Description

Looking for Beyond Finances? You're in the right place! Beyond Finances is now Money For Life, hosted by Eric Roberge, CFP and Kali Roberge. We're back and focused on sharing our philosophy, action plans, and professional expertise on the financial planning strategies that help us, our clients, and now you, to create wealth that lasts a lifetime.

In this episode we discuss why (and how) we focus on building financial planning strategies designed to create money for life, and share why it's so important to approach money management in a way that allows you to enjoy life in the present – while still planning responsibly for the future. 

We dig into:

• How to align financial decisions with personal values
• Why optimizing for financial flexibility is such a game-changer
• Where most people fail with their plans (spoiler alert: it's lack of risk management)

Tune in for actionable strategies for saving and making informed financial decisions so you can start your journey to a more fulfilling financial life.

Takeaways:

• The best financial decisions consider both present enjoyment and future security
• Aligning how you use your money with what matters most – your core values – is a key component to feeling satisfied with your finances
• Flexibility in financial planning creates more freedom of choice, as well as a stronger ability to pivot and adapt as life changes and evolves
• Setting the right savings rate target is critical to creating money for life
• Risk management goes beyond investments to include understanding the opportunity costs of everyday decisions
• Wealth is more than just money; it's about living a fulfilling life. You can use your money as a tool to do just that if you have the right strategies in place.

Ready to create, use, and enjoy money for life? Request a complimentary consultation with us at BYH and discover how to optimize your investments, reduce your tax burden, and grow your wealth: https://beyondyourhammock.com/schedule