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 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 … 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!
