Money for Life helps high-earning professionals and executives in their 30s and 40s build wealth with intention and clarity. Hosted by Kali and Eric Roberge, CFP®, this podcast shares real-world strategies to reduce lifetime taxes, invest wisely, and make confident money decisions. Hear case studies, expert interviews, and practical Q&As that help you align your finances with the life you want—today and in the future.
Subscribe:.rss.atom.json.md.m3u.pls
Live Last read · last published · next check
Saves to your Listen queue, to pick up on another day or another device.
Most 401(k) advice stops at "contribute enough to get the match." But your 401(k) can hold far more than the number most people have memorized — and if you're a high earner, that gap could be worth millions by retirement. In this replay episode, Eric and Kali break down the layers of a 401(k) that go beyond the standard employee contribution and explain: After-tax contributions Employer…
Financial planning for a new baby isn't about hitting some magic savings number — it's about knowing what your cash flow can actually absorb, and building enough flexibility into your plan that a major life pivot doesn't derail everything else you're working toward. We bringing back one from the archive today, to talk about our own financial and personal planning conversation we had before…
Looking for legal ways to reduce your tax bill before you're caught off guard again next spring? In this classic Money for Life episode, hosts Eric and Kali break down five tax reduction strategies for high earners. These 5 money moves are all designed to lower what you owe the IRS. By being proactive and strategic, you can lower your tax burden and avoid unpleasant surprise tax bills next year We…
Trump accounts for kids (officially called Section 530A accounts) landed on our radar the moment the One Big Beautiful Bill Act introduced them in 2025, complete with a headline-grabbing $1,000 government deposit for eligible children. But is the hype matched by the substance? Should families use these accounts or steer clear? In this episode of Money For Life, we provide our take and break down…
Want to get rich and earn passive income? Invest in real estate, baby! Only, it's not that simple, and today's expert guest has a truly inside track to explain why. Today on the show, Annapolis Property Management founder Peter Cook joins us to explain what high-income earners need to understand before they wade into the waters of real estate investing and rental property management. Peter has…
If you're a high-income earner who grew up with far less than you have today, you've probably thought about how much different your own children have it than you did as a kid. Do you ever wonder how to raise money-smart kids that don't take dollars for granted? Or wish you could talk to someone about how to enjoy all you've worked hard to have - without creating a family of spoiled kids who don't…
You've optimized your career. You've built the income. You have a wonderful family you love, a home you worked hard for - and a completely unmanageable workload that leaves you with zero time, energy, or mental bandwidth. Sound familiar? For most dual-income households, there's a second full-time job hiding in plain sight outside of a demanding work career that eats up at least 25 hours per week…
If uncertainty has you feeling anxious and itchy to do something, this episode will show you exactly where to channel that energy — and why the investors who come through periods like this the strongest are the ones who already have a plan in place. The stock market is bouncing around. The headlines are loud. There are literal wars to worry about. So if you've logged into your investment account…
How do you start angel investing? Can anyone be an angel investor or is this a world reserved for Silicon Valley insiders and Shark Tank-esque business tycoons? Jess Lynch joins us to explain how $2,500 can be your entry ticket into the world of angel investing - and how to deploy those dollars wisely in a high-risk environment. Join us to get the exact frameworks Jess uses to find, vet, and back…
Most people accept a new job offer thinking about salary and title. What they don't think about: the potential financial gaps that could trip you up in the process of changing jobs or making a career pivot (even if you accepted a job with more starting salary). Eric and Kali break down everything that is likely to shift with your finances when you change jobs. They cover what often goes wrong that…
