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

A College Student’s Guide to Cash Flow and Investments with Victoria O’Tool (Ep. 13)

Posted November 6, 2024 • 00:38:27

Are you a college student or know a college student who’s wondering how to get a strong financial start?

In this episode of The Financial...

You Inherit an IRA, Now What? (Ep. 12)

Posted October 16, 2024 • 00:35:39

Could your financial future hinge on choosing the right path after inheriting a retirement account?

In this episode, Jim Sumpter provides insights...

Maximize Your Retirement Savings: Tips on 401(k) and Roth 401(k) (Ep. 11)

Posted October 2, 2024 • 00:39:20

Are you making the most of your company’s benefits? Dive in to uncover how to maximize your 401(k), 403(b), and other investment options within your...

The Gold, Silver, Bronze Insurance Plan Breakdown (Ep.10)

Posted September 18, 2024 • 00:41:06

Struggling with your employee benefit choices during open enrollment? Understanding and optimizing your benefits can significantly enhance your financial...

Family, Faith, and Financial Resilience With Cassidy Sumpter (Ep.9)

Posted September 4, 2024 • 00:48:41

Uncover the heartfelt legacy of resilience and love as we dive deep into a family’s journey through cancer and discover the life lessons that emerged.

This...