The Sugar Daddy Podcast

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Before you set another New Year’s resolution or budget goal, hit pause and reflect. In this episode, Jessica and Brandon walk you through the exact steps to do a personal money audit that sets you up to win in 2026. Whether you're feeling behind or just want a clearer plan, this episode is your financial reset.

We cover:

• How to review your income, expenses, debt, and savings from 2025
• The 6 key money numbers you need to know
• Tools and automations that make your financial life easier
• How to set smarter, more realistic financial goals for the new year

This is the year you stop winging it and start making your money work for you.

👉🏽 Get 50% off Monarch Money
👉🏽 Download our “When I Die” Planning Guide

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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]

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We’re most active over at @thesugardaddypodcast

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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...

Send us Fan Mail

Most people think their money problems come from a lack of budgeting. But what if the real issue is emotional?

In this powerful episode, Jessica and Brandon sit down with Aja Evans, LMHC, a licensed financial therapist and author of Feel Good Finance, to break down 5 surprising signs you might need financial therapy.

We talk about:

• The link between money trauma and poor financial decisions
• Why budgeting alone doesn’t break bad habits
• How emotional avoidance shows up in your bank account
• What to expect in your first financial therapy session
• Aja’s personal story from stress to success

Whether you’re anxious about spending, stuck in shame about debt, or always feel like “it’s never enough,” this episode will help you understand the deeper story behind your financial behaviors.

Get Aja’s book: Feel Good Finance

Connect with Aja on IG

Connect with Aja on 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

Most couples don’t break up because of infidelity — they break up over money.
And worse? They never saw it coming.

In this episode, we’re breaking down the 5 biggest money mistakes that silently sabotage relationships… and how to actually fix them.

We’re joined by Heather and Douglas Bonaparth, the real-life couple behind the new book Money Together: How to Find Fairness in Your Relationship and Become an Unstoppable Financial Team. From navigating breadwinner role shifts, to recovering from resentment, to building a shared financial practice — they’ve lived it and now teach it.

What You’ll Learn in This Episode:

• Why your childhood money stories matter more than you think
• The biggest mistake couples make with “fairness”
• What to do when one partner earns more (and tension builds)
• How to protect your relationship as life seasons change
• The money practice every couple needs — no spreadsheet required

Whether you’re dating, married, or running a business together, these insights will help you build a healthier relationship with both money and each other.

Connect with Heather on IG 

Connect with Doug on IG 

Buy Money Together 

Subscribe to the Joint Account Newsletter 

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

Are you walking blind when it comes to your finances?

In this episode, Jessica and Brandon are going back to basics because too many people are waking up to financial realities way too late. They're breaking down why it’s so dangerous not to know where your money is, how your bills are being paid, or even what accounts exist. Whether you're married, partnered, or handling things solo, this episode will give you the tools and mindset shift to take back control.

We cover:

• The hidden risks of not knowing how your household finances work
• Why women are disproportionately affected and how to change that
• What “financial visibility” actually means (and how to get it)
• The first steps to organize your bills, accounts, and debt
• Tools we personally use to track everything in one place
• What to do today to protect yourself and your family

This isn’t about shame. It’s about empowerment. Let’s help you build a financial system that works even if life doesn’t go according to plan.

Show Notes:

• Sign up for Monarch Money
• Get our "When I Die" Guide 
• Episode 45: When I Die- A Guide to Support Loved Ones After You’re Gone

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 wonder how someone with a full-time job builds serious wealth on the side? In this episode, we meet Ray Tran, a Brooklyn-based middle school teacher who has built a real estate portfolio of 583 units—all while still teaching financial literacy.

We dive into:

• The mindset shift that led Ray from saving to investing
• How he started with just one property and scaled up
• The truth about passive income (and what most people get wrong)
• How he teaches financial literacy to middle schoolers and adults
• Strategies first-gen families can use to build wealth

Whether you're curious about real estate, feeling stuck in your 9-5, or looking for a financial glow-up, this episode will challenge your thinking and inspire your next move.

Follow Ray:
Website: rtinvests.com

Email: [email protected]

LinkedIn: https://linkedin.com/in/rtinvests

IG: @rt.invests

Facebook: https://facebook.com/rt.invests

TikTok: @rt.invests

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 would you do with a $1,200 stimulus check?

