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.

ABOUT MINDFUL MONEY:
Do you struggle with money? You’re not alone.

Money is a means, not an end. It’s a necessity of life for sure, but more money does not always guarantee a “good life”. Money enables many aspects of modern life, but as a dominant consideration, it becomes destructive.

The paradox is that more time and energy spent on personal finance does NOT create better outcomes. Unlike many other parts of life, we can’t create better outcomes by being smarter, spending more time, or putting in more effort.

Join Mindful Money author and experienced 40-year investor Jonathan DeYoe as he shares stories from artists, authors, entrepreneurs, and other advisors about how they mindfully minimize their need to think about money and get more out of life.

If you aren’t happy with your finances, feel like money takes more time than it should, or want to place your financial decisions into the broader context of your life, this show is for you.

Each episode will draw the line between the “enough” activities that the academics tell us are additive to family outcomes, and those “little bit more” efforts that take time and sap energy but do NOT improve outcomes.

CONNECT WITH ERIC:
Website: https://beyondyourhammock.com/
LinkedIn: https://www.linkedin.com/in/ericroberge/
Instagram: https://www.instagram.com/beyondfinances/

MINDFUL MONEY RESOURCES:
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🎙️Podcast Production by Turncast: https://turncast.com.