Month: November 2024
Navigating Holiday Stress with Jennifer Sumpter (Ep. 14)

Navigating Holiday Stress with Jennifer Sumpter (Ep. 14)

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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 dynamics, unexpected holiday hurdles, and the financial strains many experience at this time of year. Jennifer, a key part of the CMC Financial team, shares heartfelt insights from her personal experiences and professional expertise as a financial paraplanner.

Jim and Jennifer discuss:

  • (02:02) The emotional impact of life changes like loss and divorce during the holidays
  • (07:12) Navigating the transition of empty nests and shifting family dynamics
  • (16:25) Diffusing familial tensions around divisive topics like politics and sports
  • (21:06) Managing financial stress and setting realistic expectations for holiday spending
  • (24:43) Practical coping strategies for not having loved ones nearby during the holiday season
  • And more

Whether it’s advice on handling seasonal stress or tips on financial planning for the holidays, this episode is relatable and invaluable. Tune in for a session filled with practical advice and a personal touch.

Resources:

Connect with Jim Sumpter: 

Connect with Jennifer Sumpter:

About our Guest: 

Jennifer Sumpter is a Financial Paraplanner Qualified Professional™ at CMC Financial.

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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)

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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 have on managing cash flow and investments, sharing their insights and stories from different generational viewpoints.

Jim Sumpter, CFP®, Victoria O’Tool discuss: 

  • (10:30) Strategies for college savings and debt avoidance
  • (20:00) The importance of early investment and savings bonds
  • (26:33) Building credit wisely as a student
  • (30:02) The role of financial literacy from a young age
  • And more

Resources:

Connect with Jim Sumpter: 

Connect with Victoria O’Tool:

About our Guest: 

Victoria O’Tool is a dynamic and driven finance major at the University of Alabama, set to graduate in December 2025. Known for her determination, leadership, and adaptability, she has a passion for embracing diverse cultures and fostering collaborative innovation. Inspired by her father’s financial wisdom and her mother’s dedication to service, Victoria is committed to a career in financial services, with a focus on making a lasting impact through continuous learning and growth.

Upon graduation, she plans to relocate to New York City, where she will actively pursue a client-facing role in wealth management or financial advising. Victoria’s goal is to build strong, trusting relationships with clients and guide them toward financial security and success. With a relentless focus on excellence in every endeavor, she is eager to contribute to a dynamic team and leverage her unique skills to make a meaningful impact in the financial industry.

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