In 2020, Ellie was broke, newly divorced, and raising four kids out of her mom’s house, when she made one powerful decision — to invest her $1200 stimulus check into herself. Fast forward: she’s built a multi-million dollar business empire, helped 60,000+ women, and started a new life in Senegal, where she’s continuing her entrepreneurial journey as a cafe and co-working space owner and real estate investor. 

In this episode, we dive into:

• How she stretched $1,200 into an LLC, website, and first product
• The moment her $15 course made $10K, then $1M
• Business credit vs personal credit — and what most people get wrong
• The power of sweat equity over paid ads
• Building a café & coworking space in Africa with zero experience

Ellie Diop shares the blueprint, the mindset, and the mistakes to avoid if you’re building a business from the bottom.

Notes from the show:

Join Ellie Diop's Ellievated Academy

Follow Ellie Talks Money on Instagram

Follow Ellie Talks Money on TikTok

Subscribe to Ellie Talks Money on YouTube

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

Most people blow through inheritance money in just a few months.
In this episode, Jessica and Brandon break down the 5-step plan to make sure a $50K windfall actually improves your life, instead of disappearing into lifestyle creep, bad investments, or impulsive spending.

✅ What to do in the first 90 days
✅ How to protect and grow sudden money
✅ Why most people get windfalls wrong
✅ Common traps with taxes, family, and fake friends

Whether you inherited $50K, got a surprise bonus, or won big — this episode shows you exactly what to do next.

🎙️ Got a story about blowing or building from sudden money? DM us @TheSugarDaddyPodcast or email us at [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

Health insurance costs are climbing, and this year’s open enrollment feels tougher than ever. Premiums are up, deductibles are higher, and plans seem designed to confuse you. 

In this episode, Jess and Brandon walk through how to actually compare your options by looking at total yearly cost, not just the monthly premium. You’ll learn how to plan for high-cost years with surgeries or pregnancies versus lower-cost preventive years, and how to understand how network changes, prescriptions, and hidden fees can impact your real out-of-pocket costs.

They also break down the tools that help you fight rising healthcare costs:

• HSAs: triple tax advantages and long-term growth potential
• FSAs and Dependent Care FSAs: pre-tax savings for medical and childcare costs
• Short Term Disability: using it for maternity or recovery time
• Group Life and Disability Insurance: what’s covered and where the gaps are

If your health plan feels more expensive but offers less, this episode helps you make the smartest choice for your family and your wallet.

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

In this powerful episode, Jess and Brandon sit down with Ange Matthews, a first-generation investor and founder of The Happy Happy Method, who went from making $40K a year and battling six-figure debt to building seven-figure passive wealth. No trust fund, no finance degree, just side hustles, value investing, and mindset shifts that changed everything.

You’ll learn:

• How Ange invested while still in debt, and why she doesn’t believe in being debt-free before building wealth
• What the 2008 crash taught her about seeing downturns as opportunities
• The truth about accredited investing, and how it opens the door to angel deals, hotels, and private wealth
• Why she used her gains to fund maternity leave, caregiving, real estate and Broadway opportunities 

This is a no-jargon, story-driven guide for anyone curious about investing but unsure where to start. Whether you’re a busy parent, first-gen investor, or someone ready to move from consumer to owner, this episode breaks it down in a real and relatable way.

Head over to our YouTube channel to catch this episode in full video form.

Apply to be a guest on the show.

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!

Notes from the show:

The Happy Investor Method 

Free: The Happy Investor Method Guide 

The Happy Investor Method Instagram

Connect with Ange Matthews on 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

Confused about Roth vs Traditional IRAs? You're not alone.

In this episode, Jess and Brandon break down the pros, cons, and real-world impact of choosing a Roth IRA versus a Traditional IRA for your retirement game plan.

Learn how taxes, income levels, and long-term growth factor into the decision, and why the right choice could save you thousands down the road.

We cover:
– How Roth and Traditional IRAs actually work
– Which one fits different income brackets
– Tax implications now vs later
– Real-life scenarios to help you decide
– Common myths and costly mistakes

Whether you're just getting started or rethinking your retirement strategy, this episode gives you the clarity to move forward with confidence.

Head over to our YouTube channel to catch this episode in full video form.

Apply to be a guest on the show.

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!

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...