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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 intentionally aim for a large refund, and walk through practical ways to put that money to work.

Inside this episode:

• How to think about tax refunds the right way
• Emergency funds and debt payoff priorities
• Planning for upcoming expenses
• When investing your refund makes sense
• How to adjust your W-4 if you want to change your refund next year
• Why planning is something you actively do, not something you set and forget

Whether you’re getting $200 or $5,000 back, the goal is simple: be intentional.

Your money should have a job. This episode will help you decide what that job should be.

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Explore The Sugar Daddy Podcast Stan Store — Downloadables, tools, and more to level up your money game together!

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

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We’re most active over at @thesugardaddypodcast

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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 fina...

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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 you spend, save, and invest.

We share real-life examples, including:

• When “budget” services backfire
• The hidden cost of uninvested retirement accounts
• Why professional expertise often pays for itself
• How to decide what’s actually worth spending on

Plus, we give you four simple questions to help you define value for yourself before your next purchase.

This is a mindset shift episode. Less guilt. More intention. Better outcomes.

Subscribe to The Sugar Daddy Podcast newsletter

Explore The Sugar Daddy Podcast Stan Store — Downloadables, tools, and more to level up your money game together!

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 fina...

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 numbers, personal experiences, and the structural changes that reshaped the housing market after 2008.

We talk about:

• How home prices have outpaced income
• Why this isn’t a personal finance failure
• The real costs of owning beyond the mortgage
• When renting can be the smarter option
• Practical paths to explore if buying is still your goal

This episode is for millennials who feel stuck, discouraged, or judged for not owning a home yet. The bottom line: it’s not you. The system changed.

If homeownership is something you’re still working toward, we hope this gives you clarity, validation, and a little more grace for yourself.

Subscribe to The Sugar Daddy Podcast newsletter

Explore The Sugar Daddy Podcast Stan Store — Downloadables, tools, and more to level up your money game together!

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 fina...