Empowering Financial Intelligence for Modern Families with Eric and Kali Roberge
Listen now
Description
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 [email protected]. 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
More Episodes
Published 06/19/24
In this inspiring episode, Alessia Citro shares her transformative journey from a high-pressure corporate job at Google to embracing a life of meaningful entrepreneurship. Discover how a chance encounter on a flight sparked a profound change, leading her to sobriety and a new career path...
Published 06/12/24
Today, Joey Odom presents a game-changing approach to enhance family connections. Gain insights from his wake-up call from missing a crucial moment due to phone distraction as he embarked on creating a better tech-life balance. Discover the powerful impact of reducing screen time and how the ARO...
Published 06/05/24