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Empowering Financial Intelligence for Modern Families with Eric and Kali Roberge
Manage episode 424441020 series 3579746
المحتوى المقدم من Jim & Jamie Sheils and Jamie Sheils. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Jim & Jamie Sheils and Jamie Sheils أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
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
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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