Tag: Money Management
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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Understanding the Psychology of Money with Brendan Frazier – Part 1 (Ep. 17)

Understanding the Psychology of Money with Brendan Frazier – Part 1 (Ep. 17)

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Are your financial decisions guided more by emotion than reason? Discover how understanding your financial behaviors can transform your money management skills.

In this episode, Jim Sumpter, CFP®, is joined by Brendan Frazier, Chief Behavioral Officer at RFG Advisory. They explore the often-overlooked psychological and emotional aspects of financial planning. You’ll learn why cash flow is the lifeblood of your financial plan and how small, incremental changes can lead to significant improvements in managing your finances. Brendan shares insights into behavioral barriers that often keep us from making the best financial decisions and offers strategies to help overcome them.

Jim and Brendan discuss: 

  • (02:49) The psychology of money
  • (08:12) Common resolutions and the challenges in keeping them
  • (12:58) Why cashflow is the foundation of a financial plan
  • (22:11) Overcoming procrastination in estate planning
  • (31:38) How past financial decisions influence future choices
  • And more

Join us to unravel the mental and emotional puzzles that impact your financial journey.

Connect with Jim Sumpter: 

Connect with Brendan Frazier:

About our Guest: 

Brendan Frazier is the Chief Behavioral Officer at RFG Advisory.

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