Episode 81 – Going Beyond: Interview with Eric Roberge

The Financial Wellbeing Podcast

Episode 81 – Going Beyond: Interview with Eric Roberge

The guys are going global in this episode of The Financial Wellbeing Podcast as they chat with ‘Beyond Your Hammock’ founder Eric Roberge from Boston in America. They explore what a financial plan looks like and the process to create one, along with a great #tightasstommo tip if you are ever in Boston for a night out. Along with regular money saving tips and the no shizzle sherlock test, come and enjoy a brilliant episode.

Welcomes & Introductions

• Click here for more information about Ovation Finance
• Link to Chris Budd’s Amazon book page

What is today’s podcast all about?

An interview with Eric Roberge, a fellow financial planner from America who founded his own financial planning firm, Beyond Your Hammock – they help people to use their money as a tool to live well. Something we appreciate here on the Financial Wellbeing Podcast

The No Shizzle Sherlock Test
Every episode the guys will take a look at a questionable financial tip

Today’s Tip – Shortselling “advice” from TikTok

#TightAssTommo

Featuring nights out in Boston, getting old and what to do with a windfall.

Today’s topic – Kids Pass App (click here for link)

Do you have a brilliant #TightAssTommo money saving tip? Come and tell us on Twitter @FinWellbeing or email it to us [e-mail]

Interview with Eric Roberge

Introduction to Boston, Massachusetts!

History of how Eric honed in on money and life, making it for for you now and financial freedom in the future

Its not about the money, it’s about how money supports you

What does being a certified planner in the USA mean?

What does Eric think a financial plan looks like?

• evolves as peoples lives change
• link to Carl Richards episodes 15 and 19

What does the process of making a financial plan look like?

• work out what you value in life
• look at your current financial situation
• explore goals for the future
• link to James Clear Values List

How to use your money to support your values

Is it possible to envisage our future selves?

What barriers do people face when it comes to engaging with their finances

Our relationships with money

Why is Eric’s company called ‘Beyond Your Hammock’?

Conclusions from the guys

Click here to read the article ‘Don’t Leave Everything For a Rainy Day’ from Darren Cooke

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If you would like to purchase a copy of The Financial Wellbeing Book please click on this link to visit Penny Brohn UK shop