The Financial Puzzle Playbook

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!

Episodes

Is It a Business or a Hobby? How the IRS Decides (Ep. 29)

July 16, 2025 • 28 mins
Have you ever wondered if your side hustle qualifies as a legitimate business or if the IRS sees it as just a hobby?  In this episode, Jim Sumpter, CFP®, unpacks the surprisingly high-stakes distinction between the two. With real-life examples, Jim walks through the IRS’s 9-factor test for business classification and why failing that test …

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How Women Are Reshaping the Future of Financial Management With Jillian Berry – Part 2 (Ep. 28)

June 18, 2025 • 33 mins
What’s the puzzle of financial empowerment for women?  Unpack the generational shift in wealth with Jim Sumpter and guest Jillian Berry in part two of the Financial Puzzle Playbook. Discover how women are becoming major financial decision-makers and what it means for the future. From understanding the impact of social media on financial literacy among …

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How Women Are Reshaping the Future of Financial Management With Jillian Berry – Part 1 (Ep. 27)

June 4, 2025 • 30 mins
What’s driving the financial power shift towards women, and how will it impact the future of wealth management?  Join us on the Financial Puzzle Playbook as Jim Sumpter explores this transformative trend with Jillian Berry, the Senior Director of StrongHer Money. They delve into the upcoming $104 trillion wealth transfer across generations and highlight the …

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Behavioral Economics in Investing: Mastering Your Financial Mindset with Matt Sommer (Ep. 26)

May 21, 2025 • 42 mins
What happens when the stock market takes a wild ride?  Join Jim Sumpter and special guest Matt Sommer,  a seasoned strategist with Janus Henderson Investors, as they unpack market volatility, exploring how emotions and mindsets impact financial decisions and investments. Listen as they dive into the complexities of investments with a focus on retirement planning …

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Financial Planning for Couples: Merging Lives and Finances with Amanda Callahan (Ep. 25)

May 7, 2025 • 30 mins
What happens when two independent financial worlds come together?  Today on The Financial Puzzle Playbook, Jim Sumpter revisits the six key areas of financial planning—cash flow, retirement, insurance, investments, income, taxes, and estate planning with guest Amanda Callahan, who offers a fresh perspective on merging as a couple. Listen as Jim and Amanda navigate the …

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The Financial Puzzle Playbook is ONE! (Ep. 24)

April 25, 2025 • 50 mins
What does a year of piecing together financial puzzles look like?  Join Jim Sumpter as he marks a milestone—the anniversary of The Financial Puzzle Playbook—by walking us through a year of engaging conversations and relatable insights. Featured guests have contributed rich stories across various financial topics like the emotional impact of investments, essential estate planning, …

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Event Planning and Financial Goals: A Perfect Match (Ep. 23)

April 9, 2025 • 33 mins
What makes certain celebrations unforgettable?  Dive into the world of events with Jim Sumpter and guest Amanda Callahan to unravel effective planning for life’s milestone moments. Whether it’s a 50th anniversary, a baby shower, or a company holiday bash, understanding the ‘why’ behind the ‘what’ is crucial for hosts and attendees. Jim and Amanda tackle …

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Plan Your Dream Event Without Breaking the Bank: Tips from Amanda Callahan (Ep. 22)

March 20, 2025 • 32 mins
What unexpected factors should you consider when planning a wedding budget? Jim Sumpter and Amanda Callahan dive into the intricacies of event planning, focusing on cash flow and unforgettable experiences. Amanda, with her extensive background in wedding planning, shares insider tips on budgets, venues, and the importance of being prepared for the unexpected, like weather …

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How Financial Literacy Fits into Your Financial Puzzle with Victoria O’Tool (Ep. 21)

March 5, 2025 • 34 mins
Can understanding financial literacy reshape your future? Tune into the Financial Puzzle Playbook, where Jim Sumpter, CFP®, and returning guest Victoria O’Tool, Wealth Manager Intern at Mercer Advisors, explore the vital role of financial smarts in everyday life. This episode dives deep into the six essential financial puzzle pieces and why grasping them is crucial …

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Solving Your Financial Puzzle: Understanding Insurance and Estate Planning (Ep. 20)

February 19, 2025 • 40 mins
What happens when life’s unexpected events test your financial preparations? In this episode of the Financial Puzzle Playbook, Jim Sumpter explores the often overlooked yet vital components of financial planning: insurance and estate planning. How do these pieces fit into your financial puzzle, especially when life throws the unexpected your way? Discover through real-life stories …

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Simplifying Investments with Rick Wedell (Ep. 19)

February 5, 2025 • 37 mins
How can you make financial planning feel less like a daunting task and more like a solvable puzzle? In this episode of the Financial Puzzle Playbook, host Jim Sumpter, CFP®, dives deep into the complex yet essential piece of the financial puzzle: investments. Joining him is Rick Wedell, President and Chief Investment Officer of RFG …

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Understanding the Psychology of Money with Brendan Frazier – Part 2 (Ep. 18)

January 22, 2025 • 41 mins
What if money could buy happiness? In this episode, Jim Sumpter, CFP®, and Brendan Frazier, Chief Behavioral Officer at RFG Advisory, continue their conversation about understanding the psychology of money with a focus on whether money can buy happiness. They unpack this fascinating question by diving into the often-overlooked connection between financial planning and happiness. …

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Understanding the Psychology of Money with Brendan Frazier – Part 1 (Ep. 17)

January 8, 2025 • 41 mins
Are your financial decisions guided more by emotion than reason? Discover how understanding your financial behaviors can transform your money management skills. In this episode, Jim Sumpter, CFP®, is joined by Brendan Frazier, Chief Behavioral Officer at RFG Advisory. They explore the often-overlooked psychological and emotional aspects of financial planning. You’ll learn why cash flow …

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Investment Basics: Is Your Investment Portfolio Ready for the New Year? (Ep. 16)

December 18, 2024 • 31 mins
Are you unsure if your investment strategy aligns with your risk tolerance, especially as market conditions change? In this episode, Jim Sumpter, CFP®, discusses investment strategies, focusing on understanding risk tolerance and rebalancing portfolios as we approach year-end. Jim digs into the nitty-gritty of asset allocation and why it’s crucial, especially after a booming year …

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Understanding Tax Deductions for Charitable Contributions with Andy Graffeo (Ep. 15)

December 4, 2024 • 26 mins
Are you aware of how charitable contributions can impact your taxable income this year? In this episode, Jim Sumpter, CFP®, brings Andy Graffeo, Financial Advisor at CMC Financial, on to piece together the tricky puzzle of end-of-year tax planning with a special focus on charitable contributions. Andy, a key partner at CMC Financial, lends his …

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Navigating Holiday Stress with Jennifer Sumpter (Ep. 14)

November 20, 2024 • 33 mins
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 …

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

November 6, 2024 • 38 mins
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 …

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

October 16, 2024 • 35 mins
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 …

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

October 2, 2024 • 39 mins
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 …

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

September 18, 2024 • 41 mins
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 …

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