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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 t...
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 t...
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 Unic...
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...
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...
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 emoti...
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...
Invisible work, emotional labor, and the so-called second shift are pressing issues that affect the lives of millions, particularly women. The podcast episode featuring Eve Rodsky dives deep into these concepts, shedding light on their implications …
In an era where the conversation around student loans has become increasingly prevalent, understanding the intricacies of this financial obligation has never been more crucial. Our recent episode on the Sugar Daddy Podcast brought together attorney …
In today's fast-paced world, one topic seems to resonate with parents everywhere: the financial education of our children. This concept is at the forefront of the latest episode of our podcast, where we dive into how to raise kids who …
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.