Podcasts about beyond your hammock

In this podcast episode, Dr. Jonathan H. Westover talks with Eric Roberge about building your career, your business, and your life with intention. Eric Roberge, CFP® (https://www.linkedin.com/in/ericroberge/) is the founder of Beyond Your Hammock, a wealth management firm helping professionals in their 30s and 40s use money as a tool to design a life they love now and in the future. Eric has two decades of experience in the financial industry, and founded BYH to help professional couples grow their wealth mindfully. His unique planning style provides his clients with custom strategies and an organized framework within which they make smart money decisions and build more wealth, and delivers financial advice in a way that honors their goals and values without interfering with their busy lives, thriving careers, and growing families. Eric has been featured in The Wall Street Journal, Marketwatch, and Entrepreneur Magazine, and has been named to InvestmentNews' 40 Under 40 list as well as Investopedia's Top 100 Most Influential Advisors. He writes for Business Insider, Forbes, and Kiplinger, and hosts the podcast Beyond Finances.  Check out all of the podcasts in the HCI Podcast Network! Check out the ⁠HCI Academy⁠: Courses, Micro-Credentials, and Certificates to Upskill and Reskill for the Future of Work! Check out the LinkedIn ⁠Alchemizing Human Capital⁠ Newsletter. Check out Dr. Westover's book, ⁠The Future Leader⁠. Check out Dr. Westover's book, ⁠'Bluer than Indigo' Leadership⁠. Check out Dr. Westover's book, ⁠The Alchemy of Truly Remarkable Leadership⁠. Check out the latest issue of the ⁠Human Capital Leadership magazine⁠. Each HCI Podcast episode (Program, ID No. 655967) has been approved for 0.50 HR (General) recertification credit hours toward aPHR™, aPHRi™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification through HR Certification Institute® (HRCI®). Each HCI Podcast episode (Program ID: 24-DP529) has been approved for 0.50 HR (General) SHRM Professional Development Credits (PDCs) for SHRM-CP and SHRM-SCPHR recertification through SHRM, as part of the knowledge and competency programs related to the SHRM Body of Applied Skills and Knowledge™ (the SHRM BASK™). Human Capital Innovations has been pre-approved by the ATD Certification Institute to offer educational programs that can be used towards initial eligibility and recertification of the Certified Professional in Talent Development (CPTD) and Associate Professional in Talent Development (APTD) credentials. Each HCI Podcast episode qualifies for a maximum of 0.50 points.

Being a caring parent and a career-driven individual can be difficult. How do we continue to be successful in our growing careers AND raise our children with the love they deserve over their most impressionable years? Big questions like this are always better with really smart friends so I thought I'd answer this one with Certified Financial Planner and Founder of Beyond Your Hammock, Eric Roberge. Second, we're back with our Work From Anywhere segment featuring real estate investor Chad "Coach" Carson. He's going to share how to make $10,000 per month from rental properties. EPISODE RESOURCES: Sponsors + Partners + Deals Eric Roberge (Website): https://beyondyourhammock.com/ The Small and Mighty Real Estate Investor (Book): https://amzn.to/3uRB9qE (affiliate) Chad Carson (Website): https://www.coachcarson.com/ MKM RESOURCES: MKM Coaching: Want 1-on-1 support with your family finance journey? Book a time with me today. Make My Kid a Millionaire Course: Want to build generational wealth and happiness for your kid? Learn more about my course! YouTube: Subscribe for free to watch videos of these episodes and interviews. Instagram: Follow our IG channel. Voicemail: Leave your questions or comments here. Merch Store: Check out our t-shirts, hoodies, and coffee mugs! SHOW INFORMATION:  Marriage Kids and Money is dedicated to helping young families build wealth and happiness. This award-winning platform helps couples and parents achieve financial independence and discover the true meaning of wealth.  To achieve these big goals, we answer questions and interview experts who uncover smart net worth building habits and tools that can help everyone find their own version of financial independence. Learn more at https://www.marriagekidsandmoney.com  HOST BIO:  Andy Hill, AFC® is the award-winning family finance coach behind Marriage Kids and Money - a platform dedicated to helping young families build wealth and happiness.  Andy's advice and personal finance experience have been featured in major media outlets like CNBC, Forbes, MarketWatch, Kiplinger's Personal Finance and NBC News. With millions of downloads and views, Andy's message of family financial empowerment has resonated with listeners, readers and viewers across the world.    When he's not "talking money", Andy enjoys being a soccer Dad, singing karaoke with his wife and relaxing in his hammock. HOW WE MAKE MONEY + DISCLAIMER: This show may contain affiliate links or links from our advertisers where we earn a commission, direct payment or products. Opinions are the creators alone. Information shared on this podcast is for entertainment purposes only and should not be considered as professional advice. Marriage Kids and Money (www.marriagekidsandmoney.com) is a participant in the Amazon Services LLC Associates Program, an affiliate advertising program designed to provide a means for sites to earn advertising fees by advertising and linking to amazon.com. CREDITS: Podcast Artwork: Liz Theresa Editor: Podcast Doctors Podcast Support: Nev Maraj Learn more about your ad choices. Visit megaphone.fm/adchoices

