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

Event Planning and Financial Goals: A Perfect Match (Ep. 23)

Posted April 9, 2025 • 00:33:04

What makes certain celebrations unforgettable?

Dive into the world of events with Jim Sumpter and guest Amanda Callahan to unravel effective...

Plan Your Dream Event Without Breaking the Bank: Tips from Amanda Callahan (Ep. 22)

Posted March 20, 2025 • 00:32:49

What unexpected factors should you consider when planning a wedding budget?

Jim Sumpter and Amanda Callahan dive into the intricacies of event...

How Financial Literacy Fits into Your Financial Puzzle with Victoria O’Tool (Ep. 21)

Posted March 5, 2025 • 00:34:32

Can understanding financial literacy reshape your future?

Tune into the Financial Puzzle Playbook, where Jim Sumpter, CFP®, and returning guest...

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,...