Shows
The Above Board PodcastYour Passion Doesn't Retire with Brandon HatcherIn 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 Dynami...
2025-12-1041 minThe Above Board PodcastGet In Over Your HeadIn 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...
2025-10-1507 minThe Above Board PodcastThe Hospitality EconomyIn 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 In...
2024-11-1314 minThe Above Board PodcastVisionaries and Integrators: The Dynamic DuoOn 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 E...
2024-10-1636 minThe Above Board PodcastRisk. Regret. Resilience.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...
2024-07-3149 minThe Above Board PodcastThe Power of Pre-Suasion with Brian AhearnIn 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 pr...
2024-06-1948 minThe Above Board PodcastYou vs. YouIn 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.
2024-03-2709 minThe Above Board PodcastNavigating Life with an Aging ParentIn 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 no...
2023-08-2349 minThe Above Board PodcastShady TreesWarren 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...
2023-08-1612 minThe Above Board PodcastYour Sphere of PowerIt'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.
2023-08-0918 minThe Above Board PodcastMentorship, Monk Mode and Lasting Lessons for Your ChildrenJoin 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...
2023-08-0243 minThe Above Board PodcastHealthy is the Ultimate WealthyEven 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!
2023-07-1940 minThe Above Board PodcastScheduled SpontaneityFeeling 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!
2023-07-0540 minThe Above Board PodcastBeing Masterful at MasteryYou 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.
2023-06-2831 minThe Above Board PodcastTransform Stress Into SuccessToday 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.
2023-06-2145 minThe Above Board PodcastInvesting in YourselfToday 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!
2023-06-1436 min
The Above Board PodcastSo You Want to Become a CFP®?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!
2023-06-0732 minThe Above Board PodcastIt’s ALL About Relationships!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!
2023-05-3139 minThe Above Board PodcastWhat’s Your Positive Obsession?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.
2023-05-2411 minThe Above Board PodcastThe Lies We TellHave 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!
2023-05-1722 minThe Above Board PodcastHow to Have Meaningful Money Conversations with Your KidsToday'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!
2023-05-1042 minThe Above Board PodcastThe Next Play with Alan Stein, Jr.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:
- The importance of embracing rejection and failure
- How to shift your focus from outcomes to the process
- Developing a "next play" mentality that keeps you moving forward
If you...
2023-05-0357 minThe Above Board PodcastLOOK BACK, LOOK AHEAD - Celebrating 5 Years of CandorPath Financial!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...
2023-04-2651 minThe Above Board PodcastBanking Crisis Averted with Michael ScottGet 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/bl...
2023-04-1934 minThe Above Board PodcastMeasuring Your Sleep, Recovery and Stress with Kristen HolmesKristen 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...
2023-04-1245 minThe Above Board PodcastHarness the Power of Consistency with Robert PlankAre 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...
2023-04-0531 minThe Above Board PodcastUnlocking the Power of InquiryTheRichB 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!
2023-03-2920 minThe Above Board PodcastNext Gen Leadership with Rainah FitzgeraldOn 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.
2023-03-2239 minThe Above Board PodcastProgress Over Perfection with Mike PatonSpeaker, 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.
2023-03-1547 minThe Above Board PodcastTemporary Defeat or Permanent FailureIn 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.
2023-03-0808 minThe Above Board PodcastGreat, Greater, GreatestTheRichB 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!
2023-03-0129 minThe Above Board PodcastThe Power of Ethical Persuasion with Brian AhearnIf 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
2023-02-2242 minThe Above Board PodcastGrowth Through Adversity with Scott DicksonWe 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!
2023-02-1536 minThe Above Board PodcastKeeping it Real with Jen HamiltonWe 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!
2023-02-0853 minThe Above Board PodcastThe Future of Teamwork is Here!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."
2023-02-0130 minThe Above Board PodcastHow to Get Unstuck with Lynn TicknerToday, 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.
2023-01-2543 minThe Above Board PodcastAre You Aware of Being Aware?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!
2023-01-1848 minThe Above Board PodcastThe Year of YesMatthew 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!
2023-01-1131 minThe Above Board PodcastThe Year of 100 No’sTheRichB 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!
2023-01-0440 minThe Above Board PodcastAre Your Relationships Equitable?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!
2022-12-3133 minThe Above Board PodcastEfforts of ImpactHave 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!
2022-12-1427 minThe Above Board PodcastLosing Hurts More Than Winning Feels GoodPeople 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.
2022-12-0133 minThe Above Board PodcastLoss Fatigue with Michael Scott, CFAAs 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
2022-11-2329 minThe Above Board PodcastHow Do You Measure Success?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.
2022-11-1632 minThe Above Board PodcastThe Poison of PerfectionIn 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?
2022-10-2624 minThe Above Board PodcastQ&A: Market Volatility EditionWe 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 re...
2022-09-2831 minThe Above Board PodcastPursuing Your Passion with Brian HyserIn 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 "...
2022-09-2131 minThe Above Board PodcastRaising Your Financial Awareness for Times of StressWe 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?
2022-09-1434 minThe Above Board PodcastEasier Said Than DoneIn 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.
2022-09-0731 minThe Above Board PodcastWhat’s in the Inflation Reduction Act?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.
2022-08-3125 minThe Above Board PodcastFinding Balance with Megan GlassIn 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...
2022-08-2433 minThe Above Board PodcastGaining TractionMatt 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.
2022-08-1738 minThe Above Board PodcastWelcome Back!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!
2022-08-1018 minThe Above Board PodcastDay Trading your EmotionsThe 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?
