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Eric Roberge

13 Podcast Episodes

Latest 16 Oct 2021 | Updated Daily

Weekly hand curated podcast episodes for learning

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Episode 139: Eric Roberge, CFP

Beyond Fit

If you've listened to the podcast for a while, you may know that one of my areas of interest besides fitness lies in personal finances. One thing that fascinates me is how similar many aspects of good health and orderly personal finances are. Today I got to pick the brain of Eric Roberge, a Certified Financial Planner from Boston about this similarity, as well as other topics like what it means to have a solid financial foundation, practicing temperance, and more. There is a pretty fun story mentioned about how I came across Eric's podcast! Also discussed- why you DON'T want to win the lottery, "imperfect action is better than perfect inaction."Timestamps: 1:44- How fitness and finance are related. 11:53- Paying yourself first, prioritizing. 21:44- Optimization and efficiency. 28:09- Investing in yourself. 34:24- Developing habits and long-term thinking. 47:47- How to balance saving, investing, and paying off debt.Eric's Podcast: Beyond FinancesEric's Website: https://beyondyourhammock.com/


28 Sep 2020

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Lessons From Seven Years of Building a Successful Monthly Retainer Business with Eric Roberge [Ep43]

The Innovating Advice Show

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.


30 Jun 2020

Similar People

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Ep #222: Building Your Business with Intentionality featuring Eric Roberge

XYPN Radio

Starting and running a business takes intentionality, but it's easy for that intention to fizzle in the chaos of entrepreneurship. Today Eric Roberge, successful practice owner and contributor to Business Insider and Forbes, joins the show to weigh in on the importance of keeping intentionality alive and using it to build a business that exceeds expectations. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/222

1hr 2mins

25 Sep 2019

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Model FA Episode 04: Kali & Eric Roberge

The Model FA

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


1 Jul 2019

Most Popular

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Episode 22: Managing your money once you make over 6-figures with Eric Roberge

Entry Level Podcast

You've done it. You've worked hard, gotten the education, put in the long nights and early mornings to get to a point in your career where you're starting to make good money. Maybe you've even had a goal of hitting 6-figures and you did it! Now what? For the first time in your life, you're not necessarily struggling to pay your bills but you also know you're probably not making all the right financial choices.  Should you be putting more in your 401K? Should you be investing elsewhere? How much should you put towards any lingering debt versus saving for big goals like buying a house or paying for a wedding? Do you spring for the expensive apartment or stay where you are? Eric Roberge, founder of Beyond your Hammock, talked with us about many of these scenarios and how to approach money management once you start actually having some money.  He helps with learning how to: Take control of your cash flow Develop a savings plan that enables financial freedom Avoid costly mistakes that keep you stuck and struggling Invest appropriately to create significant wealth Enjoy the ability to use your time the way you want To learn more about Eric, visit him about beyondyourhammock.com. Also follow Entry Level Podcast on Instagram at: @entrylevelpodcast


11 Feb 2019

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Ep 086: Mastering Marketing As A Solo Advisor By Simply Sharing Your Authentic Self with Eric Roberge

Financial Advisor Success

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

1hr 29mins

21 Aug 2018

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E76 – Eric Roberge – How to Create a Monthly Pricing Model

Liz on Biz with Liz Theresa

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


26 Feb 2018

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637: Eric Roberge, Certified Financial Planner

So Money with Farnoosh Torabi

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. Learn more about your ad choices. Visit podcastchoices.com/adchoices


11 Oct 2017

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121. Eric Roberge teaches 30 and 40 year olds how to create wealth

Success Hackers | Empowering Entrepreneurs to Play Bigger in Business and Life

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.


21 Jul 2017

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Creating the New Financial Security With Eric Roberge (115)

Life Skills That Matter | Create Work That Works For You

Are you happy with your financial options right now? Are you craving financial security? Eric Roberge wants to let you know you have more control over your personal finances than you might think. He’s the founder of Beyond Your Hammock, a financial planning firm that caters to the needs of professionals in their 30s and 40s. Let's just say as you can tell from the name of the firm, this isn't your parent's financial planner! He told me he never thought he would work for himself, but the corporate world wore him down. He was a portfolio accountant at State Street Bank and n assistant treasurer at JP Morgan Chase. He came to realize that self-employment offered him greater financial security over the long term. Few lessons worth noting from our conversation include: When starting a new business it’s better to share your passion, instead of selling your products or services. Why Eric decided to take a job as a waiter at the age of 33 and after doing pretty well in the financial industry as a stepping stone to working for himself. Why he decided to choose an untraditional name for his firm to elicit questions from potential clients rather than preconceived notions. I have some big news to share with you now about the Life Skills That Matter podcast . . . . this is the final episode of what I’m calling season 1 of this podcast! I shared a podcast every day focused exclusively on collecting stories about people who made the transition from employment to self-employment to inspire you to do the same. In our next episode, we’ll begin season two where I’ll still be sharing stories about people who made the transition to self-employment, but I’ll be doing more episodes focused exclusively on lessons about life and skills to help you make your own transition. I’ll also only be releasing two episodes a week to give you all a chance to catch up on all the shows I’ve been pumping out! Life Skills That Matter In This Episode Practicing self-awareness to understand your core motivations. Building a community. Aligning spending habits with a financial goal. Locate your financial security. How Eric Works and Thinks Wake up time:  5:00am Core work activities + habits:  1) Blocking time for the most important tasks.  2) Networking to meet new people and have new conversations.  3) Have a general understanding of where he’s going. Ideal work environment:  Saturday morning, listening to music from Focus at Will in a space where he can write on the walls to visualize his ideas. Superpower:  Ability to listen to someone and understand their feelings to adapt advice for them. Self-reflection practice:  Listening to music or walking on a beach and being in his own head. Book recommendation:  The Obstacle Is the Way by Ryan Holiday. 90-day goal:  Get more speaking opportunities and increase audience sizes, targeting 1000+ person audience. Common spending problems:  Restaurants and spending money in areas they don’t value since they don’t have a plan or goals. Inspirational Quotes “I wanted to connect with my peers and help them do the things that I knew they were getting challenged with right now.” “It doesn’t feel like work and therefore you’re just doing what you do best and the money does come after that.” Coaching Advice It’s helpful to understand the financial possibilities and goals from your business and Eric provided the following advice to begin honing in on those figures: 1) Understand your income needs.  Figure out both how much you need for your expenses, as well as what you need to meet your savings goals for the future. 2) Look at other businesses in your space.  Examining how others are doing in your field can give you an idea for what your income possibilities are. Resources + Bonus Materials Originals by Adam Grant Lifestyle Calculator Connect With Eric Website LinkedIn Twitter Thanks for listening! Enjoy this episode? Subscribe Review Feedback The post Creating the New Financial Security With Eric Roberge (115) appeared first on Life Skills That Matter.


5 May 2017