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

    Turning Tax Challenges into Financial Opportunities With Caleb Arringdale (Ep. 2)
    2025/09/02
    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 分
  • 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)
    2025/09/02
    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 …

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    28 分
  • Living Beyond the Numbers Coming Soon

    Living Beyond the Numbers Coming Soon
    2025/08/27
    “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 …

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    1 分