Above Board with CandorPath

In this episode of The Above Board podcast, John chats about the significant changes in markets and life over recent weeks, reflecting on episode 154 (Tariffs, Trade Tension, and the Economic Outlook). The discussion centers around the concept of not just 'staying the course' but instead staying aligned, informed, and intentional. John examines the pitfalls of blindly following the 'stay the course' advice and emphasizes the importance of proactive course corrections in response to life changes, market conditions, and evolving goals. We encourage you to re-evaluate your approach, aligning your strategies dynamically and purposefully in various aspects of your life. 00:00 We Missed You! 00:27 Reflecting on Episode 154 01:36 Challenging the Status Quo 02:12 The Importance of Course Corrections 03:36 Staying Aligned vs. Staying the Course 04:11 Proactive Market Strategies 04:55 Applying Financial Lessons to Life

In this episode of The Above Board Podcast, we delve into the 'Let Them Theory' by Mel Robbins, exploring the often overlooked but powerful concept of 'Let Me.' Learn how to stop managing others' reactions and focus on prioritizing your own happiness, health, and peace. John shares personal experiences and tips for implementing this mindset shift in various aspects of life, including leadership, family, and career. Tune in for practical advice on setting boundaries, handling overcommitment, and making self-care a priority. Don't miss this enlightening conversation! 00:08 Introduction to the 'Let Them Theory' 01:49 The Importance of 'Let Me' 02:16 Learning to Say No 03:52 Leadership and Letting Go 05:12 Practical Applications of 'Let Me' 05:32 Weekly Challenge and Final Thoughts

In this episode, John Kennedy opens up about learning to let go of people-pleasing and the pressure to be understood by everyone. Inspired by The Let Them Theory by Mel Robbins, he shares how this mindset shift is helping him show up with more peace—in parenting, leadership, and everyday life. If you're ready to stop carrying what isn't yours, this episode is for you! 00:16 Personal Impact of 'The Let Them Theory' 01:38 Key Lessons from the Book 03:25 Real-Life Application 05:29 Leadership and Letting Go 07:08 Call to Action

In this episode of The Above Board Podcast, Michael Scott, CFA, and Matt Marcoux, EA, CFP® share a timely replay of their recent client webinar focused on the economic impact of newly announced tariffs. They break down what the headlines actually mean, how markets are reacting, and what it all could signal for investors. You'll also hear tailored strategies for individuals at various stages of retirement planning—whether you're 10 years out, just about to retire, or already enjoying it. With a focus on facts over fear, this episode offers practical guidance to help you navigate market volatility with clarity and confidence. 04:47 Current Market Conditions and Economic Data 08:00 Tariff Impacts and Market Reactions 09:40 Understanding the Why and How of Tariffs 19:49 Potential Outcomes and Future Projections 26:19 Diversification Strategies 27:31 Rebalancing Portfolios 28:50 Market Timing and Adjustments 34:48 Client Group Strategies: 10+ Years to Retirement 37:52 Client Group Strategies: 5 Years to Retirement 39:59 Client Group Strategies: 1 Year to Retirement 41:37 Client Group Strategies: Newly Retired 43:11 Client Group Strategies: Comfortably Retired 45:12 Conclusion and Final Thoughts

John shares a personal story about a neighbor struggling with financial stress due to stock market volatility. Through this anecdote, he emphasizes the importance of controlling what we can in life, preparing for uncertainties, and the benefits of discussing financial anxieties with trusted individuals. This episode aims to provide perspective on market corrections, volatility, and living a balanced life despite economic challenges. Join our next economic update webinar for a more in-depth conversation regarding the current market environment!   01:47 Understanding Market Volatility 03:15 Controlling What You Can 04:36 Aligning Money Strategy with Goals 06:08 Perspective on Market Corrections 07:47 Upcoming Economic Update Event

In this episode of The Above Board Podcast, Dawn Hooper, CPA shares her incredible journey from a successful career in the private sector to finding purpose and impact in the nonprofit world. Dawn opens up about what motivated her to make the shift, the challenges and rewards of leading in the nonprofit space, and how impact investing became a driving force in her work and personal life. If you've ever thought about aligning your career with your passion or wondered what it takes to lead with purpose, this conversation is for you.   Dawn is the President and CEO of Dawn Advisory Services, LLC, where she helps nonprofits drive transformational change and empowers teams to reach their full potential.     Helpful resources from today's episode:   Connect with Dawn GuideStar  Charity Navigator A Guide to Impact Investing     Episode Timestamp:    01:03 Dawn's Career Journey 03:01 Transition to Nonprofit Sector 07:08 Challenges in Nonprofit Financial Management 09:45 Leadership Insights and Evolution 14:16 Generational Differences and Leadership 17:59 Diversity in Leadership 19:45 Impact Investing and Personal Growth 23:36 Dawn Advisory Services and Interim CFO Role 28:56 Advice for Aspiring Nonprofit Professionals 35:25 Final Thoughts and Contact Information    

In this episode of the Above Board podcast, John Kennedy discusses the alarming statistic that 70% of generational wealth is lost by the second generation and 90% by the third. He shares his thoughts on why wealth often vanishes and how to prevent it, emphasizing the importance of preparation, accountability, and the transfer of values. This conversation is aimed at ensuring that wealth becomes a meaningful and lasting gift for future generations. 00:00 Shocking Statistics on Generational Wealth 00:42 The Burden of Inherited Wealth 01:19 The Importance of Responsibility and Values 03:20 Strategies for Effective Wealth Transfer 05:13 Final Thoughts and Call to Action

Join John Kennedy on The Above Board podcast as he explores the concept of self-imposed limits and how societal influences shape our beliefs about what we can achieve. He reflects on the differences between the limitless potential encouraged in childhood versus the restrictive realism introduced in adulthood. John shares about overcoming doubts and provides actionable advice on how to challenge and change your environment to break free from negative self-talk and limiting beliefs. Tune in to learn how you can start taking small risks to challenge established narratives and reach your true potential. 00:23 Understanding Self-Imposed Limits 01:09 The Shift from Childhood Dreams to Adult Realism 02:02 External Influences on Our Limits 03:05 The Role of Risk and Fear in Decision Making 03:30 Starting a Company 04:38 Challenging and Changing Your Limits 05:39 Practical Steps to Break Free from Limits

Are you your own toughest critic? In this episode of The Above Board Podcast, John Kennedy and TheRichB get real about the struggles of perfectionism—how it shows up in work, personal goals, and even the little things. They explore the balance between striving for excellence and giving yourself grace, the importance of impact over unrealistic expectations, and how to stop letting perfection get in the way of progress. Tune in and let's shift the focus from perfect to purposeful. 01:10 Perfectionism and Its Struggles 02:50 Salvador Dali's Wisdom 04:20 Professional and Personal Perfectionism 10:36 Managing Expectations and Impact 16:18 Struggles with Self-Worth 17:27 Childhood Insecurities and Popular Culture 18:56 Pride and Self-Reflection 25:41 Striving for Excellence Over Perfection

Join us this week as we discuss key factors impacting financial markets and the economy in 2025. We cover topics like tariffs, tax changes, inflation, interest rates, and the federal deficit. This episode features excerpts from our recent market update webinar, including insights on investment policy statements, market expectations, and corporate earnings growth. Stay informed about the latest in financial planning and explore how these factors could shape your investment strategy. Disclaimer: We do reference some charts in this conversation that might serve as a good visual aide. If you'd like to see those as well, please visit this YouTube link! 00:55 Market and Economic Update for 2025 01:51 Investment Policy and Market Expectations 10:41 Inflation and Interest Rates Discussion 20:45 Tax Policy Changes and Federal Deficit 33:02 Conclusion and Upcoming Resources

In this episode of The Above Board Podcast, we're joined by Mitch Matthews—success coach, speaker, and host of the 'Dream. Think. Do.' podcast. Mitch shares the powerful concept of the "Everything, Everywhere Fallacy" and how it leads to overwhelm in a fast-paced world. Together, we discuss practical ways to focus, embrace the mantra of "one place well," and let go of perfectionism to find balance and purpose. Whether you're juggling work, family, or personal goals, this episode will inspire you to slow down and make the most of the present moment. Check out the Dream. Think. Do. podcast: https://mitchmatthews.com/blog/ Stay connected with Mitch on Instagram: https://www.instagram.com/mitch.matthews/ Learn more here: https://mitchmatthews.com/ 01:58 The Everything Everywhere Fallacy 07:45 One Place Well: A Life-Changing Epiphany 17:05 The Struggle with Perfectionism 23:13 Managing Expectations and Perfectionism 25:26 Leadership and Team Empowerment 27:10 Workplace Engagement and Autonomy 28:50 Challenges of Remote Work 33:05 Personality Types and Team Dynamics 38:23 Goal Setting and Planning for 2025

In this episode of the Above Board Podcast, we sit down with David Hill—seasoned real estate broker, top sales coach, and host of the Path to Mastery podcast. With over 30 years of experience, David shares the importance of consistency in achieving personal and professional success. We discuss the power of follow-ups, breaking through fear, and how discipline fuels growth. David also gives us a glimpse into his book, The Sales Playbook, packed with actionable strategies for long-term success. Whether you're in sales or striving for self-improvement, this episode is your guide to showing up and staying consistent.   Path to Sales Mastery Podcast Free Download of The Sales Playbook Check out Our Episode with David Hill! Instagram: @davidihill Facebook: David I Hill LinkedIn: David I Hill YouTube: David Hill 00:51 David Hill's Podcast and Notable Guests 01:56 New Year's Resolutions and Goals for 2025 04:23 The Importance of Consistency 09:08 Overcoming Fear and Taking Action 17:11 The Power of Follow-Up in Sales 29:56 Leadership and Mentorship Lessons 31:18 How to Connect with David Hill

Welcome to Season 5 and a brand-new year on The Above Board Podcast! In this kickoff episode for 2025, John Kennedy and TheRichB share how discipline and self-reflection can help you start the year strong. They discuss embracing sacrifices, finding your "why," and building habits that lead to growth in all areas of life. Whether you're setting resolutions or refining your goals, this episode will inspire you to make 2025 a year of intentional growth and success. Let's start the journey together! 00:00 Welcome to 2025! 07:03 The Sacrifices of Success 14:20 The Illusion of Wealth on Social Media 15:41 The Impact of Social Media on Mental Health 17:07 The Myth of Effortless Success 18:11 The True Meaning of Discipline 22:47 The Role of Sacrifice in Success 24:45 Personal Challenges and Reflections 30:28 New Year Wishes

In this episode, John and returning guest Rainah Fitzgerald revisit their words of the year from the beginning of 2024 - 'gain' and 'grounded.' They share personal experiences and reflect on their progress throughout the year. Rainah discusses her journey with the word 'grounded,' including how it has impacted her life, friendships, and daily routines. The conversation also explores themes of discipline, rest, and the value of setting intentional goals. Join us for an insightful and dynamic discussion! 00:14 Reflecting on Words of the Year 00:55 Rainah's Journey with 'Grounded' 09:57 John's Journey with 'Gain' 15:02 Looking Ahead to 2025 19:38 The Challenge of Discipline 26:55 Balancing Discipline and Rest 32:33 Wrapping Up and Future Plans

Join CERTIFIED FINANCIAL PLANNER™, John Kennedy, as he explores the essentials of budgeting. John breaks down the 50/30/20 rule, tracking spending, using the envelope system, and automating savings, while addressing common objections and misconceptions. Perfect for anyone seeking to manage their finances better, especially during the holiday season. Don't miss out on transforming your financial habits! 00:00 Introduction to Budgeting 00:40 The Importance of Budgeting 03:04 Four Key Budgeting Principles 07:09 Common Budgeting Objections 08:32 Final Thoughts and Encouragement

Join host John Kennedy in this episode of The Above Board Podcast as he discusses the importance of setting boundaries with technology. In light of World Digital Detox Day on December 10th, John shares his personal struggles with feeling overwhelmed by constant connectivity and offers five practical tips for creating a balanced and healthier relationship with screens. 00:08 The Need for Digital Detox 01:12 The Impact of Technology on Our Lives 02:47 Practical Tips for a Digital Detox 03:28 Designated Screen-Free Time 04:26 Creating Technology-Free Zones 04:54 Managing Notifications 05:50 Monitoring Screen Time 06:42 Taking a Social Media Break 07:51 Final Thoughts and Challenge

In this episode of the Above Board Podcast, hosts John and Matt reflect on their journey over the past four years, discussing their experiences and lessons learned from podcasting. They share personal anecdotes, talk about the evolution of their show, and highlight the importance of consistency and persistence. The episode features a look back at some favorite episodes, thoughts on public speaking, and their passion for financial advising. Join them as they celebrate their episodes thus far and discuss their goals for the future. 00:38 Financial Goals and Power Bills 00:53 Podcasting Journey: Four Years In 02:22 Evolution of the Podcast 05:20 Consistency and Improvement 08:16 Public Speaking and Podcasting Skills 15:18 Future Plans and Tactical Advice 19:35 Favorite Episodes and Lessons Learned 28:47 Wrapping Up 2024

In this episode of the Above Board Podcast, we're thrilled to welcome back TheRichB for a fun and heartfelt chat about building habits that bring happiness into your life. From Rich's hilarious story about meeting Mick Jagger to the simple joys of having pets, we share real-life moments that make us smile. We also explore managing work-life balance, finding grace in everyday challenges, and filling your home with positive energy. Perfect for the Thanksgiving season, this episode is all about appreciating life's little joys and being present with the people who matter most. 01:33 Mick Jagger Story 04:51 Building Happiness Habits 05:56 The Power of Pets 08:34 Managing Energy and Emotions 14:37 Work-Life Balance and Grace 19:08 Gratitude and Final Thoughts

In this episode of The Above Board Podcast, John Kennedy shares how ideas from Unreasonable Hospitality by Will Guidara can bring warmth and authenticity to client experiences. Reflecting on his own clunky service encounters, John discusses why small, genuine touches matter more than ever in a world driven by automation. He explains how CandorPath makes clients feel valued—like custom welcome packages and thoughtful check-ins that go beyond the usual. Listen in to discover simple ways to make every interaction feel personal and build lasting connections. 00:15 The Book Study: Unreasonable Hospitality 00:37 Poor Service 02:32 The Future of the Service Industry 03:13 Balancing Technology and Personal Touch 04:14 The Value of Strategic Planning in Services 05:41 Creating Memorable Client Experiences 08:00 Lessons from Ritz Carlton and Disney 10:32 The Importance of Small Gestures

In this episode of the Above Board Podcast, John Kennedy gets into why busy people often get the most done. He explains "productive momentum" and shares how focus, discipline, and a purpose-driven approach can separate truly productive people from the merely busy. With practical strategies like setting shorter deadlines, batch working, and prioritizing top tasks, John offers ways to maintain forward motion, avoid distractions, and achieve greater fulfillment—even in retirement. 01:13 Productive Momentum: The Secret Sauce 01:37 The Challenge of Self-Accountability 02:44 Maintaining Momentum in Daily Life 03:10 From Busy to Productive to Useful 04:26 The Value of Being Useful 06:53 The Correlation Between Usefulness and Happiness 07:31 Time Management and Decision Making 09:00 Overcoming Procrastination with Parkinson's Law 12:05 Purpose-Driven Productivity

In this episode of the Above Board Podcast, CERTIFIED FINANCIAL PLANNER™ John Kennedy breaks down how automating your finances can be a game-changer. Through relatable stories, John highlights the downsides of constantly micromanaging your money, which can lead to burnout and poor decision-making. He shares actionable tips, like setting up automatic savings and investments, and using apps for micro-savings, all designed to simplify your financial life. Tune in to discover how small, consistent steps can lead to long-term financial success by taking the stress out of managing your money. 00:48 The Importance of Automating Your Finances 00:56 Personal Experience with Financial Management 02:38 The Concept of Decision Fatigue 03:12 How Automation Can Help 07:10 Practical Automation Tips 09:29 The Importance of Financial Check-ins 11:24 Final Thoughts and Encouragement

On this episode of The Above Board Podcast, John Kennedy and Matt Marcoux break down the visionary and integrator roles from Gino Wickman's 'Traction.' They chat about how these roles work at CandorPath, sharing their experiences with balancing big ideas and practical execution. Whether you run a small business or work on a team, you'll get some great tips on improving your business and client experience.   Traction: Get a Grip on Your Business by Gino Wickman: https://www.eosworldwide.com/traction-book 00:54 Introducing the Book 'Traction' by Gino Wickman 01:33 Visionary vs. Integrator Roles 04:36 Implementing EOS in Our Company 05:39 The Journey of CandorPath 07:18 Defining Roles and Responsibilities 09:34 Creating a Unique Client Experience 15:44 The Importance of Visionary and Integrator Dynamics 29:13 Final Thoughts and Takeaways

Welcome to Part 1 of the "Purpose and Profit" series! In this episode, John and Rich tackle the balance between living with purpose and achieving financial success. They explore the concept of 'ether,' share some funny anecdotes, and discuss how to find meaning in your career. If you've ever felt burnt out or struggled to combine passion with your work, this episode offers practical advice and personal stories to help you find fulfillment and financial freedom. Stay tuned for actionable steps you can start today! 00:43 Exploring the Concept of Ether 03:50 The Struggle with Lying and Honesty 05:24 Balancing Purpose and Financial Freedom 08:30 Finding Passion in Your Career 13:07 The Journey to Discovering Your Passion 15:40 Finding Purpose in Your Work 17:25 Personal Fulfillment and Professional Success 19:21 The Ripple Effect of Passion 24:10 Purpose Leads to Profit 31:25 Wisdom and Experience as Gifts 32:30 Conclusion and Next Steps

In this episode of the Above Board Podcast, we break down the struggle of prioritizing urgent vs. important tasks using the Eisenhower Matrix. Discover how to categorize your workload, set boundaries, and stay focused on long-term goals, both in your career and personal life, without getting lost in the immediate chaos.   01:27 Understanding the Eisenhower Matrix 01:43 The Four Quadrants Explained 02:37 Challenges of Prioritizing Important Tasks 05:31 Strategies for Staying Focused 08:03 Applying the Principles to Personal Life

In this episode of The Above Board Podcast, John Kennedy focuses on the final 90 days of the year, revisiting goals and discussing how staying focused can shape the next year. He introduces 'separation season,' a concept from Ed Mylett, and shares three steps to make the most of this time: revisiting goals, creating a daily checklist, and tracking progress. John urges listeners to block out distractions and stay intentional. Share your 90-day plans in the comments! 00:17 Importance of the Last 90 Days 00:40 Reflecting on the Year 01:14 Separation Season 03:55 Three Steps to Maximize Time 04:08 Revisiting Goals 04:39 Daily Checklist 05:43 Tracking Progress 06:49 Blocking Noise 07:55 Engage and Share

What if the small risks you take today could lead to major success in the future? In this episode, John Kennedy breaks down how tiny, calculated risks can lead to macro gains. With real-life examples and a look at how legendary investors like Warren Buffett used this strategy, John shows how embracing discomfort can fuel personal, professional and financial growth. Whether you're a cautious planner or a natural risk-taker, this episode will inspire you to take bold steps toward your future.

In this episode of The Above Board Podcast, John Kennedy, CFP® explores 'Your Money Story,' a concept that reveals how past experiences shape our financial habits. Learn about different money personalities, including savers and spenders, and discover practical strategies like the 24-hour rule and mindful spending. John shares actionable tips used by high net worth families to achieve financial freedom.   Don't miss the chance to transform your financial future with lessons from our free 'Your Money Story' e-course, available now at www.yourmoneystory.app.   00:00 Introduction to Your Money Story 00:52 Understanding Your Money Personality 01:13 Personal Story: Compulsive Saver 02:14 Identifying Financial Behaviors 03:55 Spending Up vs. Spending Down 05:25 Long-Term Financial Success 06:50 Next Steps

In this episode, John chats with Tracy Weiss, a licensed mental health counselor and life consultant, about her journey from branding to counseling. Tracy shares her passion for the Enneagram personality assessment, explaining its nine types and how they shape behavior and stress responses. She also discusses how the Enneagram can enhance personal growth, relationships, and team dynamics. Whether you're looking to understand yourself or improve team connections, this episode explores practical ways to use the Enneagram for a more fulfilling life. - Connect with Tracy at Weiss Counsel today! https://www.weisscounsel.com/ 00:45 Tracy's Journey to Counseling and Enneagram 03:49 Understanding the Enneagram 05:41 Personal Growth and Enneagram Types 11:06 Enneagram in Relationships and Teams 14:24 Team Enneagram Workshops 20:34 Team Building and Vulnerability 25:23 Understanding Instincts and Triads 27:18 Personal Growth and Self-Awareness 33:35 Starting Your Enneagram Journey

Sit down with John & Rich on the The Above Board Podcast this week as they reveal the power of 'Stay Interviews' and the impact of truly checking in with those around us. From boosting team morale to deepening personal connections, they share actionable tips on how intentional communication can transform your relationships. Whether you're looking to retain top talent, strengthen family bonds, or connect better with your kids, this episode is packed with real-life stories and practical advice that will inspire you to reach out and connect on a deeper level. 01:24 The Concept of Exit Interviews 04:26 The Importance of Stay Interviews 07:47 Leadership and Communication 14:30 Intentionality in Relationships 18:06 Checklist vs. Check-in List: Enhancing Communication 21:32 Understanding and Leveraging Enneagram Types 27:51 Parenting and Leadership: Setting Examples 29:43 Surprising Loved Ones with Positivity

Today John revisits the theme 'Shady Trees' from episode 90 of The Above Board Podcast, highlighting the importance of staying the course during market volatility. Drawing inspiration from Warren Buffett's quote about planting seeds for future success and the recent ups and downs in financial markets, we discuss strategic course corrections, the pitfalls of reacting to market panic, and maintaining an abundance mindset. Learn how to differentiate between necessary adjustments and rash decisions driven by fear or urgency.   00:59 The Concept of Shady Trees 02:51 Investing Strategies and Market Reactions 05:40 Scarcity Mindset vs. Abundance Mindset 08:58 Personal Hardships and Resilience 11:06 Investing in Personal Growth and Mental Health 13:02 Call to Action

John Kennedy, CFP®, and Michael Scott, CFA, address market volatility, emphasizing the importance of staying the course and understanding the economic landscape. They discuss the nuances between garden variety corrections and bear markets, the impact of Federal Reserve decisions, and the significance of earnings reports. This episode provides a balanced perspective on current market conditions, offering actionable advice for investors while underscoring the value of a diversified, long-term strategy. 00:00 Introduction and Market Overview 01:04 Understanding Market Corrections 06:34 Key Economic Indicators 15:19 Investment Strategies During Volatility 23:42 Final Thoughts and Wrap Up

On today's Above Board episode, Rich shares personal anecdotes about his career shift and familial influences, while John reflects on his own risk tolerance and journey with CandorPath. They discuss the concept of micro regrets and the significance of micro gratitude, providing meaningful lessons for personal and professional growth. Whether you're an entrepreneur, a parent, or someone looking to overcome life's challenges, this episode offers valuable lessons and practical advice. Tune in to learn how to turn your regrets into resilience and harness the power of gratitude. 03:32 Risk, Regret, and Resilience 07:42 Personal Reflections on Risk and Regret 11:20 Starting Over and Taking Risks 15:03 Building a Brand and Embracing Risk 22:26 The Value of Regret and Moving Forward 25:05 Rewriting Regret: A New Perspective 26:12 Micro Regrets: The Little Things That Add Up 27:33 Consistency and Presence: Keys to Success 31:17 The Power of Grace and Charitable Assumptions 43:35 Micro Gratitude: Finding Joy in Small Moments 47:13 Conclusion: Embracing the Journey

Join John Kennedy as he teams up with Patrick Sirmeyer from the Class Athlete Podcast to explore the financial world of youth sports. Learn how to balance your child's athletic dreams with financial security. In this episode, we discuss the importance of recreational sports, ways to prevent burnout, and tips on making smart investments for both your child's future and your financial stability. Don't miss this practical and valuable discussion! 03:17 The Financial Landscape of Youth Sports 05:02 Balancing Passion and Expenses 12:19 The Cost of Competitive Sports 20:45 A Parent's Perspective 21:54 Encouraging Passion Without Financial Strain 23:10 The Reality of College Scholarships and Future Planning 25:06 Balancing Youth Sports and Family Time 29:13 Listening to Your Child's Needs 30:34 Indirect Costs and Family Decisions

Join John and Michael Scott, CFA as they discuss the upcoming election and its potential impact on the economy and markets. This episode is packed with data  designed to help ease the minds of investors. Learn about historical market performance during election years, how emotional biases can impact your investment decisions, and why a strategic asset allocation is crucial for long-term success. Access the infographics & data charts from this podcast: https://1drv.ms/w/c/acca9280ad6e9480/EZpiZw7ySCFEpS4gkfnH_HQBYniAIxK_Ps4jRPEenxhkaA?e=yzMtlY 00:51 Election Year Market Volatility 02:24 Historical Election Year Market Performance 11:54 Impact of Political Bias on Market Perception 24:17 Long-Term Investment Strategies

In today's episode, John addresses the impact that money stress can have on relationships. He emphasizes the importance of open and constructive financial conversations with your partner, sharing his own personal experiences with financial date nights with his spouse. You'll learn practical steps for setting up your own financial date nights, conversation starters to align your short-term goals, and essential financial tips like budgeting, automating savings, and tracking progress.  01:05 Introducing Financial Date Nights 01:52 Conversation Starters for Financial Date Nights 04:52 Essential Financial Tips for Couples 07:41 Personal Insights and Final Thoughts 10:23 Wrapping Up and Staying Connected

In this episode of the Above Board Podcast, host John Kennedy welcomes back Patrick Sirmeyer, CEO of Luxus+, to discuss the evolving landscape of remote work. Patrick shares insights on managing a team remotely, the importance of work-life balance, and how his company navigated the transition to a remote-first environment. Join us for a compelling discussion on the benefits and challenges of remote work.   00:09 Patrick Sirmeyer Returns: Catching Up 01:12 The Remote Work Revolution 02:12 Pre-COVID Adjustments and Challenges 07:24 The Evolution of Remote Work Culture 10:14 Balancing Flexibility and Productivity 13:32 Recruitment and Remote Work: Lessons Learned 30:23 Balancing Family and Work Time 32:50 The Importance of Human Connection in Business 36:28 Adventures in Remote Work and Travel 42:42 Favorite Tools for Work from Home Productivity

Ready to get the inside scoop on all things insurance? Join our amazing Co-Host, John Kennedy, CFP®, on this episode as he approaches this often-overlooked, but super important topic! John doesn't just talk the talk—he shares personal stories and professional insights that will have you rethinking your approach to insurance. From life insurance basics to comparing term and whole life policies, he's got the tips and tricks to help you choose the best plan for you. But that's not all! John also covers health insurance, disability insurance, and even umbrella insurance. You'll learn why it's crucial to audit these policies every year to keep your finances in top shape. Don't miss out on this comprehensive, yet engaging breakdown of insurance essentials. 00:28 The Importance of Insurance 03:06 Life Insurance: Term vs. Whole 09:07 Health Insurance Essentials 11:54 Disability Insurance Explained 15:42 Understanding Umbrella Insurance 17:58 Other Insurance Considerations 19:47 Future Insurance Plans and Conclusion Want to take a deeper dive? Set up your Introductory Call with John today!

