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Your income and investment returns matter—but nothing predicts your financial freedom more than your savings rate . Yet, most Americans save only 3–5% of their income, a level that almost guarantees they’ll have to work far l...
Money secrets can wreck marriages—and cost you everything in divorce. In this episode, Forensic Accountant, Tracy Coenen, reveals how spouses hide assets (think offshore accounts, hidden income, even billionaires fighting ove...
Ever wonder how politicians like Nancy Pelosi and Marjorie Taylor Greene grow millionaire-level wealth while you're getting hit with overdraft fees? In this episode, Jess and Brandon expose the shady world of insider stock tr...
Still swiping your debit card? You could be earning serious rewards instead. In this episode, Jessica and Brandon unpack how they use credit cards as intentional tools to build value—whether that’s free travel, cashback, or e...
What if luxury travel wasn’t just for the 1%? In this episode, travel rewards expert Spencer Howard reveals how everyday spending can unlock first-class flights, champagne service, and global adventures—without going into deb...
Think your credit score is just a number? Think again. In this episode, we break down the five key components of your FICO score—and why they matter more than you think. Learn how to: Boost your score with smart, strategic mo...
Medical debt affects over 100 million Americans, but many don't realize the financial consequences of how they choose to pay it. In this episode, Jessica and Brandon break down why using a credit card for medical expenses can turn a manageable bill into long-term financial damage. You’ll learn: The…
Most couples unknowingly agree to their state’s version of a prenup when they sign a marriage license. But what if you could rewrite the rules to actually reflect your values? In this episode, Jess & Brandon share why they cr...
*This episode contains profanity and may not be suited for children under age 13 Charly Stoever has worn many hats—undocumented immigrant, stockbroker, money coach, and global adventurer. In this raw and inspiring conversatio...
In a revealing conversation with Tracy Coenen, a forensic accountant with over 25 years of experience, we explored the intricate world of financial fraud investigation, particularly in divorce cases. Her expertise in uncovering hidden money offers v…
The intersection of power, privilege, and financial advantage has never been more apparent than when examining modern political and celebrity lifestyles. A disturbing trend has emerged where elected officials are exploiting insider information to ma…
Choosing the perfect credit card is more than just finding the lowest interest rate—it's about maximizing benefits that align with your lifestyle and financial goals. For those who love to travel, like we do, the right credit card strategy can…
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.
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