Podchaser Logo
Home
Money Tips from a Boston Financial Planner: Your Questions, Answered

Money Tips from a Boston Financial Planner: Your Questions, Answered

Released Friday, 4th August 2023
Good episode? Give it some love!
Money Tips from a Boston Financial Planner: Your Questions, Answered

Money Tips from a Boston Financial Planner: Your Questions, Answered

Money Tips from a Boston Financial Planner: Your Questions, Answered

Money Tips from a Boston Financial Planner: Your Questions, Answered

Friday, 4th August 2023
Good episode? Give it some love!
Rate Episode

You asked - now we answer your specific financial questions and try to provide clarity on some money situations that lots of folks tend to find themselves in.

We share our insights on:

  • What to do with your money once you pay off debt, max out your retirement accounts, and aren't sure what to prioritize next
  • How to think through a decision like investing in rental real estate properties
  • What counts (and what DOESN'T) when talking about savings rates
  • Where to put your cash if you want it to grow
  • Which financial planning benchmarks you can use to determine if you're on track, ahead of the curve, or falling behind with your personal finances

Have a question you want featured on a future episode? Email [email protected]

Show More
Rate

From The Podcast

Beyond Finances

Beyond Finances provides motivated professionals with young families with new ideas and perspectives on how to use money and strategic financial planning to get more of what you want from life.Each episode features real, direct, and nuanced conversations about the challenge of planning for the long-term - while we live in the here and now. The podcast seeks to go beyond basic financial advice, rules of thumb, and spreadsheet math to help listeners think more deeply and clearly about how to optimize personal finances while also fully experiencing what matters most along the way.Hosted by Eric Roberge, CFP, a fee-only financial advisor who helps his clients take advantage of opportunities while minimizing risk, Beyond Finances aims to translate the theory of advice into the actual practice of using money as a tool to build wealth while enjoying life now. Eric founded Beyond Your Hammock, a wealth management firm based in Boston MA but serving clients virtually with the goal of giving motivated professionals a strategic approach to building wealth that considers all aspects of life, not just finances - one that allows clients to live well today while still planning responsibly for the future.The show is co-hosted by Kali Roberge, who runs operations and marketing for Beyond Your Hammock - and is also Eric's business partner and spouse. Their open, authentic, and vulnerable conversations help listeners see both what's possible when you know how to leverage your resources of time, energy, and money to build wealth - but also what tough decisions, tradeoffs, and challenges working couples with young families might face along the way.There are a lot of options for growing and securing wealth - but the only possibility that matters is the one that actually works for you. If you're tired of black and white advice, join us for conversations about financial planning and wealth building that actually dig into the nuance of creating your own unique path to financial success.Ready to go beyond the podcast? You can reach out to Beyond Your Hammock at [email protected] or go to BeyondYourHammock.com/Schedule to request a complimentary consultation complete with personalized one-page financial plan.

Join Podchaser to...

  • Rate podcasts and episodes
  • Follow podcasts and creators
  • Create podcast and episode lists
  • & much more

Episode Tags

Do you host or manage this podcast?
Claim and edit this page to your liking.
,

Unlock more with Podchaser Pro

  • Audience Insights
  • Contact Information
  • Demographics
  • Charts
  • Sponsor History
  • and More!
Pro Features