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 …
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 …
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 understanding people …
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, …
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 …