The Sugar Daddy Podcast

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 talk about money with your partner,  Jess & Brandon have 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 every Wednesday. 

  1. DEC 10

    117: The 2025 Financial Audit You Can’t Afford to Skip (Before It’s Too Late)

    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 2025The 6 key money numbers you need to knowTools and automations that make your financial life easierHow to set smarter, more realistic financial goals for the new yearThis 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 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: thesugardaddypodcast@gmail.com 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 about love and finances. Our mission? To help couples and individuals grow rich in every sense of the word: emotionally, relationally and financially.

    42 min
  2. DEC 3

    116: Five Signs You Need Financial Therapy

    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 decisionsWhy budgeting alone doesn’t break bad habitsHow emotional avoidance shows up in your bank accountWhat to expect in your first financial therapy sessionAja’s personal story from stress to successWhether 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 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: thesugardaddypodcast@gmail.com 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 about love and finances. Our mission? To help couples and individuals grow rich in every sense of the word: emotionally, relationally and financially.

    50 min
  3. NOV 19

    115: Five Money Mistakes That Break Couples and How to Avoid Them

    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 thinkThe 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 changeThe money practice every couple needs — no spreadsheet requiredWhether 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  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: thesugardaddypodcast@gmail.com 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 about love and finances. Our mission? To help couples and individuals grow rich in every sense of the word: emotionally, relationally and financially.

    53 min
  4. NOV 12

    114: Why Most Women Are Financially Blind and How to Fix It

    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 workWhy women are disproportionately affected and how to change thatWhat “financial visibility” actually means (and how to get it)The first steps to organize your bills, accounts, and debtTools we personally use to track everything in one placeWhat to do today to protect yourself and your familyThis 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 MoneyGet our "When I Die" Guide Episode 45: When I Die- A Guide to Support Loved Ones After You’re GoneHead 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: thesugardaddypodcast@gmail.com 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 about love and finances. Our mission? To help couples and individuals grow rich in every sense of the word: emotionally, relationally and financially.

    30 min
  5. NOV 5

    113: $50K Teacher Salary to 800+ Rental Units: How He Did It

    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 investingHow he started with just one property and scaled upThe truth about passive income (and what most people get wrong)How he teaches financial literacy to middle schoolers and adultsStrategies first-gen families can use to build wealthWhether 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: ray@rtinvests.com LinkedIn: https://linkedin.com/in/rtinvests IG: @rt.invests Facebook: https://facebook.com/rt.invests TikTok: @rt.invests 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: thesugardaddypodcast@gmail.com 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 about love and finances. Our mission? To help couples and individuals grow rich in every sense of the word: emotionally, relationally and financially.

    51 min
  6. OCT 29

    112: Broke, Divorced & a $1,200 Stimulus Check — to Multi‑Million Dollar Business

    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 productThe moment her $15 course made $10K, then $1MBusiness credit vs personal credit — and what most people get wrongThe power of sweat equity over paid adsBuilding a café & coworking space in Africa with zero experienceEllie 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 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: thesugardaddypodcast@gmail.com 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 about love and finances. Our mission? To help couples and individuals grow rich in every sense of the word: emotionally, relationally and financially.

    51 min
  7. OCT 22

    111: Most People Blow Inheritance Money — Here’s the 5-Step Fix

    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 thesugardaddypodcast@gmail.com 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: thesugardaddypodcast@gmail.com 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 about love and finances. Our mission? To help couples and individuals grow rich in every sense of the word: emotionally, relationally and financially.

    29 min
  8. OCT 15

    110: How to Maximize Your Employee Benefits When Premiums Keep Rising

    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 potentialFSAs and Dependent Care FSAs: pre-tax savings for medical and childcare costsShort Term Disability: using it for maternity or recovery timeGroup Life and Disability Insurance: what’s covered and where the gaps areIf your health plan feels more expensive but offers less, this episode helps you make the smartest choice for your family and your wallet. 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: thesugardaddypodcast@gmail.com 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 about love and finances. Our mission? To help couples and individuals grow rich in every sense of the word: emotionally, relationally and financially.

    44 min
5
out of 5
78 Ratings

About

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 talk about money with your partner,  Jess & Brandon have 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 every Wednesday. 

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