Beyond Finances

By Eric Roberge, CFP & Beyond Your Hammock

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Category: Investing

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Subscribers: 41
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Episodes: 66

Description

Beyond Finances provides motivated professionals with young families with new ideas and perspectives on how to use money and strategic financial planning to get more of what you want from life. Each episode features real, direct, and nuanced conversations about the challenge of planning for the long-term - while we live in the here and now. The podcast seeks to go beyond basic financial advice, rules of thumb, and spreadsheet math to help listeners think more deeply and clearly about how to optimize personal finances while also fully experiencing what matters most along the way. Hosted by Eric Roberge, CFP, a fee-only financial advisor who helps his clients take advantage of opportunities while minimizing risk, Beyond Finances aims to translate the theory of advice into the actual practice of using money as a tool to build wealth while enjoying life now. Eric founded Beyond Your Hammock, a wealth management firm based in Boston MA but serving clients virtually with the goal of giving motivated professionals a strategic approach to building wealth that considers all aspects of life, not just finances - one that allows clients to live well today while still planning responsibly for the future. The show is co-hosted by Kali Roberge, who runs operations and marketing for Beyond Your Hammock - and is also Eric's business partner and spouse. Their open, authentic, and vulnerable conversations help listeners see both what's possible when you know how to leverage your resources of time, energy, and money to build wealth - but also what tough decisions, tradeoffs, and challenges working couples with young families might face along the way. There are a lot of options for growing and securing wealth - but the only possibility that matters is the one that actually works for you. If you're tired of black and white advice, join us for conversations about financial planning and wealth building that actually dig into the nuance of creating your own unique path to financial success. Ready to go beyond the podcast? You can reach out to Beyond Your Hammock at team@beyondyourhammock.com or go to BeyondYourHammock.com/Schedule to request a complimentary consultation complete with personalized one-page financial plan.

Episode Date
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
Managing Money Together: How to Handle Finances in Your Relationship
Jan 20, 2023
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
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