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

Cash Flow: The First Piece of Your Financial Puzzle (Ep. 3)

Posted June 5, 2024 • 00:37:05

You want to take control of your finances but don’t know where to start. Sound relatable?

It’s time to unpack the first piece of your financial...

Meet Your Host Jim Sumpter! (Ep. 1)

Posted May 22, 2024 • 00:31:19

Financial planning is similar to solving a puzzle. The decisions are intertwined, and we have to carefully piece them all together to achieve the big-picture...

The Story Behind the CMC Financial Brand (Ep. 2)

Posted May 22, 2024 • 00:35:04

The name ‘CMC’, the different financial puzzle pieces, and our bright color scheme of teal, green, pink, and yellow — they all are an essential...