The Financial Puzzle Playbook
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Latest Episodes
Family, Faith, and Financial Resilience With Cassidy Sumpter (Ep.9)
Uncover the heartfelt legacy of resilience and love as we dive deep into a familys journey through cancer and discover the life lessons that emerged. This special episode features Jim Sumpter and his
Boosting Your Home’s Market Appeal Using These Staging Tricks With Keith Weaver (Ep.8)
Ever wondered which home renovations bring the highest return on investment? Whether you plan to sell your home soon or in the future, understanding the best investments can significantly impact your
Top Mistakes to Avoid in Real Estate Transactions With Todd Tucker (Ep.7)
Lets unlock the intricacies of real estate contracts and make your next home purchase or sale a breeze. Join us as Jim Sumpter and Todd Tucker tackle the intricacies of real estate contracts, from fi
Estate Planning for Young Families + The Must-Have Documents (Ep.6)
Are you prepared for lifes ultimate certainties? Join us as we demystify estate planning with attorney Alex Priester, helping ensure you and your loved ones are protected. Were discussing some of th
How to Navigate Home Buying Like a Pro With Steve Knox (Ep.5)
Discover the essential steps to successfully securing a mortgage, from pre-approval to closing costs, and how to avoid common pitfalls. Jim Sumpter dives into the world of mortgages with guest Steve K
Jim’s Five Rules of Investing & Understanding the Basics of Financial Planning (Ep.4)
Have you ever wondered how to get started with your investments or how to make your money work harder for you? Your host Jim Sumpter breaks down his tried-and-true rules for investing, making complex
Cash Flow: The First Piece of Your Financial Puzzle (Ep. 3)
You want to take control of your finances but dont know where to start. Sound relatable? Its time to unpack the first piece of your financial puzzle cash flow. Tune in as Jim Sumpter, CFP, explai
Meet Your Host Jim Sumpter! (Ep. 1)
Financial planning is similar to solving a puzzle. The decisions are intertwined, and we have to carefully piece them all together to achieve the big-picture vision. Thats exactly what we will explor
The Story Behind the CMC Financial Brand (Ep. 2)
The name CMC, the different financial puzzle pieces, and our bright color scheme of teal, green, pink, and yellow they all are an essential part of our brand. But how did it all come together? Let
The Financial Puzzle Playbook: Coming Soon!
Welcome to The Financial Puzzle Playbook, where we make money matters simple, enjoyable, and oh-so-relatable. Through engaging stories and casual conversations, Jim Sumpter and his guests will teach y