The Financial Puzzle Playbook

The Financial Puzzle Playbook


Latest Episodes

Jim’s Five Rules of Investing & Understanding the Basics of Financial Planning (Ep.4)
June 19, 2024

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)
June 05, 2024

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)
May 22, 2024

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)
May 22, 2024

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!
May 08, 2024

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