Whether you're balancing a high-powered career with family life or planning major life transitions, Eric and Kali Roberge have you covered! Join us as they share their journey into wealth management, highlight common financial missteps young families make, and offer insights on aligning financial strategies with personal definitions of wealth. Press play now!     Key takeaways to listen for The importance of early financial planning What wealth truly means beyond just money Experts' approach to managing high-profile careers Why both partners' involvement is crucial in financial planning How an open dialogue helps adjust family and financial goals      Resources The Family Board Meeting by Jim Sheils | Kindle, Paperback, and Hardcover   Take control of your finances with a complimentary one-page financial plan from Beyond Your Hammock! Schedule your consultation today at http://beyondyourhammock.com/schedule and start navigating the right path to financial freedom!     About Eric and Kali Roberge Eric Roberge, CEO and Financial Advisor, and Kali Roberge, COO & Creative Director of Beyond Your Hammock, who also happens to be husband and wife. Eric and Kali understand the challenges of financial planning around families and children because, as parents themselves, they're in the trenches. They've had to have those tough conversations, make hard choices around career tradeoffs, and balance family life with personal priorities and time. They also know what it takes to build a financial plan that serves every family member.     Connect with Eric and Kali Website: Beyond Your Hammock Instagram: @beyondfinances LinkedIn: Eric Roberge CFP®     Connect with Us To learn more about us, visit our website at www.18summers.com or email us at info@18summers.com. To get a copy of our book “The Family Board Meeting”, click here.   Subscribe to 18 Summers Podcast and leave a rating and written review!     Social Media Channels Facebook Group: 18 Summers LinkedIn: Jimmy Sheils Instagram: @18summerstribe

Eric Roberge, CFP® is the founder of Beyond Your Hammock, a wealth management firm helping professionals in their 30s and 40s use money as a tool to design a life they love now and in the future. Eric has two decades of experience in the financial industry and founded BYH to help professional couples grow their wealth mindfully. His unique planning style provides his clients with custom strategies and an organized framework within which they make smart money decisions and build more wealth, and delivers financial advice in a way that honors their goals and values without interfering with their busy lives, thriving careers, and growing families. Eric has been featured in The Wall Street Journal, Marketwatch, and Entrepreneur Magazine, and has been named to InvestmentNews' 40 Under 40 list as well as Investopedia's Top 100 Most Influential Advisors. He writes for Business Insider, Forbes, and Kiplinger, and hosts the podcast Beyond Finances.   More of Eric: Website: http://www.beyondyourhammock.com/ Facebook: https://www.facebook.com/beyondyourhammock LinkedIn: linkedin.com/in/ericroberge 30-minute consult: http://www.meetme.so/EricRoberge        

