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

Solving Your Financial Puzzle: Understanding Insurance and Estate Planning (Ep. 20)

Posted February 19, 2025 • 00:40:33

What happens when life’s unexpected events test your financial preparations?

In this episode of the Financial Puzzle Playbook, Jim Sumpter...

Simplifying Investments with Rick Wedell (Ep. 19)

Posted February 5, 2025 • 00:37:24

How can you make financial planning feel less like a daunting task and more like a solvable puzzle?

In this episode of the Financial Puzzle Playbook,...

Understanding the Psychology of Money with Brendan Frazier – Part 2 (Ep. 18)

Posted January 22, 2025 • 00:41:39

What if money could buy happiness?

In this episode, Jim Sumpter, CFP®, and Brendan Frazier, Chief Behavioral Officer at RFG Advisory, continue...

Understanding the Psychology of Money with Brendan Frazier – Part 1 (Ep. 17)

Posted January 8, 2025 • 00:41:44

Are your financial decisions guided more by emotion than reason? Discover how understanding your financial behaviors can transform your money management...

Investment Basics: Is Your Investment Portfolio Ready for the New Year? (Ep. 16)

Posted December 18, 2024 • 00:31:38

Are you unsure if your investment strategy aligns with your risk tolerance, especially as market conditions change?

In this episode, Jim Sumpter,...