Tag: Wedding Budgeting
Building Financial Habits Before Marriage with Cassidy Sumpter – Part 2 (Ep. 53)

Building Financial Habits Before Marriage with Cassidy Sumpter – Part 2 (Ep. 53)

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Getting married means combining more than your lives. For young couples, it can also mean figuring out how to budget together, talk openly about spending, and make financial decisions as a team.

How can young couples build healthy financial habits, communicate about spending, and make decisions that reflect what matters most to them?

In this episode, Jim Sumpter, CFP®, continues his conversation with Cassidy Sumpter, the second C in CMC Financial, about the financial lessons she has learned while preparing for marriage. Cassidy shares how budgeting, wedding planning, and monthly money dates with her fiancé Austin have helped them build stronger communication around finances. They also discuss balancing personal priorities with shared goals, creating a foundation through early financial conversations, and carrying forward family values through life’s biggest transitions.

Key takeaways:

  • How budgeting lessons from childhood shaped the way she approaches money as an adult
  • How wedding planning helped Cassidy and Austin prioritize spending while staying aligned with their goals
  • The role monthly money dates play in creating open communication around finances as a couple
  • Why Jim encourages young couples to start conversations about insurance, estate documents, and financial planning early
  • Cassidy reflects on carrying forward her brother Carson’s legacy through the way she lives each day
  • And more!

Resources:

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Plan Your Dream Event Without Breaking the Bank: Tips from Amanda Callahan (Ep. 22)

Plan Your Dream Event Without Breaking the Bank: Tips from Amanda Callahan (Ep. 22)

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What unexpected factors should you consider when planning a wedding budget?

Jim Sumpter and Amanda Callahan dive into the intricacies of event planning, focusing on cash flow and unforgettable experiences. Amanda, with her extensive background in wedding planning, shares insider tips on budgets, venues, and the importance of being prepared for the unexpected, like weather contingencies. Whether you’re a parent saving for a future wedding or someone with upcoming nuptials, this episode provides insights into creating memorable events without financial strain.

Amanda and Jim discuss the following:

  • (03:40) Establishing a budget and prioritizing spending
  • (05:27) Venue selection and booking timelines
  • (09:19) The significance of hiring the right photographers and videographers
  • (23:34) The growing trend of engagement parties and social media’s role
  • And more

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About our Amanda Callahan: 

Amanda Callahan is the advisor-facing event coordinator at RFG Advisory, bringing years of experience in event planning to her role. She began her career in wedding planning and venue management, drawn to the industry by her passion for creating personal, meaningful experiences for clients. After years of coordinating weddings, she transitioned into the corporate world, where she has spent nearly 15 years honing her skills in event management. Amanda’s expertise spans engagements, rehearsal dinners, weddings, and a variety of other events, making her a seasoned professional in crafting unforgettable occasions.

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