Eric Roberge is a fee-only financial planner located in Boston, MA serving clients locally and across the country. Beyond Your Hammock helps high-achieving professionals in their 30s and 40s live well today while still planning responsibly for tomorrow. BYH specializes in comprehensive financial planning and investment management programs to address the most pressing financial needs, goals, and questions of clients and builds financial strategies to provide the best course of action. Beyond Your Hammock has been named one of the best financial planning firms in Boston by Expertise.com and is part of Investopedia's Top 100 Financial Advisors. He is also part of Investment News' exclusive 40 Under 40 list, Wealth Management Magazine called him one of the top 10 CFPs under 36, and Financial Advisor Magazine said he was one of the top 10 Young Advisors to Watch. To schedule a call and learn more about working together, head here to get a free Exploratory Session: www.booknow.so/EricRoberge       Thank you for listening to the A+ Parents podcast. If you love the show, don't forget to subscribe, share and leave us a review. Also, follow us online at www.aplusparents.com  www.mrdmath.com or on our social channels @MrDMathlive @aplusparentspodcast   Also, host Dennis DiNoia has a new book out NOW called “Teach: Becoming Independently Responsible Learners. Order your copy: https://aplusparents.com/teach   OR on Amazon   https://www.amazon.com/dp/B09X2B3MG8/ref=cm_sw_r_sms_api_i_DDH16A3BD5X79CSFSQXB   To learn more about Mr.D Math Live Homeschool classes, visit:   https://mrdmath.edu20.org/visitor_class_catalog?affiliate=10252228

What if the pursuit of happiness isn't about the zeros in our bank accounts, but the why behind our financial choices? In this episode, "Understanding the Why Behind Our Financial Decisions," our guest Eric Roberge, CFP® and the CEO  of Beyond Your Hammock, helps us explore the connection between our financial decisions and their influence on our lives.  In this episode, we explore the strategies and mindsets for optimal financial decision-making, discovering how understanding our "why" doesn't just shape our portfolios and bank accounts, but molds our lifestyle, mindset and relationships. Eric shares invaluable insights, empowering us to navigate the intricate intersection of money and life. Tune in for an interesting conversation that transcends conventional finance advice, offering inspiration to redefine your relationship with your money and finances. To connect with Eric Roberge, visit his website here. To listen to his podcast, Beyond Finances, click here.Learn more about P.S. Younger Self here.And, you can connect with host Chris Oh on Instagram here.

Welcome back to another episode of No Problem Parenting, where we explore the intersection of family, career, and financial well-being. Our special guest is Eric Roberge, CFP®. Eric is the founder of Beyond Your Hammock, a wealth management firm dedicated to helping professionals in their 30s and 40s use money as a tool to design a life they love. Welcome, Eric!   Today, we talk about the financial considerations and money moves to make before having a baby, as well as how working parents can harmonize career ambitions with family aspirations.   Eric has been featured in publications like The Wall Street Journal, Marketwatch, and Entrepreneur Magazine. He and his wife Kali host the podcast Beyond Finances and contribute to Business Insider, Forbes, and Kiplinger.   **Topics Covered:** 1. *Financial Considerations Before Having a Baby:* 2. *Saving Before Having a Baby:* 3. *Family Growth and Finances:* 4. *Balancing Career and Family:* 5. *Financial "Order of Operations" for Dual-Income Households:* 6. *Balancing Priorities:*   **Learn More About Eric:** - Website: https://beyondyourhammock.com - Free Ebook: Available on the homepage! - Request a Consultation: https://beyondyourhammock.com/schedule - Podcast: https://podcasts.apple.com/us/podcast/beyond-finances/id1448447206 - LinkedIn: (https://linkedin.com/in/ericroberge - Instagram: https://instagram.com/beyondfinances   If you enjoyed this episode, please leave us a review on your favorite podcast platform, and remember, there's no problem that can't be solved with a little financial wisdom.   Until next time, stay financially fit, parents!   Are you ready to become a No-Problem Parent?   Start here: Becoming a No-Problem Parent Parenting on-demand training. To learn more about Parenting Support or to pick Jaci's brain on the next steps for you or your child, Schedule a call now: Jaci's Calendar   Want access to ALL of Jaci's favorite resources, training, parenting courses, and all things No-Problem Parenting? Sign up for our NEWSLETTER   Follow @NoProblemParents on: FB IG LinkedIn YouTube Twitter Threads   Check out our Books! No-Problem Parenting; Raising Your Kiddos with More Confidence and Less Fear! Order your copy HERE   Volume 2 No Problem Parenting; Resources and Stories that Create Confidence and Connection AVAILABLE NOW: Paperback or KINDLE     Hugs and High Fives,   Jaci

