The Financial Puzzle Playbook

By Jim Sumpter

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 y... more

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FAQs about The Financial Puzzle Playbook:

How many episodes does The Financial Puzzle Playbook have?

The podcast currently has 54 episodes available.

The Financial Puzzle Playbook episodes:

September 03, 2025 What Gen Z Gets Right (and Wrong) About Money – Part 1 (Ep. 33)
When Vivi Spotswood arrived at Ole Miss, she didn’t know many people, but what she did know was that she wanted to carve her own path. Now a rising junior studying finance, entrepreneurship, and marketing, Vivi joins host Jim Sumpter for a two-part conversation about cash flow, confidence, and the mindset shifts that come with …
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33min
August 20, 2025 The Importance of Setting Insurance Goals with Eileen Shovlin – Part 2 (Ep. 32)
What does insurance really look like across a lifetime, and how do you make sure it fits your plan? In this second conversation with Eileen Shovlin, Director of Business Development at Crump Life Insurance, we dive deep into the logistics of insurance at different stages of life. From understanding insurability and group policies to integrating …
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41min
August 06, 2025 The Importance of Setting Insurance Goals with Eileen Shovlin – Part 1 (Ep. 31)
What if a single unexpected moment reshaped your entire financial future? In this episode, host Jim Sumpter, CFP®, sits down with Eileen Shovlin, Director of Business Development at Crump Life Insurance, to explore the deeply personal journey that led her to become an advocate for smart, values-based insurance planning. From a life-altering car accident at …
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33min
July 30, 2025 What Rental Owners Get Wrong About Depreciation (Ep. 30)
Depreciation can be one of the most misunderstood aspects of owning a business or rental property, and mishandling it can lead to IRS headaches, audit risk, or unexpected capital gains. In this episode, Jim Sumpter, CFP®, breaks down how depreciation really works, including how it’s calculated, what qualifies, and what happens if you skip it. …
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31min
July 16, 2025 Is It a Business or a Hobby? How the IRS Decides (Ep. 29)
Have you ever wondered if your side hustle qualifies as a legitimate business or if the IRS sees it as just a hobby? In this episode, Jim Sumpter, CFP®, unpacks the surprisingly high-stakes distinction between the two. With real-life examples, Jim walks through the IRS’s 9-factor test for business classification and why failing that test …
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29min
June 18, 2025 How Women Are Reshaping the Future of Financial Management With Jillian Berry – Part 2 (Ep. 28)
What’s the puzzle of financial empowerment for women? Unpack the generational shift in wealth with Jim Sumpter and guest Jillian Berry in part two of the Financial Puzzle Playbook. Discover how women are becoming major financial decision-makers and what it means for the future. From understanding the impact of social media on financial literacy among …
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34min
June 04, 2025 How Women Are Reshaping the Future of Financial Management With Jillian Berry – Part 1 (Ep. 27)
What’s driving the financial power shift towards women, and how will it impact the future of wealth management? Join us on the Financial Puzzle Playbook as Jim Sumpter explores this transformative trend with Jillian Berry, the Senior Director of StrongHer Money. They delve into the upcoming $104 trillion wealth transfer across generations and highlight the …
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31min
May 21, 2025 Behavioral Economics in Investing: Mastering Your Financial Mindset with Matt Sommer (Ep. 26)
What happens when the stock market takes a wild ride? Join Jim Sumpter and special guest Matt Sommer, a seasoned strategist with Janus Henderson Investors, as they unpack market volatility, exploring how emotions and mindsets impact financial decisions and investments. Listen as they dive into the complexities of investments with a focus on retirement planning …
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43min
May 07, 2025 Financial Planning for Couples: Merging Lives and Finances with Amanda Callahan (Ep. 25)
What happens when two independent financial worlds come together? Today on The Financial Puzzle Playbook, Jim Sumpter revisits the six key areas of financial planning—cash flow, retirement, insurance, investments, income, taxes, and estate planning with guest Amanda Callahan, who offers a fresh perspective on merging as a couple. Listen as Jim and Amanda navigate the …
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31min
April 25, 2025 The Financial Puzzle Playbook is ONE! (Ep. 24)
What does a year of piecing together financial puzzles look like? Join Jim Sumpter as he marks a milestone—the anniversary of The Financial Puzzle Playbook—by walking us through a year of engaging conversations and relatable insights. Featured guests have contributed rich stories across various financial topics like the emotional impact of investments, essential estate planning, …
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51min

FAQs about The Financial Puzzle Playbook:

How many episodes does The Financial Puzzle Playbook have?

The podcast currently has 54 episodes available.