and Financial Wellness with Dr. Brytney Cobia (Ep.34)Could unlocking the secrets of a healthier lifestyle be as simple as understanding our bodies better?
With New Year resolutions on everyone’s mind, we felt now is a great time to revisit a fan-favorite conversation with Dr. Brytney Cobia, an obesity medicine specialist from Vulcan Wellness and Aesthetics.
Tune in to explore how Dr. Cobia’s expertise in obesity medicine is transforming lives, including her journey from hospitalist to wellness guide, and real stories from Jack and Alison’s health adventures.
Jack, Alison, and Dr. Brytney discuss:
Introduction to GLP1 medications and thei...
2025-01-2329 minThe BamCamKickstart Your Financial Year (Ep.33)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 … Read More Read More
2025-01-0731 minThe BamCamFamily Holiday Traditions (Ep.32)What makes the holidays truly memorable? How do you add family time to the season of joy? Jack Burnette, Alison Castellano, and Adrian Castellano share their favorite holiday memories, from Adrian’s lively Italian family gatherings in Tampa, complete with unforgettable gift exchanges, to Alison’s snowy ski trips that evolved into a beloved family tradition. They … Read More Read More
2024-12-2427 minThe BamCamFinancial Intimacy: Year-End Update with Alison and Adrian (Ep. 31)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 … Read More Read More
2024-12-1022 minThe BamCamTaking Control of Your Credit Card Debt (Ep.30)78% of people fail to pay off their credit card balance monthly, risking their financial health. Are you taking responsibility for your financial future or leaving it to chance? This week, Jack and Alison discuss a powerful conversation between Tucker Carlson and financial expert Dave Ramsey, diving into America’s staggering $1.1 trillion in credit card … Read More Read More
2024-11-2632 minThe BamCamThe Journey to Sobriety and a Purposeful Life with JT Miller (Ep.29)Congratulations are in our order for Jack Burnette for celebrating twenty-seven years of sobriety this month. 💪🎉 Recovery is a long and hard road, but it can lead to freedom and peace. Join host Jack Burnette as he converses with JT Miller, a fellow sobriety companion. Together they share their paths and highlight the challenges … Read More Read More
2024-10-2927 minThe BamCamHow Could The Election Affect Your Investments (Ep. 28)With national attention riveted on the impending elections, it’s crucial to understand how these events affect investment portfolios and long-term financial strategies. Jack Burnette and Alison Castellano discuss the upcoming election and its implications for the market and investments. They emphasize the emotional nature of elections and how media hype can create uncertainty among investors. … Read More Read More
2024-10-1525 min
Complete Wealth Management With Dave AlisonQ4 2024 Market Intel Report | Alison Wealth ManagementWith a strong but volatile push into the fourth quarter of 2024, the stock market has delivered great results to investors who have stayed disciplined. In this video, we will discuss the 3 key themes on the minds of investors as we enter into the fourth quarter of 2024. We will discuss:✅ What could the start of the Fed rate cutting cycle mean for investors? The Federal Reserve kicked off its highly anticipated rate cutting cycle with a 50-basis point reduction in September 2024. History shows cash yields decline rapidly following the start of cutting cycles, falling by 2% on a...
2024-10-1112 minThe BamCamLooking 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 … Read More Read More
2024-09-1726 minThe BamCamTackling Property and Casualty Insurance with Tyler Watts (Ep.26)Are you covered in case of unexpected circumstances? Jack Burnette and Alison Castellano are joined by Tyler Watts, a seasoned insurance agent and former University of Alabama quarterback, to explore the ins and outs of property and casualty insurance. They explore how to better protect assets, the importance of liability coverage, and strategies to reduce … Read More Read More
2024-09-0336 minComplete Wealth Management With Dave AlisonKamala Harris Tax Proposal Broken Down - August 2024On August 16, 2024, Presidential candidate Kamala Harris released details of her economic and tax plan. Bob Keebler analyzes the estate and gift tax proposals contained in the proposed American Housing and Economic Mobility Act of 2024. In this video, we will break down the income and estate tax considerations of her proposal.We will discuss:➡️ Exempting Tip Income from Taxation➡️ Expanding Tax Credits for Families➡️ Housing Tax Incentives➡️ Clawing Back Deductions➡️ Corporate Income Tax Rate➡️ Higher Tax Rates➡️ Capital Gains Tax Reform➡️ 32% increase to Medicare Tax for people earning over $400k➡️ Additional Tax...
