Shows
Money for Life with Eric Roberge, CFP5 Money Questions You're Not Asking (But Should Be)What's your first money memory? How much are you ACTUALLY saving each year? Where do you have a hard time using your money? These kinds of financial questions rarely come up in conversation, but they are critical to ask, consider, and consider what your answers mean for your money. Discover how your earliest money memories (often from ages 3-7) are still running your financial decision-making today, why most people can't answer how much they're really saving, and how to build a money management system that works with your emotions instead of against them. Eric and...
2025-12-1536 min
Money for Life with Eric Roberge, CFPUnderstanding Long Term Investing: What It Actually Means and Requires to Work for YouEveryone says "invest for the long term" and "stay the course"—but what does that actually mean? When the market drops 12% within a few weeks, is your 10-year timeline really "long-term enough"? In this episode, Eric and Kali cut through the vague advice and give you specific numbers: how many years you actually need, what returns to expect, and why being a long-term investor is one of the hardest things you'll do with your money. Through real market data spanning 30 years, plus examples from the tariff-induced volatility of 2025, Eric and Kali explain why staying invested thr...
2025-11-0340 min
Money for Life with Eric Roberge, CFP6 Guideposts to Increase Your Net Worth6 Guideposts to Increase Your Net Worth Think investment returns are the key to building wealth? Think again! In this episode, Eric and Kali share six powerful guideposts that, if followed, can generate the power you need to increase your net worth. No stock picking or secret investment strategies only the rich know required. Discover why your savings rate matters more than your investment returns, why time in the market beats timing the market, and how to build financial flexibility into your plan so you can adapt to whatever life throws your way.
2025-10-0644 min
Empowered Relationship Podcast: Your Relationship Resource And GuideERP 495: Play the Right Money Game Together: How Couples Balance Today's Joy with Tomorrow's Security - An Interview With Kali & Eric RobergeMoney may not buy happiness, but the tension between enjoying life today and securing a stable future can leave many couples feeling stuck, anxious, or even at odds with each other. Are you and your partner finding it difficult to strike a balance between living for the moment and building a financially secure tomorrow? Navigating finances together can bring up deep-seated fears, old money stories, and conflicting priorities—making it a journey that's as emotional as it is practical. In this episode, you'll discover how couples can open up the conversation about money in a way that's th...
2025-09-2347 min
Money for Life with Eric Roberge, CFPWant Money for Life? Start HereLooking 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...
2025-09-0830 min
The Doc Lounge PodcastAsk the Expert: Eric Roberge, CFP®, CEO and Financial Advisor, and Kali Roberge, COO and Creative Director of Beyond Your HammockSmart Money Moves for Physicians & High-Income Earners
Struggling with medical school student loan debt? Trying to balance wealth-building with a demanding medical career? In this episode of The Doc Lounge Podcast, we sit down with Eric Roberge, CFP®, CEO of Beyond Your Hammock, and Kali Roberge, COO & Creative Director, to break down financial strategies tailored for physicians, APPs, and high-income professionals.
How to build wealth while managing debt
Maximizing locum tenens & 1099 income for tax benefits
Financial planning for dual-physician couples & growing families
Retirement strategies to accelerate financial freedom
Eric and Kali bring real, practical advice to...
2025-03-1327 min
Heart of Advice Podcast, Presented by eMoneyA Mindful and Tech-forward Approach to Planning with Eric RobergeHow can you help clients find the right balance of saving for the future while enjoying their hard-earned wealth now? That’s the topic we’re diving into with our guest Eric Roberge, CFP®, the CEO of Beyond Your Hammock.
In this episode, we explore the unique challenges and opportunities in serving high-net-worth clients during their peak earning years. Eric emphasizes the importance of a holistic approach that combines financial planning technology with emotional intelligence. With AI-enabled tools, savvy marketing strategy, and continuous learning at major conferences, his team is setting the bar high. Financial planning professionals looki...
2024-09-0634 min
Daily Leadership Conversations PodcastBuilding Your Career, Your Business, and Your Life with Intention, with Eric Roberge
In this podcast episode, Dr. Jonathan H. Westover talks with Eric Roberge about building your career, your business, and your life with intention.Eric Roberge, CFP® (https://www.linkedin.com/in/ericroberge/) is the founder of Beyond Your Hammock, a wealth management firm helping professionals in their 30s and 40s use money as a tool to design a life they love now and in the future. Eric has two decades of experience in the financial industry, and founded BYH to help professional couples grow their wealth mindfully. His unique planning style provides his clients with custom strategies a...
2024-09-0328 min
Human Capital LeadershipSpecial Episode - Building Your Career, Your Business, and Your Life with Intention, with Eric RobergeIn this podcast episode, Dr. Jonathan H. Westover talks with Eric Roberge about building your career, your business, and your life with intention.
Eric Roberge, CFP® (https://www.linkedin.com/in/ericroberge/) is the founder of Beyond Your Hammock, a wealth management firm helping professionals in their 30s and 40s use money as a tool to design a life they love now and in the future. Eric has two decades of experience in the financial industry, and founded BYH to help professional couples grow their wealth mindfully. His unique planning style provides his clients with custom strategies a...
2024-09-0323 min
The Daily HR Conversations PodcastBuilding Your Career, Your Business, and Your Life with Intention, with Eric RobergeIn this podcast episode, Dr. Jonathan H. Westover talks with Eric Roberge about building your career, your business, and your life with intention.Eric Roberge, CFP® (https://www.linkedin.com/in/ericroberge/) is the founder of Beyond Your Hammock, a wealth management firm helping professionals in their 30s and 40s use money as a tool to design a life they love now and in the future. Eric has two decades of experience in the financial industry, and founded BYH to help professional couples grow their wealth mindfully. His unique planning style provides his clients with custom strategies a...
2024-09-0328 min
The HR Alchemy PodcastBuilding Your Career, Your Business, and Your Life with Intention, with Eric RobergeIn this podcast episode, Dr. Jonathan H. Westover talks with Eric Roberge about building your career, your business, and your life with intention.Eric Roberge, CFP® (https://www.linkedin.com/in/ericroberge/) is the founder of Beyond Your Hammock, a wealth management firm helping professionals in their 30s and 40s use money as a tool to design a life they love now and in the future. Eric has two decades of experience in the financial industry, and founded BYH to help professional couples grow their wealth mindfully. His unique planning style provides his clients with custom strategies a...
2024-09-0328 min
The Daily Leadership Conversations PodcastBuilding Your Career, Your Business, and Your Life with Intention, with Eric RobergeIn this podcast episode, Dr. Jonathan H. Westover talks with Eric Roberge about building your career, your business, and your life with intention.Eric Roberge, CFP® (https://www.linkedin.com/in/ericroberge/) is the founder of Beyond Your Hammock, a wealth management firm helping professionals in their 30s and 40s use money as a tool to design a life they love now and in the future. Eric has two decades of experience in the financial industry, and founded BYH to help professional couples grow their wealth mindfully. His unique planning style provides his clients with custom strategies a...
