Kali & Eric Roberge on Shared Values and Strong Finances
In this episode, Eric and Kaylee share their expertise on helping couples in their 30s and 40s manage high incomes and build wealth. They discuss common financial pitfalls, such as not being aligned on money matters and struggling with competing priorities. They emphasize the importance of open communication, understanding personal values, and making informed choices to achieve financial goals. They also provide practical tips for couples to navigate different life stages and balance family needs with personal priorities.
In this episode, you will hear:
Building Wealth & Financial Alignment: Learn how couples can manage high incomes, build wealth, and align their financial goals.
Avoiding Financial Pitfalls: Understand common mistakes like mismatched priorities, ingrained habits, and FOMO.
Effective Communication & Planning: Master open communication, align finances with values, and seek objective advice from a planner.
Navigating Life Stages: Prepare for financial transitions and build flexibility into your plans.
Balancing Priorities & Teaching Kids: Balance family, personal, and career goals, and model good financial habits for children.
Where you can find our guest:
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