Discover the essential steps to successfully securing a mortgage, from pre-approval to closing costs, and how to avoid common pitfalls. Jim Sumpter dives into the world of mortgages with guest Steve Knox, uncovering critical insights about the mortgage process, including the importance of pre-approval, the impact of credit scores on mortgage rates, and the often-overlooked …
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 …
You want to take control of your finances but don’t know where to start. Sound relatable? It’s time to unpack the first piece of your financial puzzle — cash flow. Tune in as Jim Sumpter, CFP®, explains the role of cash flow in financial planning. Whether you’re just starting your career, gearing up for retirement, …
Financial planning is similar to solving a puzzle. The decisions are intertwined, and we have to carefully piece them all together to achieve the big-picture vision. That’s exactly what we will explore in The Financial Puzzle Playbook! Welcome to the inaugural episode, where you will get to know your host Jim Sumpter, CFP®, both personally …
The name ‘CMC’, the different financial puzzle pieces, and our bright color scheme of teal, green, pink, and yellow — they all are an essential part of our brand. But how did it all come together? Let’s take a look at the origins of the CMC Financial brand with your host Jim Sumpter, CFP®. In …
Welcome to The Financial Puzzle Playbook, where we make money matters simple, enjoyable, and oh-so-relatable. Through engaging stories and casual conversations, Jim Sumpter and his guests will teach you how to bring together all the important puzzle pieces like income, cash flow, retirement, taxes, education funding, estate and more. Moreover, they will explain how to …