2024-09-0330 min
Learning about LeadershipBuilding Your Career, Your Business, and Your Life with Intention, with Eric RobergeIn this podcast episode, Dr. Jonathan H. Westover talks with Eric Roberge about building your career, your business, and your life with intention.Eric Roberge, CFP® (https://www.linkedin.com/in/ericroberge/) is the founder of Beyond Your Hammock, a wealth management firm helping professionals in their 30s and 40s use money as a tool to design a life they love now and in the future. Eric has two decades of experience in the financial industry, and founded BYH to help professional couples grow their wealth mindfully. His unique planning style provides his clients with custom strategies a...
2024-09-0331 min
The Daily Leadership AdvantageBuilding Your Career, Your Business, and Your Life with Intention, with Eric RobergeIn this podcast episode, Dr. Jonathan H. Westover talks with Eric Roberge about building your career, your business, and your life with intention.Eric Roberge, CFP® (https://www.linkedin.com/in/ericroberge/) is the founder of Beyond Your Hammock, a wealth management firm helping professionals in their 30s and 40s use money as a tool to design a life they love now and in the future. Eric has two decades of experience in the financial industry, and founded BYH to help professional couples grow their wealth mindfully. His unique planning style provides his clients with custom strategies a...
2024-09-0333 min
People Operations ConversationsBuilding Your Career, Your Business, and Your Life with Intention, with Eric Roberge
In this podcast episode, Dr. Jonathan H. Westover talks with Eric Roberge about building your career, your business, and your life with intention.Eric Roberge, CFP® (https://www.linkedin.com/in/ericroberge/) is the founder of Beyond Your Hammock, a wealth management firm helping professionals in their 30s and 40s use money as a tool to design a life they love now and in the future. Eric has two decades of experience in the financial industry, and founded BYH to help professional couples grow their wealth mindfully. His unique planning style provides his clients with custom strategies a...
2024-09-0329 min
Daily Leadership DialogueBuilding Your Career, Your Business, and Your Life with Intention, with Eric Roberge
In this podcast episode, Dr. Jonathan H. Westover talks with Eric Roberge about building your career, your business, and your life with intention.Eric Roberge, CFP® (https://www.linkedin.com/in/ericroberge/) is the founder of Beyond Your Hammock, a wealth management firm helping professionals in their 30s and 40s use money as a tool to design a life they love now and in the future. Eric has two decades of experience in the financial industry, and founded BYH to help professional couples grow their wealth mindfully. His unique planning style provides his clients with custom strategies a...
2024-09-0329 min
Transform & Lead: Daily Insights for Workplace SuccessBuilding Your Career, Your Business, and Your Life with Intention, with Eric Roberge
In this podcast episode, Dr. Jonathan H. Westover talks with Eric Roberge about building your career, your business, and your life with intention.Eric Roberge, CFP® (https://www.linkedin.com/in/ericroberge/) is the founder of Beyond Your Hammock, a wealth management firm helping professionals in their 30s and 40s use money as a tool to design a life they love now and in the future. Eric has two decades of experience in the financial industry, and founded BYH to help professional couples grow their wealth mindfully. His unique planning style provides his clients with custom strategies a...
2024-09-0328 min
Leadership Elevate: Daily Wisdom for People ManagersBuilding Your Career, Your Business, and Your Life with Intention, with Eric Roberge
In this podcast episode, Dr. Jonathan H. Westover talks with Eric Roberge about building your career, your business, and your life with intention.Eric Roberge, CFP® (https://www.linkedin.com/in/ericroberge/) is the founder of Beyond Your Hammock, a wealth management firm helping professionals in their 30s and 40s use money as a tool to design a life they love now and in the future. Eric has two decades of experience in the financial industry, and founded BYH to help professional couples grow their wealth mindfully. His unique planning style provides his clients with custom strategies a...
2024-09-0328 min
Management Mastery: The Human Side of BusinessBuilding Your Career, Your Business, and Your Life with Intention, with Eric Roberge
In this podcast episode, Dr. Jonathan H. Westover talks with Eric Roberge about building your career, your business, and your life with intention.Eric Roberge, CFP® (https://www.linkedin.com/in/ericroberge/) is the founder of Beyond Your Hammock, a wealth management firm helping professionals in their 30s and 40s use money as a tool to design a life they love now and in the future. Eric has two decades of experience in the financial industry, and founded BYH to help professional couples grow their wealth mindfully. His unique planning style provides his clients with custom strategies a...
2024-09-0328 min
Conversations on Organizational ExcellenceBuilding Your Career, Your Business, and Your Life with Intention, with Eric Roberge
In this podcast episode, Dr. Jonathan H. Westover talks with Eric Roberge about building your career, your business, and your life with intention.Eric Roberge, CFP® (https://www.linkedin.com/in/ericroberge/) is the founder of Beyond Your Hammock, a wealth management firm helping professionals in their 30s and 40s use money as a tool to design a life they love now and in the future. Eric has two decades of experience in the financial industry, and founded BYH to help professional couples grow their wealth mindfully. His unique planning style provides his clients with custom strategies a...
2024-09-0328 min
People Alchemy: The Leadership MasterclassBuilding Your Career, Your Business, and Your Life with Intention, with Eric Roberge
In this podcast episode, Dr. Jonathan H. Westover talks with Eric Roberge about building your career, your business, and your life with intention.Eric Roberge, CFP® (https://www.linkedin.com/in/ericroberge/) is the founder of Beyond Your Hammock, a wealth management firm helping professionals in their 30s and 40s use money as a tool to design a life they love now and in the future. Eric has two decades of experience in the financial industry, and founded BYH to help professional couples grow their wealth mindfully. His unique planning style provides his clients with custom strategies a...
2024-09-0329 min
Leadership Elevation: Mastering the Human ElementBuilding Your Career, Your Business, and Your Life with Intention, with Eric Roberge
In this podcast episode, Dr. Jonathan H. Westover talks with Eric Roberge about building your career, your business, and your life with intention.Eric Roberge, CFP® (https://www.linkedin.com/in/ericroberge/) is the founder of Beyond Your Hammock, a wealth management firm helping professionals in their 30s and 40s use money as a tool to design a life they love now and in the future. Eric has two decades of experience in the financial industry, and founded BYH to help professional couples grow their wealth mindfully. His unique planning style provides his clients with custom strategies a...
