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

Episodes

April 29, 2026

134: Red Flags Your Job Is At Risk (And What To Do Now)

Send us Fan Mail No performance issues. No warnings. Just a Monday morning calendar invite that ends your role. In this episode, Brandon and Jessica, a tech professional who has been laid off twice in two years, walk through the red flags most employees ignore, what to do financially before a layof…

Listen to the Episode
April 22, 2026

133: She Wanted $50K to Have His Baby. Was She Wrong?

Send us Fan Mail A woman shows up to her partner with a 16-page binder, a proration schedule, and a request for up to $50,000 before agreeing to get pregnant. Her partner posts it to Reddit. The internet has thoughts. So do we. In this episode, Jessica and Brandon break down a viral Reddit thread a…

Listen to the Episode
April 15, 2026

132: Why Debt Hits Harder After 35 (And What To Do About It)

Send us Fan Mail Debt in your 20s felt manageable. Now it's competing with your mortgage, your kids, your aging parents, and your retirement clock and it's winning. In this episode, Jessica and Brandon unpack why debt feels so much heavier in your late 30s and 40s, why making more money didn't fix …

Listen to the Episode
April 8, 2026

131: Pack Extra Underwear And Get A Postnup

Send us Fan Mail Your spouse just found out they're inheriting money, and now they want a postnup. Do you panic, or do you see it for what it actually is? In this episode, Jessica and Brandon break down the real purpose of prenups and postnups, share why they got one after almost a decade of marria…

Listen to the Episode
April 1, 2026

130: Trump Accounts Explained: What Every Parent Needs to Know Before…

Send us Fan Mail Trump Accounts are making headlines, but do they actually benefit your child, or are they just political noise? In this episode, Jessica and Brandon break down everything you need to know about the proposed Trump Accounts: who qualifies, how the accounts work, what happens to the $…

Listen to the Episode
March 25, 2026

129: Why You Should Stop Using Your Debit Card

Send us Fan Mail If you’re using a debit card for everyday spending, this episode is a must-listen. Jessica and Brandon break down a real-life fraud situation and explain why the outcome would have been very different if a debit card had been used instead of a credit card. In this episode, they'll …

Listen to the Episode
March 18, 2026

128: The 1 RSVP Mistake Parents Make That Costs Birthday Hosts Hundre…

Send a text A simple birthday party question turned into a bigger conversation about boundaries, assumptions, and modern parenting etiquette. What should you do when parents RSVP kids who weren’t invited? In this episode, Jessica and Brandon talk through: Why this keeps happeningThe real cost of “j…

Listen to the Episode
March 11, 2026

127: The Life Insurance Mistake Almost Everyone Makes

Send a text Life insurance is one of the most misunderstood parts of financial planning. In this episode, Jessica and Brandon break down what life insurance is actually meant to do and why most people think about it the wrong way. Instead of treating life insurance like an investment, it should be …

Listen to the Episode
March 4, 2026

126: How to Build an Emergency Fund That Actually Protects Your Family

Send a text Most emergencies cost more than $1,000. In this episode, Jessica and Brandon break down what a properly funded emergency fund actually looks like and why it’s one of the first steps in any financial plan. We cover: What counts as a true emergencyHow to calculate 6 to 12 months of expens…

Listen to the Episode
Feb. 25, 2026

125: What to Do With Your Tax Refund (Before You Waste It)

Send a text Tax season is here, and if you're getting a refund, this episode is for you. Jessica and Brandon break down how to use your tax refund strategically instead of treating it like random bonus money. They unpack the “free loan to the government” debate, explain why some people intentionall…

Listen to the Episode
Feb. 18, 2026

124: Price vs Value: Why Cheap Decisions Cost You More

Send a text We’ve all done it. Chosen the cheapest option and told ourselves we were being smart. But sometimes cheap ends up being expensive. In this episode, Jessica and Brandon break down the difference between price and value and why understanding that distinction can completely change the way …

Listen to the Episode
Feb. 11, 2026

123: Buying a Home Is Almost Impossible Now (And It’s Not Your Fault)

Send a text If you feel like homeownership is out of reach, you’re not imagining it. In this episode, we break down why buying a home today is drastically harder than it was for previous generations and why this has nothing to do with lattes, avocado toast, or bad budgeting. We walk through real nu…

Listen to the Episode
Feb. 4, 2026

Mutual Funds vs ETFs vs Stocks: What You Need to Know Before Investing

Send us a text If you've ever been confused about mutual funds, ETFs, and individual stocks, this episode is your beginner-friendly breakdown. Jessica and Brandon cut through the noise to explain what each investment type really is, how they work, and how to choose what’s right for your goals. From…

Listen to the Episode
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…

Listen to the Episode
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…

Listen to the Episode
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...

Listen to the Episode
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...

Listen to the Episode
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...

Listen to the Episode
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...

Listen to the Episode
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...

Listen to the Episode
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, …

Listen to the Episode
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...

Listen to the Episode
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…

Listen to the Episode
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...

Listen to the Episode