2024-08-2219 minThe BamCamThe Importance of Life Insurance for Young Families (Ep 25)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 … Read More Read More
2024-08-0631 minThe BamCamThe Emotional & Financial Cost of Infertility with Alison and Adrian (Ep. 24)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 … Read More Read More
2024-07-0925 minThe BamCamTravel Tales with Anna Kathryn Gresham from Life Is Short Adventures (Ep. 23)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 … Read More Read More
2024-06-2527 minThe BamCamFinancial Intimacy: Tummy Bug Vs. Taco Truck (Ep. 22)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 … Read More Read More
2024-06-0427 minThe BamCamHow to Start Building Your Credit Score (Ep. 21)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 … Read More Read More
2024-05-2123 minComplete Wealth Management With Dave AlisonThe Great Sunset From The Tax Cuts & Jobs Act: Are Your Taxes Going Up?Unlock the secrets to masterful tax management with our latest episode where we navigate through the transformative landscape post the Tax Cuts and Jobs Act of 2017, they shed light on how Alison Wealth Management has redefined the way we approach tax planning. From our early family office days to serving a diverse clientele, this episode promises to equip you with the strategies you need to triumph over the incoming tax shifts that could affect your bottom line.We're at a pivotal moment as the sunset phase of the Tax Cuts and Jobs Act looms, stirring the waters...
2024-05-171h 00The BamCamBeyond the Forecast with Meteorologist, Harmony Mendoza (Ep.20)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 … Read More Read More
2024-05-0725 minComplete Wealth Management With Dave AlisonMaximizing Financial Windfalls: Avoid Mistakes with Inheritance, Stock Liquidity, or Business SaleJoin us on the Complete Wealth Management Podcast, Episode 19, where Certified Financial Planners and Tax Experts Dave Alison, Conrad Levesque, and David Roth delve into considerations, planning, and strategies for a sudden financial windfall. Whether you’ve received an inheritance, sold a business, or cashed out stock options, this episode provides essential considerations for managing your financial windfall.➡️ Key Topics Covered:Retirement Planning: Explore how to make the most of your newfound wealth while securing your future.Tax Management: Understand the tax implications of your windfall and strategize accordingly.Creating Cashflow: Le...
2024-04-2730 minThe BamCamFinancial Wellness for the Next Generation (Ep.19)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, … Read More Read More
2024-04-2331 minComplete Wealth Management With Dave AlisonStock Market Investing in Election Year 2024Have you ever wondered if presidential elections should sway your stock portfolio strategy? This episode might just shift your perspective. We sift through a century's worth of data, debunking doomsday assumptions about market performance in election years. While some investors joke about packing for Canada based on political outcomes, we're here to anchor you to a data-driven approach. Join Dave Alison & Dr. Apollo Lupescu as they provide insight into evidence based investment strategies to help you get ahead in an election year.In this episode, Dave and Apollo will unravel the tangled strings that connect politics to...
2024-04-1643 minThe BamCamFrom Tragedy to Triumph in Boston with Meb Keflezighi and Randy Lyle (Ep.18)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 … Read More Read More
2024-04-0936 minThe BamCamUnderstanding Tax Deductions with Jim Sumpter from CMC Financial (Ep.17)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 … Read More Read More
2024-03-1939 minThe BamCamEmbracing The Work-Life Balance At Deer Valley Resort (Ep.16)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 … Read More Read More
2024-03-0524 minComplete Wealth Management With Dave AlisonOptimizing Retirement and Tax-Advantaged InvestingDive headfirst into the world of taxes and chuckle along as we explore the comedic side of CPAs' March Madness—a frenzy of number crunching that rivals any basketball tournament. Our latest episode offers a spirited look at the humorous anecdotes that pepper tax season, from deductions so wild they border on mythical to the truth behind splurging for tax breaks. We also unravel the concept of tax-efficient funnels, providing savvy insights into how smart planning with 401(k)s and other financial strategies can bolster your savings and ease the burden come tax time.When it comes to...
2024-03-0256 minThe BamCamFinancial Intimacy: After The Money Date with Alison and Adrian (Ep.15)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 … Read More Read More
2024-02-2022 minComplete Wealth Management With Dave AlisonRetire with Confidence: Tackling Your Biggest FearsIn this empowering episode of The Complete Wealth Management Podcast, we delve deep into the heart of retirement planning, providing you with actionable strategies to alleviate your biggest retirement concerns. Hosted by Dave Alison, a seasoned certified financial planner, and joined by esteemed guest Conrad Levesque, CFP, CPA and David Roth, CFP, EA, both experienced retirement planners, this episode promises to be a beacon of guidance in the often murky waters of financial security.As retirement looms on the horizon, fears about financial stability, healthcare costs, and the uncertainty of the future can cast a shadow over...
