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 emotional and financial challenges we face during the holidays. With warmth and humor, they dive into personal stories about coping with family dynamics, unexpected holiday hurdles, and the financial strains many experience at this time of year. Jennifer, a key part of the CMC Financial team, shares heartfelt insights from her personal experiences and professional expertise as a financial paraplanner.

Jim and Jennifer discuss:

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• (02:02) The emotional impact of life changes like loss and divorce during the holidays
  
• (07:12) Navigating the transition of empty nests and shifting family dynamics
  
• (16:25) Diffusing familial tensions around divisive topics like politics and sports
  
• (21:06) Managing financial stress and setting realistic expectations for holiday spending
  
• (24:43) Practical coping strategies for not having loved ones nearby during the holiday season
  
• And more
  

Whether it’s advice on handling seasonal stress or tips on financial planning for the holidays, this episode is relatable and invaluable. Tune in for a session filled with practical advice and a personal touch.

Resources:

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• NFA: The Most Stressful Holiday of the Year
  

Connect with Jim Sumpter: 

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• 205-510-9074
  
• CMC Financial
  
• LinkedIn: Jim Sumpter
  
• LinkedIn: CMC Financial
  
• Facebook: CMC Financial
  
• Instagram: CMC Financial
  
• YouTube: CMC Financial
  

Connect with Jennifer Sumpter:

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• CMC Financial
  
• LinkedIn: Jennifer Sumpter
  
• jennifer@cmcfp.com
  

About our Guest: 

Jennifer Sumpter is a Financial Paraplanner Qualified Professional at CMC Financial.