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 wit

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

Join host Jim Sumpter, CFP, and his returning guest, CMC Financials Vice President, Andy Graffeo, AFSP, as they take you through essential year-end financial planning strategies using their six-piec

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

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 Sum

When Vivi Spotswood arrived at Ole Miss, she didnt 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 mark

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 Insu

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 Insuran

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