The Financial Puzzle Playbook
By Jim Sumpter
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Category: Investing
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Episodes: 49
Description
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 you how to bring together all the important puzzle pieces like income, cash flow, retirement, taxes, education funding, estate and more. Moreover, they will explain how to reorganize your financial puzzle in the face of unexpected life events. So just sit back and get ready to take control of your financial future!
| Episode | Date |
|---|---|
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Life Happens. Is Your Financial Plan Ready? With Mark Green (Ep. 48)
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Jun 11, 2026 |
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The Financial Puzzle of Bitcoin and Blockchain with Loran Coffman – Part 1 (Ep. 47)
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Jun 09, 2026 |
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The Tax Control Triangle (Ep. 46)
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May 20, 2026 |
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Gen Z, Investing, and Purpose with Margaret Easterling (Ep. 45)
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Mar 18, 2026 |
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Expanding Capacity Through Strategic Financial Partnerships with Mark Green (Ep. 44)
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Mar 09, 2026 |
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Breaking Down the Latest Tax Code Changes and What They Really Mean (Ep. 43)
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Feb 20, 2026 |
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The Great Wealth Transfer: What Most Families Are Not Prepared For (Ep. 42)
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Feb 04, 2026 |
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Real Diversification, Market Noise, and How Stocks Really Work (Ep. 41)
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Jan 21, 2026 |
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Should You Be on Your Parents’ Bank Account? (Ep. 40)
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Jan 07, 2026 |
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Passing Down Values, Not Just Assets with Brendan Frazier – Part 2 (Ep. 39)
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Dec 17, 2025 |
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Why Money Choices Get Easier When You Start With Values with Brendan Frazier – Part 1 (Ep. 38)
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Dec 03, 2025 |
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Turning Setbacks into Charcuterie: How Jessica Snead Built Petal & Platter (Ep. 37)
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Nov 21, 2025 |
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Year-End Financial Planning with Andy Graffeo (Ep. 36)
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Oct 21, 2025 |
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Santa’s Take on Holiday Spending (Ep. 35)
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Oct 01, 2025 |
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What Gen Z Gets Right (And Wrong) About Money – Part 2 (Ep. 34)
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Sep 17, 2025 |
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What Gen Z Gets Right (and Wrong) About Money – Part 1 (Ep. 33)
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Sep 03, 2025 |
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The Importance of Setting Insurance Goals with Eileen Shovlin – Part 2 (Ep. 32)
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Aug 20, 2025 |
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The Importance of Setting Insurance Goals with Eileen Shovlin – Part 1 (Ep. 31)
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Aug 06, 2025 |
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What Rental Owners Get Wrong About Depreciation (Ep. 30)
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Jul 30, 2025 |
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Is It a Business or a Hobby? How the IRS Decides (Ep. 29)
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Jul 16, 2025 |
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How Women Are Reshaping the Future of Financial Management With Jillian Berry – Part 2 (Ep. 28)
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Jun 18, 2025 |
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How Women Are Reshaping the Future of Financial Management With Jillian Berry – Part 1 (Ep. 27)
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Jun 04, 2025 |
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Behavioral Economics in Investing: Mastering Your Financial Mindset with Matt Sommer (Ep. 26)
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May 21, 2025 |
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Financial Planning for Couples: Merging Lives and Finances with Amanda Callahan (Ep. 25)
|
May 07, 2025 |
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The Financial Puzzle Playbook is ONE! (Ep. 24)
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Apr 25, 2025 |
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Event Planning and Financial Goals: A Perfect Match (Ep. 23)
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Apr 09, 2025 |
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Plan Your Dream Event Without Breaking the Bank: Tips from Amanda Callahan (Ep. 22)
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Mar 20, 2025 |
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How Financial Literacy Fits into Your Financial Puzzle with Victoria O’Tool (Ep. 21)
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Mar 05, 2025 |
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Solving Your Financial Puzzle: Understanding Insurance and Estate Planning (Ep. 20)
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Feb 19, 2025 |
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Simplifying Investments with Rick Wedell (Ep. 19)
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Feb 05, 2025 |
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Understanding the Psychology of Money with Brendan Frazier – Part 2 (Ep. 18)
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Jan 22, 2025 |
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Understanding the Psychology of Money with Brendan Frazier – Part 1 (Ep. 17)
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Jan 08, 2025 |
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Investment Basics: Is Your Investment Portfolio Ready for the New Year? (Ep. 16)
|
Dec 18, 2024 |
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Understanding Tax Deductions for Charitable Contributions with Andy Graffeo (Ep. 15)
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Dec 04, 2024 |
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Navigating Holiday Stress with Jennifer Sumpter (Ep. 14)
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Nov 20, 2024 |
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A College Student’s Guide to Cash Flow and Investments with Victoria O’Tool (Ep. 13)
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Nov 06, 2024 |
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You Inherit an IRA, Now What? (Ep. 12)
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Oct 16, 2024 |
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Maximize Your Retirement Savings: Tips on 401(k) and Roth 401(k) (Ep. 11)
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Oct 02, 2024 |
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The Gold, Silver, Bronze Insurance Plan Breakdown (Ep.10)
|
Sep 18, 2024 |
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Family, Faith, and Financial Resilience With Cassidy Sumpter (Ep.9)
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Sep 04, 2024 |
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Boosting Your Home’s Market Appeal Using These Staging Tricks With Keith Weaver (Ep.8)
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Aug 21, 2024 |
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Top Mistakes to Avoid in Real Estate Transactions With Todd Tucker (Ep.7)
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Aug 07, 2024 |
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Estate Planning for Young Families + The Must-Have Documents (Ep.6)
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Jul 17, 2024 |
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How to Navigate Home Buying Like a Pro With Steve Knox (Ep.5)
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Jul 03, 2024 |
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Jim’s Five Rules of Investing & Understanding the Basics of Financial Planning (Ep.4)
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Jun 19, 2024 |
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Cash Flow: The First Piece of Your Financial Puzzle (Ep. 3)
|
Jun 05, 2024 |
|
Meet Your Host Jim Sumpter! (Ep. 1)
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May 22, 2024 |
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The Story Behind the CMC Financial Brand (Ep. 2)
|
May 22, 2024 |
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The Financial Puzzle Playbook: Coming Soon!
|
May 08, 2024 |