The Financial Puzzle Playbook

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The Financial Puzzle Playbook

Jim Sumpter

41 episodes

1 day ago

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!

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All content for The Financial Puzzle Playbook is the property of Jim Sumpter and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

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!

Show more...

Episodes (20/41)

The Financial Puzzle Playbook

Should You Be on Your Parents’ Bank Account? (Ep. 40)

3 days ago

28 minutes 37 seconds

The Financial Puzzle Playbook

Passing Down Values, Not Just Assets with Brendan Frazier – Part 2 (Ep. 39)

3 weeks ago

29 minutes 52 seconds

The Financial Puzzle Playbook

Why Money Choices Get Easier When You Start With Values with Brendan Frazier – Part 1 (Ep. 38)

It is easy to think financial planning is all about numbers, but this episode pulls back the curtain to show why the human side matters just as much. In this episode, Jim Sumpter, CFP®, sits down with returning guest Brendan Frazier, Chief Behavioral Officer at RFG Advisory, to explore the Golden Circle framework and how … Read More Read More

1 month ago

39 minutes 42 seconds

The Financial Puzzle Playbook

Turning Setbacks into Charcuterie: How Jessica Snead Built Petal & Platter (Ep. 37)

Sometimes the toughest seasons reveal the most unexpected opportunities. When COVID-19 turned the world upside down, Jessica Snead found herself without a job, a plan, or a clear next step, but what she did have was creativity, determination, and a love for making things beautiful. In this episode of The Financial Puzzle Playbook, host Jim … Read More Read More

1 month ago

42 minutes 36 seconds

The Financial Puzzle Playbook

Year-End Financial Planning with Andy Graffeo (Ep. 36)

Join host Jim Sumpter, CFP®, and his returning guest, CMC Financial’s Vice President, Andy Graffeo, AFSP, as they take you through essential year-end financial planning strategies using their six-piece playbook. They cover key topics like maximizing 401(k) contributions, Roth conversions, required minimum distributions, charitable giving, education planning, and energy tax credits. Throughout the episode, Jim … Read More Read More

2 months ago

39 minutes 41 seconds

The Financial Puzzle Playbook

Santa’s Take on Holiday Spending (Ep. 35)

The holidays come early in this unforgettable episode of The Financial Puzzle Playbook, where Jim Sumpter is joined by none other than Santa Claus himself. With a cocoa in hand and a beachy Hawaiian shirt on, Santa opens up about his off-season routine, what makes the perfect cookie, and why budgeting for the holidays is … Read More Read More

3 months ago

39 minutes 33 seconds

The Financial Puzzle Playbook

What Gen Z Gets Right (And Wrong) About Money – Part 2 (Ep. 34)

What happens when Gen Z tackles investing armed with TikTok hacks in one hand and a finance textbook in the other? In this candid and high-energy episode of The Financial Puzzle Playbook, host Jim Sumpter reconnects with Vivi Spotswood, a rising junior at Ole Miss, for part two of their conversation. This time, the spotlight … Read More Read More

3 months ago

44 minutes 59 seconds

The Financial Puzzle Playbook

What Gen Z Gets Right (and Wrong) About Money – Part 1 (Ep. 33)

When Vivi Spotswood arrived at Ole Miss, she didn’t know many people, but what she did know was that she wanted to carve her own path. Now a rising junior studying finance, entrepreneurship, and marketing, Vivi joins host Jim Sumpter for a two-part conversation about cash flow, confidence, and the mindset shifts that come with … Read More Read More

4 months ago

32 minutes 3 seconds

The Financial Puzzle Playbook

The Importance of Setting Insurance Goals with Eileen Shovlin – Part 2 (Ep. 32)

What does insurance really look like across a lifetime, and how do you make sure it fits your plan? In this second conversation with Eileen Shovlin, Director of Business Development at Crump Life Insurance, we dive deep into the logistics of insurance at different stages of life. From understanding insurability and group policies to integrating … Read More Read More

4 months ago

40 minutes 49 seconds

The Financial Puzzle Playbook

The Importance of Setting Insurance Goals with Eileen Shovlin – Part 1 (Ep. 31)

What if a single unexpected moment reshaped your entire financial future? In this episode, host Jim Sumpter, CFP®, sits down with Eileen Shovlin, Director of Business Development at Crump Life Insurance, to explore the deeply personal journey that led her to become an advocate for smart, values-based insurance planning. From a life-altering car accident at … Read More Read More

5 months ago

32 minutes 14 seconds

The Financial Puzzle Playbook

What Rental Owners Get Wrong About Depreciation (Ep. 30)

Depreciation can be one of the most misunderstood aspects of owning a business or rental property, and mishandling it can lead to IRS headaches, audit risk, or unexpected capital gains. In this episode, Jim Sumpter, CFP®, breaks down how depreciation really works, including how it’s calculated, what qualifies, and what happens if you skip it. … Read More Read More

5 months ago

30 minutes 50 seconds

The Financial Puzzle Playbook

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

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 … Read More Read More

5 months ago

28 minutes 51 seconds

The Financial Puzzle Playbook

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

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 … Read More Read More

6 months ago

33 minutes 38 seconds

The Financial Puzzle Playbook

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

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 … Read More Read More

7 months ago

30 minutes 2 seconds

The Financial Puzzle Playbook

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

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 … Read More Read More

7 months ago

42 minutes 19 seconds

The Financial Puzzle Playbook

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

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 … Read More Read More

8 months ago

30 minutes 31 seconds

The Financial Puzzle Playbook

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

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, … Read More Read More

8 months ago

50 minutes 5 seconds

The Financial Puzzle Playbook

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

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 … Read More Read More

9 months ago

33 minutes 4 seconds

The Financial Puzzle Playbook

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

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 … Read More Read More

9 months ago

32 minutes 49 seconds

The Financial Puzzle Playbook

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

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 … Read More Read More

10 months ago

34 minutes 32 seconds