429. Money & Happiness: A Deep Dive

Happiness Solved

Sandee Sgarlata

Self-improvement, Business, Love, Education, Inspirational, Happiness, Joy, Depression, Selflove, Motivational, Mental Health, Health & Fitness, Peace

5 • 1.9K Ratings

🗓️ 4 July 2025

⏱️ 33 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

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

Transcript

Click on a timestamp to play from that location

0:00.0	Hey there, I'm Sandy Scarlotta and welcome to the Happiness Solved podcast. Twice a week,
0:12.0	we explore the journey to finding true happiness by sharing inspiring stories, practical tips,
0:18.0	and insightful conversations with some of today's leading experts.
0:22.5	But we don't just scratch the surface.
0:24.6	We dive deep into the real grit of what it takes to live a genuinely happy life.
0:30.1	Whether you're looking to improve your well-being, enhance your relationships, or simply
0:34.3	add more joy to your life, you're in the right place.
0:37.2	So grab your favorite beverage, get comfortable, and let's dive into today's episode
0:41.6	because happiness is a choice and the choice is yours.
0:47.5	Eric and Callie, such a great pleasure to have you here today.
0:50.9	How's it going for you guys?
0:52.5	It's going great.
0:53.9	How are you today? I'm doing fantastic. I'm so excited to have you here today. How's it going for you guys? Going great. How are you today? I'm doing
0:55.7	fantastic. I'm so excited to have you guys on because I love talking about money and money
1:01.7	management. And Kelly, is that I saying Kelly right? Kaylee. Kaylee. See, you know, I have a niece
1:09.2	name Callie. So that's even though you just, yeah,
1:12.8	even though you just told me before we hit play, like, see, and I told you, like, yeah, this is this.
1:18.6	Kaylee, I like that. So Kaylee and Eric are husband and wife and their founder of Beyond Your
1:24.2	Hammock, a fee-only independent wealth management firm based out of Boston.
1:30.0	Wow, there's a lot to unpack there. First, let's hear your story about how you got started with
1:36.0	this, and why Beyond Your Hammock? That's an interesting name for a wealth management firm.
1:41.8	And that's probably the reason we chose it just to be individualized
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Sandee Sgarlata, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Sandee Sgarlata and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.