From Music to Money: The Unique Culture at The Planning Center (Ep. 3)

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: The intersection between music and financial team dynamics Crafting an unselfish succession plan Understanding portfolio rebalancing and emotional investment triggers  Navigating market volatility and long-term Investment planning  How taxes and investments can dance together  Connect with Jude Boudreaux CFP®:  The Planning Center LinkedIn: Jude Boudreaux [email protected] Phone: (504) 717-4862 Connect with Caleb Arringdale: LinkedIn: Caleb Arringdale [email protected]  Phone: (309) 797-4030 Connect Matt Knoll: LinkedIn: Matt Knoll [email protected] Phone: (309) 797-4030 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.