Libsyn Directory

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

Release Date: 03/09/2026

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...

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...

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...

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...

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...

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...

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...

5 Money Questions You're Not Asking (But Should Be)

Money for Life with Eric Roberge, CFP

What's your first money memory? How much are you ACTUALLY saving each year? Where do you have a hard time using your money? These kinds of financial questions rarely come up in conversation, but they are critical to ask, consider, and consider what your answers mean for your money. Discover how your earliest money memories (often from ages 3-7) are still running your financial decision-making today, why most people can't answer how much they're really saving, and how to build a money management system that works with your emotions instead of against them. Eric and Kali also share their own...

How to Navigate Current Economic Conditions: Managing Your Money Well Through Uncertain Times

Money for Life with Eric Roberge, CFP

Whether you're worried about losing your job, concerned about your investments, or just feeling uncertain about the economy, this episode gives you a clear action plan to turn anxiety into productive financial decisions. “How do I navigate the current economic uncertainty?” This was the most-requested topic at a recent conference we attended. If you’re wondering the same, you’re clearly not alone. Instead of worrying, get a strategy in place so you know you can ride out any uncertain times that may lie ahead. We’re explaining what recessions actually are (versus what people often...

Using Money to Buy Back Time: Smart Strategies for Outsourcing Across Your Life

Money for Life with Eric Roberge, CFP

Are you constantly running on empty, juggling work, family, and endless household tasks? Then you may need to take advantage of an often-underutilized strategy for high-earning professionals: use your money to buy back your time. No, you should NOT do everything yourself, and we don’t believe outsourcing is some kind of sign of moral failing or judgment on your inability to successfully manage things on your own. The truth is, using your money to buy back time is a strategic investment in what matters most. Discover how to create a "shed column" to identify which tasks are draining your time...

More Episodes

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 spend 25% more time in poor health due to preventable conditions like osteoporosis, dementia, and metabolic issues, yet longevity resources have historically been designed for men
The financial and personal preparations these founders made before launching their startup
The importance of investing in your health in your 40s and 50s
How small, consistent actions compound over time

Whether you're thinking about your long-term health strategy, considering entrepreneurship, or simply want to be more proactive about your wellbeing, this episode offers valuable insights into taking control of both your health and financial future.

SPECIAL OFFER FOR MONEY FOR LIFE LISTENERS:
If you’re interested in exploring Lyv Health, Andrea and Jenn are offering promo code MONEY for 25% off a Lyv Health membership at lyvhealth.co

(Nope, no kickbacks for us at the show - we are not affiliates or partners. As an RIA, the only way we ever get paid is directly from our own financial planning clients.)

KEY TAKEAWAYS

1. Women's health has been historically overlooked, but companies like Lyv are working for change:
Women were only recently included in clinical trials, and most longevity resources have been designed for men, despite women spending 25% more time in poor health due to preventable conditions.

2. Prevention compounds in all areas of life - from health to wealth:
Just as financial planning pays off decades later, investing in your health in your 40s and 50s through biomarker testing and lifestyle changes can dramatically improve your quality of life in your 60s, 70s, and beyond.

3. Small, consistent actions matter:
You don't need to overhaul your entire life. Simple, sustainable changes to sleep, nutrition, movement, and stress management can make a meaningful difference over time.

4. Context matters more than one-size-fits-all solutions:
Whether it's hormone therapy or financial planning, personalized guidance based on your unique data and circumstances is far more effective than generic advice.

5. Financial preparation enables entrepreneurial risk:
Both founders emphasized the importance of having financial buffers, reducing expenses, and planning ahead before taking the leap into entrepreneurship.

Resources:
lyvhealth.co - use code MONEY for 25% off

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

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