The Sugar Daddy Podcast
Ready to normalize talking about money? Then welcome to The Sugar Daddy Podcast. Every episode will get you one step closer to your financial goals. Whether that is learning how to invest, budget, save, retire early or simply make better money choices, Jess & Brandon have got you covered in a way that's easy to understand, and easy to implement. Tune in as they demystify the realm of dollars, so it all makes cents, while giving you a glimpse into their relationship with money and each other.
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.
New episodes published the first three Wednesdays of every month.
The Sugar Daddy Podcast
2: What is a Financial Planner Anyway?
Financial Planner, Financial Advisor, Wealth Manager… what does all of this mean anyway and is there a difference? When should you start working with one? Listen in as Brandon and Jessica discuss the history of financial planning and how the industry is changing for the better.
If you’d like to leave us a question to be answered during future episodes, you can do so at Speakpipe. We can’t wait to hear from you!
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Learn more about Brandon, and Oak City Financial
Schedule 30 minutes with Brandon
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Money, relationships, and the mindset to master both. Hosted by financial advisor Brandon and his wife Jess, The Sugar Daddy Podcast breaks down how to build wealth, unpack old money beliefs, and have real conversations about love and finances. Our mission? To help couples and individuals grow rich in every sense of the word: emotionally, relationally and financially.
