 |
The Sugar Daddy PodcastAuthor: 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. Language: en-us Genres: Business, Investing, Relationships, Society & Culture Contact email: Get it Feed URL: Get it iTunes ID: Get it Trailer: |
Listen Now...
117: The 2025 Financial Audit You Can’t Afford to Skip (Before It’s Too Late)
Episode 117
Wednesday, 10 December, 2025
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 GuideHead 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 InstagramWe’re most active over at @thesugardaddypodcast Chat with BrandonWant 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.