Day 12 of 12 Days of Holiday episodes: In this summer money episode, we talk about the importance of building good money habits with Eric Roberge, CFP and founder of Beyond Your Hammock. Eric emphasizes that creating these habits takes effort and consistency, but it's okay to face money challenges along the way. The key is to push through and strive for financial ease. The best way to start is by identifying your most important financial goal and enjoying the journey while celebrating progress. LINKS Beyond Your Hammock SPONSORS Thanks to Monarch for sponsoring the show. ​​After trying out Monarch for myself, I understand why it's the top-rated personal finance app. Listeners of this show will get an extended thirty-day free trial when you go to www.monarchmoney.com/ETM.  Thanks to Uncommon Goods for sponsoring the show. Get 15% off your next gift by going to www.uncommongoods.com/ETM.  Thanks to EarnIn for sponsoring the show. Just download the EarnIn app in Google Play of the Apple App store and use code Talkin Money under Podcast. Thanks to Noom for sponsoring the show. Start taking control of your weight management and join the millions who have lost weight with Noom. Sign up for your TRIAL today at www.noom.com.   Thanks to ButcherBox for sponsoring the show. Sign up today at www.butcherbox.com/etm and use code ETM to get $20 off your first order. How To Connect with Shannah: Download 10 Money Questions to Ask Yourself Free Money Guide https://etmpod.link/10moneyq  Ask Shannah a question on Instagram https://www.instagram.com/shannahgame/  Submit a money question for Shannah to answer in an upcoming episode https://tinyurl.com/askshannahq  Leave a 5-star Review here https://ratethispodcast.com/etm  Learn more about your ad choices. Visit megaphone.fm/adchoices

In this summer money episode, we talk about the importance of building good money habits with Eric Roberge, CFP and founder of Beyond Your Hammock. Eric emphasizes that creating these habits takes effort and consistency, but it's okay to face money challenges along the way. The key is to push through and strive for financial ease. The best way to start is by identifying your most important financial goal and enjoying the journey while celebrating progress. LINKS Beyond Your Hammock LEAVE US A REVIEW Leave us an honest rating and review, pretty please. Head to the podcast player you're listening to this episode to leave us a review, or click here to leave a review for Everyone's Talkin' Money podcast on Apple Podcasts.  Love this episode. Share it with a few friends so they can also learn these valuable money concepts. Be sure to FOLLOW and SUBSCRIBE, never to miss an episode! GOT A QUESTION? Have a Shannah Shares question? Submit your question here https://bit.ly/shannahshares MORE MONEY TIPS Follow Me on Instagram for more money tips and behind-the-scenes information https://www.instagram.com/shannahgame Learn more about your ad choices. Visit megaphone.fm/adchoices

Eric Roberge is the Founder and CEO of Beyond Your Hammock, an independent RIA based out of Boston that oversees $47 million in assets under management for more than 80 households. Despite his firm's impressive progress and consistent expansion over a decade, Eric faced a capacity wall as a solo advisor, experiencing setbacks when a $4-million client relocated and market volatility led to the departure of other clients, requiring him to spend a year rebuilding various components of his business to recover. In this episode, Eric shares how he implemented several strategies to address capacity constraints and meet the firm's needs, first by ramping up part-time outsourced assistance, and additionally by making the strategic decision to change the firm's meeting cadence from three times a year to a surge meeting structure, allowing him to allocate more time to focus on the overall growth of the business. We also discuss how securing a valuation for the firm provided Eric with a fresh perspective, why he has enlisted the expertise of a PR firm to secure guest podcast appearances and drive traffic to his website, and why he is grateful for the opportunities brought by the challenges he faced. For show notes and more visit: https://www.kitces.com/339

You've heard the term "financial plan" or "financial planning" a million times. But what does it actually look like to go through that process? Today we're sharing how we construct strategic plans for personal finances. We'll take you to the inner workings of the framework and systems we use at Beyond Your Hammock to help people use their money as a tool to get more of what they want in life - now and into the future. This is part one of our series that will explain the 5 stages of the financial planning process: Setting goals, clarifying priorities, and stating values Building out iteration one of a formal plan and choosing specific strategies to implement Developing investment strategies to serve as the engine of financial growth over time Protecting yourself, your family, and your assets Measuring, managing, and maintaining the complete financial plan over time Our first episode will cover stages 1 & 2. Let's get planning!

