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This episode is your golden ticket to taking control of your finances, reflecting on 2023 and preparing for a successful year ahead. Tune in as Jessica and Brandon share the ultimate Year-End Financial Checklist for 2023, explaining the must-do's to keep your financial health in peak condition. From assessing your spending habits, to maximizing retirement contributions to tax planning, they’ve got you covered. Don't miss out on learning ways to improve your financial health and prepare for a prosperous year ahead.
If you’d like to leave us a question to be answered during future episodes, you can do so at Speakpipe.
You can email us at: [email protected]
Be sure to connect with us on Instagram
Learn more about Brandon, and Oak City Financial
Schedule 30 minutes with Brandon
Please remember to subscribe, rate, and review.
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Explore The Sugar Daddy Podcast Stan Store — Downloadables, tools, and more to level up your money game together!
Head over to our YouTube channel to catch this episode in full video form.
You can also email us at: [email protected]
Connect with us on Instagram
We’re most active over at @thesugardaddypodcast
Chat with Brandon
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Money, relationships, and the mindset to master both. Hosted by financial advisor Brandon and his wife Jessica, The Sugar Daddy Podcast breaks down how to build wealth, unpack old money beliefs, and have real conversations...
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Discover the inspiring story of Jacqueline Rodgers, the founder of Greentop Gifts, as she shares her mission behind creating a diverse holiday experience for Black and brown people everywhere. Her Santa-inspired wrapping paper, featuring Clarence Claus, a Black Santa, is a testament to her entrepreneurial spirit and dedication to the cause. Jessica and Brandon dive in to Jacqueline’s journey, from vision to tangible product, now on retail shelves, like Target. From designing her first two sku’s, to securing manufacturers, getting into retail, and writing grants, to being featured in Essence, People, and O, The Oprah Magazine, this is more than “just” wrapping paper and family jammies. It’s a conversation about diversity, the importance of representation and a deep dive into the highs and lows of entrepreneurship. Tis the season for this dynamic conversation, you won’t want to miss.
If you’d like to leave us a question to be answered during future episodes, you can do so at Speakpipe.
You can email us at: [email protected]
Be sure to connect with us on Instagram
Learn more about Brandon, and Oak City Financial
Schedule 30 minutes with Brandon
Please remember to subscribe, rate, and review.
Notes from the show:
Connect with Jacqueline and Greentop Gifts below:
website | email | facebook | twitter | instagram | pinterest | youtube
FedEx Small Business Grant: https://www.fedex.com/en-us/small-business/grant-contest.html
Boss Women Media:
https://bosswomen.org/
NFL PA
https://nflpa.com/
Target Accelerators Program: https://targetaccelerators.com/happenings/news/2023-target-accelerators-applications-now-open/
Bey GOOD:
https://beygood.org/
Get a $5 month for Point.Me our favorite way to find the best flights
Get 50% off of Monarch Money for one year with this link
Subscribe to The Sugar Daddy Podcast newsletter
Explore The Sugar Daddy Podcast Stan Store — Downloadables, tools, and more to level up your money game together!
Head over to our YouTube channel to catch this episode in full video form.
You can also email us at: [email protected]
Connect with us on Instagram
We’re most active over at @thesugardaddypodcast
Chat with Brandon
Want to work together? Learn more about Brandon
Book a free 30-min call to see if it's a fit.
Show us some love, hit subscribe, leave a five star rating, and drop a quick review!
Money, relationships, and the mindset to master both. Hosted by financial advisor Brandon and his wife Jessica, The Sugar Daddy Podcast breaks down how to build wealth, unpack old money beliefs, and have real conversations...