2022-04-2744 min
Financial Advisor's Workshop with Brian Kasal#6 Never Settle for Marginally Satisfying Clients w/ John Kennedy, Partner and Certified Financial Planner at CandorPath FinancialDownload our FREE Guide on “How To Reach $100M+ In Managed Assets” by going to https://www.financialadvisorsworkshop.com/
John Kennedy (https://www.linkedin.com/in/john-kennedy-cfp%C2%AE-715a6a19/) is a partner and Certified Financial Planner at CandorPath Financial. He provides expert guidance to families and business owners on their journey to financial success. In this episode, we talk about how he started in the industry and his AHA moment in his Financial Advising career. Finally, he shares his secrets to maintaining and connecting with his clients every day.
https://www.linkedin.com/in/j...
2022-04-1429 minThe Above Board PodcastThe Art of VisualizationJohn 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!
2022-04-011h 01The Above Board PodcastE-MOTIONS: Avoiding Burnout and Connecting to Purpose | ModelFA PodcastIn 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.”
2022-03-231h 00The Above Board PodcastTurn Your Passion Into Your PodcastHave 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!
2022-03-1654 minThe Above Board PodcastProgress Over PerfectionThere'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.
2022-03-0946 minThe Above Board PodcastSocial Media: A good use of time or a way for time to use you?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.
2022-02-2352 minThe Above Board PodcastGo All In with Don VaradyToday'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.
2022-02-031h 07The Above Board PodcastTail Wagging the Dog?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
2022-01-2630 minThe Above Board PodcastCasey Jacox: The Curious Optimist.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.
2022-01-1256 minThe Above Board PodcastThe Dash in BetweenOn 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!
2022-01-0521 minThe Above Board PodcastHoliday Edition: Turn the Obligatory into CelebratoryThe 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.
2021-12-1516 minThe Above Board PodcastRadical Candor on Financial AdviceMatt 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?
2021-12-0835 minThe Above Board PodcastAn Attitude of Gratitude ain‘t just a PlatitudeJohn 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?
2021-11-2438 minThe Above Board PodcastPost-Traumatic GrowthSuffering 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.
2021-11-1014 minThe Above Board PodcastHow a Quarter Can ”Change” Someone‘s DayWhen 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.
2021-11-0408 minThe Above Board PodcastPresilience: Only You Can Prevent Forest FiresTheRichB, 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!
2021-10-2747 minThe Above Board PodcastPassing Out SmilesThe 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!
2021-10-2052 minThe Above Board PodcastAnxiety FatigueWhen 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.
2021-09-2911 minThe Above Board PodcastMark Tappan (K9_Mattis) on Work Ethic, Dealing with Negativity, Faith and Knowing Your WhyMark 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.
2021-09-2243 minThe Above Board PodcastHow to Lose MoneyWe'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.
2021-09-1536 minThe Above Board PodcastDealing with NegativityOn 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!
2021-09-0815 minThe Above Board Podcast54 and Fit!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.
2021-09-0157 minThe Above Board PodcastLoving Your Work...Is That a Thing?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.
2021-08-2550 minThe Above Board PodcastThe Sentient Life: Disconnecting to Find AwarenessToday'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
2021-08-1849 minThe Above Board PodcastDoes Your Friend Circle Lower or Lift You?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!
2021-08-1155 minThe Above Board PodcastA Discovery of Self-DisciplineOn 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.
2021-08-0451 minThe Above Board PodcastLessons in Business PartnershipTheRichB 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.
2021-07-2830 minThe Above Board PodcastLiving to 100The 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!
2021-07-2146 minThe Above Board PodcastSeason 2 TrailerWe'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!
2021-07-1500 minThe Above Board Podcast3 Opportunities to ReflectRich 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.
2020-12-1036 minThe Above Board PodcastBe the Master of your Money.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.
2020-12-0329 minThe Above Board PodcastSeeing 20/20 Even When it's BlurryLife 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!
2020-11-1924 minThe Above Board PodcastSeeing 2020 with 20/20Rich 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.
2020-10-2228 minThe Above Board PodcastWhen it Comes to Your Budget, You Don't Wanna Fudge it!The guys discuss the 3 key components to keeping a smart budget in 2020 - Communicate about it, Write it, and simplify it!
2020-08-2730 minThe Above Board PodcastMission ImpostorMany 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!
2020-08-2038 minThe Above Board PodcastSolutions For Difficult People, By Difficult People.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."
2020-08-0636 minThe Above Board PodcastMaking Time for Yourself, When Time and Yourself are Limited.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!
2020-07-3037 minThe Above Board PodcastMakers, Takers, and Fakers.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."
2020-07-2332 minThe Above Board Podcast3 Things Can Lead to Great ThingsThe 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!
2020-07-1738 minThe Above Board PodcastAn Open Letter to Your Younger SelfWho 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.
2020-06-2928 minThe Above Board PodcastThe Power of Positive AgingRich 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).
2020-06-1931 minThe Above Board PodcastShifting how we work, when how we work has shiftedThere 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.
2020-06-1531 minThe Above Board PodcastHow your Weaknesses can be your Wake-upHidden 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!
2020-06-1026 minThe Above Board PodcastFinding Your Comfort with the UncomfortableRich 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.
2020-05-2934 minThe Above Board PodcastFear of Entrepreneurship: Success is on the Other Side of FearRich 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.
2020-05-2826 minThe Above Board PodcastLosing our Dads, Sharing your Feelings, and Taking Care of Yourself.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.
2020-05-1629 min