Family Finance – Living Beyond the Numbers

Navigating Generational Wealth: How to Give Without Enabling with Ashley Quamme (Ep. 18)

By Living Beyond the Numbers | May 19, 2026

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 of Beyond The Plan®, for a thoughtful conversation about the emotional and practical sides of intergenerational wealth. Ashley shares strategies for starting money conversations with adult children, the difference between fairness and equality in gifting, and how to build meaningful family traditions that transcend financial resources.

They discuss:

Why validation matters when parents feel conflicted about giving to adult children
How to start money conversations before jumping into large gifts or financial support
The difference between equal and equitable giving when children have different needs
When to begin teaching kids about money, investing, and financial responsibility at age-appropriate levels
Creating family traditions and legacy through experiences, culture, and connection beyond expensive trips
And more!

Connect with Jude Boudreaux CFP®:

Connect with Caleb Arringdale:

Connect with Ashley Quamme:

About our Guest:

Ashley Quamme is recognized as a leading voice in financial psychology, with nearly 15 years of experience at the intersection of human behavior and money. Trained as a Licensed Marriage and Family Therapist and Certified Financial Behavior Specialist®, her work has been shaped by a deep understanding of how emotions, relationships, and biases influence financial decision-making.

Her expertise has been sought by advisory firms, financial institutions, and professional organizations across North America, where she has guided advisors and leaders in embedding behavioral insights into their systems, conversations, and client strategies. Known for bridging the gap between technical advice and human behavior, Ashley’s approach has been instrumental in transforming client experiences, advisor confidence, and firm-wide impact.

Her work has been featured on leading podcasts, industry conferences, and corporate trainings, where she is consistently recognized for making complex behavioral science both practical and actionable.

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Why Play Still Matters: Lessons From the Game Table (Ep. 17)

By Living Beyond the Numbers | May 5, 2026

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 fun and surprisingly thoughtful conversation about why play still matters, especially for busy families.

Together, they discuss:

How childhood board games influenced their competitive streaks and problem-solving styles
Why games offer a meaningful way for families to connect across ages and personalities
The rise of modern board gaming and how it brings people together in new ways
Practical recommendations from avid gamers on the TPC tax team
Lessons families can model through play, including sportsmanship, handling loss, and healthy competition
And more!

Resources:

Connect with Jude Boudreaux CFP®:

Connect with Caleb Arringdale:

Connect with Rob Baner:

LinkedIn: Rob Baner
rob@theplanningcenter.com
Phone: (309) 797-4030

Connect with Abney Fortino:

About our Guests:

As a CPA, Rob Baner’s responsibilities focus primarily on taxes and tax matters. Rob joined The Planning Center in 2015, after working with a full-service Quad Cities CPA firm from 2010 to 2015. Though his duties vary based upon the needs of our clients, Rob works collaboratively with our financial planners to provide integrated tax preparation and tax planning services to our clients. It’s important to remember that tax planning is a year-round job and April 15th is simply the culmination of our work. Nothing gives Rob greater satisfaction than knowing that we have helped our clients navigate the maze that is our tax system.

Abney Fortino joined The Planning Center in 2018. Abney’s responsibilities as a tax analyst include tax planning, preparation, and reviewing tax forms for individuals. In addition to those duties, Abney assists with accounting and operations within the company.

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The Real Price of College: How Values and Emotions Shape Financial Decisions with Ron Lieber (Ep. 13)

By Living Beyond the Numbers | March 4, 2026

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 for College and The Opposite of Spoiled. Together, they unpack the emotions and realities behind one of life’s biggest financial crossroads: sending your child to college. From fear and guilt to social pressure and “rejective” schools, Ron reveals how hidden feelings often drive family choices more than finances do. He shares practical insights for making smarter, values-based decisions, asking for more aid without “negotiating,” and teaching kids responsibility through money.

What to expect:

Why college is a values decision wrapped in a financial one
The emotional traps families fall into when paying for school
How to approach merit aid and appeal letters the right way
The conversation every parent should have before senior year
And more!

It’s time to move beyond numbers and make decisions that reflect what truly matters to your family.

Resources:

The Price You Pay for College by Ron Lieber
The Opposite of Spoiled by Ron Lieber

Connect with Jude Boudreaux CFP®

Connect with Caleb Arringdale:

Connect with Ron Lieber:

About our Guest:

Ron Lieber is the author of The Opposite of Spoiled: Raising Kids Who Are Grounded, Generous, and Smart About Money, which was an instant New York Times and Wall Street Journal bestseller when it was released in 2015. “The Price You Pay for College: An Entirely New Roadmap for the Biggest Financial Decision Your Family Will Ever Make,” was published by HarperCollins in January, 2021.

Ron has been the “Your Money” columnist for The New York Times since 2008. Before coming to The Times, he wrote the “Green Thumb” personal finance column for The Wall Street Journal and was part of the startup team at the paper’s Personal Journal section.

Ron’s first book, Taking Time Off: Inspiring Stories of Students Who Enjoyed Successful Breaks from College and How You Can Plan Your Own, co-authored with Colin Hall, was a New York Times bestseller in 1996. He also wrote Upstart Start-Ups, a book for young entrepreneurs, and was the co-author of a guidebook to the best entry-level jobs in the United States.

Ron spent 14 years at the Francis W. Parker School in Chicago and graduated from Amherst College. He lives in Brooklyn with his wife and two daughters.

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

By Living Beyond the Numbers | December 23, 2025

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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