The Sugar Daddy Podcast

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After almost nine years of marriage, Jess and Brandon decided to get a postnuptial agreement. In this episode, they dive into the process of creating their post-nuptial agreement, their experience, and the crucial conversations every couple should have about their finances. 

In this episode:
- Discussing the importance of post-nuptial agreements 
- Unpacking insights from their attorney about preparing for the unexpected 
- Examining family dynamics and financial planning 
- Sharing their perspectives on emotional discussions regarding finances 
- Highlighting the long-term benefits of open communication in marriage 
- Encouraging listeners to write their own rules rather than relying on their state 

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:

Book your free 30 min consult with Prenups.com

Listen to our episode with Aaron Thomas from prenups.com 

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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 episode, Jess and Brandon tackle the critical issue of diversity, equity, and inclusion (DE&I) in the current socio-political climate, debunking myths and misconceptions surrounding these initiatives. They emphasize the importance of understanding DE&I as a framework that benefits everyone, while urging personal reflection on inherent biases.

Brandon also challenges the men who are resisting financial advising, when their spouses are clearly asking for help and looking for support. 

Lastly, they discuss recent happenings in Brandon’s financial planning business. From the unengaged, to prospects expecting favors and beyond, this is a conversation you don’t want to miss.

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

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 found yourself buried under household tasks, wondering why the balance feels so off? In this episode, Jess and Brandon unravel the complexities of invisible work with Eve Rodsky, author of "Fair Play" and "Find Your Unicorn Space," as she shares the often-unseen challenges of unpaid labor in relationships. The discussion reveals the significant emotional and cognitive burdens women face as the typically designated caregivers and home managers, underlining the need for equitable partnership to alleviate these. In detailing her transformative "blueberry breakdown," Eve reveals how recognizing and redistributing unpaid labor can help revolutionize domestic dynamics.

With compelling stories and practical insights, this episode offers a fresh perspective on the power of equity and the potential for meaningful transformation within our homes. 

What’s talked about In this episode:

• Understanding the concept of the second shift and emotional labor 
• Eve's personal journey leading to the the NYT bestselling book, "Fair Play" 
• The impact of upbringing and societal norms on domestic responsibilities 
• Strategies for achieving equitable division of labor in partnerships 
• The transformative effects of shared responsibilities on relationships and individual well-being

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

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

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

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

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 

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 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

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

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] 

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 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

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

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 

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

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.

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...