How do you build a flexible financial plan? We speak with Kali and Eric Roberge of the the financial advisory Beyond Your Hammock and the hosts of the Beyond Finances Podcast. We delve into the ways in which the unexpected can disrupt your financial plan and what you can do about it today. Not only do people, but legislation changes. Will you be ready? Learn more about your ad choices. Visit megaphone.fm/adchoices

Strategies to maintain relationships with loved ones who don't share all your money values with financial planner Eric Roberge, co-host of the Beyond Finances podcast.  For more information, visit the show notes at https://www.bobbirebell.com/podcast/eric-roberge 

Maintaining balance can be tricky when you mix business and family. Eric Roberge, CFP® and Founder of Beyond Your Hammock joined us on our latest episode to discuss what balance looks like in his personal and professional life. In today's episode, we learn ways Eric was able to lay the foundation for a well-balanced family business and how he aligns his value system with the goals he sets for himself professionally. Eric works closely with his wife to create content and drive prospective clients to the business. Listen to discover how his mindset helps him set goals and boundaries that create balance within his life. Join us today to learn about these things: The types of content he uses to grow his business. (4:14) His unique take on balance and how he applies it to his life. (6:36) The various times and seasons in an advisor's life. (10:17) A resource that taught him to connect his values to his goals. (15:35) His advice to advisors struggling with balance. (19:58) RESOURCES Learn more: https://beyondyourhammock.com/ Email: travis@travisparry.com Get Travis' newest book!

Eric Roberge is the Founder and and Kali Roberge is the COO of Beyond Your Hammock, a fee-only independent financial planning firm based out of Boston that serves professional clients in their 30s and 40s. They stop by the show today to share how they have grown their business from scratch almost 9 years ago. Listen in as we discuss why they chose to focus on a younger clientele with high incomes, what it's like working with your spouse, and what the very first role they hired for was, including all the details on how they integrated that person into the firm. They also share their tips for new planners on how to add value to their employers early on, what they look for when it comes to job seekers, and what some of the biggest lessons they learned from hiring their first employee were. If you are a new planner seeking to join a small firm where you might be one of the first hires, this is an episode for you! You can find show notes and more information by clicking here: https://bit.ly/3KYxwBd

MarketWatch's retirement reporter, Alessandra Malito speaks with Eric Roberge, financial planner and founder of Beyond Your Hammock, as they discuss debt management for retirees, as well as how to plan for your debt when entering retirement and what debt may not be so bad.

The guys are going global in this episode of The Financial Wellbeing Podcast as they chat with 'Beyond Your Hammock' founder Eric Roberge from Boston in America. They explore what a financial plan looks like and the process to create one, along with a great #tightasstommo tip if you are ever in Boston for a night out. Along with regular money saving tips and the no shizzle sherlock test, come and enjoy a brilliant episode.

Alanah and Eric Roberge, CFP®, financial planner and founder of Beyond Your Hammock, finish their discussion of financial planning tips to working with millennials with a look at how technology makes it easier for prospective clients to find advisors and advisors to prospect among millennial groups. Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

Alanah continues her discussion with Eric Roberge, CFP®, financial planner and founder of Beyond Your Hammock, and takes a look at how advisors can work with millennial clients in ways that best serve both parties, including issues of fee schedules and planning models. Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

Alanah welcomes Eric Roberge, CFP®, financial planner and founder of Beyond Your Hammock, to discuss how many advisors are expanding their role and the advantages of working with non-traditional segments of clients. Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.

Renting vs buying a house debate is one we hear all the time in the financial industry. There’s no one, easy answer because buying isn’t always better than renting. It’s not really throwing money away to rent. We dive deep into this very topic with Eric Roberge, a Certified Financial Planner (CFP) and founder of Beyond Your Hammock where he helps his clients make the best financial decisions for them and their future including whether it’s time to rent or buy a home.#rentorbuySupport the show (https://www.sdflc.org/help-sdflc/donate/)

