Living Beyond the Numbers

Retirement is supposed to be a finish line, but for a lot of people, it’s really a transition, identity, purpose, relationships, and what you do with your time when the calendar finally opens up. In this episode, Jude Boudreaux and Caleb Arringdale discuss retirement, legacy, and what it looks like to build a people-first planning career with John Longstaff, founder of The Planning Center’s Fresno office. John shares his unexpected path from pharmacy to financial planning, his leadership experie

What happens when financial planning stops being about products and starts being about people, trust, and long-term relationships? This episode pulls back the curtain on what it really means to live beyond the numbers. In this episode, Jude Boudreaux and Caleb Arringdale sit down with Marty Kurtz, founder of The Planning Center Moline office, and senior planner Matt Sivertsen to reflect on the firm’s origins, Marty’s retirement, and the philosophy that shaped decades of client relationships. The

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 retiremen

What does it mean to grow with a firm and a family over 22 years? In this heart-centered conversation, host Jude Boudreaux, CFP®, and co-host Caleb Arringdale, EA, sit down with senior planner and shareholder Matt Sivertsen, CFP®, CeFT®, to explore a personal journey that began with music and evolved into a vocation of mentorship, leadership, and financial guidance. From $8-an-hour beginnings to becoming Director of Financial Planning at The Planning Center, Matt shares how the mindset of a musi

What does it really look like to serve clients with empathy, attention, and heart? In this episode of Living Beyond the Numbers, hosts Jude Boudreaux and Caleb Arringdale sit down with two of the warmest voices at The Planning Center, Jenessa Ritchie and Krystal Gilliam, client service associates from the Quad Cities and Anchorage offices. Together, they pull back the curtain on what it takes to deliver meaningful service that goes far beyond transactions, discussing the human side of financial

Achieving financial stability brings a new set of challenges, especially when it comes to supporting adult children. How do you help without creating dependency, and when does generosity cross the line into enabling? In this episode of Living Beyond the Numbers, Jude Boudreaux and Caleb Arringdale are joined by Ashley Quamme, LMFT, FBS®, CFT, Owner and Founder of Beyond The Plan®, for a thoughtful conversation about the emotional and practical sides of intergenerational wealth. Ashley shares str