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 associates from the Quad Cities and Anchorage offices. …
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 …
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, …
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 managed day to day and what really happens when markets …
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 ending, …
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, Marisa Hardwick (Chicago) and Blake Murphy-Skelley (Moline), to spotlight the people who make sure every …
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 Times columnist and author of The Price You Pay …
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. In this episode, Jude …
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 cybersecurity and what it means for families, professionals, …
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 Arringdale sit down with Heidi …