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
Getting married means combining more than your lives. For young couples, it can also mean figuring out how to budget together, talk openly about spending, and make financial decisions as a team.
How can young couples build healthy financial habits, communicate about spending, and make decisions that reflect what matters most to them?
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Young adults entering new stages of life often face major decisions around careers, relationships, and money.
How do you build a future together while navigating uncertainty and changing priorities?
In this episode, Jim Sumpter, CFP®, reconnects with Cassidy Sumpter to talk about her path toward becoming an elementary...
How much cash should you keep on hand? When should you begin planning for long-term care? What happens when you inherit an IRA?
These are the kinds of financial questions many people don’t ask until they’re facing an important decision.
In this episode, Jim Sumpter, CFP®, walks through several of the retir...
Have you been putting off your estate plan because it never feels urgent?
Many families discover too late that assumptions, outdated paperwork, or missing documents can create difficult decisions for the people they care about most.
In this episode, Jim Sumpter, CFP®, explains why estate planning isn’t reserved for we...
Digital assets are becoming a bigger part of financial conversations, but many people still wonder whether they belong in a long-term plan.
How do blockchain, Bitcoin, and crypto actually work? And what should investors understand before adding digital assets to a portfolio?
In this episode, Jim Sumpter continues part two o...
Life has a way of changing even the most carefully crafted financial plans. One day you’re focused on building wealth and preparing for the future, and the next you’re navigating a major transition that requires a completely different set of financial decisions.
In this episode, Jim Sumpter, CFP®, welcomes fellow advisor and GFG Wealth Advisors...
Cryptocurrency can feel confusing, speculative, or difficult to understand, especially with so much hype surrounding digital assets.
In this episode of The Financial Puzzle Playbook, Jim Sumpter sits down with Wealth Advisor and Founder of Route Financial Group, Loran Coffman, MRFC®, C...
Many people think tax planning happens once a year when they file their return. Jim Sumpter believes the real planning starts after tax season ends.
In this episode, Jim introduces what he calls the “Tax Control Triangle,” a simple way to think about where your money lives, how it’s taxed, and why flexibility matters when it comes time to use i...
What shapes the financial mindset of the next generation?
How do young professionals balance money, work, faith, and purpose as they begin their careers?
In this episode, Jim Sumpter, CFP®, sits down with Margaret Easterling, Finance student at Samford University and intern at CMC Financial, to explore how young adult...
Financial planning today is about more than picking investments.
As client needs grow more detailed and interconnected, how do advisors bring together the right people and resources to serve families well?
In this episode, Jim Sumpter, CFP®, introduces Mark Green, President at GFG Wealth Advisors, to share how their strateg...
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