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
Financial Planning for Couples: Merging Lives and Finances with Amanda Callahan (Ep. 25)
What happens when two independent financial worlds come together?
Today on The Financial Puzzle Playbook, Jim Sumpter revisits the six...
The Financial Puzzle Playbook is ONE! (Ep. 24)
What does a year of piecing together financial puzzles look like?
Join Jim Sumpter as he marks a milestone—the anniversary of The Financial...
Event Planning and Financial Goals: A Perfect Match (Ep. 23)
What makes certain celebrations unforgettable?
Dive into the world of events with Jim Sumpter and guest Amanda Callahan to unravel effective...
Plan Your Dream Event Without Breaking the Bank: Tips from Amanda Callahan (Ep. 22)
What unexpected factors should you consider when planning a wedding budget?
Jim Sumpter and Amanda Callahan dive into the intricacies of event...
How Financial Literacy Fits into Your Financial Puzzle with Victoria O’Tool (Ep. 21)
Can understanding financial literacy reshape your future?
Tune into the Financial Puzzle Playbook, where Jim Sumpter, CFP®, and returning guest...
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