Eric Roberge, CFP & Financial Planner
@ericrob.bsky.social
👋🏼 Founder of Beyond Your Hammock
💰 Wealth management & financial planning
📍 In Boston, with clients across the US
🎙️ Podcast: Beyond Finances
💰 Wealth management & financial planning
📍 In Boston, with clients across the US
🎙️ Podcast: Beyond Finances
Busy looking out at the #Boston housing market this spring? Wondering when you should buy?
To make decisions in the present - where you don't have the benefit of hindsight - we must focus on what we can know and control. You can do that by:
To make decisions in the present - where you don't have the benefit of hindsight - we must focus on what we can know and control. You can do that by:
August 18, 2024 at 10:57 PM
Busy looking out at the #Boston housing market this spring? Wondering when you should buy?
To make decisions in the present - where you don't have the benefit of hindsight - we must focus on what we can know and control. You can do that by:
To make decisions in the present - where you don't have the benefit of hindsight - we must focus on what we can know and control. You can do that by:
Can you withdraw the money in your taxable brokerage account any time you want to? Technically yes, realistically NO.
LET US EXPLAIN:
Again, technically yes, you can withdraw money at any time.
LET US EXPLAIN:
Again, technically yes, you can withdraw money at any time.
August 18, 2024 at 10:56 PM
Can you withdraw the money in your taxable brokerage account any time you want to? Technically yes, realistically NO.
LET US EXPLAIN:
Again, technically yes, you can withdraw money at any time.
LET US EXPLAIN:
Again, technically yes, you can withdraw money at any time.
Wealth is about a lot more than money. It's about control of your time. It's the ability to choose what you do day-to-day. It's the quality of your relationships and the people who surround you.
August 18, 2024 at 10:54 PM
Wealth is about a lot more than money. It's about control of your time. It's the ability to choose what you do day-to-day. It's the quality of your relationships and the people who surround you.
You can make great money - but still feel unsure of how to make optimal choices with it.
We help motivated professionals better manage the increasing complexity in their financial (and personal!) lives as their careers advance, families grow, and priorities solidify.
We help motivated professionals better manage the increasing complexity in their financial (and personal!) lives as their careers advance, families grow, and priorities solidify.
August 18, 2024 at 10:53 PM
You can make great money - but still feel unsure of how to make optimal choices with it.
We help motivated professionals better manage the increasing complexity in their financial (and personal!) lives as their careers advance, families grow, and priorities solidify.
We help motivated professionals better manage the increasing complexity in their financial (and personal!) lives as their careers advance, families grow, and priorities solidify.
Last week BYH founder Eric Roberge headed to @babsoncollege & the Stephen D. Cutler Center for Investments and Finance to talk about his career as a #financialplanner and #CFP in hopes of inspiring current students to bring their talents to this field.
August 18, 2024 at 10:52 PM
Last week BYH founder Eric Roberge headed to @babsoncollege & the Stephen D. Cutler Center for Investments and Finance to talk about his career as a #financialplanner and #CFP in hopes of inspiring current students to bring their talents to this field.
Wealth is having the resources you need to experience want at every stage of your life.
Most people focus on the question of how do you enjoy that kind of financial success for yourself. A lot of financial advice, in turn, focuses on the mechanics of building wealth.
Most people focus on the question of how do you enjoy that kind of financial success for yourself. A lot of financial advice, in turn, focuses on the mechanics of building wealth.
August 18, 2024 at 10:51 PM
Wealth is having the resources you need to experience want at every stage of your life.
Most people focus on the question of how do you enjoy that kind of financial success for yourself. A lot of financial advice, in turn, focuses on the mechanics of building wealth.
Most people focus on the question of how do you enjoy that kind of financial success for yourself. A lot of financial advice, in turn, focuses on the mechanics of building wealth.
