The Above Board Podcast

Before You Set Goals, Do This Instead Jan 07, 2026

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

2025 Wrapped: Money, Life & Purpose Dec 31, 2025

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:

- New Year, New Disciplines (EP 0145) – Kicking off 2025 with a focus on clarity, intention, and what deserves your energy

- Everything Everywhere Fallacy (EP 0147) with Mitch Matthews – Why “being one place well” matters more than doing everything at once

- Part 1: I'm Learning to "Let Them" (EP 0155) – Learning to release control and stop managing outcomes

- Part 2: I'm Learning to "Let Me" (EP 0156) – Doubling down on what you can control

- Loss Aversion: Losing Hurts More Than Winning Feels Good (EP 0162) – Understanding emotional decision-making during market uncertainty

- Your Passion Doesn’t Retire with Brandon Hatcher (EP 0174) – Why purpose doesn’t end when your career does

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

Your Passion Doesn't Retire with Brandon Hatcher Dec 10, 2025

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

Cognitive Behavioral Tools for Everyday Life with Judith Belmont Dec 03, 2025

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

To Retirement vs Through Retