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
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...
Santa’s Take on Holiday Spending (Ep. 35)
The holidays come early in this unforgettable episode of The Financial Puzzle Playbook, where Jim Sumpter is joined by none other than Santa...
What Gen Z Gets Right (And Wrong) About Money – Part 2 (Ep. 34)
What happens when Gen Z tackles investing armed with TikTok hacks in one hand and a finance textbook in the other?
In this candid and high-energy...
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