Whether you’re worried about losing your job, concerned about your investments, or just feeling uncertain about the economy, this episode gives you a clear action plan to turn anxiety into…
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Using Money to Buy Back Time: Smart Strategies for Outsourcing Across Your Life

Are you constantly running on empty, juggling work, family, and endless household tasks? Then you may need to take advantage of an often-underutilized strategy for high-earning professionals: use your money…
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Understanding Long Term Investing: What It Actually Means and Requires to Work for You
Everyone says “invest for the long term” and “stay the course”—but what does that actually mean? When the market drops 12% within a few weeks, is your 10-year timeline really…
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Should You Buy a Car Now?
Thinking about buying a car? “Should I buy a car now, or wait?” has been an extremely popular question among our financial planning clients this year. So today, we’re discussing…
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6 Guideposts to Increase Your Net Worth

Think investment returns are the key to building wealth? Think again! In this episode, Eric and Kali share six powerful guideposts that, if followed, can generate the power you need…
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Financial Risk Worth Taking (and Risks You Should Avoid)

Is all financial risk bad? How can you tell how much risk you should take, or know when you’re not taking ENOUGH risk to earn the return you need? What’s…
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Want Money for Life? Start Here

Looking for Beyond Finances? You’re in the right place! Beyond Finances is now Money For Life, hosted by Eric Roberge, CFP and Kali Roberge. We’re back and focused on sharing…
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