Santa’s Take on Holiday Spending (Ep. 35)
The holidays come early in this unforgettable episode of The Financial Puzzle Playbook, where Jim Sumpter is joined by none other than Santa Claus himself.
With a cocoa in hand and a beachy Hawaiian shirt on, Santa opens up about his off-season routine, what makes the perfect cookie, and why budgeting for the holidays is one of the greatest gifts you can give your future self.
Amid the laughs and holiday cheer, Jim and Santa dive into deeper reflections on meaningful memories, financial mindfulness, and how the best gifts often aren’t things at all. This feel-good episode is a joyful reminder of why we plan, why we celebrate, and why presence matters more than presents.
What to expect:
- How Santa unwinds after the holiday rush (yes, there’s ice cream involved)
- Tips for sticking to a holiday budget, straight from the big guy in red
- Why experiences often make the best gifts
- A special invite to CMC Financial’s client appreciation event
- 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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