Money for Life with Eric Roberge, CFP
By Eric Roberge, CFP & Beyond Your Hammock
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Category: Investing
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Subscribers: 40
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Episodes: 90
Description
Money for Life helps high-earning professionals and executives in their 30s and 40s build wealth with intention and clarity. Hosted by Kali and Eric Roberge, CFP®, this podcast shares real-world strategies to reduce lifetime taxes, invest wisely, and make confident money decisions. Hear case studies, expert interviews, and practical Q&As that help you align your finances with the life you want—today and in the future.
| Episode | Date |
|---|---|
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Are You Getting the Most from Your 401(k)? How to Contribute More and Retire Early
|
Aug 17, 2026 |
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How Expecting Parents Can Create Financially Secure Homes
|
Jul 27, 2026 |
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Stop Tax Surprises: 5 Tax-Smart Moves for High Income Earners to Reduce Tax Liability
|
Jul 13, 2026 |
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Trump Accounts for Kids: What High-Earning Parents Need to Know About Section 530A Accounts
|
Jun 29, 2026 |
|
The Inside Track on Becoming a Landlord: Understanding Property Management with Peter Cook
|
Jun 15, 2026 |
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Raising Financially Healthy Kids: How to Help Kids Manage Finances with Productive Money Mindsets
|
Jun 01, 2026 |
|
Get Your Time Back: How High-Earning Families Can Reclaim Their Time With a House Manager featuring Kelly Hubbell of Sage Haus
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May 11, 2026 |
|
Investing at the End of the World: Dealing with Your Personal Portfolio Amid Geopolitical Tension, Questionable Job Markets, and Ongoing Market Volatility
|
Apr 27, 2026 |
|
Angel Investing: How to Bet on the Right Founders, Build Real Wealth, and Vote With Your Dollars with Jess Lynch and FoundersEdge
|
Apr 13, 2026 |
|
What to Do With Your Money When You Change Jobs
|
Mar 30, 2026 |
|
Proactively Improving Your Health and Wealth: Creating Longevity in Your Life with Lyv Health's Andrea Corleto and Jenn Arnold
|
Mar 09, 2026 |
|
The 5 Most Underrated Financial Strategies That Create Meaningful Change with Your Money
|
Feb 23, 2026 |
|
Get More College Financial Aid: How to Maximize Scholarships and Minimize Costs with Jack Wang
|
Feb 09, 2026 |
|
Steal This Financial Order of Operations: A Financial Planner's Cash Flow Operating System
|
Jan 26, 2026 |
|
When Estate Planning Goes Wrong - and How You Can Get It Right with Estate Planning Attorney Michael Broderick
|
Jan 12, 2026 |
|
Are Your Investing Expectations Aligned with Reality? What Good Investing Actually Looks Like
|
Dec 29, 2025 |
|
5 Money Questions You're Not Asking (But Should Be)
|
Dec 15, 2025 |
|
How to Navigate Current Economic Conditions: Managing Your Money Well Through Uncertain Times
|
Dec 01, 2025 |
|
Using Money to Buy Back Time: Smart Strategies for Outsourcing Across Your Life
|
Nov 17, 2025 |
|
Understanding Long Term Investing: What It Actually Means and Requires to Work for You
|
Nov 03, 2025 |
|
Should You Buy a Car Now?
|
Oct 20, 2025 |
|
6 Guideposts to Increase Your Net Worth
|
Oct 06, 2025 |
|
Financial Risk Worth Taking (and Risks You Should Avoid)
|
Sep 22, 2025 |
|
Want Money for Life? Start Here
|
Sep 08, 2025 |
|
How Kids Change You - and Your Financial Plan
|
Aug 25, 2023 |
|
Money Tips from a Boston Financial Planner: Your Questions, Answered
|
Aug 04, 2023 |
|
Protecting Family Wealth: How to Safeguard Your Assets and Your Stuff
|
Jul 14, 2023 |
|
Strategic Planning, Part II: Investment Management
|
Jun 23, 2023 |
|
Using a Strategic Planning Process for Your Finances (Pt I)
|
Jun 09, 2023 |
|
How to Better Manage Bonus Money and Other Lump Sum Payments
|
Mar 24, 2023 |
|
Should the SECURE 2.0 Act Change Your Financial Plan?
|
Feb 17, 2023 |
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Managing Money Together: How to Handle Finances in Your Relationship
|
Jan 20, 2023 |
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How Much You Need to Save in 2023
|
Jan 06, 2023 |
|
The Best Short-Term Investments: What to Know (and What to Avoid)
|
Dec 23, 2022 |
|
The Only Constant Variable in Finance (and Life)
|
Dec 09, 2022 |
|
Lessons from Tech Industry Failures: How to Avoid Implosions in Your Own Personal Finances
|
Nov 25, 2022 |
|
How to Pay Less Taxes: 5 Strategies to Reduce Your Tax Burden
|
Nov 11, 2022 |
|
Math: It's Irresponsible!
