Épisodes

  • How a CFO Built a Career Around Life, Not Just Work with Amy Tessmer (Ep. 9)

    How a CFO Built a Career Around Life, Not Just Work with Amy Tessmer (Ep. 9)
    Dec 9 2025
    What does it mean to lead with both confidence and compassion, especially in a numbers-first industry? In this episode of Living Beyond the Numbers, Jude Boudreaux and Caleb Arringdale sit down with Amy Tessmer, CFO of The Planning Center, to explore how values-driven leadership, intentional balance, and quiet influence are reshaping the financial services landscape. …

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

    Balancing Priorities and Protecting What Matters with Matt Mercer (Ep. 8)
    Nov 25 2025
    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 …

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    35 min
  • Finding Your New Normal: Planning Through Life’s Biggest Transitions with Michelle Malton (Ep. 7)

    Finding Your New Normal: Planning Through Life’s Biggest Transitions with Michelle Malton (Ep. 7)
    Nov 11 2025
    Some seasons of life arrive suddenly, others build slowly. Either way, change can feel chaotic. In this conversation, The Planning Center partner Michelle Maton 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 …

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    32 min
  • 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)
    Oct 28 2025
    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 …

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    37 min
  • From SALT Caps to Senior Deductions: Understanding the New Tax Bill with Rob Baner (Ep. 5)

    From SALT Caps to Senior Deductions: Understanding the New Tax Bill with Rob Baner (Ep. 5)
    Oct 14 2025
    Taxes don’t usually make the highlight reel, but this year’s sweeping updates could impact families in ways that go far beyond April 15. In this episode, Jude Boudreaux and Caleb Arringdale sit down with Rob Baner, partner and head of the tax group at The Planning Center, to unpack the new tax law and what …

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    39 min
  • From Chaos to Clarity: J.J. Sessions, CFP® on Family, Cash Flow, and Financial Freedom (Ep. 4)

    From Chaos to Clarity: J.J. Sessions, CFP® on Family, Cash Flow, and Financial Freedom (Ep. 4)
    Sep 30 2025
    When J.J. Sessions walked away from running his own practice to join The Planning Center, he wasn’t just looking for a new job—he was searching for a better way to serve clients and his family. In this heartfelt conversation, J.J. reflects on the challenges of running a business, the stress of managing cash flow, and …

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    36 min
  • From Music to Money: The Unique Culture at The Planning Center (Ep. 3)

    From Music to Money: The Unique Culture at The Planning Center (Ep. 3)
    Sep 16 2025
    What makes financial planning akin to crafting a symphony? How do emotions and logic dance in sync when managing investments? Join Jude Boudreaux, CFP®, and the ever-enthusiastic Caleb Arringdale, EA, as they welcome Matt Knoll, CFP®, a seasoned financial planner and musician, to the “Living Beyond the Numbers” podcast. Matt, who holds a vital role …

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

    Turning Tax Challenges into Financial Opportunities With Caleb Arringdale (Ep. 2)
    Sep 2 2025
    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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    29 min