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
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...
What Gen Z Gets Right (and Wrong) About Money – Part 1 (Ep. 33)
When Vivi Spotswood arrived at Ole Miss, she didn’t know many people, but what she did know was that she wanted to carve her own path.
Now...
The Importance of Setting Insurance Goals with Eileen Shovlin – Part 2 (Ep. 32)
What does insurance really look like across a lifetime, and how do you make sure it fits your plan?
In this second conversation with Eileen...
The Importance of Setting Insurance Goals with Eileen Shovlin – Part 1 (Ep. 31)
What if a single unexpected moment reshaped your entire financial future?
In this episode, host Jim Sumpter, CFP®, sits down with Eileen Shovlin,...
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