49 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

    • Business
    • 4.2 • 41 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.

    Equity Comp: How to Balance the Risks and Rewards

    Equity Comp: How to Balance the Risks and Rewards

    49: Equity comp can supercharge your ability to grow your assets in a short period of time. But high potential for reward comes with real risk of loss. Successfully leveraging equity comp will require you to strike the right balance between reaping the benefits and protecting against the downsides.

    We share some strategies you can use to strike that balance and properly manage company stock over time--and discuss why you don't have to hit home runs (while risking striking out) to build your wealth.

    • 25 min
    What It Takes to Manage Investments Well

    What It Takes to Manage Investments Well

    48: If you think investment management is just about choosing an asset allocation and picking an index fund or two, there's a lot you might be missing.

    Today, we cover:
    -What good asset management looks like, either when done by a pro or by a DIY investor
    -The killer mistakes we see investors make, including cash drag and missed opportunities for tax efficiencies
    -Where many people go wrong when doing backdoor Roth conversions

    Get the inside view on what it really takes to manage investments well.

    • 25 min
    Make Your Money Goals Easier to Achieve

    Make Your Money Goals Easier to Achieve

    47: We discuss a key strategy you can use to set better financial goals that are much easier and faster to achieve.

    We also cover:
    - Where most people go wrong with financial goal-setting
    - How to make decision-making around spending and saving easier
    - Why our brains fail us when trying to understanding probability (and how to plan around that shortcoming)
    - The kinds of goals that will do more harm than good

    ...and more, including the top-priority goal we personally set every year.

    • 19 min
    5 Ways to Build Good Financial Habits

    5 Ways to Build Good Financial Habits

    46: 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).

    Good financial habits do take time and effort to build, but it is possible to achieve — and today on the show, we're outlining 5 specific ways that you can do just that.

    Try some of these activities and exercises that can help you optimize your money management skills and level up your financial life.

    • 11 min
    Do You Need a Budget If You're Financially Successful?

    Do You Need a Budget If You're Financially Successful?

    45: Although it might feel like budgeting is basic personal finance 101, the more money you earn and need to manage, the more important it is to pay close attention--and budgeting is like mindfulness for your finances.

    In this episode, we explore why budgeting is not a basic financial function. We're also sharing how we personally budget, some of the complexities of our own cash flow, and our tips for using a bucketing strategy to save and invest appropriately so you can spend freely and without guilt.

    • 21 min
    Credit Score Myths and Truths Revealed

    Credit Score Myths and Truths Revealed

    44: Too many people believe too many myths about credit scores. Today, we're revealing the truth, including:

    - What factors determine your score
    - When it's a GOOD idea to close a credit card account
    - The surprising things that can hurt your score that people usually don't think about
    - The downside of credit card points (and how to better manage credit card rewards)

    and more! Join us to get the facts you need to manage your credit, build good credit habits, and maintain a great credit score.

    • 19 min

Customer Reviews

4.2 out of 5
41 Ratings

41 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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