Life isn’t just about money; it’s about financial well-being and how it integrates with our lives. This episode provides an insightful dive into the intertwined relationship between life’s curveballs, financial planning, and decision-making. With personal stories and tried-and-true advice, Jack and Alison once again share a warm father/daughter conversation that equips listeners with the tools to achieve a balanced life.
In this episode, Jack and Alison discuss:

The dangers of consumerism and the importance of living within one’s means
The emotional rollercoaster of unexpected expenses, as illustrated by Alison’s personal experience with IVF treatments
The evolution of careers in modern times, including job-hopping and its impact on retirement plans
Navigating the maze of insurance options and the necessity of being well-informed
The vital importance of estate planning, including decisions on child care and asset distribution
And more!

Resources:

529 Plan
Managing Travel, Work and Wealth (Ep. 4)

Connect with Jack Burnette:

LinkedIn: Jack Burnette
Email: Jack Burnette
RFG Advisory
LinkedIn: RFG Advisory
Call: 205-613-4994

Connect with Alison Castellano:

LinkedIn: Alison Castellano
Call: 205-504-9868

Ver todos los episodios