The right investment strategy is critical to growing your wealth over time. Do you have the right investment management approach? The latest episode of Beyond Finances can help you find out 👉 search BEYOND FINANCES wherever you get your podcasts and tune in! 🎧
August 18, 2024 at 10:50 PM
The right investment strategy is critical to growing your wealth over time. Do you have the right investment management approach? The latest episode of Beyond Finances can help you find out 👉 search BEYOND FINANCES wherever you get your podcasts and tune in! 🎧
Thanks for the great time in NYC last week to celebrate the #IN40 Class of 2023, @newsfromitaly.bsky.social !
📸: InvestmentNews & Color Wheel Studios
📸: InvestmentNews & Color Wheel Studios
August 18, 2024 at 10:50 PM
Thanks for the great time in NYC last week to celebrate the #IN40 Class of 2023, @newsfromitaly.bsky.social !
📸: InvestmentNews & Color Wheel Studios
📸: InvestmentNews & Color Wheel Studios
In our latest article for @forbes.com , we wrote about 4️⃣ of our favorite financial podcasts that come from *actual* experts.
Well, technically it's 5️⃣ shows... we couldn't NOT include Beyond Finances, hosted by BYH founder and lead advisor, Eric Roberge, CFP®
Well, technically it's 5️⃣ shows... we couldn't NOT include Beyond Finances, hosted by BYH founder and lead advisor, Eric Roberge, CFP®
August 18, 2024 at 10:48 PM
In our latest article for @forbes.com , we wrote about 4️⃣ of our favorite financial podcasts that come from *actual* experts.
Well, technically it's 5️⃣ shows... we couldn't NOT include Beyond Finances, hosted by BYH founder and lead advisor, Eric Roberge, CFP®
Well, technically it's 5️⃣ shows... we couldn't NOT include Beyond Finances, hosted by BYH founder and lead advisor, Eric Roberge, CFP®
HOW MUCH DO I NEED TO SAVE EACH YEAR?
☝️ probably the most common question we get as #financialplanners.
Regardless of income, goals, relationship, or family status, everyone wants to know the "right" amount to save NOW in order to have enough TOMORROW.
☝️ probably the most common question we get as #financialplanners.
Regardless of income, goals, relationship, or family status, everyone wants to know the "right" amount to save NOW in order to have enough TOMORROW.
August 18, 2024 at 10:47 PM
HOW MUCH DO I NEED TO SAVE EACH YEAR?
☝️ probably the most common question we get as #financialplanners.
Regardless of income, goals, relationship, or family status, everyone wants to know the "right" amount to save NOW in order to have enough TOMORROW.
☝️ probably the most common question we get as #financialplanners.
Regardless of income, goals, relationship, or family status, everyone wants to know the "right" amount to save NOW in order to have enough TOMORROW.
What should a #financialplan look like? What's the process for getting yours in place? And how can you serve as a good steward of your #money - so that it ACTUALLY buys you happiness?
August 18, 2024 at 10:45 PM
What should a #financialplan look like? What's the process for getting yours in place? And how can you serve as a good steward of your #money - so that it ACTUALLY buys you happiness?
When we develop investment plans for clients, we use a strategic asset allocation strategy across many asset classes. The point is to allow for portfolios to see gains when times are good - and to spread the risk of loss when things feel a bit uncertain.
August 18, 2024 at 10:45 PM
When we develop investment plans for clients, we use a strategic asset allocation strategy across many asset classes. The point is to allow for portfolios to see gains when times are good - and to spread the risk of loss when things feel a bit uncertain.
Money is a tool. A means to an end… but not it’s not the end itself.
August 18, 2024 at 10:42 PM
Money is a tool. A means to an end… but not it’s not the end itself.
What Noam Chomsky had to say about education and knowing how to sort through the noise to find what is most significant also speaks volumes on why #financialplanners add value:
August 18, 2024 at 10:41 PM
What Noam Chomsky had to say about education and knowing how to sort through the noise to find what is most significant also speaks volumes on why #financialplanners add value:
We know no one wants to hear certain kinds of money advice. It's like being told to eat your veggies. You know it's good for you... but cookies are just so much better in the moment, right?!
August 18, 2024 at 10:40 PM
We know no one wants to hear certain kinds of money advice. It's like being told to eat your veggies. You know it's good for you... but cookies are just so much better in the moment, right?!
