Living Beyond the Numbers

“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 a lasting impact on those you love? This podcast is not about financial jargon or spreadsheets—it’s about connecting your wealth with your deepest values and purpose. Through real conversations, Jude helps you navigate the practical and emotional aspects of wealth, with a focus on human-centered guidance that aligns your financial decisions with the life you want to live. Whether you’re thinking about legacy, family dynamics, or how to confidently move forward in life, Living Beyond the Numbers offers the stories and insights you need to transform wealth into purposeful living.

Living Beyond the Numbers is a business podcast hosted by Jude Boudreaux, with 23 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Jude Boudreaux hosts Living Beyond the Numbers, a business show with 23 episodes published.

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  Living Beyond the Numbers

  Why Financial Planning Is a Lifelong Relationship with Matt Sivertsen and Marty Kurtz (Ep. 22)

  Aug 11, 202646 min

  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 conversation explores how financial planning evolved from transactional sales to a deeply relational, multi-generational process rooted in trustworthiness, curiosity, and life context. Here’s what you can expect: Why trustworthiness matters more than asking for trust How financial planning became a 30–40 year relationship, not a one-time decision The shift from selling products to creating lifelong clarity What it really means to help clients live beyond the numbers 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 Matt Sivertsen: LinkedIn: Matt Sivertsen matt@theplanningcenter.com Phone: (309) 797-4030 Connect with Marty Kurtz: LinkedIn: Martin Kurtz About our Guests: Marty Kurtz is the founder of The Planning Center and a pioneer in the financial planning profession. After beginning his career in food distribution and insurance, Marty helped shape a more holistic, relationship-driven approach to financial planning. Over more than two decades, he built The Planning Center around the belief that trustworthiness, curiosity, and long-term partnership matter more than products or short-term outcomes. His legacy continues through the firm’s multi-generational client relationships and planning philosophy. Matt Sivertsen is a shareholder and senior financial planner at The Planning Center’s Moline office. Joining the firm in its early years, Matt played a key role in helping formalize the planning process, deepen client relationships, and carry forward the firm’s values. With decades of experience, Matt is known for his thoughtful, client-centered approach and his commitment to helping families navigate life transitions with clarity and perspective.

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  Living Beyond the Numbers

  Why Money Decisions Are Emotional Before They’re Logical with Cicily Maton (Ep. 21)

  Jul 7, 202640 min

  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.

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  Living Beyond the Numbers

  How Practice, Patience, and Planning Shape a Meaningful Financial Life with Matt Sivertsen (Ep. 20)

  Jun 18, 202637 min

  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 musician—practice, performance, and mastery—shaped his approach to client relationships and team mentorship. He reflects on lessons learned from firm founder Marty Kurtz, how financial values get passed through generations, and the importance of slowing down to teach what really matters. Here’s what you can expect from this release: Why musicians often make resilient, reflective planners, and how that shows up in meetings What healthy mentorship looks like inside a financial firm, and why most companies get it wrong How to talk to your kids about money, privilege, and the value of “skin in the game” Ways families are approaching college costs, and how values shape those decisions 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 Matt Sivertsen: LinkedIn: Matt Sivertsen, CFP®, CeFT® matt@theplanningcenter.com Phone: (309) 797-4030 About our Guest: Matt Sivertsen is passionate about helping clients understand the complex world of finance, and giving them the knowledge and tools to better understand their financial lives. Among his long-term goals as a financial planner is to be a catalyst for creating conversations about money for multiple generations of families. One of his biggest accomplishments has been pioneering a net worth and income compensation model that better aligns their fee with how they work with their clients. The model works well across various income and asset levels enabling them to serve people of all ages and generations, achieves a totally conflict free situation and can potentially reduce management fees to deliver greater value for their clients. The highlight of his career has been appearing in a feature article about retainer models on the cover of Financial Planner Magazine with his Moline partners.

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  Living Beyond the Numbers

  How Genuine Service Builds Trust with Jenessa Ritchie & Krystal Gilliam (Ep. 17)

  Jun 2, 202630 min

  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 planning and how listening, care, and follow-through create trust that lasts for generations. Here’s what you’ll learn: How Jenessa and Krystal support clients through life changes, loss, and everyday needs The difference between transactional and relational service and why it matters Why technology struggles are normal (and how The Planning Center helps clients through them) How simple gestures like remembering a birthday or a favorite song build deep client connection 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 Jenessa Ritchie: LinkedIn: Jenessa Ritchie jenessa@theplanningcenter.com Phone: (309) 797-4030 Connect with Krystal Gilliam: LinkedIn: Krystal Gilliam krystal@theplanningcenter.com Phone: (907) 276-1400 About our Guests: Jenessa Ritchie is a Client Service Associate at The Planning Center’s Quad Cities office in Moline. At the heart of financial planning is trust, and Jenessa takes great pride in fostering meaningful connections with clients. Her goal is to provide a welcoming experience, guiding individuals and families through the technology and logistics of their financial journey while helping them feel confident and supported every step of the way. Krystal Gilliam serves as a Client Service Associate at The Planning Center’s Anchorage office in Alaska. Krystal believes that excellent service starts with genuine care and clear communication. Her role allows her to support clients with everything from scheduling to navigating account technology—always with a focus on helping them feel heard, valued, and taken care of.

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  Living Beyond the Numbers

  Navigating Generational Wealth: How to Give Without Enabling with Ashley Quamme (Ep. 18)

  May 19, 202639 min

  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 strategies for starting money conversations with adult children, the difference between fairness and equality in gifting, and how to build meaningful family traditions that transcend financial resources. They discuss: Why validation matters when parents feel conflicted about giving to adult children How to start money conversations before jumping into large gifts or financial support The difference between equal and equitable giving when children have different needs When to begin teaching kids about money, investing, and financial responsibility at age-appropriate levels Creating family traditions and legacy through experiences, culture, and connection beyond expensive trips 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 Ashley Quamme: LinkedIn: Ashley Quamme Website: Beyond the Plan® YouTube: Beyond the Plan® About our Guest: Ashley Quamme is recognized as a leading voice in financial psychology, with nearly 15 years of experience at the intersection of human behavior and money. Trained as a Licensed Marriage and Family Therapist and Certified Financial Behavior Specialist®, her work has been shaped by a deep understanding of how emotions, relationships, and biases influence financial decision-making. Her expertise has been sought by advisory firms, financial institutions, and professional organizations across North America, where she has guided advisors and leaders in embedding behavioral insights into their systems, conversations, and client strategies. Known for bridging the gap between technical advice and human behavior, Ashley’s approach has been instrumental in transforming client experiences, advisor confidence, and firm-wide impact. Her work has been featured on leading podcasts, industry conferences, and corporate trainings, where she is consistently recognized for making complex behavioral science both practical and actionable.

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