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  • 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)
    2025/10/28
    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 分
  • 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)
    2025/10/14
    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 分
  • 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)
    2025/09/30
    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 分
  • 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)
    2025/09/16
    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 分
  • 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