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

What happens when lifes unexpected events test your financial preparations? In this episode of the Financial Puzzle Playbook, Jim Sumpter explores the often overlooked yet vital components of financi

How can you make financial planning feel less like a daunting task and more like a solvable puzzle? In this episode of the Financial Puzzle Playbook, host Jim Sumpter, CFP, dives deep into the comple

What if money could buy happiness? In this episode, Jim Sumpter, CFP, and Brendan Frazier, Chief Behavioral Officer at RFG Advisory, continue their conversation about understanding the psychology of

Are your financial decisions guided more by emotion than reason? Discover how understanding your financial behaviors can transform your money management skills. In this episode, Jim Sumpter, CFP, is

Are you unsure if your investment strategy aligns with your risk tolerance, especially as market conditions change? In this episode, Jim Sumpter, CFP, discusses investment strategies, focusing on und

Are you aware of how charitable contributions can impact your taxable income this year? In this episode, Jim Sumpter, CFP, brings Andy Graffeo, Financial Advisor at CMC Financial, on to piece togethe

How do you handle the stress of the holiday season? In this episode of The Financial Puzzle Playbook, Jim Sumpter, CFP, is joined by his wife, Jennifer Sumpter, FPQP, to explore the stressful emotio

Are you a college student or know a college student whos wondering how to get a strong financial start? In this episode of The Financial Puzzle Playbook, Jim Sumpter, CFP, sits down with Victoria