Financial Intimacy: Year-End Update with Alison and Adrian (Ep. 31) episode artwork

EPISODE · Dec 10, 2024 · 22 MIN

Financial Intimacy: Year-End Update with Alison and Adrian (Ep. 31)

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

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 tips for a mindful holiday season, including budgeting, creating personalized gifts, and choosing experiences over material gifts. Adrian and Alison discuss:  Exciting news for 2025 How they reduced their spending by 45% from 2023 Their experience with work/life balance including managing an income shift  An honest look at retail spending, specifically the ease of online shopping And more Previous Episodes of Interest: Financial Intimacy: Money Date (Ep.10) Financial Intimacy: After The Money Date with Alison and Adrian (Ep.15) The Emotional & Financial Cost of Infertility with Alison and Adrian (Ep. 24) The Real Costs of Raising a Family (Ep. 7) Connect with Alison Castellano: Iter Financial Wellness LinkedIn: Alison Castellano Facebook: Iter Financial Wellness YouTube: The BamCam Podcast Email: [email protected] Call Alison: 205-504-9868 Connect with Adrian Castellano: Iter Financial Wellness LinkedIn: Adrian Castellano Facebook: Iter Financial Wellness Email: [email protected] Call Adrian: 813-385-2804

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Financial Intimacy: Year-End Update with Alison and Adrian (Ep. 31)

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This episode was published on December 10, 2024.

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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...

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