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, and Harvest, and help you identify which one you’re in right now. We’re talking real-life money shifts, mindset changes, and how to give yourself grace when your financial plan needs to adapt.

Whether you're stacking cash, raising kids, recovering from setbacks, or preparing to enjoy your freedom, this episode will help you make smarter, more aligned money moves.

In this episode:

• Why financial planning is a verb, not a one-time fix
• The 4 key financial life seasons we all cycle through
• How to shift your goals + habits to fit your season
• What to focus on if you’re overwhelmed in your “Stretch” season
• Why money guilt is real, and how to let it go

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Head over to our YouTube channel to catch this episode in full video form.

Apply to be a guest on the show.

You can also email us at: thesugardaddypodcast@gmail.com

Connect with us on Instagram
We’re most active over at @thesugardaddypodcast

Chat with Brandon
Want to work together? Learn more about Brandon

Book a free 30-min call to see if it's a fit.

Show us some love, hit subscribe, leave a five star rating, and drop a quick review!

Money, relationships, and the mindset to master both. Hosted by financial advisor Brandon and his wife Jessica, The Sugar Daddy Podcast breaks down how to build wealth, unpack old money beliefs, and have real conversations about love and finances. Their mission? To help couples and individuals grow rich in every sense of the word: emotionally, relationally and financially.

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 building a debt payoff strategy and automating your savings.

Whether you're managing money solo or with a partner, this episode is packed with practical advice to help you take control of your finances and build wealth in 2026.

What You'll Learn:

• How to set measurable, achievable financial goals
• Strategies for reviewing and improving your budget
• The difference between debt snowball and avalanche methods
• Why automating your savings boosts success
• How to finally take action and get financial help

Resources Mentioned:

• Bankrate Debt Paydown Calculator

Subscribe to The Sugar Daddy Podcast newsletter for exclusive tools and insights

Head over to our YouTube channel to catch this episode in full video form.

Apply to be a guest on the show.

You can also email us at: thesugardaddypodcast@gmail.com

Connect with us on Instagram
We’re most active over at @thesugardaddypodcast

Chat with Brandon
Want to work together? Learn more about Brandon

Book a free 30-min call to see if it's a fit.

Show us some love, hit subscribe, leave a five star rating, and drop a quick review!

Money, relationships, and the mindset to master both. Hosted by financial advisor Brandon and his wife Jessica, The Sugar Daddy Podcast breaks down how to build wealth, unpack old money beliefs, and have real conversations about love and finances. Their mission? To help couples and individuals grow rich in every sense of the word: emotionally, relationally and financially.

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 you're feeling behind or just want a clearer plan, this episode is your financial reset.

We cover:

• How to review your income, expenses, debt, and savings from 2025
• The 6 key money numbers you need to know
• Tools and automations that make your financial life easier
• How to set smarter, more realistic financial goals for the new year

This is the year you stop winging it and start making your money work for you.

👉🏽 Get 50% off Monarch Money
👉🏽 Download our “When I Die” Planning Guide

Subscribe to The Sugar Daddy Podcast newsletter for exclusive tools and insights

Head over to our YouTube channel to catch this episode in full video form.

Apply to be a guest on the show.

You can also email us at: thesugardaddypodcast@gmail.com

Connect with us on Instagram
We’re most active over at @thesugardaddypodcast

Chat with Brandon
Want to work together? Learn more about Brandon

Book a free 30-min call to see if it's a fit.

Show us some love, hit subscribe, leave a five star rating, and drop a quick review!

Money, relationships, and the mindset to master both. Hosted by financial advisor Brandon and his wife Jessica, The Sugar Daddy Podcast breaks down how to build wealth, unpack old money beliefs, and have real conversations about love and finances. Their mission? To help couples and individuals grow rich in every sense of the word: emotionally, relationally and financially.