Financial 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, Alison Castellano, and Adrian Castellano as they delve into the journey of why they started Iter Financial Wellness and their focus on helping younger generations achieve financial success. They discuss the importance of accountability, providing emotional and tangible support, and the importance of setting realistic goals.  Jack, Alison, and Adrian discuss:  How financial planning can be tailored to meet the needs of various generations The effect of social media when it comes to comparison and self-worth   Information about their financial advice subscription model And more Connect with Alison Castellano: Iter Financial Wellness LinkedIn: Alison Castellano YouTube: The BamCam Podcast Email: [email protected] Call Alison: 205-504-9868 Connect with Jack Burnette: Iter Financial Wellness LinkedIn: Jack Burnette YouTube: The BamCam Podcast Email: [email protected] Call Jack: 205-613-4994 Connect with Adrian Castellano: Iter Financial Wellness LinkedIn: Adrian Castellano Email: [email protected] Call Adrian: 813-385-2804