Month: April 2025
The Financial Puzzle Playbook is ONE! (Ep. 24)

The Financial Puzzle Playbook is ONE! (Ep. 24)

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What does a year of piecing together financial puzzles look like? 

Join Jim Sumpter as he marks a milestone—the anniversary of The Financial Puzzle Playbook—by walking us through a year of engaging conversations and relatable insights. Featured guests have contributed rich stories across various financial topics like the emotional impact of investments, essential estate planning, and navigating milestones like weddings with a financial lens. From the emotional side of money management to practical advice on navigating market changes, this episode offers a holistic view on lifetime financial planning, ensuring you’re well-armed for the future.

Jim Sumpter recaps:

  • [00:01:05] The concept of crafting financial plans as puzzles, the importance of cash flow, and investment strategy.
  • [00:05:52] Diversifying investment portfolios and understanding financial products.
  • [00:09:09] Insightful take on life changes and financial implications, from personal anecdotes to expert guests.
  • [00:18:10] The significance of estate planning and how life events can alter financial strategies.

Resources:

Connect with Jim Sumpter: 

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Event Planning and Financial Goals: A Perfect Match (Ep. 23)

Event Planning and Financial Goals: A Perfect Match (Ep. 23)

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What makes certain celebrations unforgettable? 

Dive into the world of events with Jim Sumpter and guest Amanda Callahan to unravel effective planning for life’s milestone moments. Whether it’s a 50th anniversary, a baby shower, or a company holiday bash, understanding the ‘why’ behind the ‘what’ is crucial for hosts and attendees.

Jim and Amanda tackle how to set the scene for memorable experiences. They cover everything from the importance of music and food, to the evolving trends in baby showers and gender reveals. They also explore how charities can make fundraising events stand out in a competitive space. Get an inside look at what’s driving trends in milestone celebrations and how these events create lasting impressions. 

The most important topics are:

  • (00:02:45) Understanding Milestone Events 
  • (00:06:11) Crafting the Perfect Experience 
  • (00:09:09) Evolution of Baby Showers and Gender Reveals 
  • (00:16:07) Charity Events: Standing Out from the Crowd 
  • (00:18:39) Pressure to Innovate in Event Planning 
  • (00:22:22) Creating Memorable Client Engagement 
  • (00:23:06) The Why Behind Retirement Parties 

Resource:

Connect with Jim Sumpter: 

Connect with Amanda Callahan:

About 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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