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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 pro...
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 pro...
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 importa...
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 trans...
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. K...
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 ...
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 ...
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...
Get ready to transform your financial life with insights from Nicole Stanley, founder of Arise Financial Coaching. Discover how understanding and managing money can shift your perspective from anxiety to empowerment, particul...
Thinking about a career switch from the classroom to corporate? In this episode, Jess and Brandon explore the roadmap to making that change. Tune in as Jessica recounts her journey from teaching in the Carolinas to securing a...
Co-Host
Jessica works in sales enablement and IT strategy. A former classroom teacher, she is also the author of the award winning Your Hair is Magic line of children’s books. “Your Hair is Magic: Bed Head” was featured on LIVE with Kelly and Ryan on ABC in 2021. She has been featured on WRAL, Spectrum News, Fox 46 and more. Jessica is a dynamic and inspirational speaker, but her favorite job title is "mama."
Co-Host
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. He began his career at Fidelity, later moving to New York Life, before starting his own firm. Brandon is also an adviser with the startup, WhiteFlag Inc., a mental health app that provides immediate customized peer support. He believes that no two clients are the same, and personalizes all of his financial planning to the goals of the individual. His ideal clients are elder millennials who want to live their best lives... whatever that means for them.