Gen Z, Investing, and Purpose with Margaret Easterling (Ep. 45)

Expanding Capacity Through Strategic Financial Partnerships with Mark Green (Ep. 44)

Breaking Down the Latest Tax Code Changes and What They Really Mean (Ep. 43)

The Great Wealth Transfer: What Most Families Are Not Prepared For

Real Diversification, Market Noise, and How Stocks Really Work (Ep. 41)

CMC Event Preview

CMC Event with Brendan Frazier Sneak Peak

Should You Be on Your Parents’ Bank Account? (Ep. 40)

Passing Down Values, Not Just Assets with Brendan Frazier - Part 2 (Ep. 39)

Why Money Choices Get Easier When You Start With Values with Brendan Frazier - Part 1 (Ep. 38)

Turning Setbacks into Charcuterie: How Jessica Snead Built Petal & Platter (Ep. 37)

Year-End Financial Planning with Andy Graffeo (Ep. 36)

Santa's Take on Holiday Spending (Ep. 35)

What Gen Z Gets Right (And Wrong) About Money - Part 2 (Ep. 34)

What Gen Z Gets Right (and Wrong) About Money - Part 1 (Ep. 33)

The Importance of Setting Insurance Goals with Eileen Shovlin - Part 2 (Ep. 32)

The Importance of Setting Insurance Goals with Eileen Shovlin - Part 1 (Ep. 31)

What Rental Owners Get Wrong About Depreciation (Ep. 30)

Is It a Business or a Hobby? How the IRS Decides (Ep. 29)

How Women Are Reshaping the Future of Financial Management With Jillian Berry - Part 2 (Ep. 28)

How Women Are Reshaping the Future of Financial Management With Jillian Berry - Part 1 (Ep. 27)

Behavioral Economics in Investing: Mastering Your Financial Mindset with Matt Sommer (Ep. 26)

Financial Planning for Couples: Merging Lives and Finances with Amanda Callahan (Ep. 25)

The Financial Puzzle Playbook is ONE! (Ep. 24)

Event Planning and Financial Goals: A Perfect Match (Ep. 23)

Plan Your Dream Event Without Breaking the Bank: Tips from Amanda Callahan (Ep. 22)

How Financial Literacy Fits into Your Financial Puzzle with Victoria O’Tool (Ep. 21)

Solving Your Financial Puzzle: Understanding Insurance and Estate Planning (Ep. 20)

Simplifying Investments with Rick Wedell (Ep. 19)

Understanding the Psychology of Money with Brendan Frazier – Part 2 (Ep. 18)

Brendan Coming To BHAM Event

Understanding the Psychology of Money with Brendan Frazier – Part 1 (Ep. 17)

Investment Basics: Is Your Investment Portfolio Ready for the New Year? (Ep. 16)

Understanding Tax Deductions for Charitable Contributions with Andy Graffeo (Ep. 15)

eMoney Portal at CMC FINANCIAL

Navigating Holiday Stress with Jennifer Sumpter (Ep. 14)

A College Student's Guide to Cash Flow and Investments with Victoria O’Tool (Ep. 13)

You Inherit an IRA, Now What? (Ep. 12)

Maximize Your Retirement Savings: Tips on 401(k) and Roth 401(k) (Ep. 11)

The Gold, Silver, Bronze Insurance Plan Breakdown (Ep.10)

Family, Faith, and Financial Resilience With Cassidy Sumpter (Ep.9)

Boosting Your Home’s Market Appeal Using These Staging Tricks With Keith Weaver (Ep.8)

Top Mistakes to Avoid in Real Estate Transactions With Todd Tucker (Ep.7)

Estate Planning for Young Families + The Must-Have Documents (Ep.6)

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

Jim's Five Rules of Investing & Understanding the Basics of Financial Planning (Ep.4)

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

Meet Your Host Jim Sumpter! (Ep. 1)

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