Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

Content provided by The Sugar Daddy Podcast. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Sugar Daddy Podcast or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Player FM - Podcast App
Go offline with the Player FM app!

88: How Financial Advisors Help With Real Life—Not Just Your Portfolio

20:45
 
Share
 

Manage episode 482728216 series 3371673
Content provided by The Sugar Daddy Podcast. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Sugar Daddy Podcast or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Think financial advisors just pick stocks? Think again. In this episode, Jess and Brandon unpack what really makes an advisor invaluable—hint: it’s not yelling into phones like Wolf of Wall Street.

From planning maternity leave and budgeting for braces to navigating tough talks with aging parents, great advisors help you make money decisions that align with your life, not just your portfolio. And sometimes? Their job is reminding you it’s okay to spend the money you’ve saved.

If you want peace of mind, not just performance, this episode is your guide to what good financial advisors actually do—and why it might be time to rethink what that relationship could look like.

Visit prenups.com/sugardaddy to learn more about fair prenups that help couples plan for a healthy financial relationship.

Watch this episode in video form on YouTube

To apply to be a guest on the show

You can email us at: [email protected]
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

Please remember to subscribe, rate, and review.

  continue reading

Chapters

1. Introduction to Financial Advisor Reality (00:00:00)

2. Debt Reduction Service Announcement (00:05:45)

3. Helping Clients Enjoy Their Money (00:08:15)

4. Navigating Life's Unexpected Expenses (00:12:45)

5. Family Financial Planning Conversations (00:16:00)

6. Finding Peace of Mind with Money (00:19:30)

116 episodes

Artwork
iconShare
 
Manage episode 482728216 series 3371673
Content provided by The Sugar Daddy Podcast. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Sugar Daddy Podcast or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Think financial advisors just pick stocks? Think again. In this episode, Jess and Brandon unpack what really makes an advisor invaluable—hint: it’s not yelling into phones like Wolf of Wall Street.

From planning maternity leave and budgeting for braces to navigating tough talks with aging parents, great advisors help you make money decisions that align with your life, not just your portfolio. And sometimes? Their job is reminding you it’s okay to spend the money you’ve saved.

If you want peace of mind, not just performance, this episode is your guide to what good financial advisors actually do—and why it might be time to rethink what that relationship could look like.

Visit prenups.com/sugardaddy to learn more about fair prenups that help couples plan for a healthy financial relationship.

Watch this episode in video form on YouTube

To apply to be a guest on the show

You can email us at: [email protected]
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

Please remember to subscribe, rate, and review.

  continue reading

Chapters

1. Introduction to Financial Advisor Reality (00:00:00)

2. Debt Reduction Service Announcement (00:05:45)

3. Helping Clients Enjoy Their Money (00:08:15)

4. Navigating Life's Unexpected Expenses (00:12:45)

5. Family Financial Planning Conversations (00:16:00)

6. Finding Peace of Mind with Money (00:19:30)

116 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play