The Sugar Daddy Podcast
Ready to normalize talking about money? Then welcome to The Sugar Daddy Podcast. Every episode will get you one step closer to your financial goals. Whether that is learning how to invest, budget, save, retire early or simply make better money choices, Jess & Brandon have got you covered in a way that's easy to understand, and easy to implement. Tune in as they demystify the realm of dollars, so it all makes cents, while giving you a glimpse into their relationship with money and each other.
Brandon is an award winning licensed financial planner, and owner of Oak City Financial, with over a decade of experience and millions of dollars managed for his clients all over the United States.
New episodes published the first three Wednesdays of every month.
The Sugar Daddy Podcast
10: Your End Of Year Financial Checklist: Things To Remember Before The End Of The Year
Happy December! If you’re wondering where the year went, join the club! The good news is, you have 30 more days to reflect on the financial journey you’ve been on this year. If you feel panicked about what to reflect on, don’t worry! Tune in to the end of year financial checklist, where Jessica and Brandon walk you through topics of reflection and action items to consider before ringing in the new year- like making sure you use your FSA money.
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Money, relationships, and the mindset to master both. Hosted by financial advisor Brandon and his wife Jess, The Sugar Daddy Podcast breaks down how to build wealth, unpack old money beliefs, and have real conversations about love and finances. Our mission? To help couples and individuals grow rich in every sense of the word: emotionally, relationally and financially.
