Welcome to The BamCam with Jack Burnette, CFP® and Alison Castellano from RFG Advisory. In this podcast we explore how life and financial wellbeing are intertwined. We’ll look into areas concerning motivation and attitude, financial planning, investing, and much more. Our goal is to empower you with the information and resources you need to help manage your money and strive towards the life you’ve always wanted. So sit back, relax, and join us on this journey of uncovering your true self and understanding financial independence.
Understanding Social Security: Making Informed Decisions at Every Age (Ep. 49)
Retirement planning can feel overwhelming, especially when trying to understand how different income sources will work together. Are you making decisions based on what worked for someone else, or on what truly fits your situation?
In this episode, Adrian and Alison Castellano walk through how Social Security works at every stage of life, from your twenties when it feels distant to your sixties when filing decisions become real. They explain how benefits are calculated, the impact of claiming early versus waiting, and why Social Security should be viewed as one piece of your overall retirement strategy rather than a standalone decision.
Key takeaways:
How Social Security functions as a government insurance program rather than a personal investment account
The importance of your 35 highest earning years and why missing years count as zeros in benefit calculations
Claiming strategies and how filing at 62, full retirement age, or 70 affects your lifetime income significantly
Spousal and survivor benefits that make Social Security a household decision requiring coordinated planning
Why creating your online Social Security account early helps you track earnings and catch errors before retirement
And more!
Resources:
Social Security Administration Website (http://ssa.gov)
Connect with Alison Castellano:
Iter Financial Wellness (https://www.iterfinancialwellness.com/)
LinkedIn: Alison Castellano (https://www.linkedin.com/in/alisoncastellano/)
Facebook: Iter Financial Wellness (https://www.facebook.com/profile.php?id=61554158911484)
YouTube: The BamCam Podcast (https://www.youtube.com/@BAMCAMPodcast)
Email: alison@iterfw.com (mailto:alison@iterfw.com)
Call Alison: 205-504-9868
Connect with Adrian Castellano:
Iter Financial Wellness (https://www.iterfinancialwellness.com/)
LinkedIn: Adrian Castellano (https://www.linkedin.com/in/adrian-castellano-b80517b6/)
Facebook: Iter Financial Wellness (https://www.facebook.com/profile.php?id=61554158911484)
Email: adrian@iterfw.com (mailto:adrian@iterfw.com)
Call Adrian: 813-385-2804
Connect with Jack Burnette:
Iter Financial Wellness (https://www.iterfinancialwellness.com/)
LinkedIn: Jack Burnette (https://www.linkedin.com/in/jack-burnette-cfp%C2%AE-14779212/)
Facebook: Iter Financial Wellness (https://www.facebook.com/profile.php?id=61554158911484)
YouTube: The BamCam Podcast (https://www.youtube.com/@BAMCAMPodcast)
Email: jack@iterfw.com (mailto:jack@iterfw.com)
Call Jack: 205-613-4994
30 Dec 2025
Girl Math and Financial Wellness: Making Intentional Money Choices (Ep. 48)
Have you ever caught yourself justifying a purchase with creative mental math?
Maybe thinking that preloaded app money makes your coffee free, or that a dress is automatically 50% off because you only bought one item.
In this episode, Alison and Adrian Castellano explore the viral trend of girl math and what it reveals about our relationship with money. They share relatable examples from their own lives and discuss how these mental shortcuts can work for us or against us.
The conversation focuses on understanding the emotional side of spending, building awareness around purchases, and creating systems that align with personal values and financial goals.
Key takeaways:
How girl math reveals the emotional and psychological patterns behind spending decisions
The importance of awareness when making purchases and catching yourself in justification mode
Practical strategies like paying yourself first automatically and creating a dedicated fun fund for guilt-free joy
Why aligning spending with personal values eliminates the need for mental gymnastics
How to redirect natural spending instincts toward habits that support long-term financial goals using girl math on purpose
And more!
Connect with Alison Castellano:
Iter Financial Wellness (https://www.iterfinancialwellness.com/)
LinkedIn: Alison Castellano (https://www.linkedin.com/in/alisoncastellano/)
Facebook: Iter Financial Wellness (https://www.facebook.com/profile.php?id=61554158911484)
YouTube: The BamCam Podcast (https://www.youtube.com/@BAMCAMPodcast)
Email: alison@iterfw.com (mailto:alison@iterfw.com)
Call Alison: 205-504-9868
Connect with Adrian Castellano:
Iter Financial Wellness (https://www.iterfinancialwellness.com/)
LinkedIn: Adrian Castellano (https://www.linkedin.com/in/adrian-castellano-b80517b6/)
Facebook: Iter Financial Wellness (https://www.facebook.com/profile.php?id=61554158911484)
Email: adrian@iterfw.com (mailto:adrian@iterfw.com)
Call Adrian: 813-385-2804
Connect with Jack Burnette:
Iter Financial Wellness (https://www.iterfinancialwellness.com/)
LinkedIn: Jack Burnette (https://www.linkedin.com/in/jack-burnette-cfp%C2%AE-14779212/)
Facebook: Iter Financial Wellness (https://www.facebook.com/profile.php?id=61554158911484)
YouTube: The BamCam Podcast (https://www.youtube.com/@BAMCAMPodcast)
Email: jack@iterfw.com (mailto:jack@iterfw.com)
Call Jack: 205-613-4994
28 Nov 2025
Let’s Talk About the “Santa Claus Rally” (Ep. 47)
People talk about the Santa Claus Rally every December, but most investors never understand what is actually happening beneath the surface. Jack and Adrian break down why the final trading days of the year often feel surprisingly strong and what it reveals about market psychology, timing, and cash flow. They open up the conversation with … Read More Read More
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
YouTube views
50,785
Score snapshot 15 Sept 2025
Apple Podcasts (US)
5.0 / 5
6 ratings
Spotify
5.0 / 5
3 ratings
Podcast Authority Score: 34 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
Quality
16
Social presence
0
YouTube
72
Engagement
60
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