Living Beyond the Numbers
“Living Beyond the Numbers” with Jude Boudreaux from The Planning Center is for those who see money as a tool, not a trophy. If you’ve worked hard, celebrated your successes, and learned from your failures, you might now be asking, “What’s next?” How do you use what you’ve built to create something meaningful and make a lasting impact on those you love? This podcast is not about financial jargon or spreadsheets—it’s about connecting your wealth with your deepest values and purpose. Through real conversations, Jude helps you navigate the practical and emotional aspects of wealth, with a focus on human-centered guidance that aligns your financial decisions with the life you want to live. Whether you’re thinking about legacy, family dynamics, or how to confidently move forward in life, Living Beyond the Numbers offers the stories and insights you need to transform wealth into purposeful living.
Episodes
Retirement is supposed to be a finish line, but for a lot of people, it’s really a transition, identity, purpose, relationships, and what you do with your time when the calendar finally opens up.
In this episode, Jude Boudreaux and Caleb Arringdale discuss retirement, legacy, and what it looks like to build a people-first planning career with John Longstaf...
What happens when financial planning stops being about products and starts being about people, trust, and long-term relationships? This episode pulls back the curtain on what it really means to live beyond the numbers.
In this episode, Jude Boudreaux and Caleb Arringdale sit down with Marty Kurtz, founder of The Planning Center Moline office, and senior planner ...
Money decisions are rarely about numbers alone. They are shaped by emotions, life transitions, and the relationships that surround them, often long before logic enters the conversation.
In this episode, Jude Boudreaux and Caleb Arringdale sit down with Cicily Maton, Partner at The Planning Center, to explore why meaningful financial planning starts with understa...
What does it mean to grow with a firm and a family over 22 years?
In this heart-centered conversation, host Jude Boudreaux, CFP®, and co-host Caleb Arringdale, EA, sit down with senior planner and shareholder Matt Sivertsen, CFP®, CeFT®, to explore a personal journey that began with music and evolved into a vocation of mentorship, leadership, and financial guida...
What does it really look like to serve clients with empathy, attention, and heart?
In this episode of Living Beyond the Numbers, hosts Jude Boudreaux and Caleb Arringdale sit down with two of the warmest voices at The Planning Center, Jenessa Ritchie and Krystal Gilliam, client service...
Achieving financial stability brings a new set of challenges, especially when it comes to supporting adult children. How do you help without creating dependency, and when does generosity cross the line into enabling?
In this episode of Living Beyond the Numbers, Jude Boudreaux and Caleb Arringdale are joined by Ashley Quamme, LMFT, FBS®, CFT, Owner and Founder o...
Family game nights can do more than bring people together. They can build connections across generations, teach resilience, and create memorable moments that outlast the scoreboard.
In this episode of Living Beyond the Numbers, Jude Boudreaux and Caleb Arringdale are joined by Rob Baner, Tax Advisor, and Abney Fortino, Tax Analyst at The Planning Center, for a f...
When markets move fast, having a disciplined process matters even more.
In this episode of Living Beyond the Numbers, Jude Boudreaux and Caleb Arringdale sit down with Kevin Olson, Trade Desk Associate at The Planning Center, for a rare behind-the-scenes look at how portfolios are mana...
Sometimes the path forward looks more like a winding trail than a straight line.
In this episode, Jude Boudreaux, CFP®, and Caleb Arringdale, EA, sit down with Michael Branham, CFP®, Shareholder and Senior Financial Planner at The Planning Center’s Alaska office, to talk about career pivots, family priorities, and why retirement isn’t really an...
When it comes to financial planning, it’s often the behind-the-scenes teamwork that makes everything work seamlessly.
In this episode of Living Beyond the Numbers, Jude Boudreaux and Caleb Arringdale sit down with two of The Planning Center’s client service specialists, Mar...
College decisions reveal more than numbers; they reveal what we value most.
Discover how to align your financial choices with the legacy you want to build for your family.
Money meets meaning in this candid conversation between Jude Boudreaux, Caleb Arringdale, and Ron Lieber, New York...
Every entrepreneur’s journey is filled with twists, failures, resilience, and reinvention.
Few embody that better than Robert LeBlanc, founder of LeBlanc + Smith, whose 25-year career in hospitality began with a failed record label and evolved into a collection of acclaimed hotels, restaurants, and bars across New Orleans, Nashville, and beyond.
Every click, text, and email carries more risk today than ever before.
In this episode of Living Beyond the Numbers, Jude Boudreaux and Caleb Arringdale sit down with Brett J Lee, JD, MBA, CSCP, Chief Compliance Officer at The Planning Center, to unpack the evolving world of cybersecur...
Sending a child to college is exciting but it can also be one of the most stressful and expensive decisions a family faces. How do you choose the right school without losing sleep (or breaking the bank)?
In this episode of Living Beyond the Numbers, hosts Jude Boudreaux and Caleb Arrin...
What does it mean to lead with both confidence and compassion, especially in a numbers-first industry?
In this episode of Living Beyond the Numbers, Jude Boudreaux and Caleb Arringdale sit down with Amy Tessmer, CFO of The Planning Center, to explore how values-driven leadership,...
What does a theater degree have to do with running a financial planning firm?
In this episode, Jude Boudreaux and Caleb Arringdale sit down with Matt Mercer, Chief Operating Officer and shareholder at The Planning Center, to talk about leadership, priorities, and the hidden work that keeps client relationships running smoothly. Matt shares how his theater backgr...
Some seasons of life arrive suddenly, others build slowly. Either way, change can feel chaotic.
In this conversation, The Planning Center partner Michelle Matom CFP®, EA, CeFT joins Jude Boudreaux and Caleb Arringdale to share how she helps clients move from uncertainty to a grounded “new normal.” You’ll hear why big decisions can wait, how a d...
When a firm chooses people over ego, everything changes.
In this conversation, CEO Eric Kies joins Jude Boudreaux and Caleb Arringdale to share how The Planning Center shifted from individual silos to an ensemble practice where clients are served by a team, not a single advisor. They talk candidly about investing in “soft” skills like communication, ...
Taxes don’t usually make the highlight reel, but this year’s sweeping updates could impact families in ways that go far beyond April 15.
In this episode, Jude Boudreaux and Caleb Arringdale sit down with Rob Baner, partner and head of the tax group at The Planning Center, to unpack the new tax law and what it really means for everyday families. From ...
When J.J. Sessions walked away from running his own practice to join The Planning Center, he wasn’t just looking for a new job—he was searching for a better way to serve clients and his family.
In this heartfelt conversation, J.J. reflects on the challenges of running a business, the stress of managing cash flow, and the joy of finding a system...
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