Known for his practical and accessible guidance, Stanley Tate, an expert attorney in student loan law, has become an indispensable resource for student loan borrowers of diverse backgrounds.  In this conversation, Jessica and Brandon dive into the complexities of the student loan debt landscape and its emotional toll on borrowers. From navigating federal, private and Parent PLUS loans, to strategies for finding relief through repayment options and bankruptcy, this episode is packed with expert insights and practical steps you can take to reassess your  decisions regarding student loans, repayment and the ROI of college.

Watch this episode in video form on YouTube

Leave us a question in the form of a voicemail 

You can email us at: [email protected]

Be sure to connect with us on socials @thesugardaddypodcast we are most active on Instagram

Learn more about Brandon and schedule a free 30-minute introductory call with him here: https://www.oakcityfinancial.us

Notes from the show:

https://www.tateesq.com/

https://www.youtube.com/@stanleytate

This episode explores the critical theme of teaching children financial literacy and responsibility, framed through the experiences of Maya Corbic.  Maya is a Canadian based CPA and author of a kids’ book "From Piggy Banks to Stocks: The Ultimate Guide for a Young Investor" and the founder of the Wealthy Kids Investment Club.
Her popular Instagram account @teach.kids.money inspires parents to raise financially independent kids.

This episode is packed with practical strategies for engaging discussions about money, and steps for investing in children’s financial futures, all while emphasizing the importance of open communication and support within families.

In this episode we discuss:
• The importance of family bonds and relationships over wealth
• Insights into raising financially responsible kids without the pressure of societal expectations
• The impact of Maya's immigrant background on her financial philosophies
• How to shift from a scarcity mindset to one of abundance
• The significance of open conversations about money in family dynamics
• Practical strategies for parents to teach financial independence to their children
• Investment strategies suitable for child accounts and starting early
• Emphasizing balance: the role of rest and reflection in financial wellness.

Watch this episode in video form on YouTube

Leave us a question in the form of a voicemail 

You can email us at: [email protected]

Be sure to connect with us on socials @thesugardaddypodcast we are most active on Instagram

Learn more about Brandon and schedule a free 30-minute introductory call with him here: https://www.oakcityfinancial.us

Notes from the show:
Connect with Maya on Instagram

Connect with Maya on YouTube

Check out Maya’s website and order her books 

In this episode, Jessica shares her personal journey of being laid off from a Fortune 100 tech company and the steps she took to navigate this transition with strategy & resilience. The conversation delves into managing emotions during layoffs, understanding severance packages, job searching strategies, and the importance of networking.

Jessica and Brandon dive into:
• Sharing Jessica's layoff experience and emotional response
• Importance of understanding severance packages and your finances
• Strategies and tips for effective job searching
• Navigating the interview process and negotiations
• The value of networking in finding new opportunities

Be sure to connect with us on socials @thesugardaddypodcast we are most active on Instagram

Learn more about Brandon and schedule a free 30-minute introductory call with him
Watch this episode on YouTube

Leave us a question via voicemail to be answered during future episodes

You can email us at: [email protected]

Notes from the show:
Email template Jessica read in the episode

This episode dives deep into understanding your 401K and retirement options through employers, emphasizing the importance of maximizing contributions, especially around employer matches. Key topics include auto-enrollment processes, investment options, Roth vs. pre-tax contributions, and what to do when changing jobs or needing to access funds.

• Importance of understanding employer matches
• Differences in auto enrollment versus manual enrollment
• Contribution percentages and how to adjust them
• Vesting periods and their impact on your retirement savings
• How to choose investments within your 401k
• Exploration of pre-tax and Roth contributions
• Loan and hardship withdrawal options
• Considerations when leaving an employer and rolling over your 401k
• Guiding principles on retirement planning and strategy

Be sure to connect with us on socials @thesugardaddypodcast we are most active on Instagram

Learn more about Brandon and schedule a free 30-minute introductory call with him
Watch this episode on YouTube

Leave us a question via voicemail to be answered during future episodes

You can email us at: [email protected] 

In this episode, Jess and Brandon unveil their D.R.E.A.M framework for couples, designed to facilitate meaningful discussions about money by focusing on emotional connections rather than just numbers. They explore the importance of diving into personal money histories, reflecting on their impact, engaging in shared goals, taking action, and ongoing management to foster strong financial partnerships.

If you’re ready to have better conversations about money with your partner in 2025, then this episode is for you.

Watch this episode in video form on YouTube

If you’d like to leave us a question to be answered during future episodes, you can leave us a voicemail 

To apply to be a guest on the show

You can email us at: [email protected]

Be sure to connect with us on socials @thesugardaddypodcast - we are most active on Instagram

Schedule a free 30-minute introductory call with Brandon 

Please remember to subscribe, rate, and review the show.

Notes from the show:

Learn more about D.R.E.A.M here

Kickstart your 2025 with a fresh perspective on achieving financial success by mastering the art of budgeting, saving, and goal setting. This episode will equip you with five powerful, actionable steps that can help you transform how you manage your finances in the new year.

Watch this episode in video form on YouTube

If you’d like to leave us a question to be answered during future episodes, you can leave us a voicemail 

To apply to be a guest on the show

You can email us at: [email protected]

Be sure to connect with us on socials @thesugardaddypodcast - we are most active on Instagram

Schedule a free 30-minute introductory call with Brandon 

Please remember to subscribe, rate, and review the show.

