EP.05 Game Film Designing an Authentic Life With Justin Castelli | RFG ADVISORY episode artwork

EPISODE · Jun 4, 2025 · 55 MIN

EP.05 Game Film Designing an Authentic Life With Justin Castelli | RFG ADVISORY

from Game Film Podcast · host RFG Advisory

"I never settled for the first answer. I wanted to know why." On this episode of Game Film, Dr. Jordan Hutchison sits down with Justin Castelli—a 20-year industry vet, life planner, and Financial Advisor—for a high-impact conversation about what it takes to build a life and business that actually means something. Justin opens up about the winding road that led him into financial services, why he walked away from the corporate playbook, and how the EVOKE life planning method helped him find his zone. From launching RO|LA Wealth (named after his sons) to rebranding as Santiago (a nod to The Alchemist), Justin is all-in on helping clients tap into their purpose and design a life they actually want to live. This isn’t about spreadsheets. It’s about alignment. And in Justin’s words—it’s time to stop settling for the first answer and start asking better questions. Why You’ll Love This Episode: - Planning That Starts With People: Discover how Justin uses the EVOKE process to help clients uncover what really matters—before ever talking numbers. - The Bridge Between Generations: Learn how being a “middle child” in the industry gives Justin a unique lens into both legacy and innovation. - Rebranding With Intention: Hear the story behind why Justin changed his firm’s name (and what it says about aligning your work with your purpose). Stay inspired—subscribe to the RFG newsletter for more game-changing insights. Click here to subscribe. Connect https://www.linkedin.com/in/jordanhutchison https://www.rfgadvisory.com About Our Guest Justin Castelli is the founder of Santiago, an RIA focused on helping clients align their money with a life of authenticity, purpose, and intention. With over 20 years of experience in financial planning, Justin is a Registered Life Planner, co-founder of the AGC community for Advisors, and host of multiple podcasts. Justin’s mission is to help others design lives they’re proud of—financially, spiritually, and personally. — Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy. Information here may be provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither our guest nor RFG Advisory guarantee the accuracy of third-party sources. The views expressed here are those of our guest. They do not necessarily represent those of RFG Advisory, its employees, or its clients. This commentary should not be regarded as a description of advisory services provided by RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice. RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.

"I never settled for the first answer. I wanted to know why." On this episode of Game Film, Dr. Jordan Hutchison sits down with Justin Castelli—a 20-year industry vet, life planner, and Financial Advisor—for a high-impact conversation about what it takes to build a life and business that actually means something. Justin opens up about the winding road that led him into financial services, why he walked away from the corporate playbook, and how the EVOKE life planning method helped him find his zone. From launching RO|LA Wealth (named after his sons) to rebranding as Santiago (a nod to The Alchemist), Justin is all-in on helping clients tap into their purpose and design a life they actually want to live. This isn’t about spreadsheets. It’s about alignment. And in Justin’s words—it’s time to stop settling for the first answer and start asking better questions. Why You’ll Love This Episode: - Planning That Starts With People: Discover how Justin uses the EVOKE process to help clients uncover what really matters—before ever talking numbers. - The Bridge Between Generations: Learn how being a “middle child” in the industry gives Justin a unique lens into both legacy and innovation. - Rebranding With Intention: Hear the story behind why Justin changed his firm’s name (and what it says about aligning your work with your purpose). Stay inspired—subscribe to the RFG newsletter for more game-changing insights. Click here to subscribe. Connect https://www.linkedin.com/in/jordanhutchison https://www.rfgadvisory.com About Our Guest Justin Castelli is the founder of Santiago, an RIA focused on helping clients align their money with a life of authenticity, purpose, and intention. With over 20 years of experience in financial planning, Justin is a Registered Life Planner, co-founder of the AGC community for Advisors, and host of multiple podcasts. Justin’s mission is to help others design lives they’re proud of—financially, spiritually, and personally. — Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy. Information here may be provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither our guest nor RFG Advisory guarantee the accuracy of third-party sources. The views expressed here are those of our guest. They do not necessarily represent those of RFG Advisory, its employees, or its clients. This commentary should not be regarded as a description of advisory services provided by RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice. RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.

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EP.05 Game Film Designing an Authentic Life With Justin Castelli | RFG ADVISORY

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How long is this episode of Game Film Podcast?

This episode is 55 minutes long.

When was this Game Film Podcast episode published?

This episode was published on June 4, 2025.

What is this episode about?

"I never settled for the first answer. I wanted to know why." On this episode of Game Film, Dr. Jordan Hutchison sits down with Justin Castelli—a 20-year industry vet, life planner, and Financial Advisor—for a high-impact conversation about what it...

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