Beyond Finances show

Beyond Finances

Summary: 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. Learn more at

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 How to See the (Money) Forest for the Trees | File Type: audio/mpeg | Duration: 22:09

Ep 15: If we could compare life to walking through a forest, we could say that you pass a lot of trees along the way. Most people tend to obsess over the nearest tree at the expense of missing the forest. Looking at the forest means taking a step back and understanding how everything is interconnected — and how to make decisions around that. We explore how proper planning, deliberation, and insight allows you to step back, see more, and understand where you are now in relation to where you want to go.

 Your Money Questions Answered: Student Loans, IPOs, Credit Cards, and More | File Type: audio/mpeg | Duration: 24:46

Ep 14: We asked you to send us your money questions that you wanted our perspective on -- now we're answering! We cover the following questions in this first "ask me anything" styled show: - How much do I need to save for retirement? - What's the best credit card to use? - How do you budget? - How do I prepare for an IPO? - Will student loan forgiveness last? Thanks for everyone who submitted a question! If you have a question of your own, send it to

 How Much Average People Spend | File Type: audio/mpeg | Duration: 19:39

Ep #13: Ever wonder how much most people spend on stuff? Wonder how YOUR spending compares to the average? We dive into the numbers here, 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 depriving yourself of enjoying using your money today.

 Thoughts on Planning and Paying for a Wedding | File Type: audio/mpeg | Duration: 13:00

Ep 12: A wedding is a big deal. But getting married doesn't justify spending more than you can afford or sabotaging all your other savings goals for the sake of throwing a personal gala event. People were interested to know how much Eric, as a financial planner, spent 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. Pair this podcast with this blog post:

 Stocks, Bonds, and Mutual Funds, Oh My! | File Type: audio/mpeg | Duration: 32:24

Ep 011: Investing is a critical step to take if you want to walk the path to wealth. In this episode, we cover some important topics you need to think about before you invest, including: - How to set up a truly diversified portfolio - What to think about when it comes to risk - Ways to set up your asset allocation (and keep it in balance) - The right mindset to have around your investments - How to manage your emotions around the markets …and more. Full show notes at

 Biggie Said It Best | File Type: audio/mpeg | Duration: 24:06

Ep 010: Mo money mo problems. And not just for OGs. When you start earning more, you have more freedom and ability to buy what you want. And that can pose a unique problem. In this episode, we're walking you what to think about when you reach the point where you no longer have to ask "can I afford this?" The answer is probably yes -- so now your challenge is optimizing where your money goes so you can get maximum happiness and satisfaction from it. Full show notes at

 How to Use Thought Experiments to Design Your Best Life | File Type: audio/mpeg | Duration: 21:04

Ep 009: What if you dropped your limitations, allowed yourself to daydream, and considered what's possible for your life? 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 that will help jolt you out of the day-to-day routine and into what's possible for your life.  Full show notes at

 How to Travel More Without Busting Your Budget | File Type: audio/mpeg | Duration: 30:52

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

 5 Financial Opportunities You're Missing Right Now | File Type: audio/mpeg | Duration: 21:48

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

 Emotions - The Enemy of Being Good with Money? | File Type: audio/mpeg | Duration: 27:28

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

 What It Takes to Go After Financial Freedom | File Type: audio/mpeg | Duration: 24:15

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

 Money Alone Will Not Set You Free | File Type: audio/mpeg | Duration: 26:54

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

 Focus on What You Can Control | File Type: audio/mpeg | Duration: 23:51

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

 The Art of Being Intentional with Your Money | File Type: audio/mpeg | Duration: 27:53

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:

 How to Balance Spending Today with Saving for Tomorrow | File Type: audio/mpeg | Duration: 27:45

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


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