The podcast that helps you build a clear financial plan so you can feel confident and in control of your money.

Episodes

Jan. 28, 2026

Would You Give $100K to Your Ex’s New Family?

Send us a text A woman finds out she’s still the beneficiary on her ex-husband’s life insurance policy, years after their divorce. He’s since remarried and had a child. When he passes away unexpectedly, she’s notified she’ll receive $100,000. Now the new wife is asking for the money… for their chil…

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Jan. 21, 2026

120: Monarch Money: The Easiest Way to Manage Your Finances

Send us a text Are you managing money together, or living in two separate financial worlds? In this episode, Jessica and Brandon get real about a problem nearly every couple faces: one partner handling finances while the other stays out of the loop. That disconnect causes confusion, stress, and eve…

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Jan. 14, 2026

119: 4 Money Seasons Most People Misunderstand (And Pay For Later)

Financial planning isn’t a one-size-fits-all game. Life happens in seasons, and your money should move with them. In this episode, Jessica and Brandon break down the 4 major financial seasons, Building, Stability, Stretch, an...

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Jan. 7, 2026

118: Start 2026 Broke or Building? 5 Must-Do Money Moves

Start the new year off right with a clear, actionable financial plan. In this episode, Jessica and Brandon walk you through five key money moves to make in January, from setting financial goals and reviewing your budget to bu...

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Dec. 10, 2025

117: The 2025 Financial Audit You Can’t Afford to Skip (Before It’s T…

Before you set another New Year’s resolution or budget goal, hit pause and reflect. In this episode, Jessica and Brandon walk you through the exact steps to do a personal money audit that sets you up to win in 2026. Whether y...

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Dec. 3, 2025

116: Five Signs You Need Financial Therapy

Most people think their money problems come from a lack of budgeting. But what if the real issue is emotional? In this powerful episode, Jessica and Brandon sit down with Aja Evans, LMHC , a licensed financial therapist and a...

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Nov. 19, 2025

115: Five Money Mistakes That Break Couples and How to Avoid Them

Most couples don’t break up because of infidelity — they break up over money. And worse? They never saw it coming. In this episode, we’re breaking down the 5 biggest money mistakes that silently sabotage relationships… and ho...

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Nov. 12, 2025

114: Why Most Women Are Financially Blind and How to Fix It

Are you walking blind when it comes to your finances? In this episode, Jessica and Brandon are going back to basics because too many people are waking up to financial realities way too late. They're breaking down why it’s so dangerous not to know where your money is, how your bills are being paid, …

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Nov. 5, 2025

113: $50K Teacher Salary → 800+ Rental Units: How He Did It

Ever wonder how someone with a full-time job builds serious wealth on the side? In this episode, we meet Ray Tran , a Brooklyn-based middle school teacher who has built a real estate portfolio of 583 units —all while still te...

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Oct. 29, 2025

112: Broke, Divorced & a $1,200 Stimulus Check — to Multi‑Million Dol…

What would you do with a $1,200 stimulus check? When Ellie was broke, newly divorced, and raising four kids out of her mom’s house, she made one powerful decision — to invest that stimulus check into herself. Fast forward: she’s now built a multi-million dollar business empire, helped 50,000+ women…

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Oct. 22, 2025

111: Most People Blow Inheritance Money — Here’s the 5-Step Fix

Most people blow through inheritance money in just a few months. In this episode, Jessica and Brandon break down the 5-step plan to make sure a $50K windfall actually improves your life, instead of disappearing into lifestyle...

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Oct. 15, 2025

110: How to Maximize Your Employee Benefits When Premiums Keep Rising

Health insurance costs are climbing, and this year’s open enrollment feels tougher than ever. Premiums are up, deductibles are higher, and plans seem designed to confuse you. In this episode, Jess and Brandon walk through how...

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Oct. 8, 2025

109: Six-Figure Debt to Seven- Figure Wealth Ange Matthews

In this powerful episode, Jess and Brandon sit down with Ange Matthews, a first-generation investor and founder of The Happy Happy Method, who went from making $40K a year and battling six-figure debt to building seven-figure...

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Oct. 1, 2025

108: Which IRA Is Best for You? Roth vs Traditional Explained Simply

Confused about Roth vs Traditional IRAs? You're not alone. In this episode, Jess and Brandon break down the pros, cons, and real-world impact of choosing a Roth IRA versus a Traditional IRA for your retirement game plan. Learn how taxes, income levels, and long-term growth factor into the decision,…

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Sept. 24, 2025

107: Avoid Money Drama: How Early Should Finances Come Up in Dating

In this episode, Jessica and Brandon dive into a tricky but essential question: How soon should you bring up money when you're dating? They unpack why money often feels taboo, share tips to start the conversation without tens...

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Sept. 17, 2025

106: Your Six Month Money Makeover

What If You Could Completely Transform Your Finances in Just 180 Days? Forget overnight success stories and overwhelming budgets, this episode is about real, lasting change. Jess and Brandon are breaking down a six-month financial reset plan that shows you exactly how to take control of your money,…

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Sept. 10, 2025

105: Lazy Investing with Chloé Daniels

Feel like investing is only for finance bros and math nerds? You’re not alone and this episode is about to change that. We’re joined by Chloé Daniels, the powerhouse behind Clobare Money, who’s helped over 300,000 people ditc...

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Sept. 3, 2025

104: No More GoFundMe Funerals | The Life Insurance Talk You Can’t Af…

GoFundMe should never be your family’s financial plan. In this episode Jess & Brandon break down why life insurance is a non-negotiable part of smart financial planning, no matter your age, income, or relationship status. They share a powerful, heartbreaking story of a brilliant friend who pass…

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Aug. 27, 2025

103: Stay-at-Home Parenting: The Privileges and Financial Risks

For many families, the decision to become a stay-at-home parent isn’t really a choice, it’s the result of America’s broken childcare system. Daycare costs can swallow an entire paycheck, but leaving the workforce carries hidd...

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Aug. 20, 2025

102: Empowering Women with Money: Bola Sokunbi of Clever Girl Finance

What does true financial freedom look like for women? Bola Sokunbi, founder of Clever Girl Finance, shares her journey from witnessing women in crisis—arriving at her family’s doorstep with nothing but suitcases—to building one of the largest personal finance platforms for women in the U.S. Raised …

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Aug. 13, 2025

101: Rip & Rant | The Truth About Taxes, Corporate Greed & Crypto in …

In this episode, Jess and Brandon tackle the misconception of taxes, corporate greed and the new twist in retirement planning: cryptocurrency in your 401(k). The path to financial security lies in addressing the real economic...

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Aug. 6, 2025

100: The One Number That Determines Your Financial Future

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...

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July 30, 2025

99: Follow the Money in Your Marriage with Forensic Accountant Tracy …

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...

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July 23, 2025

98: Rip & Rant: Insider Trades, Tone-Deaf Tips & Financial Gaslighting

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...

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