Navigating Holiday Stress with Jennifer Sumpter (Ep. 14)

Navigating Holiday Stress with Jennifer Sumpter (Ep. 14)

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, Jennifer Sumpter, FPQP®, to explore the stressful emotional and financial challenges we face during the holidays. With warmth and humor, they dive into personal stories about coping with family …

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

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

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

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

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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Boosting Your Home’s Market Appeal Using These Staging Tricks With Keith Weaver (Ep.8)

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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Top Mistakes to Avoid in Real Estate Transactions With Todd Tucker (Ep.7)

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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Estate Planning for Young Families + The Must-Have Documents (Ep.6)

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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How to Navigate Home Buying Like a Pro With Steve Knox (Ep.5)

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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