Tag: RFG Advisory
What Gen Z Gets Right (and Wrong) About Money – Part 1 (Ep. 33)

What Gen Z Gets Right (and Wrong) About Money – Part 1 (Ep. 33)

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When Vivi Spotswood arrived at Ole Miss, she didn’t know many people, but what she did know was that she wanted to carve her own path. 

Now a rising junior studying finance, entrepreneurship, and marketing, Vivi joins host Jim Sumpter for a two-part conversation about cash flow, confidence, and the mindset shifts that come with growing up financially independent.

From budgeting as a college student to understanding how her parents’ work ethic shaped her own, Vivi brings sharp insight, relatable humor, and inspiring self-awareness to this episode. She also shares what she wishes she’d known as a freshman and how her generation is learning to balance self-care with financial responsibility.

What to expect:

  • Budgeting basics that actually work for Gen Z
  • How to navigate money differences in friendships
  • Why mindset is the real financial differentiator
  • Lessons from working retail, teaching Pilates, and learning by example
  • And more!

Connect with Jim Sumpter: 

Connect with Vivi Spotswood:

About Our Guest: 

Vivi is a driven student currently double-majoring in Entrepreneurship and Finance. As a Finance major, she is seeking to develop a deeper understanding of financial analysis, investment strategies, and market trends. She plans to do this through becoming active in the University of Mississippi Finance Club as well as starting her internship at RFG Advisory. As an Entrepreneurial major, she hopes to be able to combine her developing business expertise with her interests in fitness and health to create a successful future endeavor.

In addition to her academic background, she brings hands-on experience from the retail industry, where she’s honed her skills in customer service, team leadership, and sales strategy through working at Alo Yoga in Aspen, Colorado. She thrives in fast-paced environments and is able to manage day-to-day operations while focusing on the company’s long-term goals.

She is also a certified Pilates Instructor at Bash Studio, where she combines her love for wellness with her teaching skills. Teaching Pilates has not only helped her connect with others but has also enhanced her ability to communicate complex concepts clearly and motivate others to achieve their goals.

She is always looking to connect with like-minded individuals and explore opportunities in business, finance, and wellness.

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Simplifying Investments with Rick Wedell (Ep. 19)

Simplifying Investments with Rick Wedell (Ep. 19)

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How can you make financial planning feel less like a daunting task and more like a solvable puzzle?

In this episode of the Financial Puzzle Playbook, host Jim Sumpter, CFP®, dives deep into the complex yet essential piece of the financial puzzle: investments. Joining him is Rick Wedell, President and Chief Investment Officer of RFG Advisory. Rick shares his wealth of knowledge and unique background, bringing insights from his extensive experience in the investment world. Together, they unravel the complexities of diversification, risk tolerance, and emotional decision-making in financial planning—making it easy to understand how to align your investments with your life goals. 

Jim and Rick discuss:

  • (06:06) Understanding diversification in investments
  • (10:38) Navigating risk tolerance through life stages
  • (15:49) The impact of media noise on financial decisions
  • (23:58) Insights on comprehensive financial planning
  • And more

Resources:

Connect with Jim Sumpter: 

Connect with Rick Wedell:

About our Guest: 

As the President and Chief Investment Officer for RFG Advisory Group, Rick Wedell is directly responsible for the direction and management of RFG’s investment strategies, setting the vision for our research capabilities, and managing a turn-key investment platform engineered to help our advisors and their clients with their most pressing investment needs. Rick previously spent over a decade at Bain Capital Credit, where he was the Head of the Consumer Group as well as an assistant Portfolio Manager for an $8bn CLO business. 

RFG Advisory is an innovator in the wealth management industry. Passionately committed to serving independent financial advisors and their clients, RFG Advisory delivers to advisors a turn-key integrated technology platform to manage their practice and an institutional-caliber investment management team. RFG defines itself as a client experience company first, a technology company second, and an RIA third. Recognizing that the industry is in a state of transition, RFG is committed to providing advisors with the tools they need to serve their clients, capture market share, and grow their businesses in the face of an ever-changing business landscape.

Be in business for yourself, not by yourself. 

See all of our awards (and related disclosures) at https://rfgadvisory.com/awards-criteria

Securities offered through Private Client Services. Member FINRA/SIPC. www.sipc.org. Investment advice and financial planning offered through RFG Advisory, a registered investment advisor and separate entity from Private Client Services Third party posts found on this profile do not reflect the views of Private Client Services and have not been reviewed by Private Client Services as to accuracy or completeness.

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