Above Board with CandorPath: Recent Episodes
CandorPath
Many of us are seeking ways to create fulfillment and get better throughout our journey in life. Our conversations are filled with honesty, transparency, and a little bit of humor.
Hosted by TheRichB, Matthew Marcoux, and John Kennedy
John Kennedy challenges the common mindset of saying “I’m just not good with money,” arguing that in today’s world of budgeting apps and free education, financial apathy is too costly. He explains that unlike 50 years ago, when pensions and stronger Social Security made average money habits less damaging, today retirees often rely on Social Security for only about one-third of expenses, home prices are far higher relative to income, and retirement depends largely on personal saving and investing. Using time-value-of-money examples, he shows how small decisions and delayed action can dramatically reduce long-term outcomes. He emphasizes that wealth is usually built through consistent, boring habits and urges you to take one small step today and share it in the comments.
- 00:00 Why We Say "Bad With Money"
- 01:02 Retirement Reality Check
- 01:33 Housing Costs And Stakes
- 02:14 Savings Rate Wake Up
- 03:11 Financial Apathy Is Normalized
- 04:09 Delayed Consequences And Drift
- 04:44 Compounding And Starting Early
- 05:32 Wealth Is Boring Habits
- 07:27 Plant Seeds For Momentum
- 08:10 Your One Step Challenge
Everybody wants the result, but few people stick with the discipline it takes to get there.
In this episode, John Kennedy explores the compound effect of discipline, why consistency matters more than motivation, and how small actions repeated over time can create remarkable results. From finances and health to relationships and personal growth, this conversation is a reminder that lasting progress is built one intentional step at a time.
If you've been waiting for the perfect moment to start, this episode is your encouragement to begin where you are and keep showing up!
- 00:00 Everybody Wants Results
- 00:27 Motivation vs Discipline
- 00:54 Earned Dopamine Momentum
- 01:36 Tim Grover Relentless
- 02:07 Quiet Discipline Pays
- 02:29 Money Example First 100K
- 03:27 Momentum Next 100K
- 04:16 Grand Slam Trap
- 05:34 Discipline Creates Peace
- 06:14 Identity Shift Habits
- 06:46 Show Up Regardless
- 07:33 Encouragement To Start
In this episode, John sits down with Lisa Begley, author of The Sock Drawer Philosophy and host of the Sock Drawer Podcast, to talk about navigating life’s messy middle.
Lisa shares how major life transitions, career changes, and a few hard lessons helped shape her perspective on growth, resilience, and moving forward even when things feel unclear. She explains the “sock drawer” metaphor for life’s chaos and walks through her D-R-A-W-E-R™ Method for making progress without needing everything to be perfect first.
Tune into The Sock Drawer Podcast
Want a free book copy of The Sock Drawer Philosophy? Text the CandorPath team at 407-904-8414!
- 00:00 Meet Lisa Begley
- 01:32 Real Life Messy Middle
- 02:51 Retirement Reinvention
- 05:41 Authenticity Over Perfection
- 07:14 Sock Drawer Philosophy
- 09:27 Signs and Sock Stories
- 12:53 Trauma and Feeling Stuck
- 15:31 Decide to Move Forward
- 19:56 Tiny Dare Accountability
- 21:07 Money Mindset Parallels
- 24:56 Introducing the D-R-A-W-E-R Method
- 29:43 Apply What You Know
- 41:49 Why Mentors Matter
- 45:39 Book Giveaway
John Kennedy explains the “Arrival Fallacy;" the belief that happiness will come once you reach a milestone like a certain net worth, retirement, or business success, only to find the feeling quickly fades. He breaks down hedonic adaptation (happiness returning to a baseline) and how dopamine is more tied to anticipation and pursuit than achievement, which is why many high achievers and retirees can feel lost after “arriving.” John argues that lasting fulfillment comes from valuing the process, consistent progress, and meaningful pursuits rather than a single outcome.
- 00:33 What Is Arrival Fallacy?
- 01:35 Hedonic Adaptation Explained
- 02:21 Dopamine and Pursuit
- 03:20 Success After the Summit
- 03:56 Retirement and Identity Shift
- 04:35 Value the Process
- 04:58 Softball Story Lesson
- 06:53 Redefining Success
- 07:33 Keep Your Brain Moving
On this episode of The Above Board podcast, John welcomes back Brandon Hatcher to discuss how to be “retire ready” beyond just finances, building on Brandon’s recent retire-ready checklist event and their earlier “Power of Positive Aging” episode. They explore how retirement can trigger boredom or an identity crisis, why today’s longer, healthier retirements require purpose, routine, and continued growth, and how to use the “what it’s not” exercise to define an ideal retirement (e.g., not endless TV, not doom-scrolling, not wasting time).
They highlight the importance of community, family and grandkids, health, and aligning expectations with a spouse, including trying a sabbatical or “soft retirement” before fully stopping work. They also briefly cover key financial basics: defining desired lifestyle and cash flow, building income sources, using tax-diversified accounts (taxable, IRA, Roth), and keeping taxes low.
"Your Retire Ready Checklist" Webinar: https://youtu.be/aW8zxVFUpM4
- 02:08 Beyond Money Retirement
- 03:13 Identity Crisis After Work
- 07:43 'What It's Not' Game
- 10:04 Build a Daily Routine
- 15:16 Try a Retirement Sabbatical
- 16:26 Family and Grandkids Rhythm
- 19:30 Community Without Isolation
- 21:57 Money Enables Meaning
- 22:45 Financial Therapy Talks
- 27:39 Mindfulness Shelf Method
- 30:20 Learning And Growth Plans
- 34:07 Funding Your Retirement
- 39:06 Health And Partner Alignment
- 40:43 Try It Before Retiring
- 41:25 Closing Quote
We live in a world that pushes shortcuts: quick wins, fast answers, and surface-level thinking. In this episode, John and Rich talk about why that mindset shows up in your finances and lifestyle, how it leads to frustration, and why real progress comes from slowing down and building awareness first. If you’ve ever felt stuck or tempted to skip the basics, this conversation will help you reset and refocus.
- 01:45 Shorts vs Attention Spans
- 05:27 Brain Rot and Dopamine
- 06:17 News Extremes Example
- 11:12 AI Future and Jobs
- 14:52 Human Skills Still Matter
- 17:39 Life Hacks and Shortcuts
- 20:46 Motivation Content Trap
- 24:58 Viral Speed of Trends
- 26:37 Loneliness and Disconnection
- 29:48 Online Connection Paradox
- 32:23 Social Media Engagement Spiral
- 36:45 Shortcuts Versus Scenic Route
- 39:33 Hard Work and Saving Hurts
- 44:57 Dopamine and Steroid Shortcuts
- 46:53 Do More Than Watch!
In this episode, we sit down with Jess Jensen, founder of Co-Pilot Communications, to talk about building authentic leadership in a digital world. After nearly 20 years inside Fortune 100 companies like Microsoft and Qualcomm, Jess now helps executives and founders find their voice, clarify their message, and show up online in a way that actually reflects who they are. We unpack why differences sell, how vulnerability builds credibility (not weakens it), the real role of AI in content creation, and why LinkedIn and podcasting are powerful tools for modern leaders.
How to Stay Connected with Jess & CO-Pilot Communications:
This April, Jess is launching ALTITUDE—a private LinkedIn branding cohort for small business owners on the rise. Only 8 spots. Registration opens in March.
- Join the waitlist here: www.copilotcommunications.com/altitude-waitlist
- Or, connect with Jess on LinkedIn here: https://www.linkedin.com/in/jessicakjensen/
- 00:00 Guest Intro
- 01:32 Unreasonable Hospitality
- 04:03 Radical Candor and Trust
- 05:14 Digital Presence Funnel
- 11:03 AI and Authentic Content
- 20:21 Client Process and Storytelling
- 25:03 Setting Story Boundaries
- 25:45 Vulnerability Builds Credibility
- 31:23 Authenticity Shapes Team Culture
- 34:46 Dark Social Flywheel
- 37:36 Podcasting and LinkedIn Strategy
Most financial mistakes aren’t math problems… they’re mindset problems. In this episode, John unpacks why knowledge alone isn’t what holds most people back. It’s not that you don’t understand budgeting, investing, or saving. It’s the emotions, habits, fears, and stories underneath your decisions that quietly drive the outcome. We talk about behavior vs. strategy, why self-awareness matters more than spreadsheets, and how to start making financial decisions that align with who you want to become, not just what the numbers say.
