Beyond Finances

Beyond Finances

Hosted by Eric Roberge and Kali · Eric Roberge, CFP & Beyond Your Hammock

4.3from 48 ratings

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90
Episodes
11
Transcribed
48
Ratings
Bi-weekly
Cadence
2019
First episode

About Beyond Finances

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—today and in the future.

Publisher
Eric Roberge, CFP & Beyond Your Hammock
Category
business · business
Language
en
Explicit
No
First episode
4 Jan 2019
Latest episode
17 Aug 2026
Apple PodcastsWebsiteRSS feed

Latest episodes

11 of 90 episodes have a transcript.

  1. 17 Aug 2026TRANSCRIPT

    Are You Getting the Most from Your 401(k)? How to Contribute More and Retire Early

  2. 27 Jul 2026TRANSCRIPT

    How Expecting Parents Can Create Financially Secure Homes

  3. 13 Jul 2026TRANSCRIPT

    Stop Tax Surprises: 5 Tax-Smart Moves for High Income Earners to Reduce Tax Liability

Inside a recent episode

Are You Getting the Most from Your 401(k)? How to Contribute More and Retire Early

Published 17 Aug 2026 · Transcript excerpt

[…] Okay, so once you have your plan document, what features might you need to look for to see if you can really optimize, max out, truly max out your 401k? Well, one of the things is that the 401k offers after-tax contributions from the employee. So you should be able to contribute $20,500, and then after-tax contributions means you can contribute above that in a given year. Because the $20,000 standard contribution is pre-tax. Well, it could be pre-tax or Roth. So it's not necessarily pre-tax, but the after-tax portion above the $20,500 is all after-tax. Okay. No matter what you initially put in. […]

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Who has been a guest on Beyond Finances

Names identified in recent episode analyses. Showing up to five guests.

  • Peter Cook
  • Kelly Hubbell
  • Jess Lynch
  • Andrea Corleto
  • Jenn Arnold

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)
4.3 / 5
48 ratings

Contact Beyond Finances

Guest appearances
Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.

Questions about Beyond Finances

Who hosts Beyond Finances?

Eric Roberge and Kali host the show. Published by Eric Roberge, CFP & Beyond Your Hammock.

How often do new episodes come out?

The show publishes bi-weekly, based on its RSS feed.

Does Beyond Finances take guests?

Yes. Guests have been identified in episode analyses.

Where can I read transcripts?

11 of 90 episodes have a transcript on Pod Engine. Full transcripts are available with a Pod Engine plan.

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