What’s the difference between Financial Literacy and Financial Wellness? 

Hosts Jack Burnette and Alison Castellano discuss how financial literacy is understanding budgets, interest rates, credit scores, and insurance, a key first step to being money smart, but is often not enough to achieve true financial security. Financial wellness, on the other hand, is about feeling confident and in control of your financial future, allowing for reduced stress even when unexpected challenges arise. 

Discover more as this episode highlights: 

• Understanding Financial Literacy vs. Financial Wellness [00:01:00]
• The importance of Emergency Funds [00:07:52]
• The Role of Financial Advisors in Crafting a Financial Game Plan [00:12:36]
• How Couples Can Work Together Towards Financial Wellness [00:09:25]
• And more!

Resources: 

• TikTok: Dave Ramsey
• Financial Intimacy: After The Money Date with Alison and Adrian (Ep. 15)
• Financial Intimacy: Money Date with Alison and Adrian (Ep. 10)
• Financial Intimacy: Tummy Bug Vs. Taco Truck (Ep. 22)
• Financial Intimacy: Year-End Update with Alison and Adrian (Ep. 31)

Connect with Alison Castellano:

• Iter Financial Wellness
• LinkedIn: Alison Castellano
• Facebook: Iter Financial Wellness
• YouTube: The BamCam Podcast
• Email: alison@iterfw.com
• Call Alison: 205-504-9868

Connect with Jack Burnette:

• Iter Financial Wellness
• LinkedIn: Jack Burnette
• Facebook: Iter Financial Wellness
• YouTube: The BamCam Podcast
• Email: jack@iterfw.com
• Call Jack: 205-613-4994