Kickstart 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 insights to bolster your financial wellness for the new year. Jack and Alison discuss:  Reflecting on 2024 to improve your financial health Monthly spending audits and making changes together The importance of manageable subscriptions Setting achievable short-term and long-term goals Mindful budgeting and prioritizing experiences  Reviewing and updating insurance and estate plans Investment strategies and consolidating finances And more 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 Jack Burnette: Iter Financial Wellness LinkedIn: Jack Burnette Facebook: Iter Financial Wellness YouTube: The BamCam Podcast Email: [email protected] Call Jack: 205-613-4994