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Think financial advisors just pick stocks? Think again. In this episode, Jess and Brandon unpack what really makes an advisor invaluable—hint: it’s not yelling into phones like Wolf of Wall Street. From planning maternity lea...
Think you need to be debt-free or have a fat savings account before you invest? That myth is keeping you broke. In this episode, Jess and Brandon break down why starting now—even with just $5—is more powerful than waiting for the "perfect" moment. They call out outdated advice that tells you to wai…
Layoffs, inflation, and rising costs are rewriting the rules of emergency savings. In this episode, Jess & Brandon break down why the old "3-month cushion" no longer cuts it—and what you actually need instead. You’ll learn: W...
What do free lunch money, a horse, and a seven-figure landscaping company have in common? Trina Julian. In this episode, Jess and Brandon dive into how Trina built Country Girl Gardens from a $10K side hustle into a seven-fig...
Money that once supported entire families now barely covers daycare costs, leaving many six-figure earners wondering: Is $250,000 the new middle class? Jess and Brandon are tackling this financial reality shift head-on, explo...
In this episode, you’ll get to meet Kia Commodore, the 26-year-old financial literacy powerhouse who's changing how young people in the UK think about money. As founder of Pennies to Pounds and author of "How to Handle Money"...
In this episode, Jess and Brandon dive into strategies to build significant wealth for your children through early and consistent investing, leveraging the incredible power of compound interest. In this episode we discuss: • ...
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...
In today's volatile economic landscape, having a robust emergency fund isn't just good financial advice—it's a necessity for survival. With inflation soaring, prices climbing, and companies announcing layoffs seemingly every week, your financi…
Building a successful business that can operate without your constant involvement is the dream of many entrepreneurs. Trina Julian, founder of Country Girl Gardens, turned this dream into reality by scaling her landscaping business from a backyard o…
The financial landscape has dramatically shifted over the past few decades, creating a new reality where earning $250,000 annually—once considered wealthy—now feels decidedly middle class in many parts of America. This transformation ref…
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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