Send us Fan Mail
Ever dreamt of trading the daily grind for a life filled with adventure and the open road? Claire Fleming not only dreamt it, but she made it happen. With a determined spirit, she swapped her corporate life for van life, transforming a van into a cosy and liveable space. Get a first-hand account of her bold transition, the hurdles she faced, and the creative ways she solved problems. Claire's journey is not only about geographical exploration, but also a deep dive into financial literacy and independence. Discover how she achieved financial freedom and paid off a hefty credit card debt while freelancing and living on the road. Listen as she shares her experiences with real estate investments, managing renovations, and creating passive income streams. But the road less travelled is not always smooth. Claire opens up about the challenges she faced - from finding amenities on the road to dealing with safety concerns as a solo female traveler. She also discusses the impact of this lifestyle on her personal relationships and dating. Claire's tale is one of courage, and the quest for a life less ordinary, proving that sometimes, the biggest risks can lead to the most rewarding journeys. Join Brandon and Jessica for a conversation that might just spark your own wanderlust and inspire you to redefine what's possible.
If you’d like to leave us a question to be answered during future episodes, you can do so at Speakpipe.
You can email us at: [email protected]
Be sure to connect with us on Instagram
Learn more about Brandon, and Oak City Financial
Schedule 30 minutes with Brandon
Please remember to subscribe, rate, and review.
Notes from the show:
Connect with Claire on her website , on Instagram and Facebook, YouTube and TikTok
iOverlander App
Get a $5 month for Point.Me our favorite way to find the best flights
Get 50% off of Monarch Money for one year with this link
Subscribe to The Sugar Daddy Podcast newsletter
Explore The Sugar Daddy Podcast Stan Store — Downloadables, tools, and more to level up your money game together!
Head over to our YouTube channel to catch this episode in full video form.
You can also email us at: [email protected]
Connect with us on Instagram
We’re most active over at @thesugardaddypodcast
Chat with Brandon
Want to work together? Learn more about Brandon
Book a free 30-min call to see if it's a fit.
Show us some love, hit subscribe, leave a five star rating, and drop a quick review!
Money, relationships, and the mindset to master both. Hosted by financial advisor Brandon and his wife Jessica, The Sugar Daddy Podcast breaks down how to build wealth, unpack old money beliefs, and have real conversations...
Send us Fan Mail
What do you get when you mix a business investment gone wrong, lawsuits and $300k+ of fraudulent debt? You get Beth and Ben’s jaw dropping story. Tune in as they detail the moments that turned their newlywed bliss upside down and how they overcame the most shocking and disappointing time in their life. Through the turmoil, they came out stronger than ever. Listen in as they offer valuable insights on handling financial relationships, the importance of documentation and share their learnings on managing money with someone you trust. Their story is a powerful reminder of the importance of financial literacy. Get ready to pick your jaw up off the floor as you listen in to this heart-wrenching yet enlightening tale of trust, brotherly betrayal, and redemption.
If you’d like to leave us a question to be answered during future episodes, you can do so at Speakpipe.
You can email us at: [email protected]
Be sure to connect with us on Instagram
Learn more about Brandon, and Oak City Financial
Schedule 30 minutes with Brandon
Please remember to subscribe, rate, and review.
Get a $5 month for Point.Me our favorite way to find the best flights
Get 50% off of Monarch Money for one year with this link
Subscribe to The Sugar Daddy Podcast newsletter
Explore The Sugar Daddy Podcast Stan Store — Downloadables, tools, and more to level up your money game together!
Head over to our YouTube channel to catch this episode in full video form.
You can also email us at: [email protected]
Connect with us on Instagram
We’re most active over at @thesugardaddypodcast
Chat with Brandon
Want to work together? Learn more about Brandon
Book a free 30-min call to see if it's a fit.
Show us some love, hit subscribe, leave a five star rating, and drop a quick review!
Money, relationships, and the mindset to master both. Hosted by financial advisor Brandon and his wife Jessica, The Sugar Daddy Podcast breaks down how to build wealth, unpack old money beliefs, and have real conversations...
Send us Fan Mail
With her 10 page spread in HGTV Magazine to designing celebrity homes, Amber Guyton is the audacious founder and interior designer behind Blessed Little Bungalow. Amber left a lucrative FinTech career, took a leap of faith and turned her passion for blogging, creating and interior design, into a full time career. This conversation is packed with stories from her career pivot, to life goals and accomplishments. Holding a candid conversation around fertility, Amber shares her choice to freeze her eggs at 36 and the financial and emotional implications of that journey. Tune is as Jessica and Brandon dive deep into this intriguing crossroads of passion, career, financial freedom and designing the life of your dreams.
