What happens when two independent financial worlds come together? 

Today on The Financial Puzzle Playbook, Jim Sumpter revisits the six key areas of financial planning—cash flow, retirement, insurance, investments, income, taxes, and estate planning with guest Amanda Callahan, who offers a fresh perspective on merging as a couple.

Listen as Jim and Amanda navigate the complexities of merging two independent lives, going beyond logistics to explore the emotional side of money. They highlight the importance of open communication, compromise, and structuring financial responsibilities in a way that supports both partners’ independence and shared goals.

Gain insight and strategies to help you and your partner align your goals, values, and dreams for the future. 

• Combining households: Tackling the tricky negotiations over whose furniture fits best and whose home is kept. (00:04:10) 
• Financial Contributions: Navigating the logistics of separate accounts and shared expenses. (00:06:47) 
• Protecting the Future: Conversations around Jonathan’s challenging profession and planning for worst-case scenarios. (00:09:18) 
• Planning for Aging Parents: Balancing dreams of future investments while considering the care needed for older family members. (00:17:23)
• Prenuptial Agreements: The evolving conversation about removing the stigma around prenups. (00:24:54)

Resources:

• Episode 3: Cash Flow: The First Piece of Your Financial Puzzle
• Episode 17: Understanding the Psychology of Money with Brendan Frazier Pt1
• Episode 18: Understanding the Psychology of Money with Brendan Frazier Pt2
• Episode 22: Plan Your Dream Event Without Breaking The Bank: Tips from Amanda Callahan
• Episode 23: Event Planning and Financial Goals: A Perfect Match

Connect with Jim Sumpter: 

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

Connect with Amanda Callahan:

• LinkedIn: Amanda Callahan
• 205-919-5859
• arrahrplanninganddesign@gmail.com 

About Amanda Callahan: 

Amanda Callahan is the advisor-facing event coordinator at RFG Advisory, bringing years of experience in event planning to her role. She began her career in wedding planning and venue management, drawn to the industry by her passion for creating personal, meaningful experiences for clients. After years of coordinating weddings, she transitioned into the corporate world, where she has spent nearly 15 years honing her skills in event management. Amanda’s expertise spans engagements, rehearsal dinners, weddings, and a variety of other events, making her a seasoned professional in crafting unforgettable occasions.