Shows
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
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
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...2024-09-0332 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...2024-09-0332 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...2024-09-0334 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...2024-09-0335 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...2024-09-0337 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...2024-09-0333 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...2024-09-0333 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
18 Summers: Podcast for ParentsEmpowering Financial Intelligence for Modern Families with Eric and Kali RobergeWhether you're balancing a high-powered career with family life or planning major life transitions, Eric and Kali Roberge have you covered! Join us as they share their journey into wealth management, highlight common financial missteps young families make, and offer insights on aligning financial strategies with personal definitions of wealth. Press play now! Key takeaways to listen for The importance of early financial planning What wealth truly means beyond just money Experts' approach to managing high-profile careers Why both partners' involvement is crucial in financial planning How an open dialogue helps adjust fa...2024-06-1928 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
P.S. Younger SelfUnderstanding the Why Behind Our Financial DecisionsWhat if the pursuit of happiness isn't about the zeros in our bank accounts, but the why behind our financial choices? In this episode, "Understanding the Why Behind Our Financial Decisions," our guest Eric Roberge, CFP® and the CEO of Beyond Your Hammock, helps us explore the connection between our financial decisions and their influence on our lives. In this episode, we explore the strategies and mindsets for optimal financial decision-making, discovering how understanding our "why" doesn't just shape our portfolios and bank accounts, but molds our lifestyle, mindset and relationships. Eric shares invaluable insights, emp...2024-01-2242 min
No-Problem ParentingEP 233 Financial Fitness Friday: Financial Planning for New Parents with Eric Roberge, CFP®Welcome back to another episode of No Problem Parenting, where we explore the intersection of family, career, and financial well-being.
Today, we talk about the financial considerations and money moves to make before having a baby, as well as how working parents can harmonize career ambitions with family aspirations.
Become a No Problem Parent Today
2024-01-1929 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 min
Beyond FinancesHow Kids Change You - and Your Financial PlanHow kids change you can be delightfully surprising. But they'll change your financial plan, too, in ways that might be challenging if you don't know how to adjust. In what is probably news to no one, things change when you have kids. You know your responsibilities will shift. Your schedule will probably get upended. The smaller your children are, the less personal freedom you may have. How you experience all this, however, is unknowable. The process itself alters who you are now, and how you perceive and react to your life w...2023-08-2529 min
Beyond FinancesMoney Tips from a Boston Financial Planner: Your Questions, AnsweredYou asked - now we answer your specific financial questions and try to provide clarity on some money situations that lots of folks tend to find themselves in. We share our insights on: What to do with your money once you pay off debt, max out your retirement accounts, and aren't sure what to prioritize next How to think through a decision like investing in rental real estate properties What counts (and what DOESN'T) when talking about savings rates Where to put your cash if you want it to grow Which financial planning benchmarks you can...2023-08-0429 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
Beyond FinancesProtecting Family Wealth: How to Safeguard Your Assets and Your StuffIn the last episode of our 3-part series on strategic planning for your finances is all about protecting family wealth. If you're working hard to build assets, you need to protect that growing net worth - and part of that is making sure you and your family will be financially stable no matter what curveballs you may face along the way. Instead of just running through "insurance 101" or defining parts of an estate plan, we're pulling back the curtain and showing you what a financial planner has for his personal finances and why he has it. 2023-07-1427 minBeyond FinancesStrategic Planning, Part II: Investment ManagementWelcome back to our series on strategic planning for your personal finances. Today's episode is part II, and we're covering all things investment management. We'll talk through what you need to do to put together a sound investment strategy for yourself, and the to-dos any investment manager should take (whether that's you as a DIYer, or an advisor who you hire to manage your assets for you). This episode covers: Assessing risk tolerance and risk capacity (and the difference between the two) Understanding your investment time horizon Allocating your assets correctly (which does NOT j...2023-06-2334 minBeyond FinancesUsing a Strategic Planning Process for Your Finances (Pt I)You've heard the term "financial plan" or "financial planning" a million times. But what does it actually look like to go through that process? Today we're sharing how we construct strategic plans for personal finances. We'll take you to the inner workings of the framework and systems we use at Beyond Your Hammock to help people use their money as a tool to get more of what they want in life - now and into the future. This is part one of our series that will explain the 5 stages of the financial planning process:...2023-06-0930 minBeyond FinancesHow 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 min