2024-02-1748 minThe BamCamInvesting in Your Well-being with Karen Broadwater (Ep.14)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, … Read More Read More
2024-02-0642 minComplete Wealth Management With Dave AlisonDecoding the U.S. Economy's Resilience: A Q1 2024 Market Intel Report with Dave Alison | Episode 14In this episode, Dave Alison reflects on 2023 and shares our Q1 Market Intel Report. We're peeling back the layers on inflation's retreat, robust consumer spending, and a labor market that's standing strong against the odds. Dave doesn't just share the hard numbers; he brings clarity to what these trends mean for the year ahead, especially with whispers of Federal Reserve rate cuts stirring the air. Armed with historical data that spotlights the stark contrasts in stock market performance after a rate cut during recessionary and non-recessionary times, Dave guides us through the labyrinth of the stock market's r...
2024-01-1810 minThe BamCamUnderstanding Obesity Medicine and Financial Wellness with Dr. Brytney Cobia (Ep.13)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 … Read More Read More
2024-01-1635 minThe BamCamFinancial Resolutions for 2024 (Ep.12)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 … Read More Read More
2024-01-0230 minThe BamCamUnderstanding Health Insurance (Ep.11)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 … Read More Read More
2023-12-1941 minThe BamCamFinancial Intimacy: Money Date (Ep.10)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 … Read More Read More
2023-12-0524 minComplete Wealth Management With Dave AlisonSailing into an Early Retirement | Complete Wealth Management Podcast E13Ever pondered what it'd be like to trade the 9-5 grind for an early retirement? How about a life of sailing and adventure instead of sitting in front of the computer screen? That's precisely what our wealth management client's, Jayne and James, did!In this special client experience episode, I sit down with James and Jayne, who became clients of Alison Wealth Management in 2021. They sought assistance in designing and optimizing their distinctive retirement plan. We delve into their decision to exit the full-time workforce at the early age of 50 to concentrate on their passion f...
2023-11-3033 minThe BamCamStepping into a New Career Path with Adrian Castellano (Ep. 9)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, … Read More Read More
2023-11-2823 minComplete Wealth Management With Dave Alison21 Strategic Year End Tax Moves | Episode 12Welcome to The Complete Wealth Management's podcast, where tax experts and Certified Financial Planners Dave Alison, Conrad Levesque and David Roth unpack "21 Strategic Year-End Tax Moves" for to help build your wealth. Join us as we navigate key actions to optimize your tax situation before the year concludes.👉 Maximize retirement contributions, seize Roth IRA opportunities, and leverage triple tax benefits with HSA contributions. 👉 Explore opportunities like the Mega Backdoor Roth and strategic stock sales. 👉 Consider charitable giving optimization and explore tax-efficient gifting. 👉 Ensure property tax deductions, cost segregation for property owners, and explore Qual...
2023-11-1655 minThe BamCamThe Interconnection of Life and Financial Well-being (Ep. 8)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 … Read More Read More
2023-11-1433 minThe BamCamThe Real Costs of Raising a Family (Ep. 7)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 … Read More Read More
2023-10-3129 minComplete Wealth Management With Dave AlisonExploring the Five Pillars of Holistic Wealth Management | Episode 11Step into the world of finance as we sit down with Alison Wealth's newest team member, Conrad Levesque, CFP®, CPA, BPC, a seasoned professional who has been navigating the intricate labyrinth of the finance industry since he was a mere 16 years old. Conrad’s journey is an intriguing one and brings a fresh perspective to our show. Join us as we unravel the concept of holistic wealth management, a principle that has over time shaped the foundation of our practice. Listen as we bring to light five pillars that serve as the backbone of our approach and dis...
2023-10-2756 minComplete Wealth Management With Dave AlisonLessons from Q3 Market Performance and Q4 Market Intel | Episode 10In this episode, we will recap the stock market performance in Q3 of 2023 and talk about the 3 key themes on the minds of investors as we head into Q4 2023 during our market intel report.We will discuss...👉 Why haven't higher rates caused the economy to slow more?👉 What might come next for interest rates?👉 Is now a good time to consider adding fixed income to portfolios?For more episodes of our podcast, visit:https://www.alisonwealth.com/podcastTo learn more about Alison Wealth Management, please visit our...
