Planning & Beyond®

Ashley Quamme launched Planning & Beyond with a mission that sounds simple but is surprisingly rare in the financial advisory podcast world: she wants to help advisors understand the psychology behind their client relationships, not just the spreadsheets. The show connects behavioral science research with the practical realities of sitting across from someone and talking about their money. Despite being a newer show with 45 episodes, it has already earned a perfect 5.0 rating from 35 reviews on Apple Podcasts -- a signal that the content is resonating deeply with its audience. Episodes run 34 to 63 minutes and publish biweekly. Quamme covers territory that most advisor podcasts skip entirely: financial infidelity in couples, nervous system regulation during planning conversations, motivational interviewing techniques adapted for financial contexts, and how to build trust through behavioral data rather than performance charts. The show uses a core domains framework -- security, freedom, connection, growth, health, and legacy -- as a lens for understanding what clients actually want from their financial lives. Recent episodes have included case consultations where Quamme walks through real scenarios of supporting clients through financial setbacks. She also tackles forward-looking questions about how advice delivery will change by 2030. For financial advisors who feel technically competent but want to strengthen the human side of their practice, this podcast offers a genuinely different perspective. It is the kind of show that makes you rethink how you run your next client meeting.