Planning & Beyond® - Where financial planning meets human understanding

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 y

Planning & Beyond® - Where financial planning meets human understanding is a business podcast hosted by Ashley Quamme, with 66 episodes on record and a Required Pod Score of 80.

Ashley Quamme hosts Planning & Beyond® - Where financial planning meets human understanding, a business show with 66 episodes published.

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  Planning & Beyond® - Where financial planning meets human understanding

  66. Transforming Review Meetings into Meaningful Experiences with Brendan Frazier

  Oct 1, 20261 hour

  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 difference between reactive and proactive review meetings and talks about where review meetings can fall flat, especially when the meeting becomes a routine check-in instead of a chance to understand the client better, celebrate progress, and reconnect with what matters most. Brendan also explains why clients usually do not leave because of performance. They often leave because of communication breakdowns or because they no longer feel understood. Episode Highlights: The difference between reactive and proactive review meetings Why review meetings are the anchor of the client experience Where traditional review meetings often fall short How to help clients reflect on progress Why satisfied clients are not always engaged clients How to relearn who your clients are as their lives change The four R’s of stronger review meetings: reflect, reassure, recalibrate, and reimagine This conversation is for financial advisors who want review meetings to feel less routine and more useful for the client. Tune in for a clear way to rethink the meeting so clients leave feeling heard, understood, and clear about where they are going next. RESOURCES AND GUEST INFORMATION Brendan Frazier helps financial advisors master the human side of advice. As host of The Human Side of Money podcast, he explores how psychology, behavior, and emotion shape financial decisions. A former advisor, Investopedia Top 100 Financial Advisor, founder of Wired Planning, and Chief Behavioral Officer, Brendan helps advisors strengthen client conversations and relationships through behavioral science. He lives with his wife, Shannon, and their three children. Connect with Brendan Frazier: The Human Side of Money Podcast LinkedIn Website The Ultimate Review Meeting course - get $100 off with this link! E50. What Is the Human Side of Money? A 50th Episode Conversation with Brendan Frazier Connect with Host Ashley Quamme: Podcast Website: https://www.planningandbeyond.com LinkedIn: https://www.linkedin.com/in/ashley-quamme Beyond the Plan®: https://www.beyondthefp.com Monthly Newsletter: https://www.beyondthefp.com

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  Planning & Beyond® - Where financial planning meets human understanding

  65. Career Coaching Meets Financial Planning with Kolby Goodman

  Sep 24, 202632 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, keynote speaker, and author, about where career decisions and financial planning overlap. Kolby shares how he moved from IT support into career coaching after realizing that his mix of technical skill and people skill helped him stand out, grow his career, and eventually help others do the same. Over the past decade, he has worked with more than 3,500 professionals to find better jobs, earn more, improve work-life balance, and build careers that feel more aligned. Ashley and Kolby discuss why career coaching can be such a valuable resource for financial advisors and their clients. Many clients are dealing with burnout, layoffs, career uncertainty, or the pressure of staying in a role that pays well but no longer fits the life they want. Advisors may be able to show clients what is financially possible, but career coaches can help them figure out what comes next and how to move toward it. Kolby also explains how advisors can recognize when a client may benefit from career coaching, including clients who feel stuck, worried about layoffs, unsure how to make a change, or ready to think more intentionally about their work. Episode Highlights: How Kolby moved from IT support into career coaching Why career decisions are deeply connected to financial planning How advisors can support clients who feel stuck, burned out, or uncertain Why some clients need more than financial permission to make a career change How career coaching can help clients name their value and next steps When advisors should consider bringing in a career coach Why young graduates may need more support entering today’s job market How to build a career by design instead of falling into one by accident This conversation is especially useful for advisors who want to better understand the role career decisions play in a client’s financial life and offer more complete support during major life and work transitions. RESOURCES AND GUEST INFORMATION Kolby Goodman is a career coach and keynote speaker who partners with wealth management firms and financial planners to support clients and their children through career transitions. He helps families navigate layoffs, career pivots, and the launch of new college graduates, all of which can affect a family’s financial and emotional picture. In 2025, Kolby helped his clients secure an average salary increase of 22.5%. He is the author of Employed by Graduation and Employed by Graduation: The Parent Edition and brings 13 years of career coaching experience to conversations around wealth, career risk, and family planning. Connect with Kolby Goodman: LinkedIn: https://www.linkedin.com/in/kolbygoodman Connect with Host Ashley Quamme: Podcast Website: https://www.planningandbeyond.com LinkedIn: https://www.linkedin.com/in/ashley-quamme Beyond the Plan®: https://www.beyondthefp.com Monthly Newsletter: https://www.beyondthefp.com

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  Planning & Beyond® - Where financial planning meets human understanding

