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
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Recent Episodes
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...
Why Money Choices Get Easier When You Start With Values with Brendan Frazier – Part 1 (Ep. 38)
It is easy to think financial planning is all about numbers, but this episode pulls back the curtain to show why the human side matters just as much.
In...
Turning Setbacks into Charcuterie: How Jessica Snead Built Petal & Platter (Ep. 37)
Sometimes the toughest seasons reveal the most unexpected opportunities.
When COVID-19 turned the world upside down, Jessica Snead found herself...
Year-End Financial Planning with Andy Graffeo (Ep. 36)
Join host Jim Sumpter, CFP®, and his returning guest, CMC Financial’s Vice President, Andy Graffeo, AFSP, as they take you through essential year-end...
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