In this episode of the Above Board Podcast, host John Kennedy welcomes back Brian Ahearn, the Chief Influence Officer at Influence People, a keynote speaker, and a Cialdini-certified coach. They discuss ethical persuasion, the science of influence, and Brian's latest TEDx talk on 'Pre-suasion.' Brian shares personal stories, including the impact of genuine connections, the significance of authenticity, and strategies for internal dialogue. They also touch on Brian's new book, 'His Story, My Story, Our Story,' which explores his relationship with his father and the importance of reconciliation. Tune in to understand how to use psychological principles ethically in both personal and professional settings. 01:34 Brian Ahearn's Networking Philosophy 04:03 The Power of Pre-Suasion 05:22 Ethical Persuasion Explained 09:40 Influence in Everyday Life 18:56 Creating the Right Environment for Influence 25:45 Coaching Through Nervousness 29:44 Overcoming Public Speaking Anxiety 32:31 The Power of Mental Fortitude 36:13 The Importance of Self-Change 40:26 Introducing the Brian's Latest Published Book Want to learn more about Brian Ahearn and Influence People, LLC? Check out these resources: Facebook: https://www.facebook.com/IinfluencePeopleBrianAhearn Find and order Brian's latest book: https://brianahearn.biz/books/ TEDx Talks with Brian Ahearn: https://www.youtube.com/watch?v=l6ZqO8POtgo Want to set up our CandorPath 365 Daily Alexa Skill? Visit this link - https://candorpath.com/candorpath365/ 

This week, we have a special guest, Sensei Juan Colón, joining us to dive deep into the essentials of martial arts and personal growth. Sensei Juan began his journey in Shotokan karate in 1991 after experiencing bullying during his elementary school years. Today, he holds a First-degree black belt in Shotokan and a Fourth-degree black belt in American Freestyle Karate. More than just a martial artist, Sensei Juan is a dedicated family man and a passionate mentor, committed to helping others become the best version of themselves. Join hosts John Kennedy, TheRichB, and Matt Marcoux as they share personal stories and engage in a heartfelt conversation with Sensei Juan. Whether you're a martial arts enthusiast, a parent, or someone looking for motivation, this episode is packed with valuable lessons and uplifting stories. 00:26 Sensei Juan's Martial Arts Journey 02:40 The Impact of Martial Arts on Confidence 05:40 Mental and Emotional Strength in Martial Arts 07:32 Translating Martial Arts Lessons to Life and Business 16:04 Adapting to Challenges: The COVID-19 Pivot 21:32 Building a Supportive Community 26:55 Teaching Moments at the Dojo 28:22 Learning from Small Failures 29:15 Handling Staff and Team Dynamics 32:29 The Joy of Teaching and Personal Growth 38:58 Parenting Lessons and Failure 43:51 The Value of Resilience and Community   To learn more about Sensei Juan & Championship Martial Arts in Tuskawilla, please find the links below: Website - https://cmatuskawilla.com/ Facebook - https://www.facebook.com/cmatuskawilla Instagram - https://www.instagram.com/cma_tuskawilla/

We can all agree that emphasizing the importance of gratitude and maintaining a "glass half full" approach to life is important. In today's episode, John Kennedy shares a recent conversation between he and his wife that helped him to cultivate a more optimistic outlook. Since that time, he has gone to some extreme measures to find ways back to gratitude. This includes limiting access to his cell phone, journaling, and engaging in active playtime with his kids. The episode also highlights the impact of a recent team Enneagram session and the importance of self-awareness.   01:04 The Power of Gratitude and Positivity 02:08 Facing Personal Challenges 04:12 Understanding your Enneagram Number 05:38 Practical Steps for Self-Improvement 09:22 The Importance of "Active Play" 12:16 Conclusion and Upcoming Episodes