If you’d like to leave us a question to be answered during future episodes, you can do so at Speakpipe.
You can email us at: [email protected]
Be sure to connect with us on Instagram
Learn more about Brandon, and Oak City Financial
Schedule 30 minutes with Brandon
Please remember to subscribe, rate, and review.
Notes from the show:
Connect with Amber below:
website | email | facebook | twitter | instagram | pinterest | youtube | houzz
Get a $5 month for Point.Me our favorite way to find the best flights
Get 50% off of Monarch Money for one year with this link
Subscribe to The Sugar Daddy Podcast newsletter
Explore The Sugar Daddy Podcast Stan Store — Downloadables, tools, and more to level up your money game together!
Head over to our YouTube channel to catch this episode in full video form.
You can also email us at: [email protected]
Connect with us on Instagram
We’re most active over at @thesugardaddypodcast
Chat with Brandon
Want to work together? Learn more about Brandon
Book a free 30-min call to see if it's a fit.
Show us some love, hit subscribe, leave a five star rating, and drop a quick review!
Money, relationships, and the mindset to master both. Hosted by financial advisor Brandon and his wife Jessica, The Sugar Daddy Podcast breaks down how to build wealth, unpack old money beliefs, and have real conversations...
Send us Fan Mail
Today, Jessica and Brandon celebrate seven happy years of marriage. That’s 2555 days of choosing to love each other, communicate, grow, build, laugh and lift each other up.
Tune in as they give you seven easy to follow and relatable marriage tips that have worked for them the last seven years, in seven-ish minutes. This fast and fun episode is packed with ways to help enhance your own relationship, so that you’ll continue to love each other and show up for each other for decades to come.
If you’d like to leave us a question to be answered during future episodes, you can do so at Speakpipe.
You can email us at: [email protected]
Be sure to connect with us on Instagram
Learn more about Brandon, and Oak City Financial
Schedule 30 minutes with Brandon
Please remember to subscribe, rate, and review.
Get a $5 month for Point.Me our favorite way to find the best flights
Get 50% off of Monarch Money for one year with this link
Subscribe to The Sugar Daddy Podcast newsletter
Explore The Sugar Daddy Podcast Stan Store — Downloadables, tools, and more to level up your money game together!
Head over to our YouTube channel to catch this episode in full video form.
You can also email us at: [email protected]
Connect with us on Instagram
We’re most active over at @thesugardaddypodcast
Chat with Brandon
Want to work together? Learn more about Brandon
Book a free 30-min call to see if it's a fit.
Show us some love, hit subscribe, leave a five star rating, and drop a quick review!
Money, relationships, and the mindset to master both. Hosted by financial advisor Brandon and his wife Jessica, The Sugar Daddy Podcast breaks down how to build wealth, unpack old money beliefs, and have real conversations...
Send us Fan Mail
Imagine finding out that your doctor documented a growth in your breast and didn’t tell you about it. Imagine that growth being cancer. In this incredible conversation, Jessica and Brandon sit down with Jessica Baladad, a five-year breast cancer survivor, diagnosed at age 33! Now that she’s done beating cancer’s ass, she’s an advocate for others navigating the impossible field that is our US healthcare system. From $20k scans to demanding refunds, her experience will give you (chills) and insights on just how you can advocate for yourself and question everything. Jessica's journey, from being dismissed by her practitioner to becoming a staunch advocate for healthcare literacy and financial literacy, is nothing short of inspiring.
Learn about the No Surprises Act, how to audit your medical bills, hold insurance companies accountable and so much more. This episode is not just a testament to Jessica's resilience and determination, but a call to action - for everyone to be proactive about their health.
Don’t forget to do your monthly exam.
