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 tolerance, and leveraging the power of compounding and diversification will guide you on your financial journey.
Jim Sumpter, CFP®, discusses:
- Investing basics you need to know to get started
- Jim’s Rules for Investing & setting investment goals, assessing risk tolerance, diversifying your portfolio, and more
- Learn how compounding your money over time can significantly impact your financial health
- Start Early, Invest Consistently & why these two principles are critical to long-term financial success.
- And more
Connect with Jim Sumpter:
- 205-510-9074
- CMC Financial
- LinkedIn: Jim Sumpter
- LinkedIn: CMC Financial
- Facebook: CMC Financial
- Instagram: CMC Financial
- YouTube: CMC Financial
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