Tag: Caleb Arringdale
Redefining Success: Presence, Family, and the Power of Resilience (Ep. 12)

Redefining Success: Presence, Family, and the Power of Resilience (Ep. 12)

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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 Boudreaux and Caleb Arringdale sit down with Robert to explore the lessons learned along the way about presence, parenting, building a values-based company, and raising the next generation to define success for themselves.

Here’s what you can expect:

  • How a “failed” start sparked an entrepreneurial career in hospitality
  • The power of presence and gratitude in both business and family life
  • Teaching children discipline, resilience, and values without losing their freedom to explore
  • Honest conversations about failure, grit, and redefining success beyond money
  • And more!

Connect with Jude Boudreaux CFP®

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Connect with Robert LeBlanc

About our Guest:

Robert LeBlanc is the founder and principal of LeBlanc + Smith, a New Orleans-based hospitality group known for creating boutique hotels, restaurants, and bars rooted in authenticity and community. Over the past 25 years, he has grown the company from a small music venture into a multi-city portfolio by combining creativity, resilience, and a values-driven approach. Passionate about presence, gratitude, and mentorship, Robert leads both his family and his business with a belief that true success is measured not in dollars but in relationships, experiences, and impact.

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College Is Not a Prize: Finding the Right Fit for Your Family with Heidi King (Ep. 10)

College Is Not a Prize: Finding the Right Fit for Your Family with Heidi King (Ep. 10)

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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 King from College Inside Track to unpack the overwhelming world of college planning. Heidi shares both her professional expertise and personal experience guiding her own children through the process. From navigating skyrocketing tuition to evaluating merit aid and building a school list that truly fits, she explains why college is not a prize to be won but a match to be found. Listeners will hear how early conversations reduce stress, why the “sticker price” isn’t always the real price, and how families can approach this milestone with clarity instead of panic.

What to expect:

  • Why college is the second biggest family purchase after a home
  • The surprising truth about merit aid and need-based aid
  • How to help your child explore fit without obsessing over prestige
  • Practical tips for starting the process early, and keeping stress manageable
  • And more!

Connect with Jude Boudreaux CFP®: 

Connect with Caleb Arringdale:

Connect with Heidi King:

About Our Guest:

Heidi King is part of the education and partnerships team at College Inside Track, a firm that has helped families for nearly 20 years identify the right academic, social, and financial fit for their students. Having guided her own two sons through the process, Heidi brings a unique blend of professional expertise and personal insight to families navigating one of life’s biggest investments.

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Balancing Priorities and Protecting What Matters with Matt Mercer (Ep. 8)

Balancing Priorities and Protecting What Matters with Matt Mercer (Ep. 8)

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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 background shaped his approach to people, process, and change, and why curiosity beats judgment when challenges arise. He opens up about the lessons of fatherhood, the mantra “you can do anything, not everything,” and what it means to put the right people in the right work. Listeners will hear how operations act like WD-40, removing friction so clients feel cared for, and why cooling down after change matters as much as the change itself.

What to expect:

  •  How curiosity creates trust in leadership and planning
  • Why “right person, right work” is client care in disguise
  • Practical rhythms for balancing work and family
  • Change management lessons that actually stick
  • And more!

Resources:

Connect with Jude Boudreaux CFP®: 

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Connect with Matt Mercer:

About Our Guest:

As the Chief Operating Officer at The Planning Center, Matt Mercer focuses on optimizing our people, processes, technology, and compliance. Matt’s role involves everything from setting the company’s strategic plan to supporting our operations staff in their daily workflows, onboarding, and training on new technologies, updating internal processes, and overseeing special projects.

After graduating from St. Ambrose University with my B.A. in Theatre, Matt spent ten years working in Operations with multiple companies in the Quad Cities area. He is fortunate enough that these experiences have brought him to The Planning Center, where he enjoys working with our team. In my role, I aim to help build an efficient infrastructure that assists our advisors to focus on their clients.

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Finding Your New Normal: Planning Through Life’s Biggest Transitions with Michelle Matom (Ep. 7)

Finding Your New Normal: Planning Through Life’s Biggest Transitions with Michelle Matom (Ep. 7)

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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 decision-free zone brings breathing room, and what it really takes to navigate transitions like divorce, widowhood, sudden wealth, and retirement. Expect practical language you can use, gentle structure for hard days, and honest stories from the work of walking with clients through change.

What to expect:

  • The four stages of transition and why “passage” takes time
  • Creating a decision-free zone that protects you from regret
  • Retirement identity, cash-flow rhythms, and mini-experiments
  • The role of values in rebuilding what comes next
  • And more!

Resources:

Connect with Jude Boudreaux CFP®: 

Connect with Caleb Arringdale:

Connect with Michelle Matom:

About our Guest: 

Michelle Matom, CFP®, EA, CeFT®, is a Senior Financial Planner at The Planning Center. Her most important responsibility as a partner is to help our clients achieve their financial goals. On any given day, you will find Michelle focusing on financial planning, tax strategies and reviews, and transition planning, which helps clients for the inevitable ups and downs in life, for better or worse. In addition, Michelle works with the rest of our team to create more efficient client service systems and processes.

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From History to Legacy: How The Planning Center Builds for the Future with Eric Kies (Ep. 6)

From History to Legacy: How The Planning Center Builds for the Future with Eric Kies (Ep. 6)

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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, coaching, and retreats, why that’s actually the hard work, and how a 50-year vision creates stability for families across generations. You’ll hear stories about building systems, giving up control, and the human moments that money can’t solve, but great planning can hold.

What to expect:

  • Ensemble vs. siloed practices in plain language
  • The 50-year sustainability mindset
  • Why culture work beats quick wins
  • AI as a tool, not a substitute for real connection
  • And more!

Resources:

Connect with Jude Boudreaux CFP®: 

Connect with Caleb Arringdale:

Connect with Eric Kies:

About our Guest: 

As the president of The Planning Center, Eric Kies is responsible for the daily management of the firm. Eric’s long-term goal for the firm is to continue building a team of talented financial planners and staff who are ready to serve successive generations of families. He wants our firm and its lead planners to be a resource in the community that people can turn to and trust for solutions to their problems. In Eric’s work with clients, his focus is on working with business owners and executives with complex planning needs and goals, such as those with significant or irregular incomes.

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