2024-09-0329 min
Leading Through ConnectionBuilding Your Career, Your Business, and Your Life with Intention, with Eric Roberge
In this podcast episode, Dr. Jonathan H. Westover talks with Eric Roberge about building your career, your business, and your life with intention.Eric Roberge, CFP® (https://www.linkedin.com/in/ericroberge/) is the founder of Beyond Your Hammock, a wealth management firm helping professionals in their 30s and 40s use money as a tool to design a life they love now and in the future. Eric has two decades of experience in the financial industry, and founded BYH to help professional couples grow their wealth mindfully. His unique planning style provides his clients with custom strategies a...
2024-09-0329 min
Unconventional Life with Jules SchroederEp389: Harnessing Money's Power for Your Dream Life with Certified Financial Planner Eric RobergeEric Roberge, CFP® is the founder of Beyond Your Hammock, a wealth management firm helping professionals in their 30s and 40s use money as a tool to design a life they love now and in the future. Eric has two decades of experience in the financial industry and founded BYH to help professional couples grow their wealth mindfully. His unique planning style provides his clients with custom strategies and an organized framework within which they make smart money decisions and build more wealth, and delivers financial advice in a way that honors their goals and values without in...
2024-02-1920 min
Everyone's Talkin' MoneyDay 12: 5 Ways to Build Good Money Habits with Eric RobergeDay 12 of 12 Days of Holiday episodes: In this summer money episode, we talk about the importance of building good money habits with Eric Roberge, CFP and founder of Beyond Your Hammock. Eric emphasizes that creating these habits takes effort and consistency, but it's okay to face money challenges along the way. The key is to push through and strive for financial ease. The best way to start is by identifying your most important financial goal and enjoying the journey while celebrating progress.LINKSBeyond Your HammockSPONSORSThanks to Monarch for...
2023-12-2943 minEveryone's Talkin' Money5 Ways to Build Good Money Habits: A Summer Guide with Eric RobergeIn this summer money episode, we talk about the importance of building good money habits with Eric Roberge, CFP and founder of Beyond Your Hammock. Eric emphasizes that creating these habits takes effort and consistency, but it's okay to face money challenges along the way. The key is to push through and strive for financial ease. The best way to start is by identifying your most important financial goal and enjoying the journey while celebrating progress.LINKSBeyond Your HammockLEAVE US A REVIEWLeave us an honest rating and review...
2023-07-1843 min
Financial Advisor SuccessEp 339: Resetting The Business For Its Next Stage Of Growth After Hitting The 10-Year Capacity Wall With Eric RobergeEric Roberge is the Founder and CEO of Beyond Your Hammock, an independent RIA based out of Boston that oversees $47 million in assets under management for more than 80 households. Despite his firm's impressive progress and consistent expansion over a decade, Eric faced a capacity wall as a solo advisor, experiencing setbacks when a $4-million client relocated and market volatility led to the departure of other clients, requiring him to spend a year rebuilding various components of his business to recover. In this episode, Eric shares how he implemented several strategies to address capacity constraints and meet the...
2023-06-271h 36
Wellness for Financial GrownupsWhen relationships complicate money goals with Beyond your Hammock’s Eric RobergeStrategies to maintain relationships with loved ones who don’t share all your money values with financial planner Eric Roberge, co-host of the Beyond Finances podcast. For more information, visit the show notes at https://www.bobbirebell.com/podcast/eric-roberge
2023-04-1822 min
Money for Life with Eric Roberge, CFPHow to Better Manage Bonus Money and Other Lump Sum PaymentsDo you earn bonuses, commissions, grants of equity comp, or other types of variable income? Then you better know not just how to manage it, but also how to optimize these lump sum cash inflows to help you achieve your goals and grow your wealth. In this episode, we'll explain how to do it. Join us as we discuss: What counts as "variable income," or what lump sums of money you may receive over time The number-one thing to do if you receive a lump sum of cash, from any source Two main methods to manage...
2023-03-2425 minMoney for Life with Eric Roberge, CFPShould the SECURE 2.0 Act Change Your Financial Plan?New rules and regulations pushed forward by the SECURE 2.0 Act might impact how your manage your money right now, and into the future. Here's what you need to know. The SECURE 2.0 Act is a 1.7 trillion dollar spending bill passed by Congress in 2022. This legislation's scope went far beyond "let's adjust how retirement plans work," but the details within the bill did change many rules relating to retirement plans Therefore, it changed the strategies you need to consider for managing yours as part of your overall financial plan. This conversation...
2023-02-1723 minMoney for Life with Eric Roberge, CFPManaging Money Together: How to Handle Finances in Your RelationshipMoney and marriage is a serious topic, if only because getting it wrong can lead to devastating results: 48% of people report fighting about money; 60% of those fights tend to be about spending. 41% of Gen Xers and 29% of baby boomers surveyed by TD Ameritrade report that money was a direct cause of a divorce, and some research shows that disagremeents about money are a leading predictor of future divorce. So today, we're not just talking about money. We might be saving your marriage, too! We'll share the best strategies for managing money as a couple. We'll...
2023-01-2032 minMoney for Life with Eric Roberge, CFPHow Much You Need to Save in 2023In this episode, we're sharing our 4-step framework to help you hone in on a savings rate that's right for you. If you ask 10 different people how much you need to save per year to set yourself up for a secure financial future, you will probably get at least 15 different answers. It's confusing! And even if you go with the most common answer to "how much do I need to save," which may be 10 to 15 percent of your gross income each year, that might still not get you to the right answer FOR YOU. (Spoiler...
2023-01-0629 minMoney for Life with Eric Roberge, CFPThe Best Short-Term Investments: What to Know (and What to Avoid)It's your money, and you need it now! In this episode, we discuss the best short-term investments when you want to earn a return from your cash - without exposing it to a risk of loss. We cover: How current events may drive people to make bad investment decisions Why you have to start the short-term investment convo with an understanding of risk and reward What to look for when considering a short-term investment (and what you should expect) Red flags to avoid when presented with investment opportunities Specific investment vehicles to consider for your cash when you...
2022-12-2325 minMoney for Life with Eric Roberge, CFPThe Only Constant Variable in Finance (and Life)The only constant variable that you can truly rely on is change. This is what makes financial planning so hard. An actual plan that you put down on paper is outdated before the ink is even dry, because every single piece of new information will throw your charts and your projections and your linear action steps out of whack. Plus, there's no one variable that you can plug in to account for "change." You cannot pin it down or make it more concrete. It's inherently unknowable, usually unpredictable, and rarely attributable to any one thing....
2022-12-0927 minMoney for Life with Eric Roberge, CFPLessons from Tech Industry Failures: How to Avoid Implosions in Your Own Personal FinancesMassive layoffs at Facebook and Amazon. Stumbles at Google and Lyft. A shaky year in the stock market for the tech giants - all capped off by a tremendously spectacular blowup at crypto platform FTX. The idea that "current success is the biggest indicator of an upcoming failure" seems especially resonate these days amid headline after headline about highly-regarded companies that missed the mark on sustainable growth. So what can these tech industry giants teach us about our personal finances? Join us in this episode as we walk through the takeaways we can apply to our own...
