The Financial Puzzle Playbook
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 piece
Follow Our Podcast
Recent Episodes
Breaking Down the Latest Tax Code Changes and What They Really Mean (Ep. 43)
Tax headlines can sound simple, but the details often tell a different story.
What do recent tax law updates actually mean for your income, deductions,...
The Great Wealth Transfer: What Most Families Are Not Prepared For (Ep. 42)
Inheriting money sounds straightforward, but for many families, it becomes one of the most confusing and emotionally loaded financial moments they will...
Real Diversification, Market Noise, and How Stocks Really Work (Ep. 41)
What does real diversification actually look like when markets feel noisy and unpredictable? In this episode of The Financial Puzzle Playbook,...
Should You Be on Your Parents’ Bank Account? (Ep. 40)
Most families think adding a child to a parent’s bank account is a simple act of love, but Jim Sumpter CFP® reveals how easily it can create tax...
Passing Down Values, Not Just Assets with Brendan Frazier – Part 2 (Ep. 39)
Many families avoid talking about money because they fear conflict, awkwardness, or hurting someone’s feelings.
Jim and returning guest Brendan...
POWERED BY BLUBRRY
