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!
How Women Are Reshaping the Future of Financial Management With Jillian Berry – Part 1 (Ep. 27)
The Financial Puzzle Playbook
30 minutes 2 seconds
5 months ago
How Women Are Reshaping the Future of Financial Management With Jillian Berry – Part 1 (Ep. 27)
What’s driving the financial power shift towards women, and how will it impact the future of wealth management? Join us on the Financial Puzzle Playbook as Jim Sumpter explores this transformative trend with Jillian Berry, the Senior Director of StrongHer Money. They delve into the upcoming $104 trillion wealth transfer across generations and highlight 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!