2022-11-2527 minMoney for Life with Eric Roberge, CFPHow to Pay Less Taxes: 5 Strategies to Reduce Your Tax BurdenWant to pay less in taxes? Who doesn't! In this episode of the show, we're talking through 5 ways that you can significantly reduce your tax exposure, and therefore save money by not sending so much of it off to the IRS. Today, we're discussing strategies to: 1. Create liquidity from investments without triggering taxable events 2. Grow tax-free wealth 3. Pay less on investment gains 4. Get more money into tax-advantaged retirement accounts (even when you make too much to contirbute to those accounts directly) 5. Avoid paying income tax entirely If you're ready...
2022-11-1130 min
The Travis Parry ShowEp 51: Connecting Your Values and Goals in a Family Business with Eric Roberge Maintaining balance can be tricky when you mix business and family. Eric Roberge, CFP® and Founder of Beyond Your Hammock joined us on our latest episode to d
2022-09-0125 min
New Planner PodcastEp #82: What Firm Owners Look For In Their First Hire with Kali and Eric RobergeEric Roberge is the Founder and and Kali Roberge is the COO of Beyond Your Hammock, a fee-only independent financial planning firm based out of Boston that serves professional clients in their 30s and 40s. They stop by the show today to share how they have grown their business from scratch almost 9 years ago. Listen in as we discuss why they chose to focus on a younger clientele with high incomes, what it's like working with your spouse, and what the very first role they hired for was, including all the details on how they integrated that...
2022-05-2031 min
The Financial Wellbeing PodcastEpisode 81 – Going Beyond: Interview with Eric Roberge
Episode 81 – Going Beyond: Interview with Eric Roberge
The guys are going global in this episode of The Financial Wellbeing Podcast as they chat with ‘Beyond Your Hammock’ founder Eric Roberge from Boston in America. They explore what a financial plan looks like and the process to create one, along with a great #tightasstommo tip if you are ever in Boston for a night out. Along with regular money saving tips and the no shizzle sherlock test, come and enjoy a brilliant episode.
Welcomes & Introductions
Click here for more information about Ovation FinanceLink to Chris Budd’s...
2021-12-2837 min
Money for Life with Eric Roberge, CFPEquity Comp: How to Balance the Risks and Rewards49: Leveraging equity compensation is one of the potential avenues we previously highlighted for use on the road to building wealth. But to enjoy the rewards, you have to know how to manage the risks along the way. Many industries offer a piece of ownership to company employees through equity compensation packages. If you receive equity, you might get incentive stock options (ISOs), non-qualified stock options (NQSOs), restricted stock, restricted stock units (RSUs), or have the ability to participate in an employer stock purchase plan (ESPP). Any type of equity compensation can supercharge your ability to...
2021-03-1925 min
Money for Life with Eric Roberge, CFPWhat It Takes to Manage Investments Well48: Lots of people think they're good DIY investors. But they miss a lot of nuance, and make a lot of mistakes. Here's what it really takes to manage investments well. If you invested in the market over the last 10 years… it was easy to win. The markets climbed up and up, with the longest bull market in history running from 2009 to 2020. Even a global pandemic wasn't enough to keep the markets down in the spring of 2020. Stocks cratered and lost 30% of value in March — but had you not paid attention in the spring and only look...
2021-02-1925 min
Money for Life with Eric Roberge, CFPMake Your Money Goals Easier to Achieve 47: Today on the show, we discuss a key strategy in making your money goals easier to achieve, faster. It's all about the FPA framework: focus, prioritize, and act. In this episode, we cover: How to determine if you're making progress... or just looking busy but not actually getting anywhere Where most people go wrong with financial goal-setting (and how to avoid their mistakes) Why creating wiggle room and a buffer in your finances - with everything from your goals to your overall plan - is a critical component to success...
2021-01-2219 min
Money for Life with Eric Roberge, CFP5 Ways to Build Good Financial Habits 46: People aren't just born being good with money. They take the time to build good financial habits —and you can, too. What usually makes the difference between someone who seems to manage money well and someone who consistently struggles? It's all about our good financial habits (or lack thereof). Instead of feeling like you have to change who you are, or beating yourself up for what you feel are weaknesses or shortcomings, you can simply focus on building better money habits if you want to im...
2020-12-0411 min
Money for Life with Eric Roberge, CFPDo You Need a Budget If You're Financially Successful? 45: You earn good income, have enough money to pay pills and contribute to savings, and feel like you made it. Do you REALLY need to keep up with a budget once you're financially secure? Uh, yeah. Because budgeting isn't a bad word. It's a mindfulness exercise for your finances. Although it might feel like budgeting is basic personal finance 101, or that it's only something you do when money is tight and you need to carefully manage every last penny, a budget is always a useful tool for your cash...
2020-11-0621 min
Money for Life with Eric Roberge, CFPCredit Score Myths and Truths Revealed44: Do you know what ACTUALLY impacts your credit score? And how much does it really matter anyway if your score drops by a few points? What should you do to raise your score -- and what isn't worth trying at all? In this episode of the show, we bust some very common but total misconceptions around what goes into your credit score and how to maintain a high one. We also talk about the facts for the best way to manage your credit so you can secure the best interest rates when it's time to finance a...
2020-10-0219 min
Beyond FitEpisode 139: Eric Roberge, CFPIf you've listened to the podcast for a while, you may know that one of my areas of interest besides fitness lies in personal finances. One thing that fascinates me is how similar many aspects of good health and orderly personal finances are. Today I got to pick the brain of Eric Roberge, a Certified Financial Planner from Boston about this similarity, as well as other topics like what it means to have a solid financial foundation, practicing temperance, and more. There is a pretty fun story mentioned about how I came across Eric's podcast! Also discussed- why you DON'T...
2020-09-2855 min
Money for Life with Eric Roberge, CFPThe Value of a Coach43: You don't need a coach, right? You can just train yourself! That's what we tell ourselves a lot of the time. And too often, it's just not true and we sell ourselves short when we fail to recognize the value of coaching. A recent experience with a running coach made Kali realize how important it is to have an expert there to guide you -- and how equally important it is that a coach is not someone who gives you prescriptive advice and tells you precisely what to do. The best...
2020-07-3117 min
Money for Life with Eric Roberge, CFPWant to Build Wealth? Then You Need to Create THESE42: Most people assume they just need to earn a high income, and then they'll be wealthy. Unfortunately, building wealth (especially when you're doing it on your own from scratch) is not always so simple. In this episode, we discuss why only focusing on your income as a measure of financial success is a big mistake that most people make. We also explain what you should do instead, and what's even more critical to create for yourself if you want to build significant wealth and reach financial freedom.
