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Hosted by Eric Roberge · 🇺🇸 US · EN · 89 episodes
Established thought leaders with verified media credentials.
Money for Life helps high-earning professionals and executives in their 30s and 40s build wealth with intention and clarity. Hosted by Kali and Eric Roberge, CFP®, this podcast shares real-world strategies to reduce lifetime taxes, invest wisely, and make confident money decisions. Hear case studies, expert interviews, and practical Q&As that help you align your finances with the life you want—today and in the future.
Eric Roberge hosts Money for Life with Eric Roberge, CFP, a business show with 89 episodes published.
Most 401(k) advice stops at "contribute enough to get the match." But your 401(k) can hold far more than the number most people have memorized — and if you're a high earner, that gap could be worth millions by retirement
Financial planning for a new baby isn't about hitting some magic savings number — it's about knowing what your cash flow can actually absorb, and building enough flexibility into your plan that a major life pivot doesn't
Looking for legal ways to reduce your tax bill before you're caught off guard again next spring? In this classic Money for Life episode, hosts Eric and Kali break down five tax reduction strategies for high earners. Thes
Trump accounts for kids (officially called Section 530A accounts) landed on our radar the moment the One Big Beautiful Bill Act introduced them in 2025, complete with a headline-grabbing $1,000 government deposit for eli
Want to get rich and earn passive income? Invest in real estate, baby! Only, it's not that simple, and today's expert guest has a truly inside track to explain why. Today on the show, Annapolis Property Management founde
If you're a high-income earner who grew up with far less than you have today, you've probably thought about how much different your own children have it than you did as a kid. Do you ever wonder how to raise money-smart
You've optimized your career. You've built the income. You have a wonderful family you love, a home you worked hard for - and a completely unmanageable workload that leaves you with zero time, energy, or mental bandwidth
If uncertainty has you feeling anxious and itchy to do something, this episode will show you exactly where to channel that energy — and why the investors who come through periods like this the strongest are the ones who
How do you start angel investing? Can anyone be an angel investor or is this a world reserved for Silicon Valley insiders and Shark Tank-esque business tycoons? Jess Lynch joins us to explain how $2,500 can be your entry
Most people accept a new job offer thinking about salary and title. What they don't think about: the potential financial gaps that could trip you up in the process of changing jobs or making a career pivot (even if you a
Andrea Corleto and Jenn Arnold, the co-founders of Lyv Health, sit down with Kali to explore the powerful parallels between financial planning and healthcare that supports longevity and sustainability. Andrea and Jenn sh
Think there's a secret financial strategy only the ultra-wealthy know about? It might not be that deep. In this episode, Kali and Eric break down why the best path to financial success isn't complicated. The truth is, it
Join us as we dive deep into college planning, including how to pick your perfect college, reduce how much it costs, and maximize the financial aid available to you with college planning expert Jack Wang. Uncover the ins
Pull back the curtain on a financial advisor's personal quarterly financial planning process. In this episode, Eric and Kali share the exact order of operations they use to manage their own money and how that translates
Estate planning isn't just for the ultra-wealthy or elderly or "other people who need it but not me." It's a critical financial planning step for anyone who is trying to build their wealth who also wants to protect their
There's often a big disconnect between what investors expect from the market… and the reality of what good, long-term, properly risk-adjusted investing looks and feels like. Today, we're tackling that divide to bridge th
What's your first money memory? How much are you ACTUALLY saving each year? Where do you have a hard time using your money? These kinds of financial questions rarely come up in conversation, but they are critical to ask,
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 productive financial decisions.
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 to buy back y
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 "long-term enough"? In this episode, Eric and
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Money for Life with Eric Roberge, CFP is hosted by Eric Roberge. The show is categorised under business (investing) and has published 89 episodes.
Money for Life with Eric Roberge, CFP has published 89 episodes.
Money for Life with Eric Roberge, CFP regularly covers business, investing. It sits in the business category, with a investing focus.
Money for Life with Eric Roberge, CFP is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
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Episodes of Money for Life with Eric Roberge, CFP average 36 minutes. a focused format where a clear narrative arc and tight preparation matter most.
Our data rates Money for Life with Eric Roberge, CFP's guest bar at 80/100 (Premium tier). Established thought leaders with verified media credentials. Sign in to PitchCentric to see how your own Pod Score compares against this show.
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