Notes from the show:

Debt Payoff Calculator 

Can you support your kids and aging parents without sacrificing your financial stability? In this episode, we unpack the unique challenges of the sandwich generation and share practical strategies to help you stay balanced.

Key Takeaways:

• Talking Money with Parents: Learn how to initiate open conversations about their financial plans, from savings and debt to long-term care, so you can avoid unexpected burdens and ensure everyone’s stability.
• Caregiving Without Overload: Discover tips for managing elder care while maintaining your career, including leveraging employer benefits and budgeting wisely for caregiving options.
• Planning Ahead with Your Partner: Prepare for scenarios like integrating a parent into your home or navigating medical expenses with tools like life insurance and long-term care policies to secure generational wealth.
• Raising Financially Savvy Kids: Empower the next generation with financial literacy, teaching them critical skills like smart spending, delayed gratification, and planning for the future with 529 plans and UTMA accounts.

This episode is your guide to balancing family responsibilities and building a strong financial foundation for generations to come. Listen now to take control and thrive!

Watch this episode in video form on YouTube: https://www.youtube.com/channel/UCP55O4Ku4dukHcK0kExhpcA

To apply to be a guest on the show, visit 

https://www.thesugardaddypodcast.com/guests/intake/ 

If you’d like to leave us a question to be answered during future episodes, you can do so at:https://www.speakpipe.com/thesugardaddypodcast

You can email us at: [email protected]

Be sure to connect with us on socials @thesugardaddypodcast we are most active on Instagram

Learn more about Brandon and schedule a free 30-minute introductory call with him here: https://www.oakcityfinancial.us

Buy us a coffee: https://buymeacoffee.com/thesugardaddypodcast

Please remember to subscribe, rate, and review.

Financial wisdom meets timeless biblical principles with special guest Lilias John. From an unexpected inheritance to stark financial mismanagement in her college years, to teaching financial literacy in Harlem, this episode will take you on a journey of growth and transformation. Her story is a powerful testament to the transformative potential of financial education rooted in biblical principles. Join Jess and Brandon as they explore the profound relationship between faith and finances. This is an episode you don’t want to miss. 

Watch this episode in video form on YouTube: https://www.youtube.com/channel/UCP55O4Ku4dukHcK0kExhpcA

To apply to be a guest on the show, visit 

https://www.thesugardaddypodcast.com/guests/intake/ 

If you’d like to leave us a question to be answered during future episodes, you can do so at:https://www.speakpipe.com/thesugardaddypodcast

You can email us at: [email protected]

Be sure to connect with us on socials @thesugardaddypodcast we are most active on Instagram

Learn more about Brandon and schedule a free 30-minute introductory call with him here: https://www.oakcityfinancial.us

Buy us a coffee: https://buymeacoffee.com/thesugardaddypodcast

Please remember to subscribe, rate, and review.

Notes from the show:

Connect with Lilias-
https://instagram.com/yourfinancialstylist

https://facebook.com/yourfinancialstylist

https://youtube.com/yourfinancialstylist

https://tiktok.com/yourfinancialstylist

http://yourfinancialstylist.com

Explore the world of travel hacking, with Instagram influencer, Aunt Kara, who shares her journey of transforming everyday spending into extraordinary family vacations worth over $125,000.  She discusses her strategic use of airline and hotel loyalty programs to her insights on popular travel credit cards like Chase Sapphire Preferred and Capital One Venture. Join Jess and Brandon as they discuss the importance of aligning financial goals with personal preferences, ensuring that your travel and spending choices are tailored to your unique needs.  Whether planning a dream family trip to Hawaii or deciding which card will best suit your lifestyle, this episode is packed with practical insights and advice.

Watch this episode in video form on YouTube: https://www.youtube.com/channel/UCP55O4Ku4dukHcK0kExhpcA

To apply to be a guest on the show, visit 

https://www.thesugardaddypodcast.com/guests/intake/ 

If you’d like to leave us a question to be answered during future episodes, you can do so at:https://www.speakpipe.com/thesugardaddypodcast

You can email us at: [email protected]

Be sure to connect with us on socials @thesugardaddypodcast we are most active on Instagram

Learn more about Brandon and schedule a free 30-minute introductory call with him here: https://www.oakcityfinancial.us

Buy us a coffee: https://buymeacoffee.com/thesugardaddypodcast

Please remember to subscribe, rate, and review.

Notes from the show:

Kara’s Website
Kara’s Instagram
Kara’s Facebook
Kara’s YouTube 
Kara’s 90 Min YouTube Rewards Course

Buckle up for some big thoughts from Brandon and Jess about today’s economy. From fair wages to taxes and tariffs, this episode packs it in.  They tackle hot topics like Social Security and how the government keeps control of its population.  Don’t worry, they also leave you with actionable insights on building wealth, balancing intention with action, and taking charge of your financial future.

Watch this episode in video form on YouTube: https://www.youtube.com/channel/UCP55O4Ku4dukHcK0kExhpcA

To apply to be a guest on the show, visit 

https://www.thesugardaddypodcast.com/guests/intake/ 

If you’d like to leave us a question to be answered during future episodes, you can do so at:https://www.speakpipe.com/thesugardaddypodcast

You can email us at: [email protected]

Be sure to connect with us on socials @thesugardaddypodcast we are most active on Instagram

Learn more about Brandon and schedule a free 30-minute introductory call with him here: https://www.oakcityfinancial.us

Buy us a coffee: https://buymeacoffee.com/thesugardaddypodcast

Please remember to subscribe, rate, and review.