2020-07-1018 min
The Innovating Advice ShowLessons From Seven Years of Building a Successful Monthly Retainer Business with Eric RobergeEric Roberge, CEO of Beyond Your Hammock in Boston, Massachusetts joins the show for what is essentially an awesome masterclass for anyone considering or in the process of starting their own business or moving in a new direction. Eric followed his gut and started Beyond Your Hammock in 2013 as a monthly subscription model to work with people in their 20’s and 30’s before there was a blueprint for how to do so. Here, he’s sharing everything about his journey from setting aside his ego and waiting tables in the early days to how he hustled to grow t...
2020-06-3000 min
Money for Life with Eric Roberge, CFPSo You Want to Make a Speculative Investment 41: A broad-based, globally diversified portfolio is hands-down the right answer when it comes to growing wealth for the long term. But that doesn't mean other, more speculative and risky investments are always a bad move... They're just not a great idea most of the time. Today, we're looking at some alternative ways to invest outside of a globally diversified portfolio, including stock-picking, placing sector bets, private equity and private placement investments, and more. Generally speaking, these kinds of vehicles are big no-nos for most people...
2020-06-2620 min
Money for Life with Eric Roberge, CFPUnderstanding Insurance — What You Need, and What You Don't In the wake of the pandemic, many people have scrambled to take out insurance policies. But before you buy, make sure you understand the real purpose of a policy so you can choose the best option for your needs. Insurance is, as Kali puts it, something that can make you go "eurrrgh." It's a product you buy hoping you'll never have to use, which is frustrating enough... but combine it with the fact it forces us to have some really emotional conversations, and it can be tough to think logically about the decision...
2020-06-1226 min
Money for Life with Eric Roberge, CFPWe Bought a House (in a Pandemic). AMA. 39: Buying a house is an intensive (and stressful) process in the best of times. Throw in a crashing economy and global pandemic — and the fact we don't do anything the "normal" way — and our recent experience got pretty interesting. Okay, to be fair, the pandemic didn't dramatically change much about the process of buying our first home, mainly because we were already in the middle of trying to close on it (so we had already looked for and found the property that we put an offer on and the sellers accepted). But...
2020-05-2920 min
Money for Life with Eric Roberge, CFP3 Unexpected Money Lessons from... Robert Frost?38: You've likely at least heard of Robert Frost's famous poem, The Road Not Taken... and you might be just as likely to misinterpret it. In today's episode, we take a look at the REAL meaning behind one of the best-known pieces of poetry in American history — and explain 3 ways in which it can help us better understand how we look about and think through our personal finances and money management. It might sound crazy, but jump into this convo with us to learn why Frost's original meaning got lost and what in the heck any of this has...
2020-05-1617 min
Money for Life with Eric Roberge, CFP5 Ways to Elevate and Optimize Your Finances 37: Let's go beyond the basics to look at how you can optimize your savings, get strategic with debt, and level up how you invest to grow wealth. There's no shortage of podcasts or blogs that cover simple pieces of advice and the same basic money moves to make: pay down debt, save up cash, invest for the future, and so on. So today, we want to kick it up a notch and help you see how you can go from good money move, to BETTER move, to best, most...
2020-05-0123 min
Money for Life with Eric Roberge, CFPFollowing Warren Buffett's Advice, and an Argument for Optimism36: There's a lot of fear and uncertainty in the air right now — which means, if you're following Warren Buffett's advice, it's a good time to get greedy in the stock market. In this episode of the show, we discuss the opportunity you might want to capitalize on and at the very least, why you should NOT stop making your regular contributions to the market. Most importantly, we also lay out our argument for why feeling optimistic about the future makes sense for long-term investors. Join us to get some perspective to remember that "right now" do...
2020-04-0317 min
Money for Life with Eric Roberge, CFPCan You Have Too Much Cash? (Spoiler: Yes, and It's Risky)Here's what you need to know to determine how much cash you actually need on hand — and what to do with extra funds if you have them. Most people think you can't have too much cash on hand or in the bank. Cash is king, right? Cash is safe! The reality is holding too much cash comes with its own set of risks, and you might actually be losing money because of it. Today on the podcast, we explain: The formula to use to determine how much cash is appropriate to keep on hand Ho...
2020-03-2021 min
Money for Life with Eric Roberge, CFPAvoiding Short-Term Distractions When You Have Long-Term Goals34: We share a few ideas for better dealing with the coronavirus scare and the current market volatility before diving into this episode that is all about handling these exact kinds of issues that can cause you to lose sight of the forest for the trees. Most people make short-term and limited decisions without considering how these choices impact things to the right, when only looking left. In this rebroadcast, we revisit how to solve that problem. Financial success is a long-term game, and to win, you need to learn how to maintain your view of...
2020-03-0626 min
Money for Life with Eric Roberge, CFPStop Seeking Perfection with Your Financial Decisions33: When it comes to making financial decisions, most of us want to get things exactly RIGHT. It's your money, after all, and you probably don't want to screw it up! But aiming for perfection can actually hamstring your progress—and even lead you AWAY from the best financial choices for your goals and the life you would most enjoy experiencing. In this episode, we talk through what's truly important to understand if you want to improve the quality of the financial decisions you make every day and for the long term. Find full sh...
2020-02-2117 min
Money for Life with Eric Roberge, CFPWhy You Need Financial POWER (Not Financial Freedom)32: What if the pursuit of financial freedom actually leaves you with fewer options and feeling more stuck than ever before? The idea of financial independence sounds nice, but it comes with a lot of potential pitfalls that big fans of the "FIRE" movement don't like to talk about. Today, we're explaining the downsides of financial freedom — and proposing a different strategy that will help you enjoy and experience more in life today AND tomorrow. It's all about financial POWER. We explore what that means, how it's more effective, and what you can do to...
2020-02-0727 min
Money for Life with Eric Roberge, CFPThe Most Important Question in Personal Finance: What Is Enough?31: It's extremely simple in theory — but could require a lifetime of experience to answer: What is enough? The biggest challenge in financial planning lies in striking a balance between living well today (and using your money to accomplish that aim) and planning responsibly for tomorrow (which means saving your money to ensure future financial security). If you know what "enough" is, then you know how to balance your need to save and invest for your future with the reality that you live your life day by day. Your money is a tool that can be us...
2020-01-2421 min
Money for Life with Eric Roberge, CFPAre You Sabotaging Your Shot at Financial Success?30: The most common thing that stops people from achieving their highest financial potential? Themselves. "Learned helplessness" is a phenomenon that can stop you from making the progress you're capable of, and it happens when you experience struggle or suffering that you feel is out of your control — and if you practice this subconscious habit, it can prevent you from seeing, and acting on, what you can control to make your financial situation better. We all face hard times and difficult choices in our lives. What often makes the difference between someone who pushes through and ca...