2023-10-2019 minThe BamCamIs Owning a Home Still a Dream? (Ep. 6)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 … Read More Read More
2023-10-1728 minThe BamCamCrafting A Balanced Financial Life (Ep. 5)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 … Read More Read More
2023-10-0328 minComplete Wealth Management With Dave AlisonCash vs Loan: Deciphering the Tradeoffs | Episode 9In this episode of The Complete Wealth Management Podcast, join host Dave Alison, CFP, EA, alongside financial advisors and tax experts David Roth, CFP, EA, and Conrad Levesque, CFP, CPA as we dive deep into one of life's most crucial financial decisions. Should you pay cash or take out a loan for major purchases? In this episode, we discuss:👉The case for paying cash👉The power of leverage with loans👉The key factors that influence the decision between cash and loans👉Real-life examples of clients who have faced this decision👉Common misconceptions a...
2023-09-2849 minThe BamCamManaging Travel, Work and Wealth (Ep. 4)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 … Read More Read More
2023-09-1927 minComplete Wealth Management With Dave AlisonDemystifying Stock Options | Episode 8In this episode of The Complete Wealth Management Podcast, join host Dave Alison, CFP, EA, alongside financial advisor and tax expert David Roth, CFP, EA, as they demystify the world of stock options. Delve into the intricate details of incentive stock options (ISOs), non-qualified stock options (NSOs), restricted stock units (RSUs), and performance stock units (PSUs). Gain invaluable insights into the benefits, tax implications, and strategic approaches for each type of stock option. Whether you're a seasoned investor or new to the financial landscape, this episode offers practical advice and expert perspectives to hel...
2023-09-0843 minThe BamCamWhat Teachers in Alabama Need to Know About Their Pension Program (Ep. 3)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 … Read More Read More
2023-09-0728 minThe BamCamIs This Advisor Right For You? (Ep. 2)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 … Read More Read More
2023-09-0729 minThe BamCamIntroducing 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, … Read More Read More
2023-09-0731 minComplete Wealth Management With Dave AlisonQ3 Market Intel Report | Episode 7In this episode, Dave Alison will reflect on the first half of 2023 stock market performance, but more importantly, talk about what's going on in investors' minds as we look at the second half of the year.The three major themes we discuss are:👉What contributed to the resiliency of the economy and markets in the first half of 2023?👉Has the Fed done enough to address inflation?👉Will the economic strength continue in the second half of 2023?To download the slides referenced in this episode, please click here:http://bit.ly/Q3...
2023-07-1916 minComplete Wealth Management With Dave AlisonQ2 Market Intel Report | Episode 6In this episode, Dave Alison will reflect on the first quarter of 2023 stock market performance, but more importantly, talk about what's going on in investors' minds as we look at the second quarter and what the remainder of 2023 can bring.The three major themes I discuss are:👉Are we nearing the end of the fight against inflation?👉How will the Fed balance inflation with emerging financial instability?👉What are the potential outcomes for the U.S. economy in 2023?To download the slides referenced in this episode, please click here:bit.l...
2023-04-2817 minComplete Wealth Management With Dave AlisonMegatrend Investing with Jeff Spiegel | Episode 5The modern world is changing at the speed of innovation, transforming the way we live and work. We see this change, and the pull of the future, through megatrends – powerful, transformative forces that can change the trajectory of the global economy by shifting the priorities of societies, driving innovation and redefining business models.In this episode, Dave Alison is joined by Jeff Spiegel, US Head of iShares Megatrend ETFs at BlackRock and they discuss megatrend investing.For more episodes of our podcast, visit:https://alisonwealth.com/resources/the-complete-wealth-management-podcastTo learn mor...
2023-04-1228 minComplete Wealth Management With Dave Alison2022 Stock Market Recap & 2023 Market & Economic Outlook | Episode 4In this episode, we will discuss the challenges of investing in 2022 as well as our market & economic outlook for 2023. We will discuss...👉 How the lingering impacts from Covid, geopolitical events, record surging 40-year high inflation, and an unprecedented interest rate hike by the Fed have impacted the stock & bond market.👉 What falling inflation means for Fed policy and interest rates.👉 Will the U.S. economy fall into a recession?👉 Could a Fed pause bring relief for stocks?...and how your response to volatility matters now more than ever.
2023-01-2029 minComplete Wealth Management With Dave AlisonProtecting Your Most Important Assets: Your Family & Your Portfolio with Harley Gordon | Episode 3In this episode, elder law attorney & long term care expert Harley Gordon joins Dave Alison to talk about the consequences of an extended care event on you, your portfolio, and most importantly, your family. We will discuss... 👉What an extended care event is and how it impacts a retirement 👉The impact of an extended care event on your spouse & children 👉How extended care events impact people in a second marriage 👉The difference between a care-supervisor and a caregiver 👉Self-funding vs insuring against an extended care event ...and how to maximi...
2022-12-2644 min