82: How to Make Your Kids Millionaires
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: • Educational accounts like 529 plans • Custodial investment accounts (UTMAs) • Custodial Roth IRAs • How business owners can employ their children for tax advantages Visit prenups.com/sugardaddy to learn more about fair prenups that help couples plan for a healt...
2 Apr 35min
REWIND: How Your Income Actually Gets Taxed
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 taking a raise because it’s going to push you into a "higher tax bracket" or assumed your entire income gets taxed at your highest rate, then this conversation will transform your understanding of how taxation actually works. Whether you're early in your career or an establis...
26 Mar 12min
81: Money Moves for Stay at Home Moms with Jenni Sisson
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 their financial futures, and find fulfillment both within and beyond their parenting roles. In this episode we talk about about: -The market value of a SAHMs unpaid labor and hidden opportunity costs - Financial protections and considerations for SAHMs -Side hustles and pers...
19 Mar 55min
80: Should You Trust AI to Replace Your Financial Advisor?
Financial planners and AI tools can coexist to provide better service, with each bringing different strengths to the financial planning process. In this episode Jess and Brandon discuss the rise of robo-advisors and how they compare (and don’t) to comprehensive financial planning. In this episode we discuss: • How AI excels at portfolio management • How budgeting apps use AI to categorize transactions and provide spending insights • How comprehensive financial planning differs fr...
12 Mar 47min
79: A Fast-Track To Your PMP: 30 Days to Certification with Tamara McLemore
Discover how to fast track your career by obtaining the PMP certification in weeks, instead of the traditional 6-8 months, with Tamara McLemore's innovative Boot Camp. In this episode, Jess and Brandon dive into the importance of this credential, how it can significantly increase your salary, and the experiences Tamara has gathered throughout her career. Whether you’re considering the PMP or not, this episode is filled with career advice to help you level up at any stage. What you’ll ...
5 Mar 45min
78: Why We Decided on a Post-Nuptial Agreement
After almost nine years of marriage, Jess and Brandon decided to get a postnuptial agreement. In this episode, they dive into the process of creating their post-nuptial agreement, their experience, and the crucial conversations every couple should have about their finances. In this episode: - Discussing the importance of post-nuptial agreements - Unpacking insights from their attorney about preparing for the unexpected - Examining family dynamics and financial planning&nbs...
26 Feb 27min
77: Rip & Rant on DE&I, Relationship Disconnects and Etiquette
In this episode, Jess and Brandon tackle the critical issue of diversity, equity, and inclusion (DE&I) in the current socio-political climate, debunking myths and misconceptions surrounding these initiatives. They emphasize the importance of understanding DE&I as a framework that benefits everyone, while urging personal reflection on inherent biases. Brandon also challenges the men who are resisting financial advising, when their spouses are clearly asking for help and looking for sup...
19 Feb 42min
76: Eve Rodsky on Rebalancing Equity and the Price of Unpaid Labor in your Home
Ever found yourself buried under household tasks, wondering why the balance feels so off? In this episode, Jess and Brandon unravel the complexities of invisible work with Eve Rodsky, author of "Fair Play" and "Find Your Unicorn Space," as she shares the often-unseen challenges of unpaid labor in relationships. The discussion reveals the significant emotional and cognitive burdens women face as the typically designated caregivers and home managers, underlining the need for equitable partnersh...
12 Feb 1h 17min
