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.
Why values should shape your financial decisions, not just the numbersThe early money lessons (and struggles) that shaped Jude and Caleb’s careersHow Jude defines success through his relationship with his wife, KarenWhat “prioritize later” means for your financial and personal well-beingThe power of integrated planning, mentorship, and intentional conversationsAnd more!Full episode archive: theplanningcenter.com/podGeorge Kinder’s 3 Questions: https://youtu.be/t42Ba5dtCYkTax and Planning Services: theplanningcenter.com/contact-usConnect with Jude Boudreaux CFP®:
The Planning CenterLinkedIn: Jude Boudreaux[email protected]Phone: (504) 717-4862Connect with Caleb Arringdale:
LinkedIn: Caleb Arringdale[email protected] Phone: (309) 797-4030