The 5 Most Underrated Financial Strategies That Create Meaningful Change with Your Money
Money for Life with Eric Roberge, CFP
Release Date: 02/23/2026
Get Your Time Back: How High-Earning Families Can Reclaim Their Time With a House Manager featuring Kelly Hubbell of Sage Haus
Money for Life with Eric Roberge, CFP
You've optimized your career. You've built the income. You have a wonderful family you love, a home you worked hard for - and a completely unmanageable workload that leaves you with zero time, energy, or mental bandwidth. Sound familiar? For most dual-income households, there's a second full-time job hiding in plain sight outside of a demanding work career that eats up at least 25 hours per week beyond the time you spend in the office. Between all the grocery runs, meal prep, Amazon returns, laundry, school pickups, the random appointment you forgot to reschedule - oh, and coordinating the...
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Investing at the End of the World: Dealing with Your Personal Portfolio Amid Geopolitical Tension, Questionable Job Markets, and Ongoing Market Volatility
Money for Life with Eric Roberge, CFP
If uncertainty has you feeling anxious and itchy to do something, this episode will show you exactly where to channel that energy — and why the investors who come through periods like this the strongest are the ones who already have a plan in place. The stock market is bouncing around. The headlines are loud. There are literal wars to worry about. So if you've logged into your investment account recently and felt a knot in your stomach, you're not alone. In this episode of Money For Life, we cut through the noise to give you a clear-headed, data-backed look at what market volatility actually...
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Angel Investing: How to Bet on the Right Founders, Build Real Wealth, and Vote With Your Dollars with Jess Lynch and FoundersEdge
Money for Life with Eric Roberge, CFP
How do you start angel investing? Can anyone be an angel investor or is this a world reserved for Silicon Valley insiders and Shark Tank-esque business tycoons? Jess Lynch joins us to explain how $2,500 can be your entry ticket into the world of angel investing - and how to deploy those dollars wisely in a high-risk environment. Join us to get the exact frameworks Jess uses to find, vet, and back the founders most likely to win. In this episode, Eric asks Jess to pull back the curtain on the private markets and how average investors can start exploring opportunities within them. They give...
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What to Do With Your Money When You Change Jobs
Money for Life with Eric Roberge, CFP
Most people accept a new job offer thinking about salary and title. What they don't think about: the potential financial gaps that could trip you up in the process of changing jobs or making a career pivot (even if you accepted a job with more starting salary). Eric and Kali break down everything that is likely to shift with your finances when you change jobs. They cover what often goes wrong that most people never consider, including: The tricky tax trap if you put your new 401(k) on autopilot and don’t calculate what you’re actually allowed to contribute for the year - because whatever...
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Proactively Improving Your Health and Wealth: Creating Longevity in Your Life with Lyv Health's Andrea Corleto and Jenn Arnold
Money for Life with Eric Roberge, CFP
Andrea Corleto and Jenn Arnold, the co-founders of Lyv Health, sit down with Kali to explore the powerful parallels between financial planning and healthcare that supports longevity and sustainability. Andrea and Jenn share their personal and professional journeys that led them to create Lyv Health, including the financial challenges and opportunities they faced along their routes to entrepreneurship. Lyv Health is company focused on women's longevity and preventative medicine through data-driven diagnostics paired with personalized consultations. The conversation today digs into: Why women...
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The 5 Most Underrated Financial Strategies That Create Meaningful Change with Your Money
Money for Life with Eric Roberge, CFP
Think there's a secret financial strategy only the ultra-wealthy know about? It might not be that deep. In this episode, Kali and Eric break down why the best path to financial success isn't complicated. The truth is, it's just simple strategies done consistently. If there’s any trick, it’s this: simple doesn’t mean easy, and the reason more people aren’t rich is because it’s incredibly hard to actually execute these habits, frameworks, and systems year after year after year. But if you want to make a meaningful impact to your finances, then you don’t want to miss these five...
