Turning Tax Challenges into Financial Opportunities With Caleb Arringdale (Ep. 2)

Turning Tax Challenges into Financial Opportunities With Caleb Arringdale (Ep. 2)

What is tax planning really, and how can it make a difference in your financial life? Join Jude Boudreaux, CFP®, as he sits down with his co-host, Caleb Arringdale, EA, a vital member of The Planning Center’s tax team, to uncover the world of proactive tax strategies. With a focus on turning potential tax obstacles …

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The Stories Behind the Numbers: Why We Plan the Way We Do (Ep. 1)

The Stories Behind the Numbers: Why We Plan the Way We Do (Ep. 1)

What if your definition of success wasn’t about money, but the life you get to live because of it? In this episode, host Jude Boudreaux, CFP®, and his “Director of Positivity,” Caleb Arringdale, EA, introduce the heart behind Living Beyond the Numbers. They share their personal stories—from Jude launching a financial planning firm with a …

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