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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 taki...
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 the...
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 ...
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 importanc...
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 conversatio...
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, we delve into the often misunderstood topic of post-nuptial agreements, sharing our own experiences and insights gained from this impactful process. Many couples view these agreements as a negative step, a sign of distrust or a prec…
The intersection of Artificial Intelligence and financial planning has become a hot topic, with many wondering if human financial advisors will eventually become obsolete. While AI and robo-advisors have certainly disrupted the financial services in…
The Project Management Professional (PMP) credential is quickly becoming a significant milestone for professionals aiming to elevate their careers. In this episode, we delve deep into how this certification can be secured in just 30 days. This rapid…
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.
