May 22, 2024
Meet Your Host Jim Sumpter! (Ep. 1)
Apple Podcasts 
Spotify 
Amazon Music 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 vision.
That’s exactly what we will explore in The Financial Puzzle Playbook!
Welcome to the inaugural episode, where you will get to know your host Jim Sumpter, CFP®, both personally and professionally.
Jim discusses:
- Childhood stories, working with his dad, and early life lessons he cherishes to this day
- How he got started in financial services
- His experience working with clients from various parts of the world
- An intro to the six key puzzle pieces we’ll cover in future episodes
- And more
Connect with Jim Sumpter: