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Ask the Expert: Eric Roberge, CFP®, CEO and Financial Advisor, and Kali Roberge, COO and Creative Director of Beyond Your Hammock

Author
Pacific Companies
Published
Thu 13 Mar 2025
Episode Link
https://the-doc-lounge-podcast.castos.com/episodes/ask-the-expert-eric-roberge-cfp-ceo-and-financial-advisor-and-kali-roberge-coo-and-creative-director-of-beyond-your-hammock

Smart Money Moves for Physicians & High-Income Earners


Struggling with medical school student loan debt? Trying to balance wealth-building with a demanding medical career? In this episode of The Doc Lounge Podcast, we sit down with Eric Roberge, CFP®, CEO of Beyond Your Hammock, and Kali Roberge, COO & Creative Director, to break down financial strategies tailored for physicians, APPs, and high-income professionals.



  • How to build wealth while managing debt

  • Maximizing locum tenens & 1099 income for tax benefits

  • Financial planning for dual-physician couples & growing families

  • Retirement strategies to accelerate financial freedom


Eric and Kali bring real, practical advice to help you take control of your finances, align your money with your lifestyle, and create long-term security—without feeling overwhelmed.

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