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

  Sep 17, 202635 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 culture matters in financial planning and why it is about more than race, ethnicity, or nationality. Culture includes values, lived experiences, communication styles, family expectations, and the assumptions people carry about money, safety, responsibility, and success. Ashley and Dr. Craft further discusses how cultural values can shape client decisions, including investment choices, family financial obligations, property ownership, caregiving, and trust in financial systems, explaining why advisors may miss important context when they assume financial decisions are only individual decisions. They also talk about practical questions advisors can ask to better understand a client’s values, including how money was talked about growing up, who else is involved in financial decisions, and what financial success means to the client. Ashley and Dr. Craft offer a clear reminder that good advice requires more than technical knowledge. It also requires curiosity, cultural intelligence, and a willingness to understand the client’s world before making recommendations. Episode Highlights: Why cultural intelligence matters in financial planning. How culture can shape client behavior and financial decisions. Why culture includes more than race, ethnicity, or nationality. Questions advisors can ask to better understand client values. How family, community, and lived experience can influence financial choices. Why advisors should review their onboarding forms for hidden assumptions. How cultural awareness can help advisors build stronger client relationships. RESOURCES AND GUEST INFORMATION Dr. Amanda Craft is an Associate Lecturer at Western Sydney University whose work explores the intersection of financial regulation, cross-cultural psychology, and behavioural finance. Her research examines how cultural and institutional dynamics shape financial advice relationships, client decision-making, and regulatory outcomes. Connect with Dr. Amanda Craft: LinkedIn: https://www.linkedin.com/in/dr-amanda-craft-31335134b/ Email: DrAmandaCraft@gmail.com Connect with Host Ashley Quamme: Podcast Website: https://www.planningandbeyond.com LinkedIn: https://www.linkedin.com/in/ashley-quamme Beyond the Plan®: https://www.beyondthefp.com Monthly Newsletter: https://www.beyondthefp.com

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  Planning & Beyond® - Where financial planning meets human understanding

  63. Helping Kids Understand Money Early with Jamie Bosse

  Sep 10, 202635 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 better money habits early. Jamie shares how the idea for her children’s book series, Milton the Money Savvy Pup, started at home. After realizing her own child did not fully understand that online purchases still involved real money, Jamie began looking for simple ways to teach money basics in a way young kids could understand. That idea became a children’s book series focused on concepts like earning, saving, spending, giving, waiting, making choices, and practicing gratitude. Jamie explains why money can feel invisible to kids today, especially when they mostly see adults using cards, apps, and online shopping instead of cash. Ashley and Jamie also talk about how advisors can help clients bring money conversations into everyday family life. They discuss why parents often avoid these conversations, how shame or past money mistakes can get in the way, and why stories, vulnerability, and simple tools can make these talks easier. Episode Highlights: How the Milton the Money Savvy Pup series began Why kids need direct money lessons, not just observation How technology has made money feel less visible to children Simple ways to teach earning, saving, spending, and giving Why gratitude matters in a child’s money education How advisors can help clients talk to their kids about money Why parents do not need to have everything figured out before teaching their kids How everyday moments, like grocery shopping or saving for a toy, can become money lessons RESOURCES AND GUEST INFORMATION Jamie Bossi is a financial planner, author, and mother of four. She helps clients work through life transitions, organize their financial lives, and make decisions that support their goals. Jamie is passionate about mentoring and financial literacy. She is the author of Money Boss Mom: Helping Young Parents Be the “Boss” of Their Financial Future, the Milton the Money Savvy Pup children’s book series, and Investing for Tweens, a book designed for ages 10 to 14. Connect with Jamie Bosse: Website: https://www.moneybossmom.com/ Instagram: https://www.instagram.com/moneybossmom/ LinkedIn: https://www.linkedin.com/in/jamiebosse/ Connect with Host Ashley Quamme: Podcast Website: https://www.planningandbeyond.com LinkedIn: https://www.linkedin.com/in/ashley-quamme Beyond the Plan®: https://www.beyondthefp.com Monthly Newsletter: https://www.beyondthefp.com

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  Planning & Beyond® - Where financial planning meets human understanding

  62. AI and Client Connection with Gabe Caldwell

  Sep 3, 202630 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 get time, energy, and attention back. Gabe explains that the best use of AI is not simply writing LinkedIn posts or brainstorming ideas. For advisors, the bigger opportunity is using AI to handle the routine work that often eats up the week: meeting prep, notes, follow-up emails, CRM updates, scheduling, and client communication. Ashley and Gabe discuss the reality that many advisors are spending about 22 hours a week on admin work, and what changes when some of that load comes off their plate. Gabe shares how reducing admin work can help advisors sleep better, feel less rushed, show up with more energy, and be more present in client meetings. They also talk about the concerns many advisors have around AI, including control, compliance, privacy, and whether technology could weaken the client relationship. Gabe explains why good AI tools should keep the advisor involved, especially when client communication is being drafted or sent. Episode Highlights: How Gabe’s earlier business experiences shaped the creation of Quin Why AI should help advisors get time back, not just do more work How admin tasks affect advisor presence and client relationships Why reducing mental load can improve how advisors show up in meetings Common concerns about AI, control, compliance, and client trust Why human review still matters when using AI tools How advisors can use technology to support the work they actually enjoy This conversation is especially useful for advisors who want to use AI thoughtfully, reduce routine admin work, and create more space for the human side of financial planning. RESOURCES AND GUEST INFORMATION Gabe Caldwell is co-founder of Quin, an AI assistant for financial advisors and other relationship professionals. Quin helps with routine work such as meeting prep, note capture, email drafts, CRM updates, scheduling, and client communication through tools like SMS, email, voice, Slack, and Teams. Advisors using Quin save 5 to 15 hours per week by offloading routine admin work. Gabe is also a co-founder of Plain Sight Ventures, where he and his team have built and scaled multiple software companies to millions of users over the past 10 years. His work focuses on helping professionals automate the tasks that slow them down so they can spend more time on relationships. Connect with Gabe Caldwell: LinkedIn: https://www.linkedin.com/in/gabecaldwell/ Website: https://www.heyquin.io/ Sign up for a 2-week free trial of Quin: https://www.heyquin.io/app/signup Connect with Host Ashley Quamme: Podcast Website: https://www.planningandbeyond.com LinkedIn: https://www.linkedin.com/in/ashley-quamme Beyond the Plan®: https://www.beyondthefp.com Monthly Newsletter: https://www.beyondthefp.com

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