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 the Psychology of Money with Brendan Frazier – Part 2 (Ep. 18)

Posted January 22, 2025 • 00:41:39

What if money could buy happiness?

In this episode, Jim Sumpter, CFP®, and Brendan Frazier, Chief Behavioral Officer at RFG Advisory, continue...

Understanding the Psychology of Money with Brendan Frazier – Part 1 (Ep. 17)

Posted January 8, 2025 • 00:41:44

Are your financial decisions guided more by emotion than reason? Discover how understanding your financial behaviors can transform your money management...

Investment Basics: Is Your Investment Portfolio Ready for the New Year? (Ep. 16)

Posted December 18, 2024 • 00:31:38

Are you unsure if your investment strategy aligns with your risk tolerance, especially as market conditions change?

In this episode, Jim Sumpter,...

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,...