Financial Puzzle – The Financial Puzzle Playbook

Solving Your Financial Puzzle: Understanding Insurance and Estate Planning (Ep. 20)

By The Financial Puzzle Playbook | February 19, 2025

What happens when life’s unexpected events test your financial preparations?

In this episode of the Financial Puzzle Playbook, Jim Sumpter explores the often overlooked yet vital components of financial planning: insurance and estate planning. How do these pieces fit into your financial puzzle, especially when life throws the unexpected your way? Discover through real-life stories how proactive planning can prevent major financial pitfalls.

Jim Sumpter, CFP®, discusses:

(01:17) The importance of having all documents in place to mitigate unexpected events
(02:17) Ensuring beneficiary details are current and accurately reflect your intentions
(07:46) Understanding why a will is just one part of your estate planning strategy
(19:57) Real scenarios emphasizing the necessity of comprehensive financial planning
And more

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Meet Your Host Jim Sumpter! (Ep. 1)

By The Financial Puzzle Playbook | May 22, 2024

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 and professionally.

Jim discusses:

Childhood stories, working with his dad, and early life lessons he cherishes to this day
How he got started in financial services
His experience working with clients from various parts of the world
An intro to the six key puzzle pieces we’ll cover in future episodes
And more

Connect with Jim Sumpter:

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