The Financial Puzzle Playbook

Jim Sumpter
  • 0.0 (0)
  • INVESTING
  • UPDATED SEMIMONTHLY
The Financial Puzzle Playbook

Welcome to The Financial Puzzle Playbook, where we make money matters simple, enjoyable, and oh-so-relatable. Through engaging stories and casual conversations, Jim Sumpter and his guests will teach you how to bring together all the important puzzle pieces like income, cash flow, retirement, taxes, education funding, estate and more. Moreover, they will explain how to reorganize your financial puzzle in the face of unexpected life events. So just sit back and get ready to take control of your financial future!

  1. OCT 16

    You Inherit an IRA, Now What? (Ep. 12)

    Could your financial future hinge on choosing the right path after inheriting a retirement account? In this episode, Jim Sumpter provides insights and guidance on the nuanced rules and changes surrounding the inheritance of retirement accounts such as IRAs and 401(k)s. If you’ve recently found yourself as a beneficiary, understanding your options with inherited retirement … Read More Read More

    36 min

  2. OCT 2

    Maximize Your Retirement Savings: Tips on 401(k) and Roth 401(k) (Ep. 11)

    Are you making the most of your company’s benefits? Dive in to uncover how to maximize your 401(k), 403(b), and other investment options within your employee benefits package. In this episode of The Financial Puzzle Playbook, Jim Sumpter dives into the intricacies of 401(k) and 403(b) plans, comparing Roth and traditional options. He discusses the … Read More Read More

    39 min

  3. SEP 18

    The Gold, Silver, Bronze Insurance Plan Breakdown (Ep.10)

    Struggling with your employee benefit choices during open enrollment? Understanding and optimizing your benefits can significantly enhance your financial health and save you money. Jim Sumpter dives into critical aspects of employee benefits, particularly during open enrollment season. We explore the nuances of various health insurance plans and the potential savings offered by Flexible Spending … Read More Read More

    41 min

  4. SEP 4

    Family, Faith, and Financial Resilience With Cassidy Sumpter (Ep.9)

    Uncover the heartfelt legacy of resilience and love as we dive deep into a family’s journey through cancer and discover the life lessons that emerged. This special episode features Jim Sumpter and his daughter, Cassidy, as they share poignant stories about Carson, who battled cancer with courage and joy. Learn how these experiences have profoundly … Read More Read More

    49 min

  5. AUG 21

    Boosting Your Home’s Market Appeal Using These Staging Tricks With Keith Weaver (Ep.8)

    Ever wondered which home renovations bring the highest return on investment?  Whether you plan to sell your home soon or in the future, understanding the best investments can significantly impact your resale value, making the entire process smoother and more profitable. Join us real estate professional, Keith Weaver, covers essential tips on home improvements that … Read More Read More

    44 min

  6. AUG 7

    Top Mistakes to Avoid in Real Estate Transactions With Todd Tucker (Ep.7)

    Let’s unlock the intricacies of real estate contracts and make your next home purchase or sale a breeze. Join us as Jim Sumpter and Todd Tucker tackle the intricacies of real estate contracts, from finding the right realtor to understanding pricing strategies, and the importance of home inspections and appraisals.  They share actionable insights that … Read More Read More

    30 min

  7. JUL 17

    Estate Planning for Young Families + The Must-Have Documents (Ep.6)

    Are you prepared for life’s ultimate certainties? Join us as we demystify estate planning with attorney Alex Priester, helping ensure you and your loved ones are protected. We’re discussing some of the critical components of estate planning—wills, powers of attorney, and medical directives. Alex Priester, a seasoned estate planning attorney, walks us through the essentials, … Read More Read More

    43 min

  8. JUL 3

    How to Navigate Home Buying Like a Pro With Steve Knox (Ep.5)

    Discover the essential steps to successfully securing a mortgage, from pre-approval to closing costs, and how to avoid common pitfalls. Jim Sumpter dives into the world of mortgages with guest Steve Knox, uncovering critical insights about the mortgage process, including the importance of pre-approval, the impact of credit scores on mortgage rates, and the often-overlooked … Read More Read More

    31 min
See All (13)

About

Welcome to The Financial Puzzle Playbook, where we make money matters simple, enjoyable, and oh-so-relatable. Through engaging stories and casual conversations, Jim Sumpter and his guests will teach you how to bring together all the important puzzle pieces like income, cash flow, retirement, taxes, education funding, estate and more. Moreover, they will explain how to reorganize your financial puzzle in the face of unexpected life events. So just sit back and get ready to take control of your financial future!

Information

  • Creator
    Jim Sumpter
  • Years Active
    2K
  • Episodes
    13
  • Rating
    Clean
  • Copyright
    Copyright © 2024 The Financial Puzzle Playbook
  • Show Website
    The Financial Puzzle Playbook

To listen to explicit episodes, sign in.

Stay up to date with this show

Sign in or sign up to follow shows, save episodes, and get the latest updates.
Select a country or region

Africa, Middle East, and India

Asia Pacific

Europe

Latin America and the Caribbean

The United States and Canada