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 http://beyondyourhammock.com
United States
11 episodes
since Jan. 4, 2019



Get some guidelines that will help you invest smarter so you can make your money work for you (while avoiding silly mistakes along the way). “…but in this world nothing can be said to be certain, except death and taxes,” wrote Ben Franklin. He could have added something like “and the fact that inflation will eat away the buying power of your cash over time” and likely still would have had a point. It’s this fact that makes investing — especially when you’re young and have a long time horizon to when you need to start tapping the nest egg you can begin building today — a critical step to take if you want to walk the path to wealth. In this episode, we lead an investing 101 conversation and cover some of the most 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 www.beyondyourhammock.com/11
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