Shows
Money for Life with Eric Roberge, CFPSteal This Financial Order of Operations: A Financial Planner's Cash Flow Operating SystemPull back the curtain on a financial advisor's personal quarterly financial planning process. In this episode, Eric and Kali share the exact order of operations they use to manage their own money and how that translates to the advice they give their wealth management clients. This is a proven process to steal and use for yourself if you want a systematic way to stay on track with both short-term spending and long-term wealth building. Tune in and discover: How everything stems from what your savings rate looks like, and why it's a non-negotiable (this...
2026-01-2636 min
The Finance Marketing PodcastThe Biggest Marketing Lessons for Financial Advisors in 2025 (Year in Review)In this episode of The Finance Marketing Podcast, Hillary reflects on the first full year of the podcast and shares the top 10 episodes from 2025 — five most listened to episodes based on analytics, and five personal favorites. Hillary discusses key marketing insights from each episode, including how financial advisors are adapting to AI-powered search, building effective referral systems, optimizing email marketing strategies, and communicating value in ways that resonate with prospects.Top 5 Most Listened To Episodes: How to Build a Content Marketing Strategy That Actually Generates Clients with Kali RobergeThe Real Reason Financial Advi...
2025-12-2631 min
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, CFPShould You Buy a Car Now?Thinking about buying a car? "Should I buy a car now, or wait?" has been an extremely popular question among our financial planning clients this year. So today, we're discussing the reality of car prices in 2025, how we think prices are likely to evolve (or not) over the coming months, and the planning considerations to take into account if you decide to buy now. We're also sharing our own real-world, personal experiences with buying two new cars in 2025 for fair market prices given the specific make and trim models of each, along with what we learned through...
2025-10-2041 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 minThe Finance Marketing PodcastHow to Build a Content Marketing Strategy That Actually Generates Clients with Kali RobergeIn this episode of The Finance Marketing Podcast, Hillary sits down with Kali Roberge, Chief Operations Officer at Beyond Your Hammock, to explore how financial advisors can build a successful content-driven marketing strategy that consistently generates qualified leads. Kali shares the behind-the-scenes details of how her firm has made content marketing the hub of their entire strategy, from securing regular features in major publications to creating blog content that drives organic search traffic. The conversation dives into practical lead qualification strategies, the importance of playing to your marketing strengths rather than trying to be everywhere, and how to adapt...
2025-09-2631 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
Earn & Invest655. How to Build a Flexible Financial Plan (Rewind) w/ Eric and Kalie RobergeHow do you build a flexible financial plan? We speak with Kali and Eric Roberge of the the financial advisory Beyond Your Hammock and the hosts of the Beyond Finances Podcast. We delve into the ways in which the unexpected can disrupt your financial plan and what you can do about it today. Not only do people, but legislation changes. Will you be ready? Learn more about your ad choices. Visit megaphone.fm/adchoices
2025-08-1456 min
Happiness Solved429. Money & Happiness: A Deep DiveHappiness Solved with Sandee Sgarlata. In this episode, Sandee interviews Eric and Kali Roberge. In this conversation, Sandee Sgarlata speaks with Eric and Kali Roberge, founders of Beyond Your Hammock, about the intricate relationship between money and happiness, the importance of financial planning, and how values influence financial decisions. They discuss common financial mistakes, the challenges of sudden wealth, and effective debt management strategies. The conversation emphasizes the need for self-awareness in financial matters and the significance of aligning spending with personal values. Ultimately, they highlight that financial security is a personal journey that requires ongoing effort and reflection.
2025-07-0432 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
Build Your Best FamilyKali & Eric Roberge on Shared Values and Strong FinancesEverything we talked about in this episode can be found here: https://www.buildyourbestfamily.com/podcast/episode-259
2024-07-2333 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
Earn & InvestHow to Build a Flexible Financial Plan with Eric and Kali RobergeHow do you build a flexible financial plan? We speak with Kali and Eric Roberge of the the financial advisory Beyond Your Hammock and the hosts of the Beyond Finances Podcast. We delve into the ways in which the unexpected can disrupt your financial plan and what you can do about it today. Not only do people, but legislation changes. Will you be ready? Learn more about your ad choices. Visit megaphone.fm/adchoices
2023-05-2956 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 Stacking Benjamins Show5 Exercises To Improve Your Money Life (with Suzanne Lucas)How can you become better with money? The good news: it's simple! The bad news? Just like anything else it will require a bit of work. Lucky for you, we're covering some of our favorite exercises (call them whatever you want if the word "exercise" isn't doing it for you) to make you better with your money. On that note, we want to give a big thanks to Eric and Kali Roberge for today's piece! Eric wrote it on the Beyond Your Hammock blog, and Kali has so nicely agreed to be our celebrity reader. To tackle the topic...
2020-08-211h 18
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, 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
We Travel There with Lee HuffmanBoston, MA | Freedom Trail, Lobster Rolls and CannolisWe're in Boston, Massachusetts with Kali Roberge of BeyondYourHammock.com. Kali and I talk about walking the Freedom Trail, where to find the best lobster rolls, and eating pizza at Regina’s in the North End. Show notes are at https://WeTravelThere.com/boston Miles & points make travel affordable, but tracking them is difficult. That's why I use AwardWallet to monitor my rewards, reservations, & free night certificates. Sign up for free at WeTravelThere.com/awardwallet
2020-02-1728 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, 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.jpg)
All About Your Benjamins™Project One Question: The Inside ETFs ConferenceThe future of financial services is very bright; there's a lot to be excited about: The technology. Access to information. The people. And more.
I'm not the only one optimistic about the future--while at the Inside ETFs conference this week I managed to grab nineteen of my friends and asked them all the same question, "When you think about the future of our profession, what excites you the most?" As you'll hear, this All-Star lineup has a range of reasons they are excited for what the future holds advisors, investment professionals, and clients.
Thank you to everyone who took the t...
2019-02-1418 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
Work Your Wealth PodcastBeing Your Authentic Self with Kali RobergeThis week I sat down with Financial Writer & Online Marketing Specialist, Kali Roberge. Kali focuses on teaching others about mindful living through intentional spending. Kali's work has appeared on Business Insider, The Shriver Report, Investopedia, Credit Karma, and more. She also runs a marketing firm, Creative Advisor Marketing, to help financial advisors better communicate with their ideal clients. Kali has been featured on Mashable, Fast Company, Forbes, and was named one of US News and World Reports 37 Personal Finance Experts to Follow on Twitter. She currently blogs at GoingBeyondWealth.com HERE’S WHAT YOU’LL LEAR...
2018-07-1635 min