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Artwork for Money for Life

Money for Life with Eric Roberge, CFP

Eric Roberge, CFP & Beyond Your Hammock
Financial Planning
Investment Strategies
College Financial Aid
Market Volatility
Savings Rate
FAFSA
Portfolio Management
529 Plan
College Costs
Risk Management
Cash Flow Management
Risk Capacity
Long-Term Goals
Emotional Investing
College Admissions
Merit Aid
Investment Strategy
Car Buying
Recession
Financial Advice

Money for Life helps high-earning professionals and executives in their 30s and 40s build wealth with intention and clarity. Hosted by Kali and Eric Roberge, CFP®, this podcast shares real-world strategies to reduce lifetime taxes, invest wisely, and make confident money decisions. Hear case studies, expert interviews, and practical Q&As that help you align your finances with the life you want—tod... more

PublishesTwice monthlyEpisodes78Founded7 years ago
Number of ListenersCategories
InvestingBusiness

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Artwork for Money for Life

Latest Episodes

Join us as we dive deep into college planning, including how to pick your perfect college, reduce how much it costs, and maximize the financial aid available to you with college planning expert Jack Wang.

Uncover the insider strategies that can dra... more

YouTube

Pull back the curtain on a financial advisor's personal quarterly financial planning process. In this episode, Eric and Kali share the exact order of operations they use to manage their own money and how that translates to the advice they give their ... more

YouTube

Estate planning isn't just for the ultra-wealthy or elderly or "other people who need it but not me."

It's a critical financial planning step for anyone who is trying to build their wealth who also wants to protect their loved ones - particularly c... more

YouTube

There's often a big disconnect between what investors expect from the market… and the reality of what good, long-term, properly risk-adjusted investing looks and feels like. Today, we're tackling that divide to bridge the gap. This conversation provi... more

YouTube

Key Facts

Accepts Guests
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Number of Listeners
Find out how many people listen to this podcast per episode and each month.

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Recent Guests

Jack Wang
Expert in college planning and financial aid strategies
Smart College Buyer
Episode: Get More College Financial Aid: How to Maximize Scholarships and Minimize Costs with Jack Wang
Michael Broderick
Estate Planning Attorney and partner at Fegress and Broderick in Boston
Fegress and Broderick
Episode: When Estate Planning Goes Wrong - and How You Can Get It Right with Estate Planning Attorney Michael Broderick

Hosts

Eric Roberge
Host of Money for Life, CFP
Kali Roberge
Co-host of Money for Life

Reviews

4.5 out of 5 stars from 63 ratings
  • How Kids Change You -

    Great advice on things to consider when creating your financial plan as a new couple and again as you are growing your family. Sharing the heck out of this podcast so that parents understand and treat money as a tool (not a wedge) that can nurture your relationship and set your kids up for success too!🙌🏼

    Apple Podcasts
    5
    Jaci @noproblemparents
    United States2 years ago
  • Very insightful!

    I’m glad they are recording episodes again been listening for the last 3 years - thank you for the content and congrats on becoming parents!

    Apple Podcasts
    5
    Ipabvtva
    United States3 years ago
  • Awesome Content!

    Kudos! Looking forward to your upcoming shows!

    ~ Elite Podcast Bookings

    Apple Podcasts
    5
    Grusha - ElitePodcastBookings
    United States6 years ago
  • Great Perspectives - One Drawback

    Eric and Kali have great perspectives and I love hearing the dynamic between a married couple negotiating finances. The only downside is Kali’s language quirks....”sun-thing” and “fitty” drive be bonkers. Otherwise great information and a fantastic format.

    Apple Podcasts
    4
    HeatherBopp
    United States6 years ago
  • Money is SO much more than numbers!

    I really appreciate people who talk about money in a much more holisitc way than just looking at numbers. I love the way Kali & Eric bring in our habits and priorities into our money life. This is a super practical, but deep thinking podcast. Keep it up!

    Apple Podcasts
    5
    greatestworth
    United States6 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners appreciate the insightful content and personal stories shared by the hosts.
The hosts' dynamic as a married couple discussing finances resonates well with many listeners.
Some listeners note occasional quirks in the hosts' language, but overall find the discussions valuable.
The podcast is highly recommended for those wanting to deepen their understanding of money management.
Great advice for new couples creating their financial plan while growing their family.

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Talking Points

Recent interactions between the hosts and their guests.

Get More College Financial Aid: How to Maximize Scholarships and Minimize Costs with Jack Wang
Q: What should families know about financial aid if they think they make too much money?
Jack advises that families should not assume they are ineligible for financial aid based merely on income because colleges have discretion in allocating their own funds.
Get More College Financial Aid: How to Maximize Scholarships and Minimize Costs with Jack Wang
Q: How does a student get access to loans?
Jack explains that by filling out the FAFSA, students become eligible for federal student loans, regardless of their family's income.
Get More College Financial Aid: How to Maximize Scholarships and Minimize Costs with Jack Wang
Q: What made you dive head on into this?
Jack Wang shares that he initially got involved in college planning due to personal needs stemming from his divorce and wanting to understand financial aid for his children. He connected with a financial aid administrator for insights, which led him to help others with similar concerns.
Are Your Investing Expectations Aligned with Reality? What Good Investing Actually Looks Like
Q: Why can't just a regular average person walking down the street employ successful investment strategies?
It's due to the lack of education, time, and access to necessary information that the average person has compared to professional traders.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
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Frequently Asked Questions About Money for Life

What is Money for Life about and what kind of topics does it cover?

The content center on financial strategies and wealth-building practices specifically designed for high-earning professionals, particularly those in their 30s and 40s. Episodes explore various aspects of financial planning, including investing, tax reduction, estate planning, and achieving long-term financial goals. The hosts engage in meaningful discussions backed by case studies and expert interviews, emphasizing a practical and holistic approach to managing money and aligning finances with personal life objectives. Key themes include emotional intelligence in financial decision-making and the significance of proactive fiscal strategies in achieving financial security.

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How many listeners does Money for Life get?

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How many subscribers and views does Money for Life have?

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Which podcasts are similar to Money for Life?

These podcasts share a similar audience with Money for Life:

1. The Stacking Benjamins Show
2. Retire Sooner with Wes Moss
3. Ready For Retirement
4. ChooseFI
5. Afford Anything

How many episodes of Money for Life are there?

Money for Life launched 7 years ago and published 78 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Money for Life?

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Where can I see ratings and reviews for Money for Life?

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What guests have appeared on Money for Life?

Recent guests on Money for Life include:

1. Jack Wang
2. Michael Broderick

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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