Tag: Financial Literacy
How Women Are Reshaping the Future of Financial Management With Jillian Berry – Part 2 (Ep. 28)

How Women Are Reshaping the Future of Financial Management With Jillian Berry – Part 2 (Ep. 28)

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What’s the puzzle of financial empowerment for women? 

Unpack the generational shift in wealth with Jim Sumpter and guest Jillian Berry in part two of the Financial Puzzle Playbook. Discover how women are becoming major financial decision-makers and what it means for the future. From understanding the impact of social media on financial literacy among Gen Z to addressing the unique challenges of the sandwich generation, we delve into strategies for achieving financial goals across all ages.

Jim and Jillian dive into:

  • The upcoming wealth transfer across generations and its impact on women [00:02:51]
  • The importance of financial literacy for older generations becoming primary decision-makers [00:03:40]
  • How technology and social media influence financial decisions among younger generations [00:06:47]
  • Setting meaningful financial goals at every life stage [00:23:03]

Tune in to connect the pieces of your financial puzzle, empower your financial journey, and embrace lifelong learning.

Resources:

Connect with Jim Sumpter: 

Connect with Jillian Berry:

About Jillian Berry: 

Jillian Berry is the Senior Director of StrongHer Money at RFG Advisory, where she leads efforts to empower women to take control of their financial future. She focuses on providing educational resources, personalized investment strategies, and networking opportunities to help women navigate the financial landscape with confidence. Jillian is passionate about promoting equity in the financial industry and increasing women’s influence in global financial decisions.

With a strong background in leadership and management, Jillian has played a pivotal role in evolving StrongHer Money into a comprehensive platform that supports both women and financial advisors. She is recognized for her strategic vision, commitment to financial inclusion, and ability to inspire others to transform the financial industry for women.

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How Women Are Reshaping the Future of Financial Management With Jillian Berry – Part 1 (Ep. 27)

How Women Are Reshaping the Future of Financial Management With Jillian Berry – Part 1 (Ep. 27)

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What’s driving the financial power shift towards women, and how will it impact the future of wealth management? 

Join us on the Financial Puzzle Playbook as Jim Sumpter explores this transformative trend with Jillian Berry, the Senior Director of StrongHer Money. They delve into the upcoming $104 trillion wealth transfer across generations and highlight the pivotal role women will play in reshaping financial landscapes. With insights into social investing, philanthropy, and the unique challenges women face, this episode also offers practical advice on handling life transitions.

Jim and Jillian discuss:

  • The projected shift in wealth control to women and its societal impacts [00:02:17]
  • Differences in investment perspectives between genders and the social impact of women’s financial decisions [00:04:06]
  • The rise of women’s financial literacy, fueled by technology and education [00:13:39]
  • The complexities faced by women in the “sandwich generation,” balancing family and work pressures [00:19:50]

Tune in to explore how CMC Financial plans to empower female investors through strategic advisory and community-focused solutions.

Resources:

Connect with Jim Sumpter: 

Connect with Jillian Berry:

About Jillian Berry: 

Jillian Berry is the Senior Director of StrongHer Money at RFG Advisory, where she leads efforts to empower women to take control of their financial future. She focuses on providing educational resources, personalized investment strategies, and networking opportunities to help women navigate the financial landscape with confidence. Jillian is passionate about promoting equity in the financial industry and increasing women’s influence in global financial decisions.

With a strong background in leadership and management, Jillian has played a pivotal role in evolving StrongHer Money into a comprehensive platform that supports both women and financial advisors. She is recognized for her strategic vision, commitment to financial inclusion, and ability to inspire others to transform the financial industry for women.

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How Financial Literacy Fits into Your Financial Puzzle with Victoria O’Tool (Ep. 21)

How Financial Literacy Fits into Your Financial Puzzle with Victoria O’Tool (Ep. 21)

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Can understanding financial literacy reshape your future?

Tune into the Financial Puzzle Playbook, where Jim Sumpter, CFP®, and returning guest Victoria O’Tool, Wealth Manager Intern at Mercer Advisors, explore the vital role of financial smarts in everyday life. This episode dives deep into the six essential financial puzzle pieces and why grasping them is crucial for personal and professional growth. Engage with stories that make money matters accessible and discover ways to enhance your financial literacy arsenal.

Jim and Victoria discuss: 

  • (03:42) The significance of financial literacy for modern living
  • (10:36) National movements towards financial education
  • (12:01) Initiatives at the University of Alabama: A financial literacy book club
  • (13:19) Insights into credit understanding among college students
  • (24:36) The real-world importance of financial literacy beyond textbooks
  • And more

Resources:

Connect with Jim Sumpter: 

Connect with Victoria O’Tool:

About our Guest: 

Victoria O’Tool is a dynamic and driven finance major at the University of Alabama, set to graduate in December 2025. Known for her determination, leadership, and adaptability, she has a passion for embracing diverse cultures and fostering collaborative innovation. Inspired by her father’s financial wisdom and her mother’s dedication to service, Victoria is committed to a career in financial services, with a focus on making a lasting impact through continuous learning and growth.

Upon graduation, she plans to relocate to New York City, where she will actively pursue a client-facing role in wealth management or financial advising. Victoria’s goal is to build strong, trusting relationships with clients and guide them toward financial security and success. With a relentless focus on excellence in every endeavor, she is eager to contribute to a dynamic team and leverage her unique skills to make a meaningful impact in the financial industry.

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A College Student’s Guide to Cash Flow and Investments with Victoria O’Tool (Ep. 13)

A College Student’s Guide to Cash Flow and Investments with Victoria O’Tool (Ep. 13)

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Are you a college student or know a college student who’s wondering how to get a strong financial start? 

In this episode of The Financial Puzzle Playbook, Jim Sumpter, CFP®,  sits down with Victoria O’Tool, a finance major and aspiring financial advisor from the University of Alabama. They dive into the unique perspective college students have on managing cash flow and investments, sharing their insights and stories from different generational viewpoints.

Jim Sumpter, CFP®, Victoria O’Tool discuss: 

  • (10:30) Strategies for college savings and debt avoidance
  • (20:00) The importance of early investment and savings bonds
  • (26:33) Building credit wisely as a student
  • (30:02) The role of financial literacy from a young age
  • And more

Resources:

Connect with Jim Sumpter: 

Connect with Victoria O’Tool:

About our Guest: 

Victoria O’Tool is a dynamic and driven finance major at the University of Alabama, set to graduate in December 2025. Known for her determination, leadership, and adaptability, she has a passion for embracing diverse cultures and fostering collaborative innovation. Inspired by her father’s financial wisdom and her mother’s dedication to service, Victoria is committed to a career in financial services, with a focus on making a lasting impact through continuous learning and growth.

Upon graduation, she plans to relocate to New York City, where she will actively pursue a client-facing role in wealth management or financial advising. Victoria’s goal is to build strong, trusting relationships with clients and guide them toward financial security and success. With a relentless focus on excellence in every endeavor, she is eager to contribute to a dynamic team and leverage her unique skills to make a meaningful impact in the financial industry.

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