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
How to Navigate Home Buying Like a Pro With Steve Knox (Ep.5)
Discover the essential steps to successfully securing a mortgage, from pre-approval to closing costs, and how to avoid common pitfalls.
Jim Sumpter...
Jim’s Five Rules of Investing & Understanding the Basics of Financial Planning (Ep.4)
Have you ever wondered how to get started with your investments or how to make your money work harder for you?
Your host Jim Sumpter breaks...
Cash Flow: The First Piece of Your Financial Puzzle (Ep. 3)
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)
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)
The name ‘CMC’, the different financial puzzle pieces, and our bright color scheme of teal, green, pink, and yellow — they all are an essential...
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