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
Money for Life with Eric Roberge, CFP
Looking for legal ways to reduce your tax bill before you're caught off guard again next spring? In this classic Money for Life episode, hosts Eric and Kali break down five tax reduction strategies for high earners. These 5 money moves are all designed to lower what you owe the IRS. By being proactive and strategic, you can lower your tax burden and avoid unpleasant surprise tax bills next year We talk through: How to use a securities-backed line of credit against your brokerage or bank account to access cash without triggering capital gains from selling investments How to treat your HSA like...
info_outlineMoney for Life with Eric Roberge, CFP
Trump accounts for kids (officially called Section 530A accounts) landed on our radar the moment the One Big Beautiful Bill Act introduced them in 2025, complete with a headline-grabbing $1,000 government deposit for eligible children. But is the hype matched by the substance? Should families use these accounts or steer clear? In this episode of Money For Life, we provide our take and break down all the details of how these new kids' retirement accounts work: the $5,000 annual contribution limit, the narrow menu of low-cost U.S. index funds you're allowed to hold, the two custodians (BNY...
info_outlineMoney for Life with Eric Roberge, CFP
Want to get rich and earn passive income? Invest in real estate, baby! Only, it’s not that simple, and today’s expert guest has a truly inside track to explain why. Today on the show, Annapolis Property Management founder Peter Cook joins us to explain what high-income earners need to understand before they wade into the waters of real estate investing and rental property management. Peter has spent 25 years in property management, and in this episode, he and Eric dig into a real, unfiltered breakdown of what it means to be a landlord. Not the theoretical version from a book or a...
info_outlineMoney for Life with Eric Roberge, CFP
If you're a high-income earner who grew up with far less than you have today, you’ve probably thought about how much different your own children have it than you did as a kid. Do you ever wonder how to raise money-smart kids that don’t take dollars for granted? Or wish you could talk to someone about how to enjoy all you’ve worked hard to have - without creating a family of spoiled kids who don’t appreciate how good they have it? Today’s conversation is for you. In this episode of Money For Life, we get personal about one of the trickiest challenges facing financially successful...
info_outlineMoney 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...
info_outlineMoney 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...
info_outlineMoney 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...
info_outlineMoney 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...
info_outlineMoney 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...
info_outlineMoney 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...
info_outlineAndrea 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 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