Business

Planning & Beyond® - Where financial planning meets human understanding

by Ashley Quamme

Business

Is this your show? Claim it

Listen on Apple Podcasts RSS feed

Recently ranked · United States

Last recorded placements from this show’s chart history. These are not current rankings.

Not on the United States charts we track today.

If you like Planning & Beyond® - Where financial…, try…

The Findustry

Latest episodes

69. What Your Advisor Data Is Really Telling You with Molly Pierce

October 22, 2026 · 34 min

Text us to share what you found helpful! In this episode, Ashley is joined by Molly Pierce, CEO of Track That Advisor, for a conversation about the story behind an advisory firm’s numbers. Molly talks about why data does not have to feel…
68. Retirement Is Not One Path: Five Models for Modern Retirement Planning with Adam Van Deusen

October 15, 2026 · 40 min

Text us to share what you found helpful! Ashley is joined by Adam Van Dusen for a conversation about why retirement does not have to follow one default path. Adam shares why the traditional idea of working full time until the mid-60s and…
67. Reimagining Discovery Meetings: Helping Retirees Dream Bigger with Adam Chapman

October 8, 2026 · 44 min

Text us to share what you found helpful! Ashley is joined by Adam Chapman, founder of YESmoney, for a conversation about what can happen when advisors rethink the language and structure of the planning process. Adam talks about why some…
66. Transforming Review Meetings into Meaningful Experiences with Brendan Frazier

October 1, 2026 · 1 hr 0 min

Text us to share what you found helpful! Join Ashley and Brendan Frazier, host of The Human Side of Money podcast, for a conversation about review meetings and why they matter more than many advisors realize. Brendan explains the…
65. Career Coaching Meets Financial Planning with Kolby Goodman

September 24, 2026 · 32 min

Text us to share what you found helpful! A client’s career is often one of the biggest drivers of their financial life, but advisors are not always equipped to help with it. In this episode, Ashley talks with Kolby Goodman, career coach…

Show 7 more episodesShow fewer episodes

64. Navigating Cultural Differences in Financial Decisions with Dr. Amanda Craft

September 17, 2026 · 35 min

Text us to share what you found helpful! In this episode of Planning & Beyond®, Ashley talks with Dr. Dr. Amanda Craft, a researcher and educator whose PhD work focuses on cultural intelligence in financial advice. Dr. Craft explains why…
63. Helping Kids Understand Money Early with Jamie Bosse

September 10, 2026 · 35 min

Text us to share what you found helpful! Kids are watching how money works, but that does not mean they understand it. Join in as Ashley talks with Jamie Bossi, a financial planner, author, and mother of four, about helping kids build…
62. AI and Client Connection with Gabe Caldwell

September 3, 2026 · 30 min

Text us to share what you found helpful! What if AI helped advisors become more human, not less? In this episode of Planning & Beyond®, Ashley talks with Gabe Caldwell, co-founder of Quin, about how technology can help financial advisors…
Ask Ashley: "What Should I Do When a Couple is Fighting About Money?"

August 31, 2026 · 20 min

Text us to share what you found helpful! Couples fighting about money can derail a meeting fast, but Ashley Quamme shows why the real skill is not choosing sides - it’s knowing how to steer the conversation without losing trust. If you…
61. Recognizing and Preventing Misconduct in Financial Advisory with Dr. Moira Somers

August 27, 2026 · 39 min

Text us to share what you found helpful! Good advisors can still find themselves in difficult ethical situations, especially when they are under pressure, early in their careers, or trying hard to help a client. In this episode, Ashley…
60. How Our Financial Beliefs Evolved and What They Mean for You with Dr. Joseph S. Moore

August 20, 2026 · 41 min

Text us to share what you found helpful! In this episode of Planning & Beyond®, Ashley talks with Dr. Joseph S. Moore, historian and author of How to Get Rich in American History, about how American financial advice has changed over the…
59. The Power of Listening: How Mindfulness Can Transform Your Financial Practice with George Kinder

August 13, 2026 · 42 min

Text us to share what you found helpful! What would change if financial planning started with listening, not numbers? In this episode, Ashley welcomes George Kinder, founder of the Kinder Institute of Life Planning and author of The Three…

Full episode archive on Apple Podcasts →

About the show

Planning & Beyond® is for financial advisors who want to go beyond the numbers and build deeper, more trusted client relationships. Hosted by Ashley Quamme, a licensed therapist and financial behavior specialist, this podcast helps advisors better understand the psychology, emotions, and behaviors that shape client conversations. Each episode offers practical strategies you can apply in discovery meetings, prospect conversations, difficult money discussions, and major life transition planning. Through conversations with experts in behavioral finance, financial psychology, and financial therapy, Ashley explores how advisors can strengthen communication, navigate emotional moments, build trust, and support clients with more confidence. If you want to improve the way you connect with clients, ask better questions, and bring more empathy and clarity into your planning process, Planning & Beyond® will help you sharpen the human side of your advisory work. Topics include: Mastering discovery and prospect meetingsNavigating difficult money conversationsUnderstanding client psychologyBuilding trust and deepening client relationshipsManaging emotional client situationsImproving advisor-client communicationApplying behavioral finance strategiesSupporting clients through life transitions New episodes release weekly. Subscribe for practical conversations on the human side of financial planning. Learn more at Beyond the Plan.