If you’d like to leave us a question to be answered during future episodes, you can do so at Speakpipe.
You can email us at: [email protected]
Be sure to connect with us on Instagram
Learn more about Brandon, and Oak City Financial
Schedule 30 minutes with Brandon
Please remember to subscribe, rate, and review.
Notes from the show:
Follow Feel For Your Life on Instagram
Follow Jessica on Instagram
Follow Jessica on Facebook
Connect with Jessica on LinkedIn
Download Feel For Your Life today!
Visit the Feel For Your Life Website
Get a $5 month for Point.Me our favorite way to find the best flights
Get 50% off of Monarch Money for one year with this link
Subscribe to The Sugar Daddy Podcast newsletter
Explore The Sugar Daddy Podcast Stan Store — Downloadables, tools, and more to level up your money game together!
Head over to our YouTube channel to catch this episode in full video form.
You can also email us at: [email protected]
Connect with us on Instagram
We’re most active over at @thesugardaddypodcast
Chat with Brandon
Want to work together? Learn more about Brandon
Book a free 30-min call to see if it's a fit.
Show us some love, hit subscribe, leave a five star rating, and drop a quick review!
Money, relationships, and the mindset to master both. Hosted by financial advisor Brandon and his wife Jessica, The Sugar Daddy Podcast breaks down how to build wealth, unpack old money beliefs, and have real conversations...
Send us Fan Mail
Imagine entering a partnership agreement that not only safeguards your wealth but also your relationship. Yes, we're talking about prenuptial and post-nuptial agreements. In this episode, Jessica and Brandon sit down with Aaron Thomas, Harvard Law School graduate and founder of Prenups.com. With clients ranging from NBA hall of famers and Superbowl winners to Grammy award winning artists, Aaron has extensive experience representing his clients in a range of family law matters. As a three-time winner of Atlanta’s Best Divorce Attorney, you’ll want to tune in to learn from Aaron, and find out more about the positive impact a prenuptial agreement can have on your marriage. Get ready to ditch the negative stereotypes holding you back from creating an even happier union.
If you’d like to leave us a question to be answered during future episodes, you can do so at Speakpipe. We can’t wait to hear from you!
Be sure to connect with us on Instagram
Learn more about Brandon, and Oak City Financial
Schedule 30 minutes with Brandon
Please remember to subscribe, rate, and review.
Notes from the show:
Book your free 30 min consult with Prenup.com
Connect with Aaron Thomas on Instagram and LinkedIn
Get a $5 month for Point.Me our favorite way to find the best flights
Get 50% off of Monarch Money for one year with this link
Subscribe to The Sugar Daddy Podcast newsletter
Explore The Sugar Daddy Podcast Stan Store — Downloadables, tools, and more to level up your money game together!
Head over to our YouTube channel to catch this episode in full video form.
You can also email us at: [email protected]
Connect with us on Instagram
We’re most active over at @thesugardaddypodcast
Chat with Brandon
Want to work together? Learn more about Brandon
Book a free 30-min call to see if it's a fit.
Show us some love, hit subscribe, leave a five star rating, and drop a quick review!
Money, relationships, and the mindset to master both. Hosted by financial advisor Brandon and his wife Jessica, The Sugar Daddy Podcast breaks down how to build wealth, unpack old money beliefs, and have real conversations...
Send us Fan Mail
“Queenmaker,” Denise Conroy is one of the 2% of women globally who have made it to the CEO role. She was the youngest Chief Marketing Officer in television history at The Outdoor Channel and her industry-renowned gift for strategy and trendspotting landed her the CMO role at HGTV. Denise’s groundbreaking strategy took the network from #17 to #4 in the ratings in only 18 months, generating an additional $250 million in revenue and crossing $1 billion in advertising sales for the first time in the brand’s history. In 2021, she founded Themy, a one-of-a-kind executive coaching practice dedicated to advancing more female executives to the C-suite and boardroom. Take a peek behind this incredible curtain as Jessica and Brandon dive into her leadership, advocacy and unique approach to empowering women through financial literacy and self-actualization. This riveting discussion is packed with life lessons, professional insights, and an opportunity to witness Denise's journey to becoming a successful CEO and entrepreneur. It’s a must-listen for anyone aspiring to get into leadership, and the C-Suite. Her first book The Blueprint: Playing Big with Your Life & Career is slated for release this month (September 2023).
