The Financial Puzzle Playbook

Publicly listed emails

podcasts@proudmouth.com

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Building Financial Habits Before Marriage with Cassidy Sumpter – Part 2 (Ep. 53)

September 15, 2026

Getting married means combining more than your lives. For young couples, it can also mean figuring out how to budget together, talk openly about spending, and make financial decisions as a team. How can young couples build healthy financial habits, communicate about spending, and make decisions that reflect what matters most to them? In this episode, Jim Sumpter, CFP®, continues his conversation with Cassidy Sumpter, the second C in CMC Financial, about the financial lessons she has learned w...

Planning a Wedding, Career Changes, and Life Together with Cassidy Sumpter – Part 1 (Ep. 52)

September 01, 2026

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 supp...

Retirement Questions You Should Answer Before It’s Too Late (Ep. 51)

August 18, 2026

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 nee...

Coffee with Your Retirement Coach · Low booking difficulty · 100 - 1,000 listeners

SK Wealth's Solutions & Knowledge podcast · Medium booking difficulty · 100 - 1,000 listeners

How do I get in touch with The Financial Puzzle Playbook?

The Financial Puzzle Playbook is hosted by Jim Sumpter. Its publicly listed email is podcasts@proudmouth.com. For guest bookings, the host or producer is usually the best person to reach. Podseeker helps you find direct host and producer contacts and pitch from your own inbox.

What is the email for The Financial Puzzle Playbook?

The publicly listed email for The Financial Puzzle Playbook: podcasts@proudmouth.com.

How many listeners does The Financial Puzzle Playbook have?

Podseeker estimates The Financial Puzzle Playbook reaches 100 to 1,000 listeners per episode. Only the publisher has exact numbers.

Who is an ideal guest for The Financial Puzzle Playbook?

The Financial Puzzle Playbook typically books working professionals with real expertise. Typical guest background: Financial advisors, wealth-management professionals, retirement or tax specialists, estate-planning experts, and other finance professionals with practical expertise and the ability to explain complex topics clearly. Emerging finance professionals with relevant investment or career perspectives may also fit. Common among recent guests: Professional financial-planning or advisory designations; Founding or leading an independent wealth-management practice; Decades of experience serving individuals and families. Recent guests include Loran Coffman, Mark Green, and Loran Coffman.

How hard is it to get booked on The Financial Puzzle Playbook?

Low. A guest with relevant expertise and a clear angle for its audience has a realistic chance.

What topics does The Financial Puzzle Playbook cover?

Recent episodes cover Financial Planning, Retirement, Investing, Tax Planning, and Estate Planning. Pitch an idea tied to one of these topics and mention a recent episode.