Beyond FinancesShould 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 min
Beyond FinancesManaging 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 min
Beyond FinancesHow 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 min
Beyond FinancesThe 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 minBeyond FinancesThe 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 min
Beyond FinancesLessons 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 min
Beyond FinancesHow 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
Beyond FinancesMath: It's Irresponsible!It might sound a bit odd coming from the finance pros, but it's true: it's irresponsible to use math alone to build a financial plan. That's because money isn't a math problem. Too often we think we can just plug numbers into a formula and rely on the answer that it generates, but that leaves out a lot of variables that often matter more than the baseline numbers. So what DO we look at instead? We share three major considerations: -- Understanding your financial reality and respecting what the numbers say about TODAY...2022-10-2822 min
Beyond Finances7 Steps to a Foolproof Financial Plan As financial planners, we spend every day working to build foolproof financial plans. A foolproof financial plan is one that you can stick to, that you can execute, consistently over time - even through challenging times or unexpected setbacks. In this episode of the podcast, we're discussing 7 key aspects that we look at when trying to create plans that can withstand the wear and tear (and unpredictability) of everyday life: Constructing a baseline plan with high likelihood of success Identifying actions you can take consistently over time (in almost any circumstance) Choosing a...2022-10-1428 min
Beyond FinancesHow to Use Your 401(k) to Retire EarlyIf you don't know how much you can really put into a 401(k), you may be missing out. We shine a light on the 401(k)s facts most people don't know, and uncover opportunities to save more so you can accelerate your progress toward your financial goals. Today on the show, we explain: - The real maximum you can contribute to a 401(k) each year - and it's not just $20,500! - The critical elements you need to look for within a 401(k) plan document, including what contributions are allowed, if employers make discretionary...2022-09-3029 min
Beyond FinancesFinancial Planning To-Dos for Expecting ParentsHaving a baby or adding more children to the family is a big decision - and there are some major financial implications to this life milestone. On today's episode, we're sharing our own experience of the financial planning considerations we took into account when deciding if we wanted children - and how we financially prepared once we knew we wanted to have a baby. We discuss the practical considerations, from health insurance to cash flow and emergency funds, as well as how kids might impact your long-term financial plan (and whether or not those are tradeoffs you w...2022-09-1624 min
Balanced Growth Show with Dr. Travis ParryEp 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 d2022-09-0125 min
Reduce Debt Increase WealthFinancial Plan ReviewedSend us a textPlanning is an ongoing process that must be review and updated every year. It only takes a few minutes to do this but is important as things may have change over time.Article Links:https://www.nerdwallet.com/article/investing/what-is-a-financial-plan By Kevin Voigt, Alana Benson The 5 Times When You Should Review Your Financial Plan | Kiplinger by: Eric Roberge, Certified Financial Planner (CFP) and Investment AdviserAll episodes are now on Facebook go to ReduceDebtIncreaseWealth.com in facebook and look to the podcast tab.Th...2021-11-2830 min
NextGen in 10Ep. 38: Engaging with Millennials in Financial PlanningAlanah and Eric Roberge, CFP®, financial planner and founder of Beyond Your Hammock, finish their discussion of financial planning tips to working with millennials with a look at how technology makes it easier for prospective clients to find advisors and advisors to prospect among millennial groups.Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.2021-09-2213 minNextGen in 10Ep. 37: Financial Planning for MillennialsAlanah continues her discussion with Eric Roberge, CFP®, financial planner and founder of Beyond Your Hammock, and takes a look at how advisors can work with millennial clients in ways that best serve both parties, including issues of fee schedules and planning models.Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.2021-09-1514 minNextGen in 10Ep. 36: Blue Ocean Strategy and Beyond Your HammockAlanah welcomes Eric Roberge, CFP®, financial planner and founder of Beyond Your Hammock, to discuss how many advisors are expanding their role and the advantages of working with non-traditional segments of clients.Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.2021-09-0811 min
Beyond FinancesEquity 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
Beyond FinancesWhat 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 l...2021-02-1925 min
Beyond FinancesMake 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
Beyond Finances5 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
Beyond FinancesDo 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
Life is Life!#060 Why Renting is Not Always a Waste of MoneyRenting vs buying a house debate is one we hear all the time in the financial industry. There’s no one, easy answer because buying isn’t always better than renting. It’s not really throwing money away to rent. We dive deep into this very topic with Eric Roberge, a Certified Financial Planner (CFP) and founder of Beyond Your Hammock where he helps his clients make the best financial decisions for them and their future including whether it’s time to rent or buy a home.#rentorbuySupport the show2020-10-2335 min