- 00:00 “Just Make $273/Day” Money Math Misses the Point
- 01:13 Hard Work Isn’t the Problem: The Real Causes of Money Stress
- 02:35 The 3 Gaps: Discipline, Awareness, and Identity
- 04:00 Gap #1 — The Discipline Gap (Knowing vs. Doing) 04:37
- Gap #2 — The Awareness Gap (Measure Your Burn Rate & Savings Rate)
- 06:34 Gap #3 — The Identity Gap (Your Money Story Shapes Your Behavior)
- 07:58 Practical 4-Step Reset: Track, Automate, Cancel, Money Date
- 10:28 Share This + Get Help at YourMoneyStory.app
John sits down with Pia to explore the connection between creativity, conviction, and living with purpose. They talk about what it means to create from a place of clarity, how culture shapes expression, and the courage it takes to live authentically. It’s a thoughtful conversation about identity, purpose, and using your creativity in a way that reflects who you truly are.
Resources from Pia and the Kollectiv Studio:
Learn More about The Kollectiv Studio
Welcome to the Creative Club: Make Life Your Biggest Art Project
- 01:20 Redefining Creativity
- 03:53 Pia's Personal Journey and Career Shift
- 06:03 The Impact of Creativity in Life and Work
- 07:46 Rediscovering Intuition and Overcoming Fear
- 14:49 Balancing Productivity and Presence
- 27:30 Embracing Peace and Self-Service
- 33:35 Unleashing Creativity: John's Journey
- 34:21 The Importance of Self-Integrity
- 39:04 The Power of Slowing Down
- 40:29 Creating Space for Creativity
- 42:50 Finding Flow State
- 58:32 'Welcome to The Creative Club'
Most money stress isn’t about income, it’s about how money flows.
In this episode, John Kennedy, CFP® breaks down the difference between spending up and spending down, why budgeting often feels frustrating, and how small system changes can create real clarity. He shares a simple framework for managing cash flow and building habits that actually stick. If you’ve ever felt like you’re earning enough but still wondering where your money went, this episode will help you reset the way you think about spending.
Resources mentioned:
- Free Financial Online Course: YourMoneyStory.app
- Live Webinar on Feb. 17th - Your Money Flows: Bringing Order to Your Daily Budget
- 00:09 The Real Problem: Money Psychology
- 02:14 Spending Up vs. Spending Down
- 05:21 The Power of Cash Flow Management
- 05:57 Implementing the Three-Account System
- 08:15 Join Our Free Online Course
In this episode, John talks with Mitchell Osmond, founder of Dad Nation and host of The Dad Nation Podcast, about why success at work may not always translate to fulfillment at home. Mitchell shares practical takeaways for high-performing men who feel driven and capable, but disconnected in their relationships. It’s a grounded conversation about emotional presence, intentional leadership at home, and building real connection where it matters most.
Resources mentioned in this episode:
- Dad Nation Coaching & Resources: www.dadnationco.com
- The Dad Nation Podcast: Available on all major podcast platforms
- Mitchell on Instagram: @dadnationco
- 01:20 Early Warning Signs of Misalignment
- 04:36 The Crazy Cycle in Relationships
- 11:47 Practical Tools for Emotional Presence
- 15:08 Active Listening Techniques
- 18:55 Preparing for Presence at Home
- 26:21 Balancing Work and Family Goals
- 28:07 Understanding Masculine and Feminine Dynamics
- 30:40 The Importance of Emotional Connection in Relationships
- 35:45 Modeling Healthy Relationships for Children
- 41:04 Encouraging Emotional Awareness in Men
- 42:06 Final Thoughts and Resources
John shares a simple moment that turned into a bigger lesson about growth, patience, and showing up when things don’t go perfectly. Using an everyday experience, he reflects on how frustration, mistakes, and missed expectations are often part of the learning process, and not signs to quit. It’s a reminder that progress is built through consistency, resets, and staying present, even when things feel messy!
- 00:08 A Game of Catch: Lessons from Softball Practice
- 01:41 Embracing Imperfection
- 02:37 Steph Curry: Practice and Perseverance
- 04:20 Applying the Lesson
- 05:31 Reflecting on Life's Blessings
In this episode, John sits down with Estate Planning & Probate Attorney, Jennifer Bondy, to talk about the often-overlooked emotional side of money, relationships, and decision-making. Jennifer shares how our past experiences shape the way we show up financially and personally, and why awareness is the first step toward real change. It’s an honest conversation about growth, clarity, and building healthier patterns that actually stick.
Learn more about Jennifer and her work:
Website: www.bondy.law
Areas of Legal Practice: https://bondy.law/areas-of-practice/
- 01:06 Jennifer's Career Journey
- 03:46 Estate Planning Basics
- 11:04 The Role of Trusts in Estate Planning
- 13:15 Understanding Probate
- 16:09 Avoiding Probate and Family Disputes
- 19:32 Disinheriting a Family Member
- 20:11 Will-Based vs. Trust-Based Plans
- 21:35 The Rise of AI in Legal Services
- 24:59 The Role of Financial Advisors in Estate Planning
- 26:44 The Importance of Proper Document Execution
- 29:28 State-Specific Legal Considerations
Before you start setting goals for the year, this episode takes a step back. John talks about why goal-setting often feels exhausting, not because you’re bad at it, but because you’re overloaded, and why creating space matters more than creating a perfect plan. He shares a simple but powerful approach to slowing down, getting clear on what you actually want your days to feel like, and building goals that support your life instead of running it. A great listen if you’re feeling unsure of where exactly to start this year.
- 00:00 Introduction and New Year Reflections
- 00:32 The Struggle with Goal Setting
- 01:34 Creating Space for Clear Thinking
- 03:52 Collaborative Goal Setting
- 05:38 Life Design Before Goal Setting
- 08:39 Upcoming Episodes Preview
This episode is our version of a year-end wrap. We look back on the biggest themes from 2025, from money and markets to mindset, purpose, and growth, and reflect on what actually mattered most. It’s a highlight reel of the conversations that shaped the year, plus a look ahead at what’s coming next. If you’ve been with us all year (or you’re just jumping in), this one ties it all together. Thanks for spending this year with us!
Past Episodes Referenced in This Wrap-Up:
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New Year, New Disciplines (EP 0145) – Kicking off 2025 with a focus on clarity, intention, and what deserves your energy
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Everything Everywhere Fallacy (EP 0147) with Mitch Matthews – Why “being one place well” matters more than doing everything at once
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Part 1: I'm Learning to "Let Them" (EP 0155) – Learning to release control and stop managing outcomes
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Part 2: I'm Learning to "Let Me" (EP 0156) – Doubling down on what you can control
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Loss Aversion: Losing Hurts More Than Winning Feels Good (EP 0162) – Understanding emotional decision-making during market uncertainty
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Your Passion Doesn’t Retire with Brandon Hatcher (EP 0174) – Why purpose doesn’t end when your career does
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00:00 Welcome to the Above Board Podcast Year-End Recap
- 00:09 Reflecting on 2025: Achievements and Inspirations
- 01:08 Key Themes of 2025: Financial Clarity and Personal Growth
- 01:31 Impactful Conversations: Focus and the Everything Everywhere Fallacy
- 02:44 Q2 Highlights: Embracing the Let Them Theory
- 04:30 Q3 Insights: Navigating the Financial Markets
- 05:37 Q4 Focus: People, Purpose, and Fulfillment
- 07:37 Looking Ahead to 2026: Exciting Plans and Gratitude
In this episode, John sits down with CandorPath's newest advisor, Brandon Hatcher, to talk about purpose, passion, and what fulfillment really looks like; long before and long after retirement. Brandon shares his journey to CandorPath, why knowing someone’s “why” matters, and how money can simply fuel the life you want to live. They also touch on family, coaching, community, and how to stay grounded in your identity as seasons change. A great conversation for anyone thinking about purpose, not just planning.
