Empowering Financial Intelligence for Modern Families with Eric and Kali Roberge
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...
29 Minuten
Podcast
Podcaster
Beschreibung
vor 1 Jahr
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
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