Tag: Cash Flow Management
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.

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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

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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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