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429. Money & Happiness: A Deep Dive
Manage episode 492522766 series 2865012
Content provided by Sandee Sgarlata. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Sandee Sgarlata or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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
428 episodes
Share
Manage episode 492522766 series 2865012
Content provided by Sandee Sgarlata. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Sandee Sgarlata or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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
428 episodes
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Similar to Happiness Solved
Business tips for startups by proven entrepreneurs
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continue reading
Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
…
continue reading
Wharton faculty and industry leaders discuss their latest research, books, and relevant business topics. Hosted on Acast. See acast.com/privacy for more information.
…
continue reading
The Life of And podcast is for high-achieving women and working parents who are ready to stop living a life of “have to” and start designing a life they actually want. It’s a space where we talk honestly about the things we’re often afraid to admit — even to ourselves. The exhaustion. The ambition. The loneliness. The joy. The tension of wanting more without losing yourself in the process. If you’re in the thick of it — feeling stretched, tired, hopeful, driven — this is your invitation to t ...
…
continue reading
It didn’t all change in March 2020. Not really. The UK high street has been in the throes of a gradual revolution for decades. From the rise of ecommerce, to the birth of mobile, social commerce, and a growing emphasis on experience, change has been underway for a while. In fact for many, the pandemic has acted as a wake-up call. Digital transformation was no longer a ‘nice to have’ but a matter of survival. Necessity sparked innovation and customers are enjoying more flexibility and conveni ...
…
continue reading
The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
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Call them changemakers. Call them rule breakers. We call them Redefiners. And in this provocative podcast, we explore how daring leaders from across industries and around the globe are redefining their organizations—and themselves—to create extraordinary impact in today’s rapidly changing world. In each episode, Russell Reynolds Associates Leadership Advisor Hoda Tahoun and former CEO Clarke Murphy host engaging, purposeful conversations with leaders in and out of the business world who shar ...
…
continue reading
The Moneycontrol Podcast is your daily source of business news, investment analysis and advice on stocks and the markets. Tune in to broaden your horizons with podcasts by journalists, experts and analysts giving you a head-start in the investment game.
…
continue reading
A top podcast for healthcare leaders, with over one million downloads, Radio Advisory is your weekly download on how to untangle the industry's most pressing challenges to help leaders like you make the best business decisions for your organization. From unpacking major trends in care delivery—like site-of-care shifts and the rise of high-cost drugs—to demystifying stakeholder dynamics, to shining a spotlight on priorities that may get overlooked, we're here to help. Our hosts and seasoned r ...
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continue reading
In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
…
continue reading
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