In case you haven't met yet... let us introduce you to BYH's founder, CEO, and lead #financialadvisor: Eric Roberge, #CFP®
Eric Roberge founded Beyond Your Hammock, a fee-only #financialplanning firm based in #Boston, Massachusetts
Eric Roberge founded Beyond Your Hammock, a fee-only #financialplanning firm based in #Boston, Massachusetts
August 18, 2024 at 10:39 PM
In case you haven't met yet... let us introduce you to BYH's founder, CEO, and lead #financialadvisor: Eric Roberge, #CFP®
Eric Roberge founded Beyond Your Hammock, a fee-only #financialplanning firm based in #Boston, Massachusetts
Eric Roberge founded Beyond Your Hammock, a fee-only #financialplanning firm based in #Boston, Massachusetts
BYH founder & lead advisor Eric Roberge, CFP®, talked to @real_simple to help you think through how much cash you should keep in #savings - and why:
August 18, 2024 at 10:38 PM
BYH founder & lead advisor Eric Roberge, CFP®, talked to @real_simple to help you think through how much cash you should keep in #savings - and why:
BYH founder & lead advisor Eric Roberge, CFP®, talked to @yahoofinance to explain the reason you might see your #creditscore drop... even if you're great at #moneymanagement and don't even carry debt:
August 18, 2024 at 10:38 PM
BYH founder & lead advisor Eric Roberge, CFP®, talked to @yahoofinance to explain the reason you might see your #creditscore drop... even if you're great at #moneymanagement and don't even carry debt:
Something our #financialplanning clients continuously teach us at BYH:
It doesn't really matter all that much what you choose to do with your #money.
It doesn't really matter all that much what you choose to do with your #money.
August 18, 2024 at 10:37 PM
Something our #financialplanning clients continuously teach us at BYH:
It doesn't really matter all that much what you choose to do with your #money.
It doesn't really matter all that much what you choose to do with your #money.
Interesting thought experiment... what would you do if Facebook (and Twitter, and Instagram, etc) was gone tomorrow?
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What would you spend the HOURS of your time that you put into these platforms on instead? Think about that. Then maybe go spend your time differently RIGHT NOW.
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What would you spend the HOURS of your time that you put into these platforms on instead? Think about that. Then maybe go spend your time differently RIGHT NOW.
August 18, 2024 at 10:37 PM
Interesting thought experiment... what would you do if Facebook (and Twitter, and Instagram, etc) was gone tomorrow?
.
What would you spend the HOURS of your time that you put into these platforms on instead? Think about that. Then maybe go spend your time differently RIGHT NOW.
.
What would you spend the HOURS of your time that you put into these platforms on instead? Think about that. Then maybe go spend your time differently RIGHT NOW.
Cheers to freedom (financial & otherwise) 🍻🇺🇸
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August 18, 2024 at 10:36 PM
Cheers to freedom (financial & otherwise) 🍻🇺🇸
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Cheers to making it halfway through the week! 🍻⠀
August 18, 2024 at 10:35 PM
Cheers to making it halfway through the week! 🍻⠀
Back in #Boston, but kind of wishing we were still #outofoffice and enjoying this view.
August 18, 2024 at 10:35 PM
Back in #Boston, but kind of wishing we were still #outofoffice and enjoying this view.
Never a bad idea to make friends with the locals when you travel.⠀
August 18, 2024 at 10:34 PM
Never a bad idea to make friends with the locals when you travel.⠀
New #podcast is live now! In this episode, we lead an #investing 101 conversation and cover some of the most important topics you need to think about before you #invest, including:
📊 How to set up a truly diversified portfolio
🤔 What to think about when it comes to risk
📊 How to set up a truly diversified portfolio
🤔 What to think about when it comes to risk
August 18, 2024 at 10:34 PM
New #podcast is live now! In this episode, we lead an #investing 101 conversation and cover some of the most important topics you need to think about before you #invest, including:
📊 How to set up a truly diversified portfolio
🤔 What to think about when it comes to risk
📊 How to set up a truly diversified portfolio
🤔 What to think about when it comes to risk