- 01:02 Brandon Hatcher's Background and Joining the Team
- 03:59 The Philosophy of Financial Advising
- 06:48 Building Client Relationships
- 14:53 Team Dynamics
- 20:57 Coaching Your Kids: Balancing Involvement and Engagement
- 23:06 The Influence of Simon Sinek's 'Start with Why'
- 26:13 Finding Purpose in Retirement
- 29:27 The Importance of Community and Routine
- 34:26 Your Purpose Doesn't Retire
- 38:03 Parting Words
John sits down with mental health coach, author, and speaker Judith Belmont to unpack why our thoughts shape so much of how we feel, and what we can actually do about it. Judy breaks down Cognitive Behavioral Therapy (CBT) in a practical, down-to-earth way, from spotting cognitive distortions to managing anxiety, reframing stress, and building real resilience.
It’s an encouraging conversation about self-talk, self-worth, and learning to see yourself with a little more compassion (and a lot less pressure). If you’ve been feeling stretched thin, stuck in your head, or just human…this one will land.
Explore more of Judy’s work at BelmontWellness.com and her latest book 110 CBT Tips & Tools: https://a.co/d/f5SN67u
- 00:00 Guest Welcome
- 01:09 Understanding CBT: Cognitive Behavioral Therapy
- 02:13 Practical Tips for Positive Thinking
- 05:07 The Role of Self-Help Books in Therapy
- 08:28 Dealing with Anxiety: Real-Life Examples
- 15:35 Stress: The Spice of Life
- 20:59 Understanding Team Dynamics and Personality Types
- 21:50 The Mental Health of High Achievers
- 24:23 The Positive Side of Stress
- 26:13 Facing and Managing Emotional Avoidance
- 28:59 The Importance of Self-Worth and Self-Compassion
- 33:44 Building Resilience and Learning from Failure
- 38:07 Parting Wisdom
Retirement isn’t the finish line... it’s the start of a new financial chapter. In this episode, John explains why shifting from “getting to retirement” to “planning through retirement” is essential. He shares real examples, the impact of staying invested, and what long-term risk actually looks like for retirees. A clear, practical conversation to help you protect your lifestyle, keep your money working, and stay confident for the decades ahead.
- 00:00 Introduction to Retirement Misconceptions
- 00:25 The New Race: Finding Purpose in Retirement
- 01:21 Financial Strategies for a Secure Retirement
- 03:15 Retirement Journey
- 05:32 The Importance of Investing Through Retirement
John and Rich dive into the hard but necessary work of setting boundaries, letting go of people-pleasing, and choosing peace over approval. They talk about recognizing one-sided relationships, protecting your energy, and why saying “no” is actually an act of self-respect. A practical, honest conversation for anyone feeling stretched thin or ready for a reset.
Rich also shares highlights from his new free mini-guide, The Fulfillment Reset, and how simple mindset shifts can help you reclaim clarity and calm. Download his free eBook here: https://payhip.com/b/Tg3np
- 00:50 Catching Up with Rich!
- 02:08 The Crossroads of Growth and People Pleasing
- 04:24 Setting Boundaries and Ending Toxic Relationships
- 10:18 The Power of Saying 'No'
- 21:05 Supporting vs. Saving: Lifeguard vs. Swimming Instructor
- 22:42 Confusing Compassion with Responsibility
- 23:30 Learning from Difficult People
- 26:08 Signs to Detach from a Relationship
- 27:24 The Impact of Chronic Negativity
- 33:33 Modern Acts of Self-Preservation
- 36:08 Balancing Personal and Professional Life
- 40:34 The Fulfillment Reset
In this episode of The Above Board Podcast, John talks with Shellee Howard, college planning expert, founder of College Ready, and author of How to Send Your Student to College Without Losing Your Mind or Your Money. Shellee shares how families can navigate the college process with confidence by finding the right school, minimizing debt, and making smart decisions from start to finish. Whether your student is a freshman or a senior, this conversation will help you plan with purpose and peace of mind.
- Learn more at www.collegereadyplan.com
- Get Shellee’s book: How To Send Your Student To College Without Losing Your Mind or Your Money
- 00:18 Meet Shelly Howard: College Planning Expert
- 01:17 Shelly's Personal Journey into College Planning
- 02:56 Building a Strategy for College Planning
- 06:48 The Importance of Passion and Purpose
- 12:01 Challenges Faced by High School Counselors
- 16:49 Empowering Students to Make Big Decisions
- 23:04 Starting College Planning Early
- 27:39 Financial Planning for College
- 28:54 The Importance of GPA and Test Scores
- 29:59 Creating a Unique Test Strategy
- 31:03 Maximizing Scholarships Through PSAT
- 31:45 Community Service and Passion with Purpose
- 33:39 The Role of Athletics and Extracurriculars
- 39:54 Understanding Different Buckets of Money
- 41:13 Negotiating College Scholarships
- 42:53 The Student Aid Index and FAFSA Insights
- 48:01 Wrapping Up and Additional Resources
In this episode of The Above Board Podcast, John talks with Brian Ahearn, Chief Influence Officer at Influence People and one of the few globally certified trainers of Dr. Robert Cialdini’s principles of persuasion.
Brian shares ideas from his new book, Influence from Above: Where Faith and Influence Meet, exploring how persuasion, ethics, and love come together in leadership and life. They discuss how to lead with integrity, build trust through authenticity, and use influence in ways that create real connection and impact. A great listen for anyone who wants to lead with purpose and influence with heart.
📚 Learn more about Brian Ahearn: https://www.linkedin.com/in/brianfahearn/
🌐 Visit his website: https://influencepeople.biz
📘 Order Influenced from Above: Where Faith and Influence Meet (don’t miss the special announcement on how you can get a free copy of Brian’s book!): https://a.co/d/bqsfWfS
- 00:17 Brian Ahearn's Background and Expertise
- 01:06 Recap of Previous Episodes
- 01:24 Understanding Persuasion and Pre-suasion
- 04:35 Principles of Influence: Liking and Reciprocity
- 05:28 Inspiration Behind 'Influenced from Above'
- 10:24 Transitioning into Retirement
- 24:17 Principle of Unity and Its Importance
- 29:32 Ethics in Influence
In this episode of The Above Board Podcast, John Kennedy sits down with Eliana Goldstein, a certified career coach who helps ambitious professionals build careers they love without burning out. Eliana shares her own journey from corporate ad tech to coaching, what she’s learned about finding purpose at work, and why true fulfillment comes from alignment, not a job title. They also talk about burnout, confidence, and how to know when it’s time to make a change. A great listen if you’re rethinking your career or want to feel more energized and connected to what you do every day.
Find more helpful success coaching resources from Eliana and her team here: https://www.elianagoldsteincoaching.com/
- 00:51 Eliana's Career Journey
- 04:27 Making the Leap to Coaching
- 06:59 Mindset and Confidence Building
- 08:26 Investing in Yourself
- 11:24 Finding Career Fulfillment
- 16:36 Navigating Career Seasons
- 20:58 Understanding Millennial and Gen Z Workforce Dynamics
- 24:00 The Shift to Hybrid Work Environments
- 29:29 Addressing Burnout and Job Fulfillment
- 35:30 Building a Coaching Business and Team
- 38:04 Career Development Programs and Final Thoughts
We often talk about compound interest when it comes to money, but character works the same way. The small choices you make every day, how you lead, how you treat people, how you show up, build on each other over time. In this episode, John Kennedy, CFP®, shares how integrity, consistency, and humility play a bigger role in success than most people realize. It’s an honest look at how character compounds in business, leadership, and everyday life.
- 00:26 The Power of Compounding Beyond Finance
- 01:18 Character and Consistency: Building Trust
- 01:58 Personal Accountability and Candor
- 04:44 The Invisible Returns of Character
- 06:27 Reflecting on Character Development
In this week’s episode, John Kennedy shares why “getting in over your head” might be exactly what you need to grow in your career, your finances, or your personal life. He breaks down a powerful idea inspired by Carl Richards: real progress happens just beyond the edge of your comfort zone. Whether it’s taking on a new challenge, saying yes before you feel ready, or finally stepping into something that scares you a little. This episode will remind you that safe equals stagnant, and growth happens at the edge.
- 00:29 The Power of Getting in Over Your Head
- 01:00 Carl Richards' Insightful Analogy
- 02:08 Personal Experiences and Growth
- 02:59 Facing Financial Challenges
- 04:50 Stepping Out of Your Comfort Zone
- 05:36 CandorPath's Mission and Vision
- 06:27 Final Thoughts and Challenge
In this episode, John chats with his longtime friend Kimberly Stevens—national champion swimmer, bestselling author, speaker, and breast cancer survivor. Kim has faced heartbreaking loss, her daughter’s life-threatening diagnosis, and her own battle with cancer. Instead of letting those moments define her, she turned them into a mission to bring hope to others through her movement Extend the Rose. We talk about resilience, grit, gratitude, and why hope is something we all need to share. Kim’s story is raw, inspiring, and a reminder to never give up.
