Eric Roberge

Ready to build better money habits? @ShannahGame and I discuss what it takes and how to get started on this episode of Everyone's Talkin' Money: https://t.co/eaW5WFcqwR

When making a decision, make sure you fully outline the alternatives to an action you're considering... But also recognize that ANY choice comes with downsides. Don't delay a decision in hopes that a perfect decision will magically appear. (It won't.)

As financial planners with decades of experience, we’ve seen what works and what doesn’t. This is where to start if you want to afford the experiences you want today while still building financial security for the future: https://t.co/czTujqR3BC

There are countless levers to pull when it comes to making changes that benefit your overall financial plan: ⬆️ Save more ⬇️ Spend less 💸 Invest differently 📝 Adjust your goals 🤔 Reconsider your timelines Deciding exactly which one depends on knowing what you value most. https://t.co/7FmCXfoI9X

Regardless of how much you make, you won’t have wealth if you can’t save some of those earnings. You need a killer savings habit. AND you need a high-enough income to support those ambitious savings and wealth-building efforts. https://t.co/Ti0whKljyF

"Go with the option that opens up yet more options." - @kevin2kelly This is exactly our philosophy when doing financial planning: we aim to increase the doors you have available to choose from - and preserve the ability to walk back through one if you change your mind.

RT @MichaelKitces: #FASuccess Podcast Ep 339: @beyondfinances and his wife Kali faced a tumultuous year as the firm dipped from $600,000 to…

If you can unlock these foundational pieces of growing wealth, you have what you need to achieve some massive financial goals. So where do you start? Here’s our take on the fundamentals of money you need to master to increase your net worth. https://t.co/czTujqR3BC

Feeling stuck? Try this to find traction: 1. Identify what's not working 2. Get clear on your priorities 3. Consider what you can change right now 4. Ask for outside perspective to check blind spots 5. Align your actions with what you actually value and get moving again

If you want to maximize how much you contribute to investments in order to grow wealth, you can't limit yourself to retirement plans. I shared the biggest reason why taxable accounts are a must for our #financialplanning clients, via @investmentnews: https://t.co/N6qkLQNBkp

Just taking a moment to reflect on the first half of 2023 with the best little consultant we've ever had on living fully, being present, maintaining wonder, and making the most of every circumstance. https://t.co/zySQ2pUTyj

Personal finance is about so much more than numbers. We need to learn how to recognize, address, and manage the emotional part of money in order to achieve financial success and stability. It's not the math that holds people back. It's the mindsets, blind spots, and biases.

Thanks for the great time in NYC last week to celebrate the #IN40 Class of 2023, @investmentnews! ⁠ 📸: InvestmentNews & Color Wheel Studios https://t.co/lwlqPynyCX

A good strategy executed over time is better than the “best” strategy used only after trying multiple different things and interrupting your progress with each change. How's your investment management strategy holding up? Make sure it checks these boxes: https://t.co/QaLafvDmnH

2022 was a challenging year for so many reasons - but going through it made our business (and our family) stronger than ever going into 2023. I'm sharing some of that journey with @MichaelKitces on the #FASuccess podcast today. Catch the episode here: https://t.co/14vYcmhSxK

RT @MichaelKitces: My guest on today's #FASuccess podcast is @beyondfinances. We talk about Eric's journey on rebuilding his business aft…