The Sugar Daddy podcast

47:15

In this episode, you’ll get to meet Kia Commodore, the 26-year-old financial literacy powerhouse who's changing how young people in the UK think about money. As founder of Pennies to Pounds and author of "How to Handle Money" (HarperCollins), Kia is tackling a startling reality: the average financial literacy age in the UK is just nine years old. Join Jess and Brandon as they discuss Kia's journey from early money lessons, to running her first business and the lessons in between that helped shape her understanding of business and finance. What makes Kia's approach unique is her ability to make financial concepts accessible and age-appropriate, breaking down complex topics into manageable pieces that both children and adults can understand. Whether you're looking to improve your own financial literacy, teach your children about money, or simply gain inspiration from an entrepreneur making real-world impact, Kia's story offers valuable insights that cross generations and borders. Visit prenups.com/sugardaddy to learn more about fair prenups that help couples plan for a healthy financial relationship. Watch this episode in video form on YouTube 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 Learn more about Brandon and schedule a free 30-minute introductory call with him Please remember to subscribe, rate, and review. Notes from the show: Visit Pennies to Pounds Listen to Pennies to Pounds the Podcast Follow Kia on Instagram Follow Kia on X Connect with Kia on LinkedIn…

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82: How to Make Your Kids Millionaires 35:27

há 12 dias35:27

35:27

In this episode, Jess and Brandon dive into strategies to build significant wealth for your children through early and consistent investing, leveraging the incredible power of compound interest. In this episode we discuss: • Educational accounts like 529 plans • Custodial investment accounts (UTMAs) • Custodial Roth IRAs • How business owners can employ their children for tax advantages Visit prenups.com/sugardaddy to learn more about fair prenups that help couples plan for a healthy financial relationship. Watch this episode in video form on YouTube 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 Learn more about Brandon and schedule a free 30-minute introductory call with him Please remember to subscribe, rate, and review. Notes from the show: Episode 43: How to Capitalize on Tax-Free Growth for Education with 529 Plans…

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REWIND: How Your Income Actually Gets Taxed 12:04

há 19 dias12:04

12:04

In this episode, Brandon and Jess break down the mechanics of tax brackets and discuss how the progressive tax system is widely misunderstood, often leading to make costly financial mistakes. If you've ever worried about taking a raise because it’s going to push you into a "higher tax bracket" or assumed your entire income gets taxed at your highest rate, then this conversation will transform your understanding of how taxation actually works. Whether you're early in your career or an established professional, understanding these tax fundamentals will change how you view your paycheck and financial opportunities. Watch this episode in video form on YouTube 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 Learn more about Brandon and schedule a free 30-minute introductory call with him Please remember to subscribe, rate, and review.…

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81: Money Moves for Stay at Home Moms with Jenni Sisson 55:02

há 26 dias55:02

55:02

Jessica and Brandon sit down with finance writer and stay at home mom, Jenni Sisson. They discuss her journey from being a stay-at-home mom to personal finance writer while explaining how mothers can build wealth, protect their financial futures, and find fulfillment both within and beyond their parenting roles. In this episode we talk about about: -The market value of a SAHMs unpaid labor and hidden opportunity costs - Financial protections and considerations for SAHMs -Side hustles and personal fulfillment Watch this episode in video form on YouTube 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 Learn more about Brandon and schedule a free 30-minute introductory call with him Please remember to subscribe, rate, and review. Notes from the show: Mamas Money Map Website Listen to Jenni’s Podcast, Mamas Money Map Connect with Jenni’s on Instagram…

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80: Should You Trust AI to Replace Your Financial Advisor? 47:12

há 5 weeks47:12

47:12

Financial planners and AI tools can coexist to provide better service, with each bringing different strengths to the financial planning process. In this episode Jess and Brandon discuss the rise of robo-advisors and how they compare (and don’t) to comprehensive financial planning. In this episode we discuss: • How AI excels at portfolio management • How budgeting apps use AI to categorize transactions and provide spending insights • How comprehensive financial planning differs from simple investment management • How AI and humans can work together to enhance services • Robo-advisor fees versus human advisors Watch this episode in video form on YouTube 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 Learn more about Brandon and schedule a free 30-minute introductory call with him Please remember to subscribe, rate, and review.…

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79: A Fast-Track To Your PMP: 30 Days to Certification with Tamara McLemore 45:02

há 6 weeks45:02

45:02

Discover how to fast track your career by obtaining the PMP certification in weeks, instead of the traditional 6-8 months, with Tamara McLemore's innovative Boot Camp. In this episode, Jess and Brandon dive into the importance of this credential, how it can significantly increase your salary, and the experiences Tamara has gathered throughout her career. Whether you’re considering the PMP or not, this episode is filled with career advice to help you level up at any stage. What you’ll learn about: • Overview of the PMP Certification • Benefits of obtaining PMP for career advancement • The importance of community and networking in career growth • How Tamara streamlined the traditional PMP certification process • Insights into mindset shifts required for professional development • Real-life success stories of past Boot Camp participants • Discussion on skills transferability and the relevance of project management Watch this episode in video form on YouTube 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 Learn more about Brandon and schedule a free 30-minute introductory call with him Please remember to subscribe, rate, and review. Notes from the show: https://www.iwantmypmp.com https://www.instagram.com/tamarajoyful https://www.linkedin.com/in/tamaramclemorepmp/…

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78: Why We Decided on a Post-Nuptial Agreement 27:38

há 7 weeks27:38

27:38

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: 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 Notes from the show: Schedule time with Aaron to get started with your prenup or postnup using our special link Listen to our episode with Aaron Thomas from prenups.com…

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77: Rip & Rant on DE&I, Relationship Disconnects and Etiquette 42:51

há 8 weeks42:51

42:51

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: 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…

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76: Eve Rodsky on Rebalancing Equity and the Price of Unpaid Labor in your Home 1:17:32

há 9 weeks1:17:32

1:17:32

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: 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…

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75: How to Navigate Student Loan Debt with Attorney Stanley Tate 1:03:35

há 10 weeks1:03:35

1:03:35

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: 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 Notes from the show: https://www.tateesq.com/ https://www.youtube.com/@stanleytate…

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74: Practical Tips for Raising Financially Confident Kids with Maya Corbic 53:28

há 11 weeks53:28

53:28

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: 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 Notes from the show: Connect with Maya on Instagram Connect with Maya on YouTube Check out Maya’s website and order her books…

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73: How to Successfully Navigate a Layoff: Jessica's Personal Story 54:01

há 12 weeks54:01

54:01

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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72: How to Maximize Your 401K Benefits 30:01

há 13 weeks30:01

30:01

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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71: How to Manage Money as a Couple Using the D.R.E.A.M Framework 41:56

há 14 weeks41:56

41:56

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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70: Five Money Moves to Kickstart Your 2025 28:57

há 15 weeks28:57