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Learn more or get involved: https://extendtherose.org
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Be one of the first 10 listeners to text us at 407-904-8414 and get a free copy of Kim’s book! Want your own right away? Grab ALTAR’d here: https://www.amazon.com/ALTARd-Finding-through-GRATITUDE-NEVER/dp/B0BQ9LLP7H
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02:16 Kimberly's Early Life and Swimming Career
- 03:52 Facing Personal Tragedies and Losses
- 07:55 The Birth of Extend the Rose Movement
- 17:06 Finding Gratitude in the Midst of Struggle
- 18:29 The Rose Acronym: A Path Through Grief
- 23:50 Celebrating Milestones Amidst Challenges
- 29:03 The Power of Extending to Others
- 30:25 Hospital Events and Future Plans
- 32:01 The Roar Gallery Initiative
- 35:35 Faith, Grief, and Rediscovery
We hear a lot of the same questions when it comes to money—because navigating your finances isn’t always straightforward. In this episode, we’re answering some of the most common things people ask us, from budgeting basics to feeling stuck or overwhelmed. Whether you’re just starting out or reevaluating your financial habits, this conversation is a reminder that you’re not alone—and there are simple, practical steps you can take to move forward.
- 00:39 Viewer Questions: Financial Strategies
- 01:36 Question 1: Saving and Retirement Planning
- 05:39 Question 2: Paying Off Mortgage vs. Investing
- 09:38 Question 3: Raising Financially Responsible Kids
- 19:38 Question 4: Roth vs. Traditional IRA
- 29:39 Wrapping Up and Final Thoughts
In this episode, John shares how one book—Unreasonable Hospitality—reshaped how he and the team think about service. From handwritten notes to surprise welcome boxes and even personally delivered cookies, it’s all about making people feel seen. He dives into why a little extra effort in human connection still matters, even in a world racing toward automation. You’ll also hear how companies like Disney create “magic moments” to outweigh the “tragic” ones—and how you can apply the same mindset to your own work and life.
- 00:15 The Book Study: Unreasonable Hospitality
- 00:37 Personal Experience with Poor Service
- 02:32 The Future of the Service Industry
- 03:13 Balancing Technology and Personal Touch
- 04:14 The Value of Strategic Planning
- 05:41 Creating Memorable Client Experiences
- 06:38 Examples of Exceptional Hospitality
- 08:00 Empowering Employees to Create Magic Moments
- 11:43 The Importance of Human Interaction
Why does losing feel so much worse than winning feels good? In this episode, John and Matt revisit one of their most honest conversations—from a time when markets were down and emotions were running high. They break down the concept of loss aversion and how it quietly shapes our decisions, often without us realizing it.
- 00:32 Revisiting Loss Aversion
- 02:26 Behavioral Insights and Market Reactions
- 06:12 Practical Strategies for Managing Loss Aversion
- 11:55 Personal Experiences and Professional Advice
- 19:29 The Importance of Professional Guidance
- 32:27 Conclusion and Final Thoughts
Your portfolio might be balanced on paper—but what about your emotions? In this episode of The Above Board Podcast, John Kennedy, CFP®, explores how fear, bias, and past experiences can quietly steer your financial decisions. From holding too much cash to sticking with a stock out of loyalty, emotional allocation can derail even the best strategies. John shares practical ways to check in with yourself and stay grounded—because real balance isn’t just in your investments, it’s in how you think about them.
- 00:34 Understanding Emotional Allocation
- 01:37 Real-Life Examples of Emotional Allocation
- 05:23 Behavioral Finance Concepts
- 06:42 Strategies to Balance Emotional Allocation
- 10:42 Final Thoughts
In this episode of The Above Board podcast, hosts Rich and John get into the timeless wisdom of Theodore Roosevelt's 'The Man in the Arena' speech. They discuss the importance of courage over criticism, valuing effort over perfection, and the significance of showing up every day. Along the way, they share the challenges of facing naysayers, and the inspiration drawn from observing and supporting others. Listen in for motivational insights, practical advice, and the drive to dare greatly in all aspects of life.
- 01:47 Theodore Roosevelt's 'Man in the Arena' Speech
- 03:48 Dealing with Critics and Social Media Trolls
- 05:44 The Importance of Effort and Resilience
- 08:11 Courage Over Criticism and Personal Reflections
- 15:53 Turning Negative Energy into Positive Motivation
- 23:17 Encouraging Young Financial Advisors
- 24:01 Embracing Competition and Legacy
- 24:54 Effort Over Perfection
- 25:59 The Importance of Trying and Failing
- 26:37 Legacy
- 27:35 The Power of Showing Up
- 32:28 Supporting Others and Atomic Habits
- 37:38 Balancing Criticism and Praise
In this episode of The Above Board Podcast, John Kennedy gets real about something most people overlook—the basics. You can’t build wealth if you don’t know where your money’s going. You can’t stay fit if you stop showing up for the small stuff. Whether it's tracking your spending, sticking to a simple routine, or just being consistent, John shares why the fundamentals aren’t just for beginners—they’re for anyone who wants lasting progress. This episode is your reminder that real growth isn’t about doing more—it’s about doing what matters, and doing it well.
- 00:30 The Importance of Basics
- 02:40 The 10,000 Hours Rule
- 05:01 Mastering Financial Basics
Feeling mentally drained by the end of the day? It might not be a motivation problem—it could be decision fatigue. In this episode of The Above Board Podcast, John Kennedy shares how the daily pressure to make constant choices adds up, and what you can do to protect your energy. From setting daily priorities to creating decision boundaries, this episode offers simple ways to feel more focused, less overwhelmed, and back in control.
- 01:01 Decision Fatigue
- 03:00 Decision Fatigue in Financial Matters
- 04:10 Prioritizing Your Decisions
- 05:30 Creating Decision Boundaries
- 06:16 Simplify, Delegate, or Delete
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 DawnGuideStar Charity NavigatorA 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/
Mitch’s Podcast and Website for Coaches and Speakers: www.encouragingtheencouragers.com
Join Mitch’s “4 THINGS” weekly email: MitchMatthews.com/4things
Mitch’s “Coaching Success Predictability Assessment”: MitchMatthews.com/CSPA
Instagram: @mitch.matthews
Facebook: @mitch.matthews.104
LinkedIn: https://www.linkedin.com/in/mitchmatthews/
Mitch's Primary Website: 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/
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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!
Join host John Kennedy on Episode 106 of the Above Board podcast as he sits down with Heidi Schalk, a business strategist and leadership coach with an inspiring story of resilience and success. From navigating divorce as a stay-at-home mom to thriving as an entrepreneur, Heidi shares insights on overcoming fear, tackling limiting beliefs, and the importance of authenticity in the business world. They also discuss self-leadership, setting boundaries, and the role of a good business coach in the entrepreneurial journey!
Get ready to supercharge your financial game with John Kennedy, CFP® on this podcast episode! Dive into five game-changing budgeting rules that will revolutionize your approach to financial management. From mastering the art of separating fixed and variable expenses to planning for those unexpected costs that pop up out of nowhere. Join us as we embark on a journey of financial empowerment, simplifying the budgeting process and reducing stress over those daily money matters. Get ready to take control of your finances and build a brighter, more secure future – one budgeting rule at a time!
Join John Kennedy as he explores the transformative concept of "healthy selfishness." Discover how prioritizing your well-being doesn't mean neglecting others; it's about setting boundaries and embracing self-care without sacrificing personal connections. Through personal anecdotes and reflections, John shares his journey of learning to prioritize self-care and happiness while still considering others. From redefining success to fostering deeper relationships, this podcast offers practical insights for anyone seeking harmony in their personal and professional lives.
Join your host, John Kennedy, for an inspiring conversation with Lesley Hensell, where she shares her remarkable journey that ultimately led her into the world of e-commerce and entrepreneurship. Despite challenges, Lesley found her stride in the world of Amazon selling, offering invaluable insights into retail arbitrage, business setup, expense management, and more. Tune in to discover Lesley's secrets to success and get a sneak peek into her book, 'The Amazon Incubator', your ultimate guide to building a flourishing online business. Whether you aspire to initiate a "side-hustle" or expand your e-commerce business, this podcast is your go-to resource for success!
