43 episodes

Take control of your personal finances and make better money decisions. Eric Roberge, CFP and Kali Roberge share how use your money as a tool to enjoy your life now while still doing strategic financial planning for the future. This is the show for anyone who wants to change their mindset and go from financially stuck to self-made wealth. Join in on these intimate conversations to improve your financial situation, reach financial success, and get more of what you want from your life.

Beyond Finances Eric Roberge, CFP & Beyond Your Hammock

    • Investing
    • 4.3, 38 Ratings

Take control of your personal finances and make better money decisions. Eric Roberge, CFP and Kali Roberge share how use your money as a tool to enjoy your life now while still doing strategic financial planning for the future. This is the show for anyone who wants to change their mindset and go from financially stuck to self-made wealth. Join in on these intimate conversations to improve your financial situation, reach financial success, and get more of what you want from your life.

    The Value of a Coach

    The Value of a Coach

    43: 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. We sell ourselves short and fail to reach our full potential when we think we don't need a guide, a coach, or an expert to help us understand the optimal way to achieve what we want.

    In this episode, we discuss the value of coaching, how it applies to your financial life, what to look for in a good coach, and when to consider hiring someone to help.

    • 17 min
    Want to Build Wealth? Then You Need to Create THESE

    Want to Build Wealth? Then You Need to Create THESE

    42: 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.

    • 18 min
    So You Want to Make a Speculative Investment

    So You Want to Make a Speculative Investment

    41: Today, we're looking at some alternative ways to invest outside of a globally diversified portfolio, including stock-picking, sector bets, private equity investments, and more. We explain:

    --Why most people can't afford to take on speculative investments, even if they promise the potential for a big return
    --The financial checklist to complete before you walk out on a limb and take a big risk with an alternative investment
    --What questions to ask before jumping into a new speculative venture.

    • 20 min
    Understanding Insurance — What You Need, and What You Don't

    Understanding Insurance — What You Need, and What You Don't

    In the wake of the pandemic, many people scrambled to take out insurance policies. But before you buy, make sure you understand the real purpose of these kinds of policies so you can choose what's best for you.

    Today, we talk through some considerations for life and disability insurance (including our thought process on the policies we personally carry) so you can feel more educated - and therefore more empowered - to make strategic protection planning decisions without getting oversold.

    • 26 min
    We Bought a House (in a Pandemic). AMA.

    We Bought a House (in a Pandemic). AMA.

    39: Learn about all the unique, outside-the-box thinking and actions we took to buy our first home together. In this conversation, we'll cover:

    - How we got the most bang for our buck
    - What we prioritized in our financial lives before buying
    - The difference between real estate as an investment, and real estate as a utility
    - Why we still see massive value in renting

    We'll leave you with the key lesson we hope you learn from our experience, too. Curious about what it is? Tune in to find out!

    • 20 min
    3 Unexpected Money Lessons from... Robert Frost?

    3 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. 

    • 17 min

Customer Reviews

4.3 out of 5
38 Ratings

38 Ratings

HeatherBopp ,

Great Perspectives - One Drawback

Eric and Kali have great perspectives and I love hearing the dynamic between a married couple negotiating finances. The only downside is Kali’s language quirks....”sun-thing” and “fitty” drive be bonkers. Otherwise great information and a fantastic format.

Grusha - ElitePodcastBookings ,

Awesome Content!

Kudos! Looking forward to your upcoming shows!
~ Elite Podcast Bookings

greatestworth ,

Money is SO much more than numbers!

I really appreciate people who talk about money in a much more holisitc way than just looking at numbers. I love the way Kali & Eric bring in our habits and priorities into our money life. This is a super practical, but deep thinking podcast. Keep it up!

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