The Financial Puzzle Playbook
Latest Episodes
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