Money decisions are rarely about numbers alone. They are shaped by emotions, life transitions, and the relationships that surround them, often long before logic enters the conversation.

In this episode, Jude Boudreaux and Caleb Arringdale sit down with Cicily Maton, Partner at The Planning Center, to explore why meaningful financial planning starts with understanding people first. Cicily reflects on her decades-long career, her role in shaping a values-based planning approach, and what retirement has taught her about clarity, connection, and intentional living.

Here’s what you can expect:

• Why financial decisions are emotional first and logical second
• How life transitions like divorce and retirement change money conversations
• What planners learn when they slow down and truly listen
• Wisdom for couples who want to stay aligned through every season of life
• And more!

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

Connect with Cicily Maton:

• LinkedIn: Cicily Maton

About our Guest:

Cicily Maton is a Partner at The Planning Center and the founder of its Chicago office. With decades of experience in financial planning, she is widely known for her work helping individuals and families navigate major life transitions. Cicily has been a longtime advocate for understanding the emotional side of money, contributing to the evolution of financial planning as a people-centered profession.