Épisodes

  • 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 …

    Read More Read More
    Voir plus Voir moins
    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 …

    Read More Read More
    Voir plus Voir moins
    29 min
  • 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)
    Sep 2 2025
    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 …

    Read More Read More
    Voir plus Voir moins
    28 min
  • Living Beyond the Numbers Coming Soon

    Living Beyond the Numbers Coming Soon
    Aug 27 2025
    “Living Beyond the Numbers” with Jude Boudreaux from The Planning Center is for those who see money as a tool, not a trophy. If you’ve worked hard, celebrated your successes, and learned from your failures, you might now be asking, “What’s next?” How do you use what you’ve built to create something meaningful and make …

    Read More Read More
    Voir plus Voir moins
    1 min