|
Oct 28, 2022 |
|
7 Steps to a Foolproof Financial Plan
|
Oct 14, 2022 |
|
How to Use Your 401(k) to Retire Early
|
Sep 30, 2022 |
|
Financial Planning To-Dos for Expecting Parents
|
Sep 16, 2022 |
|
Managing Equity Comp: How to Balance the Risks and Rewards
|
Mar 19, 2021 |
|
What It Takes to Manage Investments Well
|
Feb 19, 2021 |
|
Make Your Money Goals Easier to Achieve
|
Jan 22, 2021 |
|
5 Ways to Build Good Financial Habits
|
Dec 04, 2020 |
|
Do You Need a Budget If You're Financially Successful?
|
Nov 06, 2020 |
|
Credit Score Myths and Truths Revealed
|
Oct 02, 2020 |
|
The Value of a Coach
|
Jul 31, 2020 |
|
Want to Build Wealth? Then You Need to Create THESE
|
Jul 10, 2020 |
|
So You Want to Make a Speculative Investment
|
Jun 26, 2020 |
|
Understanding Insurance: What You Need and What You Don't
|
Jun 12, 2020 |
|
We Bought a House (in a Pandemic). AMA.
|
May 29, 2020 |
|
3 Unexpected Money Lessons from... Robert Frost?
|
May 16, 2020 |
|
5 Ways to Elevate and Optimize Your Finances
|
May 01, 2020 |
|
Following Warren Buffett's Advice, and an Argument for Optimism
|
Apr 03, 2020 |
|
Can You Have Too Much Cash? (Spoiler: Yes, and It's Risky)
|
Mar 20, 2020 |
|
Avoiding Short-Term Distractions When You Have Long-Term Goals
|
Mar 06, 2020 |
|
Stop Seeking Perfection with Your Financial Decisions
|
Feb 21, 2020 |
|
Why You Need Financial POWER (Not Financial Freedom)
|
Feb 07, 2020 |
|
The Most Important Question in Personal Finance: What Is Enough?
|
Jan 24, 2020 |
|
Are You Sabotaging Your Shot at Financial Success?
|
Jan 10, 2020 |
|
How to Enjoy Life Now and Still Plan Responsibly for Tomorrow
|
Dec 27, 2019 |
|
How to Make 2020 a Financial Success
|
Dec 13, 2019 |
|
Should You Rent or Buy? Use This Framework to Figure It Out
|
Nov 29, 2019 |
|
Use Your HSA the Right Way: A Quick Guide on the Best HSA Strategy
|
Nov 15, 2019 |
|
The 3-Part System We Use to Save 40 Percent (or More) of Our Income
|
Nov 01, 2019 |
|
Managing Competing Priorities and Financial Goals with Our 4-Step Process
|
Oct 18, 2019 |
|
3 Ideas to Save More and Spend Less Without Feeling Deprived
|
Oct 04, 2019 |
|
5 Pieces of Financial Advice for 30-Somethings
|
Sep 20, 2019 |
|
Is This the Next Recession?
|
Sep 06, 2019 |
|
How to Get a Great Deal on a New Car
|
Aug 23, 2019 |
|
3 Paths to Become a Self Made Millionaire
|
Aug 09, 2019 |
|
How to Deal with Your Student Debt
|
Jul 26, 2019 |
|
Total Student Loan Forgiveness - Yay or Nay? (Part 1)
|
Jul 12, 2019 |
|
Money and Market Misconceptions That Can Cost You
|
Jun 28, 2019 |
|
How to See the (Money) Forest for the Trees
|
Jun 14, 2019 |
|
Your Money Questions Answered: Student Loans, IPOs, Credit Cards, and More
|
May 31, 2019 |
|
How Much Average People Spend
|
May 17, 2019 |
|
Thoughts on Planning and Paying for a Wedding
|
May 03, 2019 |
|
Stocks, Bonds, and Mutual Funds, Oh My!
|
Apr 19, 2019 |
|
Biggie Said It Best
|
Apr 05, 2019 |
|
How to Use Thought Experiments to Design Your Best Life
|
Mar 22, 2019 |
|
How to Travel More Without Busting Your Budget
|
Mar 08, 2019 |
|
5 Financial Opportunities You're Missing Right Now
|
Feb 22, 2019 |
|
Emotions - The Enemy of Being Good with Money?
|
Feb 08, 2019 |
|
What It Takes to Go After Financial Freedom
|
Jan 25, 2019 |
|
Money Alone Will Not Set You Free
|
Jan 18, 2019 |
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Focus on What You Can Control
|
Jan 04, 2019 |
|
The Art of Being Intentional with Your Money
|
Jan 04, 2019 |
|
How to Balance Spending Today with Saving for Tomorrow
|
Jan 04, 2019 |