How can you become better with money? The good news: it's simple! The bad news? Just like anything else it will require a bit of work. Lucky for you, we're covering some of our favorite exercises (call them whatever you want if the word "exercise" isn't doing it for you) to make you better with your money. On that note, we want to give a big thanks to Eric and Kali Roberge for today's piece! Eric wrote it on the Beyond Your Hammock blog, and Kali has so nicely agreed to be our celebrity reader. To tackle the topic, this week's roundtable guests include Natalie Torres-Haddad, author of Financially Savvy in 20 minutes, Len Penzo from the LenPenzo.com blog, and OG from our very own podcast. Taking vacation could be hard enough BEFORE most of us started to work from home. Either from company culture, a disorganized office, or simply grinding to pull ahead of the pack - there are a ton of reasons people don't feel comfortable asking for time off. Now you can add working from home and becoming virtually connected to the office all day to your list of problems. What's an employee to do? Helping us navigate the new waters is our (not so physically) near and dear friend, Suzanne Lucas from the Evil HR Lady blog. We'll finish the show with our MagnifyMoney segment. Kelvin calls in with what he admits is a great problem to have: him and his wife are set and well on the way to early retirement if they choose to do so. Now the problem... how in the world do they get out of the hustle and save mindset? Once someone "makes" it, how do they start enjoying their money? Of course, halfway through the show we'll carve out some time for Doug's game show trivia. 

Eric Roberge, CEO of Beyond Your Hammock in Boston, Massachusetts joins the show for what is essentially an awesome masterclass for anyone considering or in the process of starting their own business or moving in a new direction. Eric followed his gut and started Beyond Your Hammock in 2013 as a monthly subscription model to work with people in their 20's and 30's before there was a blueprint for how to do so. Here, he's sharing everything about his journey from setting aside his ego and waiting tables in the early days to how he hustled to grow the business, how he's focused his niche over the years, his fee model and his client journey. Links and show notes at https://innovatingadvice.com/post/episode43. Connect with Kate on LinkedIn.

In Episode 2 of That Makes Cents, an eMoney Advisor podcast powered by Benzinga, Benzinga’s Spencer Israel speaks with Celeste Revelli, director of financial planning at eMoney, and Eric Roberge, founder of Beyond Your Hammock. Celeste details how she and her husband got themselves into, and out of, $150,000 of student loan debt in just under 10 years. We’re also joined by Eric Roberge, founder of Beyond Your Hammock, an independent fee-only financial planning firm in Boston. He tells about his journey going from investment banking to independent financial planning. He also breaks down a recent blog post he wrote titled "The 3 phases of Financial Planning for Young Professionals." The episode also covers: How to talk about money in a marriage [00:09:20] What advice you would give 22-year-old you about money [00:26:50] Where to go to further your financial education [00:29:57] For more information on eMoney Advisor: https://emoneyadvisor.com/ For more information on Beyond Your Hammock: https://beyondyourhammock.com/ For more information on the eMoney Advisor Summit: https://info.emoneyadvisor.com/summit-2019 Full That Makes Cents archives: https://info.emoneyadvisor.com/podcast DISCLAIMER Please be advised that this podcast contains purely educational information and nothing discussed may be construed as legal, tax, or financial advice. Please consult a financial advisor for any financial investment or money management questions you may have of views or opinions represented on this podcast are solely the opinion of the speaker and do not represent those of eMoney Advisor LLC or any of its affiliates or subsidiaries. 

My guests today are Eric and Kali Robergo. Eric and Kali are the founders of Beyond Your Hammock, a fee-only financial planning firm; and Creative Advisor Marketing, a company that helps financial advisors use compelling content to communicate their value.  In this episode, Eric and Kali explain how knowing who you do not want to work with, and how you'd like someone to view their money, can help you determine and clarify your ideal audience. They also discuss strategies for using client location and content driven referrals, and how to best use your content in marketing your business. Resource Links Looking for more ideas about content marketing? Join the Model FA advisor community, where you will find expert advice on how to launch, grow, scale, and transform your firm. Connect with The Model FA Web   Social

On this show, we talked about how mastering the fundamentals of cash flow, budgeting and saving early in life will position you for great success later in life without sacrificing your lifestyle with Eric Roberge, CFP and founder of Beyond Your Hammock, a fee only fiduciary advisor in Boston. Listen to hear why it’s important to stop focusing on things you can’t control and start focusing on things that matter. For the Difference Making Tip, scan ahead to 16:55. You can learn more about Eric at BeyondYourHammock.com, Twitter, Facebook and LinkedIn. Please subscribe to the show however you’re listening, leave a review and share it with someone who appreciates good ideas.  You can learn more about the show at GeorgeGrombacher.com, or contact George by clicking here.

