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
  • Cash Flow: The First Piece of Your Financial Puzzle (Ep. 3)

    Cash Flow: The First Piece of Your Financial Puzzle (Ep. 3)
    Jun 5 2024
    You want to take control of your finances but don’t know where to start. Sound relatable? It’s time to unpack the first piece of your financial puzzle — cash flow. Tune in as Jim Sumpter, CFP®, explains the role of cash flow in financial planning. Whether you’re just starting your career, gearing up for retirement, …

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    37 m
  • Meet Your Host Jim Sumpter! (Ep. 1)

    Meet Your Host Jim Sumpter! (Ep. 1)
    May 22 2024
    Financial planning is similar to solving a puzzle. The decisions are intertwined, and we have to carefully piece them all together to achieve the big-picture vision. That’s exactly what we will explore in The Financial Puzzle Playbook! Welcome to the inaugural episode, where you will get to know your host Jim Sumpter, CFP®, both personally …

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    31 m
  • The Story Behind the CMC Financial Brand (Ep. 2)

    The Story Behind the CMC Financial Brand (Ep. 2)
    May 22 2024
    The name ‘CMC’, the different financial puzzle pieces, and our bright color scheme of teal, green, pink, and yellow — they all are an essential part of our brand. But how did it all come together? Let’s take a look at the origins of the CMC Financial brand with your host Jim Sumpter, CFP®. In …

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    35 m
  • The Financial Puzzle Playbook: Coming Soon!

    The Financial Puzzle Playbook: Coming Soon!
    May 8 2024
    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 …

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    1 m