637: Eric Roberge, Certified Financial Planner

So Money with Farnoosh Torabi

Farnoosh Torabi

Entrepreneurship, Business

4.7 • 1.9K Ratings

🗓️ 11 October 2017

⏱️ 37 minutes

🔗️ Recording | iTunes | RSS

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Summary

Back by popular demand, Eric Roberge is in the house. If you listened to last Friday’s episode of Ask Farnoosh, you know Eric was my esteemed co-host. I wanted to bring him back for a 1:1 interview. As a certified financial planner and founder of his own virtual financial planning company, Eric has a great grasp on all the issues young professionals are facing when it comes to money and personal finance. A little more about Eric: His financial planning firm is called Beyond Your Hammock. He previously worked for State Street and JPMorgan before starting his own business at age 33. Now, he helps people in their 30's and 40's make strategic decisions with their money to achieve financial independence. Eric has been named one of Investopedia's Top 100 Most Influential Advisors. He frequently contributes to Forbes, Huffington Post and Money Magazine. So, should you hire an advisor? How much does it cost? What are some of Eric’s greatest financial tips for the current generation? If you'd like to learn more about Eric visit www.beyondyourhammock.com or follow him on Twitter @BeyondFinances. For more information visit www.somoneypodcast.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	So Money
0:00.5	Episode 637, Eric Robege, certified financial planner.
0:06.0	You're listening to So Money,
0:08.0	with award-winning Money Guru Farnu Farnou Schorabi.
0:11.0	Each day, get a 30 minute dose of financial inspiration from the world's top
0:15.2	business minds, authors, influencers, and from Farnuosh herself. Looking for ways to save
0:21.8	on gas or double your double coupons?
0:24.0	Sorry, you're in the wrong place.
0:26.0	Seeking profound ways to live a richer, happier life.
0:29.0	Welcome to So Money.
0:32.0	Back by popular demand, Eric Robege is in the house.
0:37.0	Welcome to So Money, everyone.
0:39.0	I'm your host, Farnoosh.
0:41.0	If you listen to last Friday's episode of Ask Farnush, you know Eric was my esteemed
0:46.2	co-host that day. And so he was amazing. I wanted to bring him back for a one-on-one interview because
0:52.4	as a certified financial
0:54.0	planner as the founder of his own virtual financial planning company I think Eric
0:59.1	has a really wonderful grasp on all the issues young professionals are facing when it comes
1:04.7	to money and debt and saving personal finance and everything in between. A little
1:11.0	bit more about our guest Eric his financial planning firm is called
1:14.1	Beyond Your Hammock. He previously worked for State Street and J.P. Morgan before
1:19.2	launching his own firm at the ripe age of 33, and he helps people primarily in their 30s and 40s make
	...

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