The Financial Puzzle Playbook

The Financial Puzzle Playbook


Latest Episodes

Understanding the Psychology of Money with Brendan Frazier – Part 2 (Ep. 18)
January 22, 2025

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)
January 08, 2025

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)
December 18, 2024

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)
December 04, 2024

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)
November 20, 2024

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)
November 06, 2024

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)
October 16, 2024

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)
October 02, 2024

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)
September 18, 2024

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)
September 04, 2024

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