Month: May 2024
Meet Your Host Jim Sumpter! (Ep. 1)

Meet Your Host Jim Sumpter! (Ep. 1)

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Financial planning is similar to solving a puzzle. The decisions are intertwined, and we have to carefully piece them all together to achieve the big-picture vision.

That’s exactly what we will explore in The Financial Puzzle Playbook!

Welcome to the inaugural episode, where you will get to know your host Jim Sumpter, CFP®, both personally and professionally.

Jim discusses: 

  • Childhood stories, working with his dad, and early life lessons he cherishes to this day
  • How he got started in financial services
  • His experience working with clients from various parts of the world
  • An intro to the six key puzzle pieces we’ll cover in future episodes
  • And more

Connect with Jim Sumpter: 

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The Story Behind the CMC Financial Brand (Ep. 2)

The Story Behind the CMC Financial Brand (Ep. 2)

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The name ‘CMC’, the different financial puzzle pieces, and our bright color scheme of teal, green, pink, and yellow — they all are an essential part of our brand.

But how did it all come together?

Let’s take a look at the origins of the CMC Financial brand with your host Jim Sumpter, CFP®. In this episode, Jim takes listeners behind the scenes and shares his journey of becoming an independent advisor and how he involved his kids in the branding process.

Jim discusses: 

  • A recap of the six essential financial puzzle pieces
  • The intertwined nature of financial decisions (with examples)
  • A little about the lives of his three dearly loved kids: Carson, Madison, and Cassidy
  • What listeners can expect in future episodes
  • And more

Resources:

Connect with Jim Sumpter: 

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The Financial Puzzle Playbook: Coming Soon!

The Financial Puzzle Playbook: Coming Soon!

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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 pieces like income, cash flow, retirement, taxes, education funding, estate and more. Moreover, they will explain how to reorganize your financial puzzle in the face of unexpected life events. So just sit back and get ready to take control of your financial future!

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