Tag: Financial Planning Podcast
Why Money Choices Get Easier When You Start With Values with Brendan Frazier – Part 1 (Ep. 38)

Why Money Choices Get Easier When You Start With Values with Brendan Frazier – Part 1 (Ep. 38)

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It is easy to think financial planning is all about numbers, but this episode pulls back the curtain to show why the human side matters just as much. 

In this episode, Jim Sumpter, CFP®, sits down with returning guest Brendan Frazier, Chief Behavioral Officer at RFG Advisory, to explore the Golden Circle framework and how understanding your why can shape every financial decision you make. From cash flow to retirement to caring for aging parents, your deeper motivations can either move you forward or keep you stuck. 

This conversation brings clarity to an area most people never slow down long enough to examine.

What to expect:

  • Why your values influence your financial habits
  • How to uncover what really drives your decisions
  • The role of mindset in budgeting and long-term planning
  • How life changes can shift your priorities over time
  • And more!

Resources:

Connect with Jim Sumpter: 

Connect with Brendan Frazier:

About Our Guest: 

Brendan Frazier is the Chief Behavioral Officer at RFG, the host of The Human Side of Money podcast, and a nationally recognized voice on behavioral finance. After starting his career as a consultant to financial advisors around the country, he started his own financial advisory business and was twice named one of Investopedia’s Top 100 Financial Advisors in the U.S. Most recently, he built a global training platform to help financial advisors and their clients better understand the behavioral, psychological, and emotional sides of money. When he’s not diving into the latest behavior and psychology research, he is spending time with his wife Shannon and three kids, Brooks, Shepherd, and Merritt. And, he welcomes all unsolicited advice on how to successfully raise three kids.

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The Importance of Setting Insurance Goals with Eileen Shovlin – Part 2 (Ep. 32)

The Importance of Setting Insurance Goals with Eileen Shovlin – Part 2 (Ep. 32)

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What does insurance really look like across a lifetime, and how do you make sure it fits your plan?

In this second conversation with Eileen Shovlin, Director of Business Development at Crump Life Insurance, we dive deep into the logistics of insurance at different stages of life. 

From understanding insurability and group policies to integrating coverage with wealth accumulation, preservation, and distribution, this episode is full of insights for families, professionals, and anyone navigating the “what ifs.”

Here’s what else we cover in the episode:

  • Why starting early makes insurance more affordable and flexible
  • How group policies often leave dangerous coverage gaps
  • Gender perspectives: Why women often drive planning conversations
  • The role of insurance in retirement and legacy strategies
  • And more!

Previous Episodes of Interest:

Connect with Jim Sumpter: 

Connect with Eileen Shovlin:

About Our Guest: 

Eileen Shovlin joined Crump Life Insurance Services in 2016 and currently serves as Director, Business Development. She is responsible for forging relationships with fee-only and fee-based RIAs, broker-dealers, banks, employee benefits firms, and large P&C agencies for Crump sales channels nationwide.

Eileen understands that a financial professional’s role is to remove financial anxiety for their clients and solve for uncertainty. She collaborates on the right “go to market” approach to deliver the strongest results for the risk management firms she works with. She believes the true measure of worth is her ability to help high-end financial and insurance professionals build a more profitable business by creating better offerings for their clients, developing stronger retention strategies, and providing additional sources of revenue.

Eileen has over 28 years of experience in both the insurance industry as a regional vice president, brokerage sales director, and marketing director. She is a dedicated salesperson with a reputation for consummate professionalism and exemplary ethics.

Eileen lives outside of Philadelphia, Pennsylvania, with her Goldendoodle, Piper, and Bernedoodle, Shanti. She enjoys spending time with her grown son, Brendan, and staying active outdoors, hiking in the PA mountains or by Lake Champlain in Burlington, VT. She is passionate about helping families with special needs children and has served on the board of the Kelly Dolan Memorial Fund in Ft. Washington, PA, for over 15 years.

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The Importance of Setting Insurance Goals with Eileen Shovlin – Part 1 (Ep. 31)

The Importance of Setting Insurance Goals with Eileen Shovlin – Part 1 (Ep. 31)

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What if a single unexpected moment reshaped your entire financial future?

In this episode, host Jim Sumpter, CFP®, sits down with Eileen Shovlin, Director of Business Development at Crump Life Insurance, to explore the deeply personal journey that led her to become an advocate for smart, values-based insurance planning. 

From a life-altering car accident at 27 to a health crisis at 31 that made her uninsurable, Eileen shares the lessons that shaped her purpose and how insurance gave her peace of mind, financial flexibility, and legacy options when she needed them most.

Here’s what you can expect from this release:

  • Term vs. permanent life insurance explained in plain English
  • How to protect your insurability before it’s too late
  • Using life insurance for tax-free college or long-term care planning
  • Why a flexible, reviewed plan creates real-life freedom
  • And more!

Connect with Jim Sumpter: 

Connect with Eileen Shovlin:

About Our Guest: 

Eileen Shovlin joined Crump Life Insurance Services in 2016 and currently serves as Director, Business Development. She is responsible for forging relationships with fee-only and fee-based RIAs, broker-dealers, banks, employee benefits firms, and large P&C agencies for Crump sales channels nationwide.

Eileen understands that a financial professional’s role is to remove financial anxiety for their clients and solve for uncertainty. She collaborates on the right “go to market” approach to deliver the strongest results for the risk management firms she works with. She believes the true measure of worth is her ability to help high-end financial and insurance professionals build a more profitable business by creating better offerings for their clients, developing stronger retention strategies, and providing additional sources of revenue.

Eileen has over 28 years of experience in both the insurance industry as a regional vice president, brokerage sales director, and marketing director. She is a dedicated salesperson with a reputation for consummate professionalism and exemplary ethics.

Eileen lives outside of Philadelphia, Pennsylvania, with her Goldendoodle, Piper, and Bernedoodle, Shanti. She enjoys spending time with her grown son, Brendan, and staying active outdoors, hiking in the PA mountains or by Lake Champlain in Burlington, VT. She is passionate about helping families with special needs children and has served on the board of the Kelly Dolan Memorial Fund in Ft. Washington, PA for over 15 years.

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