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 newborn at home, to Caleb’s journey from public accounting into people-centred planning, and what drives their work with clients today.
Key discussions include:
- Why values should shape your financial decisions, not just the numbers
- The early money lessons (and struggles) that shaped Jude and Caleb’s careers
- How Jude defines success through his relationship with his wife, Karen
- What “prioritize later” means for your financial and personal well-being
- The power of integrated planning, mentorship, and intentional conversations
- And more!
Resources:
- Full episode archive: theplanningcenter.com/pod
- George Kinder’s 3 Questions: https://youtu.be/t42Ba5dtCYk
- Tax and Planning Services: theplanningcenter.com/contact-us
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
No transcript available.
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