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

Recent Episodes

What Gen Z Gets Right (and Wrong) About Money – Part 1 (Ep. 33)

Posted September 3, 2025 • 00:32:03

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)

Posted August 20, 2025 • 00:40:49

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)

Posted August 6, 2025 • 00:32:14

What if a single unexpected moment reshaped your entire financial future?

In this episode, host Jim Sumpter, CFP®, sits down with Eileen Shovlin,...

What Rental Owners Get Wrong About Depreciation (Ep. 30)

Posted July 30, 2025 • 00:30:50

Depreciation can be one of the most misunderstood aspects of owning a business or rental property, and mishandling it can lead to IRS headaches, audit...

Is It a Business or a Hobby? How the IRS Decides (Ep. 29)

Posted July 16, 2025 • 00:28:51

Have you ever wondered if your side hustle qualifies as a legitimate business or if the IRS sees it as just a hobby?

In this episode, Jim Sumpter,...