Beyond Finances Podcast
1) 5 Money Questions You're Not Asking (But Should Be)
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 ...Show More
2) How to Navigate Current Economic Conditions: Managing Your Money Well Through Uncertain Times
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 ...Show More
3) Using Money to Buy Back Time: Smart Strategies for Outsourcing Across Your Life
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...Show More
Using Money to Buy Back Time: Smart Strategies for Outsourcing Across Your Life
32:06 | Nov 17th, 2025
4) Understanding Long Term Investing: What It Actually Means and Requires to Work for You
Everyone says "invest for the long term" and "stay the course"—but what does that actually mean? When the market drops 12% within a few weeks, is your 10-year timeline really "long-term enough"? In t...Show More
5) Should You Buy a Car Now?
Thinking about buying a car? “Should I buy a car now, or wait?” has been an extremely popular question among our financial planning clients this year. So today, we’re discussing the reality of car pri...Show More
6) 6 Guideposts to Increase Your Net Worth
Think investment returns are the key to building wealth? Think again! In this episode, Eric and Kali share six powerful guideposts that, if followed, can generate the power you need to increase your n...Show More
7) Financial Risk Worth Taking (and Risks You Should Avoid)
Is all risk bad? How can you tell how much risk you should take, or know when you’re not taking ENOUGH risk to earn the return you need? What’s more important, risk tolerance or risk capacity? With 20...Show More
8) Want Money for Life? Start Here
Looking for Beyond Finances? You're in the right place! Beyond Finances is now Money For Life, hosted by Eric Roberge, CFP and Kali Roberge. We’re back and focused on sharing our philosophy, action pl...Show More
9) How Kids Change You - and Your Financial Plan
How kids change you can be delightfully surprising. But they'll change your financial plan, too, in ways that might be challenging if you don't know how to adjust. In what is probably news to no one,...Show More
10) Money Tips from a Boston Financial Planner: Your Questions, Answered
You asked - now we answer your specific financial questions and try to provide clarity on some money situations that lots of folks tend to find themselves in. We share our insights on: What to do wit...Show More