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Get More College Financial Aid: How to Maximize Scholarships and Minimize Costs with Jack Wang
Money for Life with Eric Roberge, CFP
Join us as we dive deep into college planning, including how to pick your perfect college, reduce how much it costs, and maximize the financial aid available to you with college planning expert Jack Wang. Uncover the insider strategies that can dramatically reduce what you pay for your child's college education with Jack’s unique insights from his meetings with college admissions and financial aid directors across the country. Jack explains how and why every institution approaches aid differently -- and how knowing that can help your family gain more leverage over the college selection and...
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Steal This Financial Order of Operations: A Financial Planner's Cash Flow Operating System
Money for Life with Eric Roberge, CFP
Pull back the curtain on a financial advisor’s personal quarterly financial planning process. In this episode, Eric and Kali share the exact order of operations they use to manage their own money and how that translates to the advice they give their wealth management clients. This is a proven process to steal and use for yourself if you want a systematic way to stay on track with both short-term spending and long-term wealth building. Tune in and discover: How everything stems from what your savings rate looks like, and why it’s a non-negotiable (this is how you put that advice to “pay...
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When Estate Planning Goes Wrong - and How You Can Get It Right with Estate Planning Attorney Michael Broderick
Money for Life with Eric Roberge, CFP
Estate planning isn't just for the ultra-wealthy or elderly or “other people who need it but not me.” It's a critical financial planning step for anyone who is trying to build their wealth who also wants to protect their loved ones - particularly children who are minors. Eric Roberge, CFP sits down with estate planning attorney Michael Broderick to demystify the estate planning process and reveal what mid-career professionals really need to know about having an estate plan, including: The biggest misconception people have about estate planning Why this kind of protection planning so...
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Are Your Investing Expectations Aligned with Reality? What Good Investing Actually Looks Like
Money for Life with Eric Roberge, CFP
There’s often a big disconnect between what investors expect from the market… and the reality of what good, long-term, properly risk-adjusted investing looks and feels like. Today, we’re tackling that divide to bridge the gap. This conversation provides the education and insights you need to set reasonable expectations and start making better investment decisions. Expect to hear: Why chasing returns often backfires for average investors How volatility is a normal part of a healthy market What you should actually expect things to look and feel like when your sound investment strategy is...
info_outlineThink there's a secret financial strategy only the ultra-wealthy know about? It might not be that deep.
In this episode, Kali and Eric break down why the best path to financial success isn't complicated. The truth is, it's just simple strategies done consistently. If there’s any trick, it’s this: simple doesn’t mean easy, and the reason more people aren’t rich is because it’s incredibly hard to actually execute these habits, frameworks, and systems year after year after year.
But if you want to make a meaningful impact to your finances, then you don’t want to miss these five underrated approaches that actually move the needle when it comes to growing your net worth.
Today, get our strategies for mastering the skill of intentional spending, understanding the power of your savings rate, automating your financial life, tracking your money without judgment, and learning from financial history.
If you've been searching for complex solutions to your money challenges, this episode will remind you that the fundamentals work, as long as you’re willing to commit to them.
KEY TAKEAWAYS
1. Make sure your spending is reasonable.
The 50/25/25 spending framework we share in this episode is a great starting point to check in and confirm your spending is reasonable for your income. For high earners ($250K-$750K household income), aim to spend 50% of gross income, pay 25% in taxes, and save 25% for long-term goals.
2. Spending money well is skill, and like any skill, you can improve it!
It's not about spending less, necessarily. it's about spending better and aligning your expenses with your actual values and priorities.
3. Your savings rate matters more than investment returns.
Consistently saving 20-25% of your income has a bigger impact on wealth building than chasing market-beating returns.
4. Automation eliminates decision fatigue.
Set up automatic transfers and payments so your financial plan runs in the background without constant willpower. You don’t have to white-knuckle your way through your money management! But you do need repeatable, reliable systems and processes to take some of the effort out of ongoing financial planning.
5. Track how you use your money without shame.
Understanding where your money goes is just information—approach it with curiosity, not judgment, and use it to make better decisions.
Ready to create, use, and enjoy money for life? Request a complimentary consultation with us at BYH and discover how to optimize your investments, reduce your tax burden, and grow your wealth: https://beyondyourhammock.com/schedule