Month: March 2025
Plan Your Dream Event Without Breaking the Bank: Tips from Amanda Callahan (Ep. 22)

Plan Your Dream Event Without Breaking the Bank: Tips from Amanda Callahan (Ep. 22)

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What unexpected factors should you consider when planning a wedding budget?

Jim Sumpter and Amanda Callahan dive into the intricacies of event planning, focusing on cash flow and unforgettable experiences. Amanda, with her extensive background in wedding planning, shares insider tips on budgets, venues, and the importance of being prepared for the unexpected, like weather contingencies. Whether you’re a parent saving for a future wedding or someone with upcoming nuptials, this episode provides insights into creating memorable events without financial strain.

Amanda and Jim discuss the following:

  • (03:40) Establishing a budget and prioritizing spending
  • (05:27) Venue selection and booking timelines
  • (09:19) The significance of hiring the right photographers and videographers
  • (23:34) The growing trend of engagement parties and social media’s role
  • And more

Connect with Jim Sumpter: 

Connect with Amanda Callahan:

About our Amanda Callahan: 

Amanda Callahan is the advisor-facing event coordinator at RFG Advisory, bringing years of experience in event planning to her role. She began her career in wedding planning and venue management, drawn to the industry by her passion for creating personal, meaningful experiences for clients. After years of coordinating weddings, she transitioned into the corporate world, where she has spent nearly 15 years honing her skills in event management. Amanda’s expertise spans engagements, rehearsal dinners, weddings, and a variety of other events, making her a seasoned professional in crafting unforgettable occasions.

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How Financial Literacy Fits into Your Financial Puzzle with Victoria O’Tool (Ep. 21)

How Financial Literacy Fits into Your Financial Puzzle with Victoria O’Tool (Ep. 21)

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Can understanding financial literacy reshape your future?

Tune into the Financial Puzzle Playbook, where Jim Sumpter, CFP®, and returning guest Victoria O’Tool, Wealth Manager Intern at Mercer Advisors, explore the vital role of financial smarts in everyday life. This episode dives deep into the six essential financial puzzle pieces and why grasping them is crucial for personal and professional growth. Engage with stories that make money matters accessible and discover ways to enhance your financial literacy arsenal.

Jim and Victoria discuss: 

  • (03:42) The significance of financial literacy for modern living
  • (10:36) National movements towards financial education
  • (12:01) Initiatives at the University of Alabama: A financial literacy book club
  • (13:19) Insights into credit understanding among college students
  • (24:36) The real-world importance of financial literacy beyond textbooks
  • 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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