The BamCam

Financial Intimacy: Money Date (Ep.10)

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Money is one of the most common causes of stress in a relationship. 

If your financial habits and goals differ from those of your spouse, it’s time to plan a Money Date. 

Join Jack Burnette and Alison Castellano as they highlight the importance of setting time to connect with your partner about your finances. Not only will you get to spend quality time with your spouse, but a Money Date can also help reduce stress, improve communication, and help you align your views pertaining to future spending.

Before you make a reservation, listen to this episode to gain insight into:

  • The benefits of going on a Money Date – and how to budget for this particular outing
  • Why is it important to share the same values and perspectives concerning your finances
  • How merging your finances can provide stress relief and inherent bond
  • Why is it important for couples to be on the same page with goals and spending habits
  • Real-life client experiences from their advisory practice 
  • And more

    • Resources:

    • Sobriety Celebration: Jack’s LinkedIn Post

      • Connect with Alison Castellano:

      • Iter Financial Wellness
      • LinkedIn: Alison Castellano
      • Email: Alison Castellano
      • Call Alison: 205-504-9868

        • Connect with Jack Burnette:

        • Iter Financial Wellness
        • LinkedIn: Jack Burnette
        • Email: Jack Burnette
        • Call Jack: 205-613-4994

          • Connect with RFG Advisory:

          • RFG Advisory
          • LinkedIn: RFG Advisory
            • ...more
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            The BamCamBy Jack Burnette, CFP® and Alison Castellano