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

Understanding Tax Deductions for Charitable Contributions with Andy Graffeo (Ep. 15)

Posted December 4, 2024 • 00:26:40

Are you aware of how charitable contributions can impact your taxable income this year?

In this episode, Jim Sumpter, CFP®, brings Andy Graffeo,...

Navigating Holiday Stress with Jennifer Sumpter (Ep. 14)

Posted November 20, 2024 • 00:33:16

How do you handle the stress of the holiday season?

In this episode of The Financial Puzzle Playbook, Jim Sumpter, CFP®, is joined by his wife,...

A College Student’s Guide to Cash Flow and Investments with Victoria O’Tool (Ep. 13)

Posted November 6, 2024 • 00:38:27

Are you a college student or know a college student who’s wondering how to get a strong financial start?

In this episode of The Financial...

You Inherit an IRA, Now What? (Ep. 12)

Posted October 16, 2024 • 00:35:39

Could your financial future hinge on choosing the right path after inheriting a retirement account?

In this episode, Jim Sumpter provides insights...

Maximize Your Retirement Savings: Tips on 401(k) and Roth 401(k) (Ep. 11)

Posted October 2, 2024 • 00:39:20

Are you making the most of your company’s benefits? Dive in to uncover how to maximize your 401(k), 403(b), and other investment options within your...