What Gez Z Gets Right (And Wrong) About Money – Part 2 (Ep. 34)
What happens when Gen Z tackles investing armed with TikTok hacks in one hand and a finance textbook in the other?
In this candid and high-energy episode of The Financial Puzzle Playbook, host Jim Sumpter reconnects with Vivi Spotswood, a rising junior at Ole Miss, for part two of their conversation. This time, the spotlight shifts to investing, what it really means, how younger generations misunderstand it, and why building financial confidence takes more than a viral video promising millionaire status.
Expect real talk on:
- The overwhelming noise of financial advice on social media
- Why quick-fix investing myths can derail long-term wealth
- How Vivi is navigating student life, investing, and ambition with intention
- The surprising similarities between Gen Z and older generations when it comes to money fears
- And more!
Connect with Jim Sumpter:
- 205-510-9074
- CMC Financial
- LinkedIn: Jim Sumpter
- LinkedIn: CMC Financial
- Facebook: CMC Financial
- Instagram: CMC Financial
- YouTube: CMC Financial
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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