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Hosted by Jim Sumpter · 🇺🇸 US · EN-US · 51 episodes
Established thought leaders with verified media credentials.
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!
Jim Sumpter hosts The Financial Puzzle Playbook, a business show with 51 episodes published.
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 f
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 Many families discover too late that assumptions, outdated paperwork, or missing documents can create difficult decisions for the people they care
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
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 requi
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 Ad
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
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 Easter
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 episod
Tax headlines can sound simple, but the details often tell a different story. What do recent tax law updates actually mean for your income, deductions, and long-term planning? And how should you adjust when the rules kee
Inheriting money sounds straightforward, but for many families, it becomes one of the most confusing and emotionally loaded financial moments they will ever face. In this episode, the client learns why preparation, guida
What does real diversification actually look like when markets feel noisy and unpredictable? In this episode of The Financial Puzzle Playbook, Jim Sumpter, CFP®, sits down with trading desk expert Paul Wankmueller to bre
Most families think adding a child to a parent’s bank account is a simple act of love, but Jim Sumpter CFP® reveals how easily it can create tax issues, legal exposure, and long-term family conflict. In this episode, Jim
Many families avoid talking about money because they fear conflict, awkwardness, or hurting someone’s feelings. Jim and returning guest Brendan Frazier break down why family meetings matter more than ever and how they ca
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 Bre
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 crea
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 cov
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
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
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 hos
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
Mark Green
Author "Bright, Infinite, Future" · Council of Chief Judges of the State Courts of Appeals
1 appearance on this show
Brendan Frazier
Chief Behavioral Officer · RFG Advisory
2 appearances on this show
Santa Claus
iconic, magical figure · Santa Claus Office
1 appearance on this show
Jessica Snead
Petal & Platter
1 appearance on this show
Andy Graffeo
CMC Financial
1 appearance on this show
Vivi Spotswood
Ole Miss
1 appearance on this show
Eileen Shovlin
Crump Life Insurance
2 appearances on this show
Jillian Berry
StrongHer Money
1 appearance on this show
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The Financial Puzzle Playbook is hosted by Jim Sumpter. The show is categorised under business (investing) and has published 51 episodes.
The Financial Puzzle Playbook has published 51 episodes.
The Financial Puzzle Playbook regularly covers business, investing. It sits in the business category, with a investing focus.
The Financial Puzzle Playbook is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
The Financial Puzzle Playbook hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.
Episodes of The Financial Puzzle Playbook average 37 minutes. a focused format where a clear narrative arc and tight preparation matter most.
Our data rates The Financial Puzzle Playbook's guest bar at 80/100 (Premium tier). Established thought leaders with verified media credentials. Sign in to PitchCentric to see how your own Pod Score compares against this show.
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