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 …