Happiness Solved with Sandee Sgarlata. In this episode, Sandee interviews Eric and Kali Roberge. In this conversation, Sandee Sgarlata speaks with Eric and Kali Roberge, founders of Beyond Your Hammock, about the intricate relationship between money and happiness, the importance of financial planning, and how values influence financial decisions. They discuss common financial mistakes, the challenges of sudden wealth, and effective debt management strategies. The conversation emphasizes the need for self-awareness in financial matters and the significance of aligning spending with personal values. Ultimately, they highlight that financial security is a personal journey that requires ongoing effort and reflection.
Guest Bio:
Eric Roberge is the founder of Beyond Your Hammock, a fee-only independent wealth management firm based out of Boston. Together with his wife and business partner, Kali Roberge, who serves in the chief operations office role at BYH, they help high-achieving professionals learn how to use their money as a tool to live well today while planning strategically for tomorrow.
Takeaways
- Money can facilitate happiness but also exacerbate personal issues.
- Self-awareness is crucial in understanding one's relationship with money.
- Not planning for finances is a common mistake people make.
- Sudden wealth can lead to impulsive and poor financial decisions.
- Debt management strategies depend on individual circumstances and income levels.
- Aligning financial decisions with personal values is essential for satisfaction.
- Money should be viewed as a tool, not an end goal.
- Practicing spending on what you value is important for financial health.
- Financial security is a personal journey that comes from within.
- Starting today is the best way to improve financial management.
Connect with Eric and Kali:
Website: https://beyondyourhammock.com
LinkedIn: https://linkedin.com/in/ericroberge
Instagram: https://instagram.com/beyondfinances
Connect with Sandee:
Website: www.sandeesgarlata.com
Podcast: www.happinesssolved.com
Facebook: www.facebook.com/coachsandeesgarlata
Twitter: www.twitter.com/sandeesgarlata
Instagram: www.instagram.com/coachsandeesgarlata