Financial Intimacy: After The Money Date with Alison and Adrian (Ep.15) episode artwork

EPISODE · Feb 20, 2024 · 22 MIN

Financial Intimacy: After The Money Date with Alison and Adrian (Ep.15)

from The BamCam · host Jack Burnette, CFP® and Alison Castellano

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 Date and how it can improve your financial intimacy Why it’s important to provide praise and gratitude to your partner for their achievements How a Money Date can make the topic of finances fun for couples The value of gifting experiences rather than material items Their plans and intentions for future money dates  And more Resources: Stepping Into a New Career Path With Adrian Castellano (Ep. 9) Financial Intimacy: Money Date (Ep.10) Financial Resolutions for 2024 (Ep. 12) Connect with Alison Castellano: Iter Financial Wellness LinkedIn: Alison Castellano YouTube: The BamCam Podcast Email: [email protected] Call Alison: 205-504-9868 Connect with Adrian Castellano: Iter Financial Wellness LinkedIn: Adrian Castellano Email: [email protected] Call Adrian: 813-385-2804

Episode metadata supplied by the publisher feed · Published Feb 20, 2024

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Financial Intimacy: After The Money Date with Alison and Adrian (Ep.15)

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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...

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