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

Could your financial future hinge on choosing the right path after inheriting a retirement account? In this episode, Jim Sumpter provides insights and guidance on the nuanced rules and changes surroun

Are you making the most of your companys benefits? Dive in to uncover how to maximize your 401(k), 403(b), and other investment options within your employee benefits package. In this episode of The F

Struggling with your employee benefit choices during open enrollment? Understanding and optimizing your benefits can significantly enhance your financial health and save you money. Jim Sumpter dives i

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

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

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

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

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