Eric Roberge is the founder of Beyond Your Hammock, an independent RIA that specializes in financial planning services for high-income young professionals in their 30s and 40s. In just five years, Eric propelled his advisory firm from $0 to $300,000 of revenue with a unique marketing approach that's earned him a fair share of criticism along the way. In this episode, he shares how his unusual marketing process works, as well as why it serves as the ultimate differentiator for his business. Listen in to learn how he survived the early years of getting his practice off the ground, what he did to move away from the way advisory businesses typically operate, and how he ultimately figured out and attracted the exact type of client he wanted to serve by simply being himself. For show notes and more visit: https://www.kitces.com/86

This is the second of four episodes over the year where we’ll explore the “money mindset” of some unique groups that advisors serve. When most people think of millennials, they think of digital natives who spend their money on travel and love avocado toast. But there are also a lot of misconceptions about this demographic, including how they view money. While their financial needs may differ from baby boomers, the premise is the same: How do we make sure you’re financially secure in the long run while still maintaining a lifestyle that makes you happy. In this episode, we’re joined by two advisors, Eric Roberge of Beyond Your Hammock and Shannon Lee Simmons of New School of Finance, to discuss the ways that they cater to millennials and how you can integrate this group into your client mix. For full show notes and links mentioned in this episode, visit https://www.bmogam.com/us-en/advisors/news-and-insights/money-mindset-advising-millennials/.

Eric Roberge is a Certified Financial PlannerTM and the founder of Beyond Your Hammock, a virtual financial planning firm that helps professionals in their 30s and 40s make mindful decisions with their money and strategically use their incomes to achieve financial freedom. Eric is one of Investopedia’s Top 100 Most Influential Financial Advisors, Expertise.com ranked … Continued

Back by popular demand, Eric Roberge is in the house. If you listened to last Friday’s episode of Ask Farnoosh, you know Eric was my esteemed co-host. I wanted to bring him back for a 1:1 interview. As a certified financial planner and founder of his own virtual financial planning company, Eric has a great grasp on all the issues young professionals are facing when it comes to money and personal finance. A little more about Eric: His financial planning firm is called Beyond Your Hammock. He previously worked for State Street and JPMorgan before starting his own business at age 33. Now, he helps people in their 30's and 40's make strategic decisions with their money to achieve financial independence. Eric has been named one of Investopedia's Top 100 Most Influential Advisors. He frequently contributes to Forbes, Huffington Post and Money Magazine. So, should you hire an advisor? How much does it cost? What are some of Eric’s greatest financial tips for the current generation? If you'd like to learn more about Eric visit www.beyondyourhammock.com or follow him on Twitter @BeyondFinances. For more information visit www.somoneypodcast.com.

Eric Roberge, owner and founder of Beyond Your Hammock, had a long journey in the financial planning profession. He shares his story and how he doesn’t regret testing out several different roles before finding the one that fit his lifestyle best.

Eric Roberge, owner and founder of Beyond Your Hammock, had a long journey in the financial planning profession. He shares his story and how he doesn’t regret testing out several different roles before finding the one that fit his lifestyle best.

Eric Roberge is a Certied Financial PlannerTM and the founder of Beyond Your Hammock, a virtual financial planning company that helps professionals in their 30s and 40s do more with their money. Eric has shared his innovative financial planning and money management techniques in the WallStreet Journal, USA Today, CNBC, and Entrepreneur Magazine. He also writes articles for Forbes, The Hungton Post, and MONEY Magazine.

Eric shares how he decided to call his firm, "Beyond Your Hammock." He elaborates how his unconventional name matches his unconventional approach to planning and how this puts him in the right position to attract millennial clients. His shares how his approach helps him to both serve his target market, millennials, and how his firm naturally compliments traditional firms.

An interview with Eric Roberge, President at Beyond Your Hammock, who was a speaker at INSIGHTS 2016. We spoke with Eric about his conference session, Engaging Millennials - The Rubik's Cube of Financial Planning.

In this episode, Shannon chats with Eric Roberge, founder of Beyond Your Hammock about questions clients should ask their advisors before and after starting a relationship with one.