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:

November 06, 2024 A College Student’s Guide to Cash Flow and Investments with Victoria O’Tool (Ep. 13)
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 Puzzle Playbook, Jim Sumpter, CFP®, sits down with Victoria O’Tool, a finance major and aspiring financial advisor from the University of Alabama. They dive into the unique perspective college students …
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39min
October 16, 2024 You Inherit an IRA, Now What? (Ep. 12)
Could your financial future hinge on choosing the right path after inheriting a retirement account? In this episode, Jim Sumpter provides insights and guidance on the nuanced rules and changes surrounding the inheritance of retirement accounts such as IRAs and 401(k)s. If you’ve recently found yourself as a beneficiary, understanding your options with inherited retirement …
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36min
October 02, 2024 Maximize Your Retirement Savings: Tips on 401(k) and Roth 401(k) (Ep. 11)
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 employee benefits package. In this episode of The Financial Puzzle Playbook, Jim Sumpter dives into the intricacies of 401(k) and 403(b) plans, comparing Roth and traditional options. He discusses the …
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40min
September 18, 2024 The Gold, Silver, Bronze Insurance Plan Breakdown (Ep.10)
Struggling with your employee benefit choices during open enrollment? Understanding and optimizing your benefits can significantly enhance your financial health and save you money. Jim Sumpter dives into critical aspects of employee benefits, particularly during open enrollment season. We explore the nuances of various health insurance plans and the potential savings offered by Flexible Spending …
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42min
September 04, 2024 Family, Faith, and Financial Resilience With Cassidy Sumpter (Ep.9)
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 special episode features Jim Sumpter and his daughter, Cassidy, as they share poignant stories about Carson, who battled cancer with courage and joy. Learn how these experiences have profoundly …
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49min
August 21, 2024 Boosting Your Home’s Market Appeal Using These Staging Tricks With Keith Weaver (Ep.8)
Ever wondered which home renovations bring the highest return on investment? Whether you plan to sell your home soon or in the future, understanding the best investments can significantly impact your resale value, making the entire process smoother and more profitable. Join us real estate professional, Keith Weaver, covers essential tips on home improvements that …
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44min
August 07, 2024 Top Mistakes to Avoid in Real Estate Transactions With Todd Tucker (Ep.7)
Let’s unlock the intricacies of real estate contracts and make your next home purchase or sale a breeze. Join us as Jim Sumpter and Todd Tucker tackle the intricacies of real estate contracts, from finding the right realtor to understanding pricing strategies, and the importance of home inspections and appraisals. They share actionable insights that …
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31min
July 17, 2024 Estate Planning for Young Families + The Must-Have Documents (Ep.6)
Are you prepared for life’s ultimate certainties? Join us as we demystify estate planning with attorney Alex Priester, helping ensure you and your loved ones are protected. We’re discussing some of the critical components of estate planning—wills, powers of attorney, and medical directives. Alex Priester, a seasoned estate planning attorney, walks us through the essentials, …
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44min
July 03, 2024 How to Navigate Home Buying Like a Pro With Steve Knox (Ep.5)
Discover the essential steps to successfully securing a mortgage, from pre-approval to closing costs, and how to avoid common pitfalls. Jim Sumpter dives into the world of mortgages with guest Steve Knox, uncovering critical insights about the mortgage process, including the importance of pre-approval, the impact of credit scores on mortgage rates, and the often-overlooked …
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31min
June 19, 2024 Jim’s Five Rules of Investing & Understanding the Basics of Financial Planning (Ep.4)
Have you ever wondered how to get started with your investments or how to make your money work harder for you? Your host Jim Sumpter breaks down his tried-and-true rules for investing, making complex concepts easily digestible for everyone. Whether you’re a novice or an experienced investor, Jim’s insights on setting investment goals, understanding risk …
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29min

FAQs about The Financial Puzzle Playbook:

How many episodes does The Financial Puzzle Playbook have?

The podcast currently has 54 episodes available.