Planning & Beyond
Hosted by Ashley · Ashley Quamme
5.0from 53 ratings
- 69
- Episodes
- 20
- Transcribed
- 53
- Ratings
- Daily
- Cadence
- 2024
- First episode
About Planning & Beyond
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 meetings Navigating difficult money conversations Understanding client psychology Building trust and deepening client relationships Managing emotional client situations Improving advisor-client communication Applying behavioral finance strategies Supporting 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 (http://www.beyondthefp.com/).
- Publisher
- Ashley Quamme
- Category
- business
- Language
- en
- Explicit
- No
- First episode
- 2 Jul 2024
- Latest episode
- 15 Oct 2026
Latest episodes
20 of 69 episodes have a transcript.
15 Oct 2026
68. Retirement Is Not One Path: Five Models for Modern Retirement Planning with Adam Van Deusen
8 Oct 2026
67. Reimagining Discovery Meetings: Helping Retirees Dream Bigger with Adam Chapman
1 Oct 2026
66. Transforming Review Meetings into Meaningful Experiences with Brendan Frazier
Inside a recent episode
63. Helping Kids Understand Money Early with Jamie Bosse
Published 10 Sept 2026 · Transcript excerpt
[…] So if we want to save up for something, let's see how much it costs. Let's see how long it'll take us to save for it and then make a plan to get there. And I think what's really important with kids is you want them to get some practice around money and you almost want them to fail now while the stakes are lower, right? So if they are earning an allowance or they have their own money and they're saving up for something, you want them to experience kind of the pain of like not getting it right when you want it. But then also once you get it, are you happy with that? Like, did that actually bring you the happiness you thought it would? […]
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See plansWho has been a guest on Planning & Beyond
Names identified in recent episode analyses. Showing up to five guests.
- Adam Van Deusen
- Adam Chapman
- Brendan Frazier
- Kolby Goodman
- Dr Amanda Craft
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
- Apple Podcasts (US)
- 5.0 / 5
- 45 ratings
- Spotify
- 5.0 / 5
- 8 ratings
Podcast Authority Score: 49 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
- Quality
- 77
- Social presence
- 0
- YouTube
- 0
- Engagement
- 51
Contact Planning & Beyond
- Guest appearances
- Books guests
Based on episode analysis; this does not confirm that the show is currently accepting guests.
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Questions about Planning & Beyond
Who hosts Planning & Beyond?
Ashley host the show. Published by Ashley Quamme.
How often do new episodes come out?
The show publishes daily, based on its RSS feed.
Does Planning & Beyond take guests?
Yes. Guests have been identified in episode analyses.
Where can I read transcripts?
20 of 69 episodes have a transcript on Pod Engine. Full transcripts are available with a Pod Engine plan.
Host of Planning & Beyond?
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