Jude Boudreaux Featured in CNBC Article
September 23, 2026
Jude Boudreaux, CFP®, Senior Financial Planner at The Planning Center, was recently featured in a CNBC article about the movements in the bond and stock market.
Jude Boudreaux, CFP®, Senior Financial Planner at The Planning Center, was recently featured in a CNBC article about the movements in the bond and stock market.
Senior Financial Planner, Andrew Sivertsen, CFP®, EA, CeFT® recently joined Marcia Erikson on the Business Spotlight podcast to talk about what it takes to build a financial planning practice that lasts.
Matt Knoll, CFP®, Director of Financial Planning has been named to the Quad Cities Regional Business Journal’s 2026 40 Under 40.
We’re proud to share that Michelle Maton, CFP®, EA, Senior Financial Planner at The Planning Center, has been named to AdvisorHub’s 250 RIAs to Watch in 2026. This recognition celebrates advisors who lead sophisticated, growing practices while maintaining an unwavering commitment to service and professionalism. Congratulations, Michelle! We’re grateful for the care and expertise you bring to our clients and our team every day.
Jude Boudreaux, CFP® of The Planning Center, was recently featured in Family Wealth Report discussing the challenges of AI adoption in wealth management. In the interview, Jude highlights the importance of trust, data privacy, and ensuring technology strengthens—not replaces—the human relationships central to financial planning.
In any marriage, good communication practices are the key to success in almost everything. But for blended families that are consolidating finances or managing wealth, good communication is vital. Senior Financial Planner Matthew Sivertsen provides important guidance.
Mike Branham, CFP®, Senior Financial Planner at The Planning Center, was recently featured on the Aligned Money Show, where he discussed financial preparedness, resilience, and practical steps individuals and families can take when facing job loss or financial overwhelm. The conversation focused on empowering listeners through education, clear action steps, and better use of employer benefits to build long-term financial stability.
Andrew Sivertsen, CFP®, EA, CeFT®, Senior Financial Planner at The Planning Center, was recently featured on the New Planner Recruiting podcast. In the episode, he shares his non-traditional journey into financial planning, lessons learned from starting at the ground level, and advice for career changers pursuing the CFP® designation. His story highlights the role of curiosity, persistence, and opportunity in building a meaningful career in wealth management.
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.
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.
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.
The Planning Center’s Jude Boudreaux and Julia Davis were featured in Gambit, highlighting the importance of honest financial conversations before marriage and offering practical tips to make them more approachable.
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