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...
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...
In honor of Breast Cancer Awareness Month , we’re bringing back this powerful episode with Jessica Baladad, a breast cancer survivor and advocate for healthcare transparency. After facing misdiagnosis, Jessica's experience in...
What if financial distress isn’t the end but a fresh start? In this episode, bankruptcy lawyer and financial literacy advocate Adrienne Hines dives deep into bankruptcy and its benefits. Jessica and Brandon explore how life e...
Scams, Phishing and Fraud are rampant online. This Cybersecurity Month, Jess and Brandon share essential tips to protect your identity and keep you safe in this digital world. Learn how to recognize fraud, safeguard your iden...
Master your employee benefits during open enrollment with this episode. Jess and Brandon break down how to analyze health insurance options like HMOs, PPOs, and HDHPs, and explore often-overlooked benefits like vision, disabi...
Imagine having the power to impact the economy with your vote. That's precisely what Jessica and Brandon explore in this episode, where they break down the intricate relationship between financial literacy and voting. With th...
Wills, Trusts, Guardianship, Probate- oh my! Ever wondered how a simple piece of paper can safeguard your legacy and keep your family united? Join Jessica and Brandon as they sit down with Nicola Rochester Robinson, co-founde...
Imagine this: You help bring the popular Chase Sapphire Reserve credit card to market, and when you apply for it yourself, you’re rejected! Tune in and learn from Vrinda Gupta, CEO and co-founder of Sequin, as she recounts h...
Should you dip into your emergency savings to buy a car? In this episode, Jess and Brandon tackle this question from one of their listeners who is contemplating using their savings to purchase a $36K vehicle. They discuss the...
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.