Welcome to The Financial Puzzle Playbook, where we make money matters simple, enjoyable, and oh-so-relatable. Through engaging stories and casual conversations, Jim Sumpter and his guests will teach you how to bring together all the important puzzle pieces like income, cash flow, retirement, taxes, education funding, estate and more. Moreover, they will explain how to reorganize your financial puzzle in the face of unexpected life events. So just sit back and get ready to take control of your financial future!
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Welcome to The Financial Puzzle Playbook, where we make money matters simple, enjoyable, and oh-so-relatable. Through engaging stories and casual conversations, Jim Sumpter and his guests will teach you how to bring together all the important puzzle pieces like income, cash flow, retirement, taxes, education funding, estate and more. Moreover, they will explain how to reorganize your financial puzzle in the face of unexpected life events. So just sit back and get ready to take control of your financial future!
Financial Planning for Couples: Merging Lives and Finances with Amanda Callahan (Ep. 25)
The Financial Puzzle Playbook
30 minutes 31 seconds
6 months ago
Financial Planning for Couples: Merging Lives and Finances with Amanda Callahan (Ep. 25)
What happens when two independent financial worlds come together? Today on The Financial Puzzle Playbook, Jim Sumpter revisits the six key areas of financial planning—cash flow, retirement, insurance, investments, income, taxes, and estate planning with guest Amanda Callahan, who offers a fresh perspective on merging as a couple. Listen as Jim and Amanda navigate the … Read More Read More
The Financial Puzzle Playbook
Welcome to The Financial Puzzle Playbook, where we make money matters simple, enjoyable, and oh-so-relatable. Through engaging stories and casual conversations, Jim Sumpter and his guests will teach you how to bring together all the important puzzle pieces like income, cash flow, retirement, taxes, education funding, estate and more. Moreover, they will explain how to reorganize your financial puzzle in the face of unexpected life events. So just sit back and get ready to take control of your financial future!