2020-01-1022 min
Money for Life with Eric Roberge, CFPHow to Enjoy Life Now and Still Plan Responsibly for Tomorrow29: In this replay of our very first podcast episode, we revisit what it means to be able to freely enjoy your money today — while still taking the necessary steps to build your wealth and plan responsibly for the future. Tune in to learn: How you can spend better to fully experience life now What you should set aside for future financial security Why you can save TOO much, and how to avoid it The biases that can get in our way, and how we can combat irrational thinking with self-awareness ...plus much more that will he...
2019-12-2728 min
Money for Life with Eric Roberge, CFPHow to Make 2020 a Financial Success28: In this episode, we share 6 major considerations you can use to help guide your year-end financial planning — along with a few suggestions for what to focus on in 2020 to make it a financially successful year. We dive into the importance of the following year-end planning topics, and explain exactly how to execute on each one: Reflect on the progress you've made in the last 12 months Make plans for the new year, personally and professionally, and make sure the priorities you set last year are still in line with what's important to you moving forward Max out yo...
2019-12-1323 min
Money for Life with Eric Roberge, CFPShould You Rent or Buy? Use This Framework to Figure It Out27: You've heard renting is throwing money away and a house is always a good investment. But is it true? The answer is it depends -- and today, we're giving you what you need to get to a solid recommendation on what's best for your personal situation. Forget general rules of thumb; forget what you feel pressured to do; forget what you've heard about buying always being better or renting never being a good idea. This episode is all about helping you settle the rent vs buy debate as it applies to your life, so you...
2019-11-2928 min
Money for Life with Eric Roberge, CFPUse Your HSA the Right Way: A Quick Guide on the Best HSA Strategy to Grow Wealth26: An HSA is one of our favorite tools for growing wealth — but the problem is, most people have no idea how beneficial they are OR how to leverage them for maximum financial advantage. We're changing that with this episode of the show, and explaining everything you need to know about HSAs, why they're so powerful, how they can help you pay less in taxes, and what you need to do to turn this little account into a giant financial advantage.
2019-11-1515 min
Money for Life with Eric Roberge, CFPThe 3-Part System We Use to Save 40 Percent (or More) of Our Income25: Do you know how much money you save right now? How much is enough to save and invest for the long term? Your savings rate is one of the most important metrics you can track as you manage and measure your progress toward financial success — because if you have big, ambitious goals, you need to make sure you're doing what it takes to achieve them. In this episode, we share how we save 50 percent of our income right now, why we're making that effort, and the strategy we use to make sure we still balance our...
2019-11-0124 min
Money for Life with Eric Roberge, CFPManaging Competing Priorities and Financial Goals with Our 4-Step Process24: Most of us have much more than just one thing we want to do, have, enjoy, or accomplish. But we all have limited resources (time, money, and energy) to use toward achieving our multiple goals. How can you start managing competing priorities so that you can improve your chances of successfully doing what you want with your money and your life? By following the 4-step process we lay out in this episode. We explain the exact actions to take in order to know what you want, organize your goals, and understand what your financial priorities...
2019-10-1819 min
Money for Life with Eric Roberge, CFP3 Ideas to Save More and Spend Less Without Feeling Deprived23: Conversations about budgeting and saving money don't have to translate as "here's what you have to give up." We want to make sure we can enjoy life now AND plan responsibly for tomorrow, and in this episode, we talk through three (stupidly simple) ideas for actually making that possible to do. These tips will give you easy-to-implement ways to create wiggle room in your budget so you can enjoy more choice over how you use your money -- and so you can get more of what you REALLY want.
2019-10-0418 min
Behind The AdvisorEp #222: Building Your Business with Intentionality featuring Eric RobergeStarting and running a business takes intentionality, but it's easy for that intention to fizzle in the chaos of entrepreneurship. Today Eric Roberge, successful practice owner and contributor to Business Insider and Forbes, joins the show to weigh in on the importance of keeping intentionality alive and using it to build a business that exceeds expectations. You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/222
2019-09-251h 02
Money for Life with Eric Roberge, CFP5 Pieces of Financial Advice for 30-Somethings22: Life can get complicated when you hit 30. You might be in the middle of countless transitions, like moving up in your career, starting a business, buying a home, getting married, growing your family — and a whole lot more. And oh yeah, now is the PRIME TIME to get your finances right if you want to create and build your own wealth. No pressure. To help you stay successful and maybe even get rich, we're sharing key principles you NEED to know to make the best moves with your money (while stressing less about it).
2019-09-2022 min
Money for Life with Eric Roberge, CFPIs This the Next Recession? Ep 21: Find out exactly what to do in the face of a downturn, learn why market timing is a loser's game, and pick up our tips on how to recession-proof your life. There has been a lot of talk and media coverage around the question of, "is this the next recession?" There's a lot of implication that it's this big, looming thing that's about to happen -- and we're all totally screwed when it does. But this is an emotionally-charged takeaway, to say the least...
2019-09-0626 min
Money for Life with Eric Roberge, CFPHow to Get a Great Deal on a New Car20: After 12 years, 130,000 miles, and many seasons sitting out on the streets of Boston being pelted by salt trucks and/or really bad parallel parking jobs, it was time to trade in our old Mazda and upgrade. So we bought a new car! But first, we had to figure out how to do it and not spend This process brought up a WHOLE lot of questions for us, like: How do you determine when you really need a new car... and when it's just a luxury? Is it better to buy new or used? Pay in cash...
2019-08-2327 min
Money for Life with Eric Roberge, CFP3 Paths to Become a Self Made Millionaire19: You don't have to be born into money to have money now. Today, we lay out a few different paths to explore if you want to become a self-made millionaire. We cover: -- Becoming a high-income earner with a company or employer -- Starting a business or freelancing -- The importance of investing (and multiple ways to do it). We'll tell you which path we're on, discuss the pros/cons of each, and provide some insight on how you can make more money now. Full show notes at www.beyondyourhammock.com/19
2019-08-0936 min
Money for Life with Eric Roberge, CFPHow to Deal with Your Student Debt18: In Part II of our series on student loan debt, we look beyond the topic of general student loan forgiveness and explore what you can do right NOW to better manage the burden of the student debt you have to carry. In this episode, we cover: -- How to make a debt repayment plan (and implement it) -- What makes up a customized plan, including looking at your complete financial situation, evaluating your options, developing the best financial strategy for dealing with your loans without sacrificing your goals or future financial success, and giving...
2019-07-2620 min
Money for Life with Eric Roberge, CFPTotal Student Loan Forgiveness - Yay or Nay? (Part 1)17: Total student loan forgiveness is a hot topic right now and everyone has an opinion about whether it's good or bad. But what should you actually DO about it -- and the loans you have right now? In PART ONE of this two-part episode series on student loans, we talk about: The current headlines and what people are chatting about What student loan forgiveness already exist and are available for you to use (as well as if it makes sense for you to take advantage of these) The differences between forgiveness and discharge What...