Join your hosts, John Kennedy and Matthew Marcoux, as they delve into the importance of budgeting. Interestingly, they both have different viewpoints about the best budgeting methods, but ultimately, it comes down to creating a system and sticking with it. Learn why it's crucial to separate your expenses into different accounts and how to develop a consistent savings habit. They also discuss the importance of being aware of your spending and share some effective tools to track it. Whether you're in the "build wealth" phase of life or a retiree, this discussion will provide you with valuable insights on how to handle your budget proactively!
We're back! Your host John Kennedy is joined by returning guest Rainah Fitzgerald to discuss their 'words of the year' for 2024. Rainah shares her choice of 'grounded,' signifying her dedication to nurturing existing projects and embracing new ones with mindful consideration. Meanwhile, John opts for 'gain,' emphasizing the importance of acknowledging present achievements over fixating solely on future triumphs. This episode offers insightful commentary on balancing personal and professional growth and valuing present accomplishments!
Join us for a special 100th episode where our hosts reflect on their "Year of Yes, No, and Awareness." They revisit the goals they set in January 2023, sharing what worked and what didn't in their pursuit of challenges. Discover the ups and downs of their journeys, gaining insights into personal growth and resilience.
Stick around for the wrap-up, where they discuss the importance of awareness and taking care of your mental health. It's a down-to-earth conversation about facing life's twists and turns. Tune in for an engaging exploration of self-discovery, mental wellness, and the pursuit of a meaningful life!
In 2023, we've had enlightening discussions on various topics, ranging from productivity to health and personal finance. In this episode, John Kennedy, CFP® shares his top conversations on the importance of progress over perfection, embracing failure, and the impact of consistency. These topics resonated throughout our episodes this year, as many individuals face their own challenges in these areas of life. Above Board is thrilled to share our experiences and perspectives on these important subjects. Below is a quick highlight of today's episode: 03:30 - Mike Paton, famous EOS implementor and author shares his wisdom on "failing forward" and how to simplify things in your life. The full interview with Mike Paton and John Kennedy can be found on episode 71 of the Above Board Podcast. 14:20 - At minute 14, this episode shifts to Matthew and John's conversation around persistence. Their discussion is about how to teach these lessons to our youth but also how to apply the principle of consistency in our own life. This is from episode 95, The Black Belt Journey of Persistence. 24:30 - Alan Stein, Jr. joins us on episode 78 discussing his stories about "the unseen hours" and how to have a "next play mentality" for both the high and low points in life. Alan is a world-renowned speaker and author of "Sustain Your Game." 39:45 - TheRichB shares insight from episode 85 (Being Masterful at Mastery) about focusing on your journey and growth as opposed to only the outcome. He also discusses 5 ways to achieve mastery in various areas of your life!
The fear of losing is something that affects all of us, whether it's in our personal life or our finances. In this episode, we dive into the psychology of "loss aversion" and discuss strategies for managing these biases. Join John Kennedy, CFP® as he shares practical tips for coping with concepts like sunk cost bias and the endowment effect. Don't miss out on this insightful discussion!
In recent years, market volatility has tested the mettle of even the most experienced investors. From stock market fluctuations to unpredictable bond prices, successfully managing our finances has become more challenging than ever. During times of uncertainty, fear-driven decision making can lead to a behavior gap that significantly affects our financial health. This episode is specifically here to help you understand these behaviors and provide practical strategies to avoid falling into these common financial traps.
Do you often feel overwhelmed by the expectations you've placed on yourself? In our fast-paced lives, there never seems to be enough time to accomplish everything we want. Join John Kennedy as he shares his strategies for managing this self-imposed pressure. Striking balance between motivation and stress when it comes to your own expectations can feel impossible at times, but you’re not alone in this journey!
Have you ever thought about the life lessons you wish to pass down to your children? Matthew Marcoux and John Kennedy share their hopes for teaching their kids perseverance and the value of hard work. Through their own experiences, they have learned that true mastery in any field is achieved by never giving up and always striving to do your best. Matthew also shares his son's journey to earning a black belt, which taught him the valuable lesson that success is born from persistence. This lesson applies not only to martial arts but also to our financial habits and other aspects of life. Embrace the wisdom of learning from failures and persisting in the face of adversity to find your version of success.
Discover the incredible truth about how wounds heal from the inside out. Whether it's personal or professional, healing requires bravery and self-love. Join TheRichB as he delves into the transformative power of compassion and self-care. Embrace the power of speaking truth and positivity over yourself today.
In today's conversation, John Kennedy and TheRichB get real honest about the importance of investing in your emotional well-being and share their struggles with finding balance. We often expect ourselves to have endless energy and emotional capabilities, but that would be like expecting to magically have $50,000 in our bank account without actually having the money. John opens up about his challenges with being too results-oriented and seeks practical advice from Rich on finding a better approach. Stay tuned until the end to discover the significance of having conversations with others, journaling, and avoiding the harmful habit of "doomscrolling."
Exciting news! You asked, we answered. TheRichB has been garnering questions from our listeners throughout the past month, and in today’s episode, John Kennedy, CFP® and Matthew Marcoux, CFP® are ready to tackle all of your questions! Join the conversation and be prepared for an informative discussion on topics ranging from the use of a 529 plan to saving for retirement. To those of you who have asked throughout the last few weeks, THANK YOU!
In today's podcast, the guys share their ideas on navigating life with an aging parent. It can be a difficult topic to approach, but it’s an essential part of life for most families. Taking the time to plan with proper legal documents, a financial inventory, and monitoring accounts can give everyone peace of mind. The highlight of this podcast teaches us that effective communication is the most important aspect when facing these issues. Be sure to stick around to the end, where the guys share five critical steps to take if you are going through this situation right now or in the near future.
Warren Buffett once said, "someone's sitting in the shade today because someone planted a tree a long time ago."
This statement is true in many areas of life, especially when it comes to your money and investing for a better tomorrow. However, how often do we allow the headline news to determine our decision-making when it comes to our long-term goals? In today's podcast, John shares some ideas on how to cope with this, and more importantly, how to regain control. Whether it's self-reflection about having a scarcity mindset or focusing on the things within your sphere of power, these concepts can help give you the confidence to stay committed to your long-term plans.
It's easy to forget that we have control over much of what goes on in our own lives. Our thoughts, and the actions that we take, are something that we can truly influence. Today's conversation with TheRichB aims to help us focus on those things that are within our power. Making a conscious decision to put your effort and energy into taking control over your life will surely lead you in the right direction.
Join TheRichB and John Kennedy as they delve into their hopes for how their children will remember them. They discuss the powerful role parents play in shaping their kids' lives and character, and how children often emulate their parents' actions. The discussion takes an intriguing turn with the introduction of a concept called "monk mode," revealing the profound impact this can have on personal growth. The guys also talk about the role of a mentor and just how important mentorship is at all stages of life. Don't miss this enlightening conversation that will inspire you to create a meaningful legacy for the next generation.
Even the richest person in the world will have nothing if they do not have their health. Can you be wealthy if you are not healthy? Probably not. No, definitely not! In this podcast, Rich discusses some health hacks and personal wellness habits that he has utilized to stay fit and strong well into his 50's! Stay tuned for more episodes like this from Rich and the whole gang at Above Board! Ready to get some wealth out of your health? Listen on!
Feeling like life is just one big to-do list? We totally get it. In this conversation, John Kennedy and TheRichB dive into the importance of planning for spontaneity and how it can positively impact your happiness and relationships. We all crave those unexpected, joyful moments, but in our fast-paced world, you've got to make time for them. Don't miss the end, where they discuss the dangers of waiting until retirement to embrace spontaneity, as well as some practical ideas on how to apply this in your daily life right now!
You know those people who seem to become wildly successful overnight? Well, it turns out they've actually been putting in years of hard work behind the scenes. This idea was popularized by Malcolm Gladwell's "10,000 hours" rule, which basically says that mastering a skill requires a ton of concentrated effort and hard work. But here's the thing: the process of becoming great is actually more important than the end result. That's why TheRichB is chatting with you today about the importance of loving the process, embracing failure as an opportunity to learn, and committing to excellence in your craft.
