Cash Flow Strategy – The Financial Puzzle Playbook

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

By The Financial Puzzle Playbook | April 25, 2025

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.