2019-07-1222 min
Money for Life with Eric Roberge, CFPMoney and Market Misconceptions That Can Cost You16: What you only think you know can definitely hurt you -- and cause you to lose a lot of money in the market. The reality is most of us do not consistently make excellent financial choices on our own, in a vacuum. Part of the problem is that we're plagued by misconceptions around money and the market, and we act on faulty information. Start to solve this problem by educating yourself on the real deal and understand what's really going on when we talk about things like diversification, index funds, the...
2019-06-2824 min
Money for Life with Eric Roberge, CFPHow to See the (Money) Forest for the Trees15: Most people make short-term and limited decisions without considering how these choices impact things to the right when you're only looking left. Here's how to solve that problem If we could compare life to walking through a forest, we could say that you pass a lot of trees along the way. And most people tend to obsess over the nearest tree. It's just human nature: you focus on the tree nearest to you and you lose sigh of that entire forest that is your life. In this episode of the podcast, we explore ho...
2019-06-1422 min
Money for Life with Eric Roberge, CFPYour Money Questions Answered: Student Loans, IPOs, Credit Cards, and More14: You asked us about student loans, credit cards, IPOs, retirement savings, and budgeting. Here are our answers. A few podcast episodes ago, we asked for you to send us some of your money questions that you wanted our perspective on -- now we're answering! We cover the following questions in this first "ask me anything" styled show: How much do I need to save for retirement? What's the best credit card to use? How do you budget? What should I do if my company is about to go...
2019-05-3124 min
Money for Life with Eric Roberge, CFPHow Much Average People Spend13: Ever wondered how much most people spend on housing, travel, restaurants, and more? And have you ever wondered how YOU compare? We dive into some of these numbers in this episode, sharing what the average person spends, what we think you need to save, and how to fit YOUR spending around these data points. We also talk about how to set up a budget in a way that feels freeing, not restrictive, and explain a 3-step process for cash flow management to help you reach your goals without depriving yourself of enjoying using your money to...
2019-05-1719 min
Money for Life with Eric Roberge, CFPThoughts on Planning and Paying for a Wedding12: Getting married and planning your wedding is a big deal. But that doesn't justify spending more than you can afford... or sabotaging all your other savings goals for the sake of throwing one giant party for hundreds of people. People were really interested to know how much Eric, as a financial planner, would spend on his own wedding -- so we decided to start talking about it to give people a new perspective on how much to spend and the WHY behind that rational. In this episode, Kali and Eric both shared some of their t...
2019-05-0313 min
Money for Life with Eric Roberge, CFPStocks, Bonds, and Mutual Funds, Oh My!11: Get some guidelines that will help you invest smarter so you can make your money work for you (while avoiding silly mistakes along the way). "…but in this world nothing can be said to be certain, except death and taxes," wrote Ben Franklin. He could have added something like "and the fact that inflation will eat away the buying power of your cash over time" and likely still would have had a point. It's this fact that makes investing — especially when you're young and have a long time horizon to when you need to start tapp...
2019-04-1932 min
Money for Life with Eric Roberge, CFPBiggie Said It Best10: Mo money mo problems. And not just for OGs. When you start making a significant amount of income, you're probably going to be able to buy what you want at any given point in time. And that can pose a unique kind of problem. Earning more actually makes it harder to manage your money in many ways, primarily because you have more and more choice as your income goes up and up. With less inherit restrictions or limitations to face, it becomes increasingly on you to be disciplined enough to focus on what matters.
2019-04-0524 min
Money for Life with Eric Roberge, CFPHow to Use Thought Experiments to Design Your Best Life9: What if you dropped your limitations, allowed yourself to daydream, and considered what's possible for your life? On the show today, we're encouraging your to stretch your mind, imagine a world with no limits, and brainstorm what your life could look like if "can't" weren't part of your vocabulary. We're sharing some ideas and structures to use for thought experiments and daydreaming sessions that will help jolt you out of your day-to-day routine and into the realm of what's possible to build in your life. Full show notes at www.beyondyourhammock.com/9
2019-03-2221 min
Money for Life with Eric Roberge, CFPHow to Travel More Without Busting Your Budget8: Kali's favorite thing to do is travel. Eric's favorite thing to do is save money. This is how we manage to do a lot of both. It seems like most of us in our 20s, 30s, & 40s wants to see the world, experience new things, try all the foods, and of course, have some really great photos for the 'Gram. But a ton of travel gets pricey, fast. So how do you balance the need to save with the desire to explore? Tune in to learn how we manage it ourselves. Full show notes at...
2019-03-0830 min
Money for Life with Eric Roberge, CFP5 Financial Opportunities You're Missing Out on Right Now7: We see a TON of people missing out on great opportunities to keep more money in their pockets and grow their wealth because they're not paying attention to a few simple aspects of their financial plan. Today, we dive into some really simple but easy-to-miss opportunities to grow your wealth. Tune in to learn about these 5 things that you could be leveraging to your benefit -- and then make sure you're taking advantage if you can. Full show notes can be found at www.beyondyourhammock.com/7
2019-02-2221 min
Entry Level PodcastEpisode 22: Managing your money once you make over 6-figures with Eric RobergeYou've done it. You've worked hard, gotten the education, put in the long nights and early mornings to get to a point in your career where you're starting to make good money. Maybe you've even had a goal of hitting 6-figures and you did it! Now what? For the first time in your life, you're not necessarily struggling to pay your bills but you also know you're probably not making all the right financial choices.
Should you be putting more in your 401K? Should you be investing elsewhere? How much should you put towards any lingering debt v...
