Living Beyond the Numbers

What makes financial planning akin to crafting a symphony? How do emotions and logic dance in sync when managing investments?

Join Jude Boudreaux, CFP®, and the ever-enthusiastic Caleb Arringdale, EA, as they welcome Matt Knoll, CFP®, a seasoned financial planner and musician, to the “Living Beyond the Numbers” podcast. Matt, who holds a vital role in the Planning Center’s investment committee, shares insights into weaving a balanced financial strategy that harmonizes with life’s melodies. Drawing from years of experience, including mentorship under influential leaders, Matt discusses the essence of investment philosophy, the art of rebalancing portfolios, and the emotional aspects of investing.

Key discussed topics include:

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About Matt Knoll: 

Matt Knoll is a seasoned financial planner and musician who brings a unique blend of expertise, empathy, and creativity to his work. As a Senior Financial Planner at The Planning Center, Matt plays a key role in helping clients align their financial decisions with their personal values. With over a decade of experience, he specializes in comprehensive financial planning, investment strategy, and guiding clients through major life transitions. He also leads the firm’s investment committee and supports the trade-desk operations, ensuring strategic consistency across client portfolios.

Matt began his journey at The Planning Center as an intern before joining full-time in 2013. He holds the Certified Financial Planner designation and is registered to provide advisory services in Illinois, Iowa, and Texas. Known for his calm presence and thoughtful approach, Matt has a gift for making complex topics feel clear and manageable.

Outside of his financial work, Matt is a passionate musician and host of The Frontline Podcast for Christian Men, where he supports men in pursuing growth and purpose. Whether in the office or behind a microphone, Matt is committed to helping people live more intentionally—financially, spiritually, and relationally.

What is tax planning really, and how can it make a difference in your financial life?

Join Jude Boudreaux, CFP®, as he sits down with his co-host, Caleb Arringdale, EA, a vital member of The Planning Center’s tax team, to uncover the world of proactive tax strategies. With a focus on turning potential tax obstacles into opportunities, this episode delves into optimizing your fiscal future, whether through tax loss harvesting, navigating electronic tax documents, or even exploring the power of donor-advised funds.

Key discussion points in this release include:

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About our Guest: 

Caleb Arringdale began his accounting career at a CPA firm in Bettendorf, IA, where he specialized in small business and not-for-profit accounting and taxation. After several years, he transitioned to the role of controller at Happy Joe’s Pizza and Ice Cream, also in Bettendorf. In that position, he oversaw the accounting department and collaborated closely with the CFO, gaining a deep understanding of the economics behind running a mid-size restaurant chain and working directly with store managers across the U.S. (And yes—he ate a lot of pizza.)

Later, Caleb and his wife relocated to Galesburg, IL, where he joined a small but community-focused accounting firm. There, he had the opportunity to work with many local leaders and businesses on a wide range of financial matters.

After several rewarding years, he made the move to The Planning Center, where he’s found his true passion: working closely with clients to help them plan effectively for their futures.

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:

Resources:

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“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.