HeyJaredLiving 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.
- Indexed episodes, last 90 days
- 3
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- Aug 25, 2026
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- Jul 7, 2026
Latest episodes
Retirement, Legacy, and the People Behind the Planning with John Longstaff (Ep. 23) (opens the original)
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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
Why Financial Planning Is a Lifelong Relationship with Matt Sivertsen and Marty Kurtz (Ep. 22) (opens the original)
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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
Why Money Decisions Are Emotional Before They’re Logical with Cicily Maton (Ep. 21) (opens the original)
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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
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