Alison Burnette Castellano Financial Advisor

Alison Burnette Castellano Financial Advisor I have a passion for helping people plan for and live their best life! Securities offered by Registered Representatives through Private Client Services.

Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.

11/06/2025

For one child, daycare can cost $18,000 a year.

When that bill disappears, it feels like a massive raise. But here’s the real question:

👉 If you suddenly had $18,000 back in your budget, what would you do with it?

Your answer says a lot about how you see your future.

Stream the latest podcast episode for even more insight: https://bit.ly/4qxjc8I

11/03/2025

When daycare ends, it feels like you just got a raise.

Imagine suddenly having $1,000–$2,000 a month freed up. That’s not pocket change, it’s a game-changing opportunity.

Too often, though, it gets lost in everyday spending.

Handled with intention, this could be the moment that changes your family’s financial story.

Stream our latest podcast episode for more insight into this conversation: https://apple.co/4qOsOwf

08/30/2025

Wealth isn’t about keeping up with the Joneses, it’s about living in alignment with YOUR values.

For some, that’s a dream home. For others, it’s freedom from debt, the ability to travel, or simply sleeping well at night without money worries.

Even the smallest steps today can add up to a big difference in 10, 20, or 30 years.

💬 What’s YOUR definition of wealth? Share it in the comments, we’d love to hear your perspective.

08/27/2025

You don’t need complicated strategies to build wealth; you just need consistency.

We’ve worked with teachers, nurses, and first responders who’ve built incredible financial security by making steady, intentional moves over time.

It’s not flashy. It’s not overnight. But it works.

📲 See how you can start today: https://bit.ly/41nIVFO

07/16/2025

⚠️ Scam Red Flags: Trust Your Gut ⚠️

Here are a few red flags you shouldn’t ignore.

🚩“Click now or your account will be locked.”
🚩“Act immediately or we’ll delete your profile.”

These messages are designed to panic you. But here’s the truth:
If it’s really important, the platform or institution will find another way to reach you.

🔐 When it comes to your money and your online identity, your gut instinct is a powerful first line of defense. Don’t ignore it.

07/12/2025

In this clip, I share how Adrian and I are limiting screen time and implementing safe features for our young child.

Our goal isn’t perfection, it’s progress. Because when it comes to raising digitally aware children, the little things add up.

🎧 If you’re a parent, grandparent, or caregiver, don’t miss this all-new episode as we highlight digital threats and scams.

Let’s lead with awareness and raise kids who thrive online and off.

Listen on Apple Podcasts: https://bit.ly/44spn3T

Stream on Spotify: https://bit.ly/40C8bYn

Watch on our YouTube channel: https://youtu.be/jj5EDqEmi9s

🛑 Digital fraud is evolving—are you ready to fight back?In our latest episode of the BamCam podcast, we explore the alar...
07/10/2025

🛑 Digital fraud is evolving—are you ready to fight back?

In our latest episode of the BamCam podcast, we explore the alarming rise of online scams and the real risks threatening your financial security. From AI-powered deception to everyday phishing tricks, no one is immune. That’s why we’re sharing practical, expert-backed tips you can use right now to protect what you've worked so hard to build.

🎙️ Hear real stories, learn the red flags, and get clear, actionable steps to outsmart scammers before they strike.

Don’t wait until it’s too late—empower your digital life and stay one step ahead.

🔗 Listen now and take control of your online safety:

Spotify: https://bit.ly/40C8bYn

Apple: https://bit.ly/44spn3T

The BamCam · Episode

💻 What would you do if everything you worked for disappeared because of one click?Digital deception isn’t just a far-off...
07/09/2025

💻 What would you do if everything you worked for disappeared because of one click?

Digital deception isn’t just a far-off threat—it’s happening every day, to people who thought they were too smart to fall for it. From phishing links to fake login pages, the tactics are evolving fast. But here’s the good news: so can our defenses.

In this episode, Alison and Adrian break down real-life examples that feel uncomfortably familiar—and share practical ways to protect your digital identity without feeling overwhelmed. It’s not about living in fear, it’s about stepping into digital confidence with clarity and control.

This isn’t just a tech issue—it’s a life issue. And the best time to prepare is before it’s too late.

🎧 Ready to outsmart the scammers? Watch this all-new episode now! https://youtu.be/jj5EDqEmi9s

What do fake text messages, Nigerian princes, and high-tech AI scams have in common? They're all digital fraud tactics, and they're more sophisticated than e...

07/07/2025

“Keep this a secret.” 🚩

If a message starts like that, it’s not just a red flag—it’s a blaring siren. 🚨

This week, we explored how scams are evolving, especially with the rise of AI-generated content. The old signs—bad grammar, awkward phrases—aren’t as reliable anymore. Today’s scams sound polished, professional, and terrifyingly convincing.

Whether it’s an urgent request for money or a plea not to involve others, the emotional pressure is real. And that’s exactly what makes it effective.

Our conversation breaks down the psychology behind these tactics and how you can stay a step ahead. Recognizing the pattern could be the difference between safety and serious consequences.

Let’s get smarter, together.

🎧 Listen to the latest episode and learn how to protect yourself and those around you. https://bit.ly/44spn3T

05/07/2025

💰 Traditional vs. Roth—What’s the Difference?

Adrian broke it down perfectly in this clip.

✅ Traditional IRA/401(k): Contribute pre-tax dollars = tax break now, but you’ll pay taxes later in retirement.

✅ Roth IRA/401(k): Contribute after-tax dollars = pay taxes now, but your money grows tax-free and you keep it all in retirement.

Which one’s right for you? Tune in to our latest episode to find out! 🎧

We recorded 2 new episodes of The BAMCAM Podcast today with the entire Iter Financial Wellness team! Excited to share th...
03/18/2025

We recorded 2 new episodes of The BAMCAM Podcast today with the entire Iter Financial Wellness team! Excited to share these with you later this spring.

Recorded another episode of The BAMCAM Podcast today. Really excited for the all the content we’re bringing our listener...
01/27/2025

Recorded another episode of The BAMCAM Podcast today. Really excited for the all the content we’re bringing our listeners this year!

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248 Inverness Center Drive
Birmingham, AL
35242

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