Managing Travel, Work and Wealth (Ep. 4)

19/09/2023 27 min
Managing Travel, Work and Wealth (Ep. 4)

Listen "Managing Travel, Work and Wealth (Ep. 4)"

Episode Synopsis

Wondering how to balance travel adventures and work while securing your financial future? 
Dive into this episode with Jack Burnette and Alison Castellano from RFG Advisory as they unpack this question and more in a warm, father/daughter conversation. They share their own travel stories, discussing the art of juggling professional life with exploration, and highlighting the significance of smart financial planning in making your dreams a reality.
Jack and Alison chat about:

The realization that taking time off doesn’t mean your business will fall apart
How Jack and his wife Barbara balance travel and work, even when not officially retired
The role of financial discipline and smart investment in achieving travel dreams
The importance of having time, money, and a sense of adventure to enjoy extensive international trips
The significance of maintaining good physical health to enjoy adventurous travels
And more!

Resources:

Slow Boat To China
Oceania Cruises

Connect with Jack Burnette:

LinkedIn: Jack Burnette
Email: Jack Burnette
RFG Advisory
LinkedIn: RFG Advisory

Connect with Alison Castellano:

LinkedIn: Alison Castellano
Call: 205-504-9868