Join John Kennedy, CFP®, as he discusses the power of building financial confidence through hard work and momentum. Reflecting on the concept of 'things are caught, not taught,' John shares valuable insights on financial success and generational wealth. Think of financial confidence like building a muscle—the more you work at it, the stronger it gets. In this episode, John covers: Budgeting Basics: Learn how to track spending and start saving effectively. It's like exercising for the first time—it might be painful at first, but consistency brings mastery. Emergency Funds: Build a safety net of 3-6 months' expenses. Think of it as preparing for the unexpected big plays in life. Smart Spending: Implement the 24-hour rule to control impulse buys, putting you in control of your finances instead of letting them run you. Saving Strategies: Aim to save 20% of your income. Don't worry if you're starting small—every step counts towards the goal. Automating Success: Set up systems to make saving and investing as automatic as possible, ensuring your financial growth becomes a seamless part of your life. John emphasizes the importance of financial awareness and the benefits of stacking small wins. By surrounding yourself with positive influences and committing to these practical steps, you can catch the confidence you need to give yourself the best chance for a bright financial future!

In this episode of The Above Board podcast, Matthew Marcoux and Mackindsay Herbert debunk common tax myths. Tune in as they share essential tips for individuals and small business owners, covering tax management, IRS interactions, and the importance of planning. From filing taxes for beginners to seeking professional advice, they offer strategies for navigating tax bills and understanding the IRS. Discover how to approach refunds, payments, and financial planning for your next stress-free tax season!

On this episode of The Above Board podcast, host John Kennedy shares practical tips on managing worry and stress. Drawing from Tim Ferriss' advice to 'avoid making things worse,' Kennedy emphasizes self-awareness in breaking negative cycles. He explores how past traumas influence our reactions and suggests healthier coping strategies. Tune in for advice on reducing stress and enhancing mental well-being!

Join John Kennedy and Rich as they explore the profound concept of 'being the one' within your family and circle. In this engaging episode, they navigate the delicate balance between support and enabling, sharing relatable personal anecdotes along the way. Discover actionable advice on empowering your loved ones responsibly, shifting the focus from meeting wants to fostering genuine growth. From the weight of being everyone's go-to for guidance to the crucial dialogue on boundary-setting and self-preservation, this podcast offers invaluable wisdom to navigate familial dynamics and prevent burnout.

In this episode of The Above Board podcast, host John Kennedy introduces the concept of managing finances with the same diligence people use for their health through wearables like Apple Watches and Whoop Bands. He draws parallels between health metrics and financial indicators, advocating for the use of financial tracking tools to improve financial literacy and well-being. Kennedy emphasizes the importance of financial education and encourages listeners to take proactive steps toward financial health.

In this episode of The Above Board Podcast, John Kennedy and returning guest Rainah Fitzgerald reflect on their 'Gain & Grounded' words for the year. They discuss progress, challenges, and strategies for managing time, saying 'no', and staying balanced amidst life's pressures. Tune in for more insight on how to stay focused on your positive growth

On today's podcast, John and Rich discuss the profound impact of kindness, sharing heartfelt stories that highlight the power of empathy and understanding. From navigating social media to humorous anecdotes about kindness gone awry, we celebrate the potential for positive change and invite you to join us in spreading goodness, one small act at a time!

Join John Kennedy, CFP® as he delves into the timely topic of "Financial Spring Cleaning" in honor of April's Financial Literacy Month. In this insightful episode, John offers actionable tips on decluttering your finances by reevaluating subscriptions, increasing yields, decluttering belongings, consolidating accounts, and reviewing insurance coverage(s). Tune in to discover how these practical steps can help you shed financial stress, simplify your financial landscape, and uncover potential savings. 

In this episode of The Above Board Podcast, John delves into the internal struggles encountered on the path to personal growth and the pitfalls of comparing oneself to others. Drawing from personal experiences, including the challenges faced when founding CandorPath, John discusses the transient nature of negative motivation and emphasizes the importance of setting personal benchmarks. The conversation explores insights from 'The Gap and The Gain' by Dan Sullivan and Dr. Benjamin Hardy, advocating for a focus on personal gains rather than gaps.

Step into the world of mental spring cleaning in this episode! From decluttering physical spaces to embracing self-care and gratitude, we've got it all covered. John Kennedy shares personal anecdotes and practical tips, like digital detoxing and setting boundaries for healthier relationships. Join us for a dose of positivity and reflection, and let's spark some inspiration together!

John Kennedy, CFP® & Matthew Marcoux, CFP®, EA, break down the intricacies of tax planning and strategies that can transform your financial future. From decoding the difference between tax evasion and avoidance to uncovering smart tactics for saving on taxes, this conversation is packed with actionable insights. Learn how to maximize your savings with HSAs and IRAs, nail the timing of deductions, and stay ahead of the curve with insights into new tax rules affecting third-party payment apps like Venmo and PayPal. Don't miss out—tune in now!