If you’d like to leave us a question to be answered during future episodes, you can do so at Speakpipe. We can’t wait to hear from you!
Be sure to connect with us on Instagram
Learn more about Brandon, and Oak City Financial
Schedule 30 minutes with Brandon
Please remember to subscribe, rate, review and share our podcast far and wide. It means so much to us!
Notes from the show:
Connect with Denise and view her offerings
www.themyllc.com
Connect with Denise on LinkedIn
Denise’s Email: [email protected]
Get a $5 month for Point.Me our favorite way to find the best flights
Get 50% off of Monarch Money for one year with this link
Subscribe to The Sugar Daddy Podcast newsletter
Explore The Sugar Daddy Podcast Stan Store — Downloadables, tools, and more to level up your money game together!
Head over to our YouTube channel to catch this episode in full video form.
You can also email us at: [email protected]
Connect with us on Instagram
We’re most active over at @thesugardaddypodcast
Chat with Brandon
Want to work together? Learn more about Brandon
Book a free 30-min call to see if it's a fit.
Show us some love, hit subscribe, leave a five star rating, and drop a quick review!
Money, relationships, and the mindset to master both. Hosted by financial advisor Brandon and his wife Jessica, The Sugar Daddy Podcast breaks down how to build wealth, unpack old money beliefs, and have real conversations...
Send us Fan Mail
Social media will have you believing everyone is a millionaire, living their best debt free life, when the reality is most Americans have debt. In this episode, Jessica and Brandon dive into the “good debt/bad debt” nuances and give you practical ways to reduce and repay your debts. Whether you are working to pay off your student loans, medical bills, credit cards or your mortgage, you’ll learn how to properly assess your debt in order to craft a repayment strategy that works for you.
If you’d like to leave us a question to be answered during future episodes, you can do so at Speakpipe. We can’t wait to hear from you!
Be sure to connect with us on Instagram
Learn more about Brandon, and Oak City Financial
Schedule 30 minutes with Brandon
Please remember to subscribe, rate, review and share our podcast far and wide. It means so much to us!
Get a $5 month for Point.Me our favorite way to find the best flights
Get 50% off of Monarch Money for one year with this link
Subscribe to The Sugar Daddy Podcast newsletter
Explore The Sugar Daddy Podcast Stan Store — Downloadables, tools, and more to level up your money game together!
Head over to our YouTube channel to catch this episode in full video form.
You can also email us at: [email protected]
Connect with us on Instagram
We’re most active over at @thesugardaddypodcast
Chat with Brandon
Want to work together? Learn more about Brandon
Book a free 30-min call to see if it's a fit.
Show us some love, hit subscribe, leave a five star rating, and drop a quick review!
Money, relationships, and the mindset to master both. Hosted by financial advisor Brandon and his wife Jessica, The Sugar Daddy Podcast breaks down how to build wealth, unpack old money beliefs, and have real conversations...
From the publisher's feed
Ready to feel confident and in control of your money?
Welcome to The Sugar Daddy Podcast, the podcast that helps you build a clear financial plan so you can feel confident and in…
This show is for people who make “good money” but feel disorganized and unsure what steps to take next. Each episode is designed to help you turn a solid income into a real plan; one you actually understand and can act on.
Whether you’re working toward financial independence, trying to get organized, or learning how to make smarter decisions around saving, investing, budgeting, or talking about money with your partner, hosts Jess and Brandon break it all down in a way that’s simple, practical, and easy to implement.
Brandon is an award-winning, licensed financial planner and owner of Oak City Financial, with over a decade of experience helping clients across the U.S. build clear, confident financial plans.
New episodes every Wednesday.

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