The Financial Puzzle Playbook

Latest Episodes
Understanding the Psychology of Money with Brendan Frazier – Part 2 (Ep. 18)
What if money could buy happiness? In this episode, Jim Sumpter, CFP, and Brendan Frazier, Chief Behavioral Officer at RFG Advisory, continue their conversation about understanding the psychology of
Understanding the Psychology of Money with Brendan Frazier – Part 1 (Ep. 17)
Are your financial decisions guided more by emotion than reason? Discover how understanding your financial behaviors can transform your money management skills. In this episode, Jim Sumpter, CFP, is
Investment Basics: Is Your Investment Portfolio Ready for the New Year? (Ep. 16)
Are you unsure if your investment strategy aligns with your risk tolerance, especially as market conditions change? In this episode, Jim Sumpter, CFP, discusses investment strategies, focusing on und
Understanding Tax Deductions for Charitable Contributions with Andy Graffeo (Ep. 15)
Are you aware of how charitable contributions can impact your taxable income this year? In this episode, Jim Sumpter, CFP, brings Andy Graffeo, Financial Advisor at CMC Financial, on to piece togethe
Navigating Holiday Stress with Jennifer Sumpter (Ep. 14)
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
A College Student’s Guide to Cash Flow and Investments with Victoria O’Tool (Ep. 13)
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
You Inherit an IRA, Now What? (Ep. 12)
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
Maximize Your Retirement Savings: Tips on 401(k) and Roth 401(k) (Ep. 11)
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
The Gold, Silver, Bronze Insurance Plan Breakdown (Ep.10)
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
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