Most families think adding a child to a parents 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 breaks down why ownership matters

Many families avoid talking about money because they fear conflict, awkwardness, or hurting someones feelings.Jim and returning guest Brendan Frazier break down why family meetings matter more than ever and how they can protect both relationships and l

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 Brendan Frazier, Chief Behavioral Off

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 creativity, determination, and a love

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-piece playbook. They cover key topics like maximizing 401(k

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 up about his off-season routine,

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 Vivi Spotswood, a rising junior at

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 marketing, Vivi joins host Jim Sumpter for a two-part conve

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 into the logistics of insurance at

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 Insurance, to explore the deeply personal journey that led her