Your Insights

TPC Named to Financial Planning’s Best RIAs to Work For in 2025

The Planning Center has been recognized as one of Financial Planning’s Best RIAs to Work For in 2025, marking its second consecutive year on the list. The award highlights firms across the wealth management industry that demonstrate strong workplace culture, employee engagement, and shared purpose. This recognition reflects The Planning Center’s continued commitment to supporting its team while serving clients with care and integrity.

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The Planning Center, Host Jude Boudreaux Launch Podcast

The Planning Center has launched Living Beyond the Numbers, a new podcast hosted by Jude Boudreaux, CFP®. Each episode explores what it means to live a wealthy life—measured not just in dollars, but in purpose, experiences, and meaningful connections. Tune in for conversations on aligning money with values, overcoming financial challenges, and building a more fulfilling future.

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Jude Boudreaux Featured in CNBC Article

Even if you live overseas, U.S. tax obligations may still apply. In a recent CNBC feature, Jude Boudreaux, CFP®, explains why expats should seek accountants with cross-border tax expertise to avoid double taxation and costly mistakes.

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Michelle Maton Featured in Chicago Tribune Article

Michelle Maton, CFP®, EA, CeFT®, Senior Financial Planner at The Planning Center, was featured in the Chicago Tribune discussing the pros and cons of “test driving” retirement. Learn how this approach can help you assess readiness while understanding its limitations.

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FA’s 2025 RIA Survey & Ranking Top 250

The Planning Center is proud to be recognized in Financial Advisor magazine’s 2025 RIA Survey and Ranking. This honor reflects the dedication of our team and the trust our clients place in us as they navigate life’s financial transitions.

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