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

Listen to latest episode

Recent Episodes

Gen Z, Investing, and Purpose with Margaret Easterling (Ep. 45)

Posted March 18, 2026 • 00:41:23

What shapes the financial mindset of the next generation?

How do young professionals balance money, work, faith, and purpose as they begin...

Expanding Capacity Through Strategic Financial Partnerships with Mark Green (Ep. 44)

Posted March 9, 2026 • 00:28:38

Financial planning today is about more than picking investments.

As client needs grow more detailed and interconnected, how do advisors bring...

Breaking Down the Latest Tax Code Changes and What They Really Mean (Ep. 43)

Posted February 20, 2026 • 00:37:19

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)

Posted February 4, 2026 • 00:36:09

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)

Posted January 21, 2026 • 00:39:15

What does real diversification actually look like when markets feel noisy and unpredictable? In this episode of The Financial Puzzle Playbook,...