Today on the podcast, John Kennedy and TheRichB discuss how the phrase “chronically activated” applies to so many of us in these hectic, uncertain times. Through candid reflection, they share their own personal experiences with anxiety alongside the tactics they use regularly to help manage it better. From acknowledging underlying feelings to reframing that same emotion in a more beneficial capacity, they pause to consider different new perspectives and what steps can be taken today for a better tomorrow.
Today on the podcast, John Kennedy and TheRichB are talking about something essential: investing in yourself! From personal finance to personal empowerment, they discuss how it really pays off to be your own best asset. With fascinating anecdotes and scientific facts, they demonstrate just why self-investment is the foundation of success. Tune into today's podcast to get your dose of motivation and wisdom on the rewards of investing in yourself!
Thinking of becoming a CERTIFIED FINANCIAL PLANNER™? In this podcast episode, Matt and Mackindsay delve into the necessary steps and career outlook, as well as shed light on the thought process and decision-making involved in pursuing the certification and taking the test. Join the conversation and gain valuable insight!
Join TheRichB and John Kennedy as they explore how giving to others can bring a sense of fulfillment. They talk about the value of understanding love languages and how a simple, kind gesture can go miles towards creating a long-lasting impact for someone else. Whether you're a business owner focused on building strong relationships, or simply seeking to enhance your personal connections, this conversation will inspire positive and rewarding results for all involved!
Let's face it, the best things in life aren't always easy. But, if you're passionate about something, the hard work is worth it! In this podcast, John Kennedy spills the beans on the power of embracing a healthy obsession. Listen in to learn more about John's journey in balancing burnout, facing the naysayers, and the importance of allowing yourself to be positively obsessed about something.
Have you ever sabotaged your own success with self-limiting beliefs? Well, today's podcast with TheRichB breaks down how we unknowingly adopt false narratives that hold us back. He also talks about the importance of reframing our perspective to open possibilities we once thought were impossible. Tune in to hear invaluable insight into what it really means to recognize the stories we have told ourselves, and how to move beyond them!
Today's episode of the podcast is jam-packed with ideas and conversation-starters for talking to your kids about money. Learning how to introduce the subject, cover basic financial concepts, and give them advice around “giving, saving, and spending” are all part of today’s discussion.
Furthermore, you can gain insight on how to empower them to make their own money decisions. If you’re looking for ways to help your children have a better understanding of money management, navigating the difficulties of budgeting, and smart saving then today’s show is one worth checking out!
In this must-listen podcast, we sit down with Alan Stein Jr. to discuss the power of seeking rejection and detaching from outcomes. Through his inspiring message, you'll learn how to experience post-traumatic growth and develop a "next play" mentality that will transform your life.
Join us as Alan shares his insights on:
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The importance of embracing rejection and failure
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How to shift your focus from outcomes to the process
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Developing a "next play" mentality that keeps you moving forward
If you're ready to discover post-traumatic growth, this podcast is for you! Alan is an internationally renowned keynote speaker and corporate performance coach. He has also worked with some of the highest performing basketball players on the planet - such as Stephen Curry and Kevin Durant. To learn more about Alan, please visit www.alansteinjr.com.
Today marks an exciting milestone - five years of CandorPath Financial! Join Matthew Marcoux and John Kennedy as they share their journey of valuable lessons learned and unforgettable leadership experiences. Hear how they’ve pushed through roadblocks, dealt with imposter syndrome, and learned more about work-life balance while growing a business. Matt and John have experienced firsthand, trust is a key component in any strong team. However, learning how to cultivate an atmosphere of mutual reliance was not always straightforward - it required them to shed control and "unhealthy perfectionism" to fully embrace the concept of collective trust! Plus - hang around until the very end for insights into what's in store next with The Above Board podcast, TheRichB & the future of CandorPath Financial!
Get ready to dive into the world of banking in today's podcast! Michael Scott, CFA takes us on a journey through the latest headlines, covering everything from how banks make money to what actually happened with Silicon Valley Bank. But that's not all - listen further and you'll hear insights on the future of home loans, auto loans, and savings rates. And if you thought diversification was just a buzzword, think again - Michael reveals just how crucial it is to your financial well-being.
To learn more, you can follow Michael’s latest publications at candorpath.com/blog or follow him on LinkedIn at https://www.linkedin.com/in/michael-scott-mba-cfa-28584973/
Kristen Holmes is the Vice President of Performance Science and Principal Scientist at WHOOP and in today's conversation, she enlightens us on the importance of tracking your own health data to gain a clearer picture of your overall mental and physical health. Kristen has worked with thousands of professional and NCAA athletes, and through her years of research and real-life experiences, she teaches us how to apply some key principles to your own health and stress levels no matter who you are! She also shares her wisdom on HRV, sleep consistency and longevity. WHOOP has so much to offer, including a very new feature called the "Stress Monitor." If you want to improve your sleep habits, reduce stress, or increase overall health - this episode is for you!
To learn more, you can visit whoop.com or listen to the WHOOP Podcast that features many episodes with our guest today, Kristen Holmes.
Are you wondering how to create a consistent podcast? Robert Plank, digital marketer and podcast host, has some helpful tips. On today’s episode, he talks about the importance of consistency and showing up for your community of followers, listeners or clientele. Robert shares why it’s important to have a podcast as part of your communication/marketing strategy and offers practical advice on getting started! He also emphasizes how podcast conversations can help highlight others and serve as an opportunity to network. Tune in and find yourself equipped with vital knowledge, allowing you to reap the benefits that only consistent podcasting can provide.
TheRichB shares in today's podcast about how asking the right questions can be a game changer when it comes to living your best life. By shifting your focus to constructive inquiry, you open the door to a world of possibility and growth. Keep in mind that the quality of your life is directly linked to the quality of the questions you ask yourself. Don't settle for surface-level thinking and automatic responses. Embrace the power of curiosity!
On today's podcast, Rainah Fitzgerald & John Kennedy talk about the changing landscape of working virtually and how to maintain a strong work/life balance. Throughout the conversation, they also discuss the next generation of leadership. Specifically, they share ideas on the importance of mentoring relationships and offer great advice on how to become a leader in your field at any age.
Speaker, author and EOS Implementer® Mike Paton joins us on the podcast to discuss how organizations can best move forward when perfectionism gets in their way. We'll hear his thoughts about coping with unnecessary levels of perfectionism, simplifying processes for greater progress, and fostering an environment that encourages accountability at all stages.
With innovative approaches and helpful tools, Paton helps entrepreneurs to simplify their processes and achieve success. To learn more about the Entrepreneurial Operating System® (EOS®), please visit www.eosworldwide.com.
In today’s podcast, John talks about the importance of perspective when it comes to failure, and how making a temporary defeat into a permanent failure can rob you of your happiness and success.
TheRichB speaks life in today's episode about how self-improvement is the doorway to greatness. It comes down to three simple steps: having great thoughts, words with power to speak life into a situation, and taking meaningful action - all of which should be done in full appreciation for what you have now!
If you're looking for guidance on ways to move people to action without manipulating them, you won't want to miss today's podcast! Brian Ahearn, one of the world's very few certified trainers in the famed Cialdini Method, will share his insights into the key principles of influence. He'll reveal how you can ethically persuade individuals and help them take action. Get ready for a fascinating insight into the power of ethical, non-manipulative persuasion. Connect with Brian Ahearn: * LinkedIn https://www.linkedin.com/in/brianfahearn/ * Twitter https://twitter.com/BrianAhearn * Facebook https://www.facebook.com/IinfluencePeopleBrianAhearn * Website https://www.influencepeople.biz
We are excited to be joined today on the podcast by Scott Dickson-- a marketer, branding expert, and renowned voice actor! From what he’s learned as both a business professional and as a parent/coach in his life journeys, he shares with us the power of mindset. He also dives into the importance of adversity so that we are able to experience growth. Scott's passion for parenting and coaching young minds shines through on this podcast!
We recently had the pleasure of having Jen Hamilton join us--what can we say? She's absolutely inspirational! As a social media influencer, nurse and keynote speaker, she has a unique blend of humor, knowledge and realness that wins her millions of followers. She currently has over 2.6 million followers across multiple social media channels! It was truly a wonderful conversation about authenticity, one that we feel you will find fun and meaningful!
