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

How Women Are Reshaping the Future of Financial Management With Jillian Berry – Part 2 (Ep. 28)

Posted June 18, 2025 • 00:33:38

What’s the puzzle of financial empowerment for women?

Unpack the generational shift in wealth with Jim Sumpter and guest Jillian Berry in...

How Women Are Reshaping the Future of Financial Management With Jillian Berry – Part 1 (Ep. 27)

Posted June 4, 2025 • 00:30:02

What’s driving the financial power shift towards women, and how will it impact the future of wealth management?

Join us on the Financial...

Behavioral Economics in Investing: Mastering Your Financial Mindset with Matt Sommer (Ep. 26)

Posted May 21, 2025 • 00:42:19

What happens when the stock market takes a wild ride?

Join Jim Sumpter and special guest Matt Sommer, a seasoned strategist with Janus Henderson...

Financial Planning for Couples: Merging Lives and Finances with Amanda Callahan (Ep. 25)

Posted May 7, 2025 • 00:30:31

What happens when two independent financial worlds come together?

Today on The Financial Puzzle Playbook, Jim Sumpter revisits the six...