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 episo

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 distincti

Whats 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

Whats 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 tr

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, explorin

What happens when two independent financial worlds come together? Today on The Financial Puzzle Playbook, Jim Sumpter revisits the six key areas of financial planningcash flow, retirement, insurance

What does a year of piecing together financial puzzles look like? Join Jim Sumpter as he marks a milestonethe anniversary of The Financial Puzzle Playbookby walking us through a year of engaging co

What makes certain celebrations unforgettable? Dive into the world of events with Jim Sumpter and guest Amanda Callahan to unravel effective planning for lifes milestone moments. Whether its a 50th

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 experie

Can understanding financial literacy reshape your future? Tune into the Financial Puzzle Playbook, where Jim Sumpter, CFP, and returning guest Victoria OTool, Wealth Manager Intern at Mercer Advisor