John and Matt are thrilled to welcome back Michael Scott, CFA to the show. This time around, they delve into the importance of working together as a team compared to working independently. While all personal efforts can bear fruit, banding together with mutual understandings and aligned goals allows for elevated results. Most significantly, collaborating with each other helps to elevate their client’s financial outcomes. Apart from that, they also discuss the value of doing annual energy audits which helps them to discover their "zone of genius."
Today, we're so excited to have Lynn Tickner on the podcast! She's the founder of Ink and Key – an amazing business that helps entrepreneurs find creative success. As a StoryBrand Certified Guide, she dedicates her professional life to helping others unlock their story and create effective marketing strategies. This is more than a sweet success story – she’s charting a course for others who are investing in their business and wanting to achieve positive growth and success.
Today’s podcast is a real banger! TheRichB and John are taking on the topic of finding awareness. With their eagerness to explore every detail, you definitely don’t want to miss out! Awareness is often equated with self growth, so this episode has the promise to be extremely spine-tingling. From thought provoking questions to insightful experiences, this exploration is one for the books. Don’t miss the incredible journey towards understanding awareness – tune in to today’s podcast now!
Matthew Marcoux shares his ambition to be a "yes man" during 2023. A twist on the conversation of "The Year of 100 No's" and, yet, still yielding the same end result: Personal growth. The pursuit of getting out of our comfort zone and finding new limits is an excellent goal for the New Year and Matthew discusses what he hopes to achieve from this idea!
TheRichB and John Kennedy talk about getting uncomfortable in 2023. On the other side of discomfort is growth and John discusses his hope for finding "post-traumatic growth" by experiencing rejection 100 times. He also explains some lessons he hopes to learn along the way. Kudos to the book "Sustain Your Game" by Alan Stein Jr. for helping craft this idea! Stay tuned towards the end to hear TheRichB's theme of 2023!
Welcome back TheRichB, and cheers to episode #60 as we close out 2022! Today, the guys discuss the importance of compassion amongst their relationships. They discuss how to express empathy, what to do when you have none left, and understanding the difference between introverts and extroverts!
Listen towards the end for a sneak peek about one of our next episodes, Matthew Marcoux's "The Year of Yes!" See you in 2023!
Have you ever heard of the term Efforts of Impact? For us it's a way to describe the value and importance of going the extra mile for someone else. Think about the last time you were pleasantly surprised by someone going out of their way to be nice to you. How did that make you feel? During this holiday season, the guys talk about doing RAK's (random acts of kindness), talking with strangers, and the importance of going the extra mile. Be sure to listen to the end for a unique challenge that Matt sets forth to our podcast community!
People react differently to negative versus positive changes. In fact, studies suggest feeling a loss is twice as powerful of an emotion as compared to an equivalent gain. No one wants to experience loss, but the fear of incurring losses could be prohibiting you from making well-calculated decisions that have worthwhile potential. Matt and John talk about 4 important strategies to deal with this cognitive experience known as loss aversion.
As we approach the end of 2022, many are feeling the emotions of market loss and economic woes. In today's episode, we welcome Michael Scott, CFA to the podcast. Michael uses some very relatable analogies to understand the journey of long term investing. The guys also talk about some useful strategies to deploy when it comes to market volatility.
For more information, please visit candorpath.com/blog
It's hard to prioritize the right metrics of success in today's world. In this episode, the guys talk about work-life mix and use real life examples to define their version of success. They also share some practical opinions of success metrics they enjoy focusing on.
In today's episode, Rich and John talk about the pitfalls of striving for perfection. Why do we sometimes put ourselves under impossible expectations like this? And how can you reframe this to instead focus on other positive outcomes, such as presence or progress?
We believe that one's financial success is often attributable to setting good habits and auditing their own behaviors when it comes to money. Whether it's preparing for market volatility or setting proper retirement expectations, creating rules around your financial life can help in managing your emotions during good and bad times. In today's conversation, John and Matt answer some questions they've been receiving lately, such as: -With the market craziness we've seen lately, should I continue to participate in my 401(k)? -I am living off of portfolio income during retirement, what should I be doing given current economic conditions? -I'm ready to retire soon, should I wait?
In today's episode, Brian Hyser (Founder and CEO of HYSER.) discusses his career transition into developing one of the top real estate brokerages in Orlando, FL. In his early 30's, he found himself falling out of love with his chiropractic business and wanting to find a way to reinvent himself. We discuss the risk of not pursuing your passions and how it's never too late (even when you feel like it is!). For Brian, this was a side hustle that quickly turned into a true passion.
Listen on as he describes how this helped him better define "life-work" balance and the excitement of risk-taking as a business owner.
Brian leads a team of 16 full-time real estate agents and can be found at @thebrianhyser on all major social media outlets. You can also visit HYSER.com for more information.
We love talking about ways to motivate you to find your financial awareness. In today's episode, John Kennedy, Matthew Marcoux and TheRichB talk about the top 5 ranked most stressful life situations. Without a doubt, some (or all) of these things have happened to you. How is money and financial fear interconnected to these stressful life moments? And how can we begin to see money as a vehicle to give us choices during these stressful situations?
In today's episode, we welcome back TheRichB! The discussion quickly turns into our biggest "pet peeves" and for TheRichB, one of them is when people say that something is "easier said than done." Everything worth doing is going to be easier said than done, but that shouldn't stop you from pursuing what you want for yourself and your life.
John Kennedy and Matthew Marcoux give their initial reaction and break down of the Inflation Reduction Act, which was signed into law on August 16th, 2022. They unpack the main areas of the legislation impacting consumers, such as IRS enforcement, health care, and energy tax credits.
In today's episode, Megan Glass shares ideas on creativity, leadership, and company culture. She spent many years of her career in event planning, while working for companies such as Disney World. Today she talks about how those skills helped prepare her for a Director level position in operations and why it's important to enjoy your life and the work that you do. She also believes that work/life balance is an evolution and can always be improved upon, but that it doesn't need to inhibit company productivity. In fact, she believes that companies who strive for better work/life balance for their team will see enhancements to productivity.
Matt and John talk about the impact Gino Wickman's Entrepreneurial Operating System (EOS) has had on their personal and professional lives. From creating a vision all the way down to how they operate their daily goals, EOS has helped them overhaul how they view operating a company and their daily life.
Matt and John chat about the current economic outlook, entrepreneurship, and 16 personalities. Above Board is ready to bring the weekly podcast back into action and the guys spend some time discussing what that means for our listeners!
The guys discuss just how easy it is to allow the overload of information we all receive to infiltrate our daily thoughts and routine. From text messages to news updates, it's never ending. We often can't even process our emotions properly before we move onto the next thing because we are always so "connected"! So, then, why are we day trading our attention, time, and emotions this way?
John and Rich discuss the "power of positive aging" as it relates to their health and mindset. More specifically, the conversation focuses on their journey in active visualization and the importance that it now plays in both of their lives. Life goes by fast and it's important to intently focus on your version of success and happiness!
In today's episode, our very own TheRichB talks about finding ways to get yourself unstuck and connecting to a deeper sense of purpose. This is from Episode 80 of The ModelFA podcast with David DeCelle.
"'Why’ is one of the most powerful words that exist. If you understand or have a visceral, emotional, passionate connection to your ‘why,’ that’s how you can prevent burnout.”
Have you ever thought about starting your own podcast? John and Rich discuss the various podcast tips they've learned as Above Board approaches its 2 year milestone. This discussion is a great metaphor for life about focusing on your passion and keeping things simple!
There's so much pressure to be perfect these days, but the truth is that perfection is a bar too high - it simply doesn't exist. Why are we so hard on ourselves to be the perfect parent, professional, student, athlete, etc.? Today's conversation is about finding grace and joy in your progress instead of perfection.
Are you using social media in a way to help create fulfillment and meaning? Or is it becoming counterproductive for you? The guys break down how they limit social media or curate their content to source positive, productive information. Matt and John address their viewpoint as the social media consumer, while Rich shares his perspective as a content creator.
Today's guest, Don Varady, shares his entrepreneurial journey that began with bankruptcy and leaving everything comfortable behind him to build a business of impact to others. Don and his wife, Evonne, are co-founders of Clean Eatz and co-hosts of The Clean Truth Podcast. Favorite quote from today's show: "Go all in, but don't ever bend on your integrity." - Don Varady Clean Eatz is a healthy lifestyle restaurant that also offers affordable and enjoyable meal delivery services. For more information, visit www.cleaneatz.com.