2019-02-1137 min
Money for Life with Eric Roberge, CFPEmotions - The Enemy of Being Good with Money? 6: Recently, someone asked Kali and Eric why they're "good with money." The answer? Ultimately, they agreed it came down to this one thing: they keep their money and their emotions separate. That inspired today's episode of Beyond Finances, which is all about why we don't talk about money, how emotions can get in our way, and what we can do to solve the potential problems that arise when you make highly charged, emotional money moves. Full show notes at www.beyondyourhammock.com/6
2019-02-0827 min
Money for Life with Eric Roberge, CFPWhat It Takes to Go After Financial Freedom5: Not everyone is in a position to reach financial freedom. "Just save more" or "be frugal!" are not adequate pieces of advice for everyone. Sometimes, you need to do more than just cut back on consumerism. We're continuing the financial independence conversation and taking a look at how people of varying financial means can approach the goal of financial independence. We also share some basic steps to get you started on this journey. Show notes available at www.beyondyourhammock.com/5
2019-01-2524 min
Money for Life with Eric Roberge, CFPMoney Alone Will Not Set You Free4: Today, we're taking on the idea of financial freedom - and how we suggest redefining it to better fit your life. We're pushing back against the idea that the solution to all life's problems can be found via financial independence. Life is not that black and white, and we believe striking a balance between living well today while planning responsibly for tomorrow may provide even more happiness than the traditional take on "financial freedom." Full show notes at www.beyondyourhammock.com/4
2019-01-1826 min
Money for Life with Eric Roberge, CFPFocus on What You Can Control3: We're tackling the third key variable to financial success: focus. Specifically, we're diving into developing the ability to focus on what you can control. There's a lot of noise and distraction out there, which means finding financial success requires you to zero in on what really matters. And once you find THAT, you then have to go a step further and sort through what's in your power to do something about, and what you may need to let go of. Show notes at https://beyondyourhammock.com/3
2019-01-0423 min
Money for Life with Eric Roberge, CFPThe Art of Being Intentional with Your Money2: Today, we're talking all about how to make intentional decisions with your money and in your life. We explain what it takes to be intentional, how to think through financial choices both big and small, and how this whole process hinges on understanding what you value. Get full show notes here: https://beyondyourhammock.com/2
2019-01-0427 min
Money for Life with Eric Roberge, CFPHow to Balance Spending Today with Saving for Tomorrow1: Welcome to Beyond Finances! In this very first episode of our brand-new podcast, we want to kick off the conversation by looking at three essential elements of financial success: Balance, Intention, and Focus. First up, we're tackling balance -- and exploring what it means to enjoy your life today while still planning responsibly for tomorrow (and how you can pull this financial feat off for yourself). For more, see full show notes at https://beyondyourhammock.com/1/
2019-01-0427 min
Financial Advisor SuccessEp 086: Mastering Marketing As A Solo Advisor By Simply Sharing Your Authentic Self with Eric Roberge Eric Roberge is the founder of Beyond Your Hammock, an independent RIA that specializes in financial planning services for high-income young professionals in their 30s and 40s. In just five years, Eric propelled his advisory firm from $0 to $300,000 of revenue with a unique marketing approach that's earned him a fair share of criticism along the way. In this episode, he shares how his unusual marketing process works, as well as why it serves as the ultimate differentiator for his business. Listen in to learn how he survived the early years of getting his practice off the ground...
2018-08-211h 29
Liz on Biz® with Liz TheresaE76 – Eric Roberge – How to Create a Monthly Pricing ModelEric Roberge is a Certified Financial PlannerTM and the founder of Beyond Your Hammock, a virtual financial planning firm that helps professionals in their 30s and 40s make mindful decisions with their money and strategically use their incomes to achieve financial freedom.Eric is one of Investopedia’s Top 100 Most Influential Financial Advisors, Expertise.com ranked him as one of the Best Financial Advisors in Boston and Financial Advisor Magazine said he is one of the top 10 Young Advisors to Watch. He’s also a member of InvestmentNews’ exclusive 40 Under 40 class of 2016 and one of Wealth Management Magazi...
2018-02-2643 min
Success Hackers | Empowering Entrepreneurs to Play Bigger in Business and Life121. Eric Roberge teaches 30 and 40 year olds how to create wealthEric Roberge is a Certied Financial PlannerTM and the founder of Beyond Your Hammock, a virtual financial planning company that helps professionals in their 30s and 40s do more with their money. Eric has shared his innovative financial planning and money management techniques in the WallStreet Journal, USA Today, CNBC, and Entrepreneur Magazine. He also writes articles for Forbes, The Hungton Post, and MONEY Magazine.
2017-07-2131 min
Fi360 Fiduciary Talkfi360 Fiduciary Talk 25: An interview with Eric Roberge, President at Beyond Your Hammock<span style="background-color: white; color: #333333; font-family: "helvetica neue" , "helvetica" , "arial" , sans-serif; font-size: 14px; line-height: 20px;">An interview with Eric Roberge, President at Beyond Your Hammock, who was a speaker at INSIGHTS 2016. We spoke with Eric about his conference session, Engaging Millennials - The Rubik's Cube of Financial Planning.</span><br /><br /><iframe allowfullscreen="" frameborder="0" height="140" mozallowfullscreen="true" src="https://archive.org/embed/EricRoberge" webkitallowfullscreen="true" width="500"></iframe><div class="feedflare">
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2016-07-0516 min
Between Now and SuccessHow to use Robo Advisors and Silicon Valley thinking to deliver an extraordinary client experience with Eric Roberge, Alex Benke, and Lex SokolinProviding great customer service is no longer good enough. Today’s consumers are grading you on the “client experience” you deliver and how your client experience makes them feel. Customer service is just one aspect of the client experience and if you do not intentionally create a client experience that “wows” your clients, your business will quickly fall behind the national RIAs who are leading the way in creating national brands with consistent experiences. I recently moderated a panel at the FPA of Massachusetts annual conference and while the topic was ostensibly about Robo Advisors, it was act...
2016-06-1356 min
Podcast Archives - Dale Callahan066: Preparing for a Change | Interview with Eric Roberge [Podcast]Are you preparing for a change? A change in career? Perhaps even an entrepreneurial venture? Are you preparing to make the change successfully? Do you even know how to prepare? Today we talk to Eric Roberge with Beyond Your Hammock. Eric focuses on helping people create new possibilities by showing them how to prepare before they make the leap. And, his specialty is working with professional entrepreneurs. Today, Eric shares with us three things you need to do to prepare before you make the change.
Eric Roberge with Beyond Your Hammock[/featured-image]
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2014-07-2233 minCareer Archives - Dale Callahan066: Preparing for a Change | Interview with Eric Roberge [Podcast]Are you preparing for a change? A change in career? Perhaps even an entrepreneurial venture? Are you preparing to make the change successfully? Do you even know how to prepare? Today we talk to Eric Roberge with Beyond Your Hammock. Eric focuses on helping people create new possibilities by showing them how to prepare before they make the leap. And, his specialty is working with professional entrepreneurs. Today, Eric shares with us three things you need to do to prepare before you make the change.
Eric Roberge with Beyond Your Hammock[/featured-image]
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2014-07-2233 min
Company of One with Dale Callahan066: Preparing for a Change | Interview with Eric Roberge [Podcast]Are you preparing for a change? A change in career? Perhaps even an entrepreneurial venture? Are you preparing to make the change successfully? Do you even know how to prepare? Today we talk to Eric Roberge with Beyond Your Hammock. Eric focuses on helping people create new possibilities by showing them how to prepare before they make the leap. And, his specialty is working with professional entrepreneurs. Today, Eric shares with us three things you need to do to prepare before you make the change. Eric Roberge with Beyond Your Hammock[/featured-image]Click to ListenThree Things to Do When Preparing for...
2014-07-2233 min