HeyJaredThe Financial Puzzle Playbook
Welcome to The Financial Puzzle Playbook, where we make money matters simple, enjoyable, and oh-so-relatable.
- Indexed episodes, last 90 days
- 3
- Latest publication
- Sep 1, 2026
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- Aug 4, 2026
Latest episodes
Planning a Wedding, Career Changes, and Life Together with Cassidy Sumpter – Part 1 (Ep. 52) (opens the original)
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Young adults entering new stages of life often face major decisions around careers, relationships, and money. How do you build a future together while navigating uncertainty and changing priorities? In this episode, Jim Sumpter, CFP®, reconnects with Cassidy Sumpter to talk about her path toward becoming an elementary school teacher, the influence of a teacher who changed her life, and the lessons she hopes to pass on to future students. Cassidy shares how she chose her career path, the support
Retirement Questions You Should Answer Before It’s Too Late (Ep. 51) (opens the original)
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How much cash should you keep on hand? When should you begin planning for long-term care? What happens when you inherit an IRA? These are the kinds of financial questions many people don’t ask until they’re facing an important decision. In this episode, Jim Sumpter, CFP®, walks through several of the retirement planning topics clients bring up most often. He explains how to think about emergency funds, why long-term care planning starts with a conversation long before care is needed, how to bala
Estate Planning Basics Every Family Should Understand (Ep. 50) (opens the original)
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Have you been putting off your estate plan because it never feels urgent? Many families discover too late that assumptions, outdated paperwork, or missing documents can create difficult decisions for the people they care about most. In this episode, Jim Sumpter, CFP®, explains why estate planning isn’t reserved for wealthy families and walks through the core documents that help protect your wishes. He discusses common misunderstandings about wills, beneficiary designations, powers of attorney, m
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