The Financial Puzzle Playbook

Jim Sumpter
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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. 1 DAY AGO

    Navigating Holiday Stress with Jennifer Sumpter (Ep. 14)

    How do you handle the stress of the holiday season? In this episode of The Financial Puzzle Playbook, Jim Sumpter, CFP®, is joined by his wife, Jennifer Sumpter, FPQP®, to explore the stressful emotional and financial challenges we face during the holidays. With warmth and humor, they dive into personal stories about coping with family … Read More Read More

    33 min

  2. NOV 6

    A College Student’s Guide to Cash Flow and Investments with Victoria O’Tool (Ep. 13)

    Are you a college student or know a college student who’s wondering how to get a strong financial start?  In this episode of The Financial Puzzle Playbook, Jim Sumpter, CFP®,  sits down with Victoria O’Tool, a finance major and aspiring financial advisor from the University of Alabama. They dive into the unique perspective college students … Read More Read More

    38 min

  3. 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

  4. 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

  5. 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

  6. 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

  7. 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

  8. 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
See All (15)

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
    15
  • Rating
    Clean
  • Copyright
    Copyright © 2024 The Financial Puzzle Playbook
  • Show Website
    The Financial Puzzle Playbook

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