The Sugar Daddy Podcast

Von: The Sugar Daddy Podcast
  • Inhaltsangabe

  • Ready to normalize talking about money? Then welcome to The Sugar Daddy Podcast, where talking about money isn't taboo, and you can leave your past money mistakes at the door! 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. 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.

    The Norwoods are a married, millennial couple, here to help you build wealth, so you can live the life you've always dreamed of. 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.

    © 2025 The Sugar Daddy Podcast
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  • 73: How to Maximize Your 401K Benefits
    Jan 15 2025

    This episode dives deep into understanding your 401K and retirement options through employers, emphasizing the importance of maximizing contributions, especially around employer matches. Key topics include auto-enrollment processes, investment options, Roth vs. pre-tax contributions, and what to do when changing jobs or needing to access funds.

    • Importance of understanding employer matches
    • Differences in auto enrollment versus manual enrollment
    • Contribution percentages and how to adjust them
    • Vesting periods and their impact on your retirement savings
    • How to choose investments within your 401k
    • Exploration of pre-tax and Roth contributions
    • Loan and hardship withdrawal options
    • Considerations when leaving an employer and rolling over your 401k
    • Guiding principles on retirement planning and strategy

    Be sure to connect with us on socials @thesugardaddypodcast we are most active on Instagram

    Learn more about Brandon and schedule a free 30-minute introductory call with him
    Watch this episode on YouTube

    Leave us a question via voicemail to be answered during future episodes

    You can email us at: thesugardaddypodcast@gmail.com

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    30 Min.
  • 71: How to Manage Money as a Couple Using the D.R.E.A.M Framework
    Jan 7 2025

    In this episode, Jess and Brandon unveil their D.R.E.A.M framework for couples, designed to facilitate meaningful discussions about money by focusing on emotional connections rather than just numbers. They explore the importance of diving into personal money histories, reflecting on their impact, engaging in shared goals, taking action, and ongoing management to foster strong financial partnerships.

    If you’re ready to have better conversations about money with your partner in 2025, then this episode is for you.

    Watch this episode in video form on YouTube

    If you’d like to leave us a question to be answered during future episodes, you can leave us a voicemail

    To apply to be a guest on the show

    You can email us at: thesugardaddypodcast@gmail.com

    Be sure to connect with us on socials @thesugardaddypodcast - we are most active on Instagram

    Schedule a free 30-minute introductory call with Brandon

    Please remember to subscribe, rate, and review the show.

    Notes from the show:

    Learn more about D.R.E.A.M here



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    42 Min.
  • 70: Five Money Moves to Kickstart Your 2025
    Jan 1 2025

    Kickstart your 2025 with a fresh perspective on achieving financial success by mastering the art of budgeting, saving, and goal setting. This episode will equip you with five powerful, actionable steps that can help you transform how you manage your finances in the new year.

    Watch this episode in video form on YouTube

    If you’d like to leave us a question to be answered during future episodes, you can leave us a voicemail

    To apply to be a guest on the show

    You can email us at: thesugardaddypodcast@gmail.com

    Be sure to connect with us on socials @thesugardaddypodcast - we are most active on Instagram

    Schedule a free 30-minute introductory call with Brandon

    Please remember to subscribe, rate, and review the show.

    Notes from the show:

    Debt Payoff Calculator


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    29 Min.

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