Money for Life with Eric Roberge, CFP

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Are You Getting the Most from Your 401(k)? How to Contribute More and Retire Early

August 17, 2026

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 profit-sharing The mega backdoor Roth conversion strategy that lets high earners move a much larger amount...

How Expecting Parents Can Create Financially Secure Homes

July 27, 2026

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 deciding to have a baby. We break down how we separated the emotional question ("do we actually want thi...

Stop Tax Surprises: 5 Tax-Smart Moves for High Income Earners to Reduce Tax Liability

July 13, 2026

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 talk through: How to use a securities-backed line of credit against your brokerage or bank acco...