In today's podcast, your resident CFP®'s discuss the recent market volatility and how to prime yourself for financial success. Our favorite quote from today: "Small habits don't add up, they compound." - James Clear
Casey and the guys discuss the power of mindset, apologizing, and the 5 swear words to remove from our vocabulary. Favorite Quote from the show "A goal with no plan turns into a wish." Casey is the author of the book "Win the RELATIONSHIP, Not the DEAL" as well as host of The Quarterback DadCast. To learn more about Casey, visit caseyjacox.com.
On today's podcast, Rich discusses how he focuses on "getting through life" to "embracing life." There are so many significant moments throughout our lifetime, and when it's all over, your life is represented by two dates and a dash...so let's make the most of that dash!
The holiday season can often be a stressful time for many. Rich and John discuss the common issues many of us face during the holidays and how they manage holiday stress.
Matt Marcoux, CFP® answers the important questions that you've always wanted to ask your financial planner. Questions such as: Do I even need to work with a financial professional? What makes a financial planner a CERTIFIED FINANCIAL PLANNER™? How does a financial planner get paid? And what is a fiduciary?
John Kennedy and TheRichB discuss gratefulness, hard times and toxic positivity. They share their thoughts on how powerful gratitude can be and John inquires about Rich's specific focus on gratitude during extremely difficult situations. Is that something you are born with or can gratitude actually be learned?
Suffering is universal. We all experience suffering to various degrees. However, there is a term called "post-traumatic growth." On today's podcast, Rich shares his thoughts on experiencing growth through trauma.
When people think of kindness, they often think of big and grandiose gestures. But does kindness really have to cost a lot? Do you really have to donate one million dollars to be thought of as "kind"? You'd be surprised how little kindness can cost.
TheRichB, John Kennedy, and Matthew Marcoux discuss preparing for adversity before it even begins. This is great framework for decision making throughout your life, your business, and your relationships!
The guys host their personal friend and guest to the show, David DeCelle. David is a speaker, coach, and entrepreneur. He is also currently the President of ModelFA. David shares his ideas on the importance of mentorship, building relationships, and passing out smiles!
When we are experiencing anxiety, the last thing anyone wants to talk about is gratitude. However, gratitude has a magical way of lifting you up. Today, Rich shares his experiences where gratitude has helped lift him up, especially around the time of losing a loved-one.
Mark Tappan (K9_Mattis), LEO, author, reality show and social media star shares his thoughts on work ethic, dealing with negativity, Faith, and knowing your why.
We're kidding with the title! But often times we can find ourselves losing focus with our money goals. We want to address the common ways this can happen and how to not only recognize that habit, but forgive yourself and make positive changes for the long term.
On today's podcast, Rich shares his heartfelt perspective on dealing with negativity and bullying. It is hard to choose kindness and compassion when faced with these situations, but you will enjoy his perspective!
John and Matt interview TheRichB about the importance of fitness and the role it has played throughout his life. The guys discuss mental health, bullying, and finding the ability to focus on the things you can change while accepting the things you cannot.
Matthew Marcoux and TheRichB talk about focusing on a career that elevates you, gives you energy, and makes you happy. They also talk about the importance of disconnecting to find ways to re-engage their passions.
Today's guest, Patrick Sirmeyer, shares his story about leaving the comfort of their own home and traveling the U.S. for the next 12 months with his wife (Anna), their 2 children, and 2 dogs. Motivated by how COVID has changed life, this young family is documenting their journey (The.Sentient.Life) of finding awareness, creating memories with their kids, and managing their businesses remotely. You can also follow their story at youtube.com/sentientlife
What's the impact of positive and negative friendships to you? The guys share their methods for how they audit their friendships, focus on positivity, and what to do when you have to "friendscape" someone!
On today's podcast, John and TheRichB talk about rediscovering their limits and self-discipline. John shares his story of starting, failing, and then re-starting 75 HARD and how this helped him gain confidence and belief within himself.
TheRichB interviews Matt and John as they discuss their business partnership. They focus on the key areas that allowed them to develop their trust in one another: Friendship, communication, differing strengths, and for Matt...following his gut instinct! They believe that their combined efforts will lead to better outcomes and that most meaningful achievements are a result of collaboration.
The Above Board with CandorPath guys (TheRichB, Matt, John) discuss their collective desire to live a long and fulfilled life. They reveal their results from a longevity quiz and discuss what it means for them to live to 100!
We're back! Things have changed, you've changed, we've changed! Above Board is about open and honest conversations. We'll be featuring new guests along with a different format for the podcast!
Rich Bluni, John Kennedy, and Matthew Marcoux reflect on this past season and share their final thoughts as we wrap-up 2020. As Season 1 comes to a close, they're excited to share big things to come for 2021: A digital e-course along with season 2 of the podcast that will host guest stars and new conversations.
Where your money goes is where you're going. The guys talk about accountability and systems to help you create discipline when it comes to spending your money.
Life happens...and sometimes we need help. The guys talk about the humbling experience of asking for help and relying on others. It's a great opportunity to build character, especially for those of you like us that have a hard time asking!
Rich Bluni, John Kennedy, and Matt Marcoux are focusing on the good that has come in 2020. Yes, you read that right...the good! It's easy to focus on the negativity this year, but the guys talk about how they're proactively dealing with that.
The guys discuss the 3 key components to keeping a smart budget in 2020 - Communicate about it, Write it, and simplify it!
Many of us face the challenges of impostor syndrome. That little voice of doubt in the back of your mind that has you questioning "What makes YOU the authority on this?" or "What makes you think YOU can do this?" Rich Bluni, Matt Marcoux, and John Kennedy talk about taking proactive steps to silence that voice of doubt!
Today's podcast is about navigating the challenge of a difficult relationship at work. Whether it's leadership or a colleague, we all face this problem at some point in our career. The guys share solutions that have benefited them, but also what it's like from the perspective of being that "difficult person."
The guys talk about budgeting for your day, in the same way we all budget for our finances. Finding useful ways to re-charge and re-prioritize your schedule can be powerful because if you're not the best version of yourself, you aren't going to be able to take care of those you care about either. We often prioritize the urgent matters over the important things in our life, and it's time to fulfill the promise to ourselves to focus on what's most important!
Today's conversation is for you, the maker. You're a hard-working, dependable and compassionate human...but there's a big difference between helping someone and enabling someone. We also discuss how to stay focused on your path and ignore the optical illusion of the fakers, also known as "keeping up with the Joneses."
The guys discuss the discipline they practice in their life to work towards being a better version of themselves each day. Whether it's financial freedom or health and wellness, 3 small steps each day add up to 1,095 actions throughout your year to help you achieve a better life. It's done step by step, brick by brick, and your in control of how the second half of your 2020 will be!
Who we ARE was at least somewhat determined by who we WERE. If you had a chance to talk to your younger self, what would you say? In this episode, we talk about the importance of looking into your past, forgiving yourself and embracing yourself.
Rich Bluni, Matt Marcoux, and John Kennedy talk about the art of aging gracefully. There is a practicality to practicing for retirement and the guys discuss how it's not about the money, but it's about reconnecting with your passion(s).
There is a lot of stress with how we've had to shift our work-life balance in 2020, but there is also opportunity in it. Rich Bluni, Matt Marcoux, and John Kennedy talk about increasing communication, monitoring your energy levels, spending more time with family, and deepening your relationships with others.
Hidden within your weaknesses are your strengths and simply having a different outlook can improve your situation. Whether it's procrastination or public speaking, the guys talk about how to identify it, talk about it, and practice it!
Rich Bluni, Matt Marcoux, and John Kennedy discuss the discomfort of shame, facing your challenges, and understanding that doing what is uncomfortable is the primary way to discover growth.
Rich shares why entrepreneurship is a scary word. The guys discuss fear, focus and how financial preparedness leads to emotional readiness. You are not stuck with your decisions because there is always an opportunity to change direction.
The guys share their thoughts on losing their dads at an early age and the impact this had on them. Also, the importance of communicating your feelings to your loved ones and why YOU matter.
Rich, Matt and John introduce the first episode of The 3 to Win Podcast. Focusing on 3 ideas to help you replace the notion that life is about crisis management. Instead, we discuss what crisis navigation means and how to better understand your value. Oh, and don't forget to follow our now tiktok famous host, Rich Bluni, at mementovivere4ever.