business
Hosted by Jim Sumpter · business · EN-US · 54 episodes
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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Contact path
Verified email
Booking probability
32%
Guest openness
Selective
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Signup to Generate a PitchWelcome 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.
The Financial Puzzle Playbook is hosted by Jim Sumpter. The show has published 54 episodes to date.
Recent episodes include "Building Financial Habits Before Marriage with Cassidy Sumpter – Part 2 (Ep. 53)" (15 September 2026, 36 minutes), "Planning a Wedding, Career Changes, and Life Together with Cassidy Sumpter – Part 1 (Ep. 52)" (1 September 2026, 31 minutes), and "Retirement Questions You Should Answer Before It’s Too Late (Ep. 51)" (18 August 2026, 34 minutes).
The Financial Puzzle Playbook publishes roughly every two weeks, with episodes averaging 37 minutes across 54 episodes.
Booking probability for The Financial Puzzle Playbook is 32%, and the host is rated Selective on guests. The Financial Puzzle Playbook requires a Pod Score of 80 or higher. The Financial Puzzle Playbook's contact route on record: verified email.
The strongest fits for The Financial Puzzle Playbook are Investing & Wealth Management. The Financial Puzzle Playbook has a business audience.
Jim Sumpter hosts The Financial Puzzle Playbook, a business show with 54 episodes published.
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The Financial Puzzle Playbook
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...
The Financial Puzzle Playbook
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...
The Financial Puzzle Playbook
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...
The Financial Puzzle Playbook
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...
The Financial Puzzle Playbook
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...
The Financial Puzzle Playbook
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...
The Financial Puzzle Playbook
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...
The Financial Puzzle Playbook
<p>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.</p> <p>In this episode, Jim introduces what he calls the “Tax...
The Financial Puzzle Playbook
<p>What shapes the financial mindset of the next generation? </p> <p>How do young professionals balance money, work, faith, and purpose as they begin their careers?</p> <p>In this episode, Jim Sumpter, CFP®, sits down...
The Financial Puzzle Playbook
<p>Financial planning today is about more than picking investments.</p> <p>As client needs grow more detailed and interconnected, how do advisors bring together the right people and resources to serve families well?</p>...
The Financial Puzzle Playbook
<p>Tax headlines can sound simple, but the details often tell a different story.</p> <p>What do recent tax law updates actually mean for your income, deductions, and long-term planning? And how should you adjust when...
The Financial Puzzle Playbook
<p>Inheriting money sounds straightforward, but for many families, it becomes one of the most confusing and emotionally loaded financial moments they will ever face.</p> <p><b>In this episode, the client learns</b> why...
The Financial Puzzle Playbook
<p>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...
The Financial Puzzle Playbook
<p>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.</p> <p>In this...
The Financial Puzzle Playbook
<p>Many families avoid talking about money because they fear conflict, awkwardness, or hurting someone’s feelings. </p> <p>Jim and returning guest Brendan Frazier break down why family meetings matter more than ever and...
The Financial Puzzle Playbook
<p>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. </p> <p>In this episode, Jim Sumpter, CFP®, sits down with...
The Financial Puzzle Playbook
<p>Sometimes the toughest seasons reveal the most unexpected opportunities. </p> <p>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...
The Financial Puzzle Playbook
<p>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...
The Financial Puzzle Playbook
<p>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. </p> <p>With a cocoa in hand and a beachy Hawaiian shirt on...
The Financial Puzzle Playbook
<p>What happens when Gen Z tackles investing armed with TikTok hacks in one hand and a finance textbook in the other?</p> <p>In this candid and high-energy episode of The Financial Puzzle Playbook, host Jim Sumpter...
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