• The Financial Puzzle Playbook

  • De: Jim Sumpter
  • Podcast

The Financial Puzzle Playbook Por arte de portada

The Financial Puzzle Playbook

De: Jim Sumpter
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  • Resumen

  • 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!
    Copyright © 2024 The Financial Puzzle Playbook
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Episodios
  • Estate Planning for Young Families + The Must-Have Documents (Ep.6)

    Estate Planning for Young Families + The Must-Have Documents (Ep.6)
    Jul 17 2024
    Are you prepared for life’s ultimate certainties? Join us as we demystify estate planning with attorney Alex Priester, helping ensure you and your loved ones are protected. We’re discussing some of the critical components of estate planning—wills, powers of attorney, and medical directives. Alex Priester, a seasoned estate planning attorney, walks us through the essentials, …

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    43 m
  • How to Navigate Home Buying Like a Pro With Steve Knox (Ep.5)

    How to Navigate Home Buying Like a Pro With Steve Knox (Ep.5)
    Jul 3 2024
    Discover the essential steps to successfully securing a mortgage, from pre-approval to closing costs, and how to avoid common pitfalls. Jim Sumpter dives into the world of mortgages with guest Steve Knox, uncovering critical insights about the mortgage process, including the importance of pre-approval, the impact of credit scores on mortgage rates, and the often-overlooked …

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    31 m
  • Jim’s Five Rules of Investing & Understanding the Basics of Financial Planning (Ep.4)

    Jim’s Five Rules of Investing & Understanding the Basics of Financial Planning (Ep.4)
    Jun 19 2024
    Have you ever wondered how to get started with your investments or how to make your money work harder for you? Your host Jim Sumpter breaks down his tried-and-true rules for investing, making complex concepts easily digestible for everyone. Whether you’re a novice or an experienced investor, Jim’s insights on setting investment goals, understanding risk …

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    29 m
Economía Finanzas Personales
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