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Beyond Finances

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Get real-life context for practical money rules and the theory of financial advice. Beyond Finances is your place for understanding how to maximize your potential and seize every opportunity with both your finances and your life. The show exists at the intersection of personal development and financial success, and hosts Kali and Eric Roberge, CFP strive to help you make smarter money decisions that will position you to create, grow, and keep real wealth. Join in on in-depth, intimate conversations and understand what it really takes to use your money as a tool to enjoy your life now while still planning responsibly for tomorrow.

Get real-life context for practical money rules and the theory of financial advice. Beyond Finances is your place for understanding how to maximize your potential and seize every opportunity with both your finances and your life. The show exists at the intersection of personal development and financial success, and hosts Kali and Eric Roberge, CFP strive to help you make smarter money decisions that will position you to create, grow, and keep real wealth. Join in on in-depth, intimate conversations and understand what it really takes to use your money as a tool to enjoy your life now while still planning responsibly for tomorrow.
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Location:

United States

Description:

Get real-life context for practical money rules and the theory of financial advice. Beyond Finances is your place for understanding how to maximize your potential and seize every opportunity with both your finances and your life. The show exists at the intersection of personal development and financial success, and hosts Kali and Eric Roberge, CFP strive to help you make smarter money decisions that will position you to create, grow, and keep real wealth. Join in on in-depth, intimate conversations and understand what it really takes to use your money as a tool to enjoy your life now while still planning responsibly for tomorrow.

Language:

English


Episodes

How Much Average People Spend

5/17/2019
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Ever wondered how much most people spend on housing, travel, restaurants, and more? And have you ever wondered how YOU compare? We dive into some of these numbers in this episode, sharing what the average person spends, what we think you need to save, and how to fit YOUR spending around these data points. We also talk about how to set up a budget in a way that feels freeing, not restrictive, and explain a 3-step process for cash flow management to help you reach your goals without...

Duration:00:23:52

Thoughts on Planning and Paying for a Wedding

5/3/2019
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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...

Duration:00:13:45

Stocks, Bonds, and Mutual Funds, Oh My!

4/19/2019
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Get some guidelines that will help you invest smarter so you can make your money work for you (while avoiding silly mistakes along the way). “…but in this world nothing can be said to be certain, except death and taxes,” wrote Ben Franklin. He could have added something like “and the fact that inflation will eat away the buying power of your cash over time” and likely still would have had a point. It’s this fact that makes investing — especially when you’re young and have a long time...

Duration:00:38:07

Biggie Said It Best

4/5/2019
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Ep 010: Mo money mo problems. And not just for OGs. When you start making a significant amount of income, you're probably going to be able to buy what you want at any given point in time. And that can pose a unique kind of problem. Earning more actually makes it harder to manage your money in many ways, primarily because you have more and more choice as your income goes up and up. With less inherit restrictions or limitations to face, it becomes increasingly on you to be disciplined enough...

Duration:00:22:22

How to Use Thought Experiments to Design Your Best Life

3/22/2019
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Ep 009: What if you dropped your limitations, allowed yourself to daydream, and considered what's possible for your life? On the show today, we're encouraging your to stretch your mind, imagine a world with no limits, and brainstorm what your life could look like if "can't" weren't part of your vocabulary. We're sharing some ideas and structures to use for thought experiments and daydreaming sessions that will help jolt you out of your day-to-day routine and into the realm of what's...

Duration:00:21:14

How to Travel More Without Busting Your Budget

3/8/2019
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Ep 008: 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...

Duration:00:30:21

5 Financial Opportunities You're Missing Right Now

2/22/2019
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Ep 007: We see a TON of people missing out on great opportunities to keep more money in their pockets and grow their wealth because they're not paying attention to a few simple aspects of their financial plan. Today, we dive into some really simple but easy-to-miss opportunities to grow your wealth. Tune in to learn about these 5 things that you could be leveraging to your benefit -- and then make sure you're taking advantage if you can. Full show notes can be found at...

Duration:00:27:11

Emotions - The Enemy of Being Good with Money?

2/8/2019
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Ep 006: 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

Duration:00:31:59

What It Takes to Go After Financial Freedom

1/25/2019
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Ep 005: Not everyone is in a position to reach financial freedom. "Just save more" or "be frugal!" are not adequate pieces of advice for everyone. Sometimes, you need to do more than just cut back on consumerism. We're continuing the financial independence conversation and taking a look at how people of varying financial means can approach the goal of financial independence. We also share some basic steps to get you started on this journey. Show notes available at...

Duration:00:23:55

Money Alone Will Not Set You Free

1/18/2019
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Ep 004: Today, we're taking on the idea of financial freedom - and how we suggest redefining it to better fit your life. We're pushing back against the idea that the solution to all life's problems can be found via financial independence. Life is not that black and white, and we believe striking a balance between living well today while planning responsibly for tomorrow may provide even more happiness than the traditional take on "financial freedom." Full show notes at...

Duration:00:26:59

Focus on What You Can Control

1/3/2019
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Ep 003: We're tackling the third key variable to financial success: focus. Specifically, we're diving into developing the ability to focus on what you can control. There's a lot of noise and distraction out there, which means finding financial success requires you to zero in on what really matters. And once you find THAT, you then have to go a step further and sort through what's in your power to do something about, and what you may need to let go of. Show notes at...

Duration:00:27:44

The Art of Being Intentional with Your Money

1/3/2019
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Ep 002: Today, we're talking all about how to make intentional decisions with your money and in your life. We explain what it takes to be intentional, how to think through financial choices both big and small, and how this whole process hinges on understanding what you value. Get full show notes here: https://beyondyourhammock.com/2

Duration:00:28:21

How to Balance Spending Today with Saving for Tomorrow

1/3/2019
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Ep #001: Welcome to Beyond Finances! In this very first episode of our brand-new podcast, we want to kick off the conversation by looking at three essential elements of financial success: Balance, Intention, and Focus. First up, we're tackling balance -- and exploring what it means to enjoy your life today while still planning responsibly for tomorrow (and how you can pull this financial feat off for yourself). For more, see full show notes at https://beyondyourhammock.com/1/

Duration:00:31:22