Eric Roberge is a financial advisor and the founder of Beyond Your Hammock, a wealth management firm based in Boston, helping professionals in their 30s and 40s use money as a tool to design a life they love now and in the future.

In this episode of Mindful Money, I talk with Eric about helping high-earning professionals in their 30s and 40s make smarter money decisions. We discuss how childhood scarcity can shape financial mindsets, the value of financial planning that prioritizes optionality, and why understanding your core values is critical for long-term success. Eric shares stories from his own journey—breaking into financial advising in 2007 and pioneering a subscription-based model—and gives practical advice on how to make money a tool for living well, not a source of fear or regret.

In this episode:

(00:00) - Intro
(02:10) - What Eric learned about money growing up
(04:45) - Childhood experiences, scarcity, shaping financial mindset
(05:08) - Eric’s career trajectory and starting his own company
(09:09) - The evolution of the subscription model
(11:01) - Avoiding regret in big financial moves
(14:11) - Optionality-focused financial planning
(16:33) - Core issues for the 30–40 demographic
(18:47) - The value of a great advisor
(21:46) - The limits of forecasting
(23:45) - One thing that would lead to better financial outcomes
(25:05) - One thing to stop doing to lead to financial success
(26:12) - Is there anything that people don’t know about you?
(28:38) - How to connect with Eric

Get full show notes and links at https://mindful.money.

Watch the episode on YouTube: https://www.youtube.com/@MindfulMoney.

Eric Roberge — Designing a Financial Life You Actually Want to Live

Powered by Wave AI