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Artwork for Money for Life

Money for Life with Eric Roberge, CFP

Eric Roberge, CFP & Beyond Your Hammock
Financial Planning
Market Volatility
Investment Strategies
College Financial Aid
Savings Rate
FAFSA
Portfolio Management
529 Plan
College Costs
Risk Management
Long-Term Investing
Cash Flow Management
Emotional Investing
Long-Term Goals
Risk Capacity
Estate Planning
Merit Aid
College Admissions
Investment Strategy
Car Buying

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—tod... more

PublishesTwice monthlyEpisodes88Founded8 years ago
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InvestingBusiness

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Artwork for Money for Life

Latest Episodes

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.

These 5 money moves are all desi... more

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 eligible children.

But is the h... more

YouTube

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 founder Peter Cook joins us to ... more

YouTube

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 kids that don't take dollars f... more

YouTube

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Recent Guests

Peter Cook
Founder of Annapolis Property Services
Annapolis Property Services
Episode: The Inside Track on Becoming a Landlord: Understanding Property Management with Peter Cook
Kelly Hubbell
Founder of Sage Haus
Sage Haus
Episode: Get Your Time Back: How High-Earning Families Can Reclaim Their Time With a House Manager featuring Kelly Hubbell of Sage Haus
Jess Lynch
Co-founder of FoundersEdge, former CEO/founder of WishRoute
FoundersEdge
Episode: Angel Investing: How to Bet on the Right Founders, Build Real Wealth, and Vote With Your Dollars with Jess Lynch and FoundersEdge
Andrea Corleto
Founder and CEO of Lyv Health
Lyv Health
Episode: Proactively Improving Your Health and Wealth: Creating Longevity in Your Life with Lyv Health's Andrea Corleto and Jenn Arnold
Jennifer Arnold
Co-founder and COO of Lyv Health
Lyv Health
Episode: Proactively Improving Your Health and Wealth: Creating Longevity in Your Life with Lyv Health's Andrea Corleto and Jenn Arnold
Jack Wang
Expert in college planning and financial aid strategies
Smart College Buyer
Episode: Get More College Financial Aid: How to Maximize Scholarships and Minimize Costs with Jack Wang
Michael Broderick
Estate Planning Attorney and partner at Fegress and Broderick in Boston
Fegress and Broderick
Episode: When Estate Planning Goes Wrong - and How You Can Get It Right with Estate Planning Attorney Michael Broderick

Hosts

Kali Roberge
Host with Eric; co-creator of wealth-building strategies; specializes in family finance and holistic planning
Eric Roberge
Co-host; CFP; financial planning educator and practitioner focusing on high earners and families

Reviews

4.5 out of 5 stars from 62 ratings
  • How Kids Change You -

    Great advice on things to consider when creating your financial plan as a new couple and again as you are growing your family. Sharing the heck out of this podcast so that parents understand and treat money as a tool (not a wedge) that can nurture your relationship and set your kids up for success too!🙌🏼

    Apple Podcasts
    5
    Jaci @noproblemparents
    United States3 years ago
  • Very insightful!

    I’m glad they are recording episodes again been listening for the last 3 years - thank you for the content and congrats on becoming parents!

    Apple Podcasts
    5
    Ipabvtva
    United States4 years ago
  • Awesome Content!

    Kudos! Looking forward to your upcoming shows!

    ~ Elite Podcast Bookings

    Apple Podcasts
    5
    Grusha - ElitePodcastBookings
    United States6 years ago
  • Great Perspectives - One Drawback

    Eric and Kali have great perspectives and I love hearing the dynamic between a married couple negotiating finances. The only downside is Kali’s language quirks....”sun-thing” and “fitty” drive be bonkers. Otherwise great information and a fantastic format.

    Apple Podcasts
    4
    HeatherBopp
    United States6 years ago
  • Money is SO much more than numbers!

    I really appreciate people who talk about money in a much more holisitc way than just looking at numbers. I love the way Kali & Eric bring in our habits and priorities into our money life. This is a super practical, but deep thinking podcast. Keep it up!

    Apple Podcasts
    5
    greatestworth
    United States7 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners appreciate practical, values-based money guidance that ties budgeting to life goals.
Fans highlight actionable advice and the focus on real-world scenarios rather than abstract theory.
A few listeners note the hosts' style and language quirks but still find the content strong and useful.
The host dynamic is compelling and relatable for couples managing money together.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#60
Finland/Business/Investing
Apple Podcasts
#155
Finland/Business

Talking Points

Recent interactions between the hosts and their guests.

Angel Investing: How to Bet on the Right Founders, Build Real Wealth, and Vote With Your Dollars with Jess Lynch and FoundersEdge
Q: What is the first step for someone who wants to start angel investing?
Attend local startup events, connect with existing angels in your network for guidance, and consider joining local or national angel groups to begin deal flow and learn by doing.
Angel Investing: How to Bet on the Right Founders, Build Real Wealth, and Vote With Your Dollars with Jess Lynch and FoundersEdge
Q: What would you say is the most common misconception about angel investing?
That you must be extremely wealthy to participate; in reality, many checks can be as low as 2,500 dollars through angel groups, allowing a diversified portfolio.
Angel Investing: How to Bet on the Right Founders, Build Real Wealth, and Vote With Your Dollars with Jess Lynch and FoundersEdge
Q: What is a reasonable approach to the amount of capital someone should allocate to angel investing?
A common guideline discussed is 4-7% of net worth, with staged investments (pre-seed to growth), multiple bets (often 20 bets), and the use of syndicates or SPVs to manage check sizes.
Angel Investing: How to Bet on the Right Founders, Build Real Wealth, and Vote With Your Dollars with Jess Lynch and FoundersEdge
Q: What are the key due-diligence lenses you use before investing?
The four lenses include the company's setup for outside funding and legal structure, traction and proof of demand, and the founder themselves, focusing on motivation, runway, and decision-making under pressure.
Angel Investing: How to Bet on the Right Founders, Build Real Wealth, and Vote With Your Dollars with Jess Lynch and FoundersEdge
Q: How do you typically find the founders you decide to invest in?
Jess explains that channels include founder communities, angel groups like TBD Angels, in-person events, large networks from prior investments, and proactive search tools using LinkedIn to identify potential founders.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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Frequently Asked Questions About Money for Life

What is Money for Life about and what kind of topics does it cover?

This show targets high-earning professionals and executives seeking practical, real-world strategies to grow wealth and manage money with intention. Across episodes, the conversations span tax planning, investing, estate and college funding, family money education, and time-saving services for busy households. The hosts frequently blend personal anecdotes with actionable frameworks, case studies, and guest expertise to help listeners align finances with long-term life goals. Noteworthy strengths include a strong emphasis on holistic wealth—balancing money with time, health, and family priorities—and a candid, relationship-driven host dynamic that resonates with dual-income households and growth-focused professionals.

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Which podcasts are similar to Money for Life?

These podcasts share a similar audience with Money for Life:

1. Afford Anything | Get Smarter With Money
2. The Stacking Benjamins Show
3. Earn & Invest
4. Millionaires Unveiled
5. BiggerPockets Money Podcast

How many episodes of Money for Life are there?

Money for Life launched 8 years ago and published 88 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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Where can I see ratings and reviews for Money for Life?

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What guests have appeared on Money for Life?

Recent guests on Money for Life include:

1. Peter Cook
2. Kelly Hubbell
3. Jess Lynch
4. Andrea Corleto
5. Jennifer Arnold
6. Jack Wang
7. Michael Broderick

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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