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 newborn at home, to Caleb’s journey from public accounting into people-centred planning, and what drives their work with clients today.
Key discussions include:
- Why values should shape your financial decisions, not just the numbers
- The early money lessons (and struggles) that shaped Jude and Caleb’s careers
- How Jude defines success through his relationship with his wife, Karen
- What “prioritize later” means for your financial and personal well-being
- The power of integrated planning, mentorship, and intentional conversations
- And more!
Resources:
- Full episode archive: theplanningcenter.com/pod
- George Kinder’s 3 Questions: https://youtu.be/t42Ba5dtCYk
- Tax and Planning Services: theplanningcenter.com/contact-us
Connect with Jude Boudreaux CFP®:
- The Planning Center
- LinkedIn: Jude Boudreaux
- jude@theplanningcenter.com
- Phone: (504) 717-4862
Connect with Caleb Arringdale:
- LinkedIn: Caleb Arringdale
- caleb@theplanningcenter.com
- Phone: (309) 797-4030
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