Episodes

  • 73: How to Successfully Navigate a Layoff: Jessica's Personal Story
    Jan 22 2025

    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: thesugardaddypodcast@gmail.com

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

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    54 mins
  • 72: How to Maximize Your 401K Benefits
    Jan 15 2025

    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: thesugardaddypodcast@gmail.com

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    30 mins
  • 71: How to Manage Money as a Couple Using the D.R.E.A.M Framework
    Jan 7 2025

    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: thesugardaddypodcast@gmail.com

    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



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    42 mins
  • 70: Five Money Moves to Kickstart Your 2025
    Jan 1 2025

    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: thesugardaddypodcast@gmail.com

    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


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    29 mins
  • 69: How to Manage Finances in the Sandwich Generation
    Dec 18 2024

    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: thesugardaddypodcast@gmail.com

    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.

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    47 mins
  • 68: Transforming Your Finances Through Biblical Principles with Lilias John
    Dec 11 2024

    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: thesugardaddypodcast@gmail.com

    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

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    59 mins
  • 67: How to use Credit Card Points and Miles to Travel Hack with Aunt Kara
    Dec 4 2024

    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: thesugardaddypodcast@gmail.com

    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

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    1 hr and 2 mins
  • 66: Rip & Rant on the Economy
    Nov 20 2024

    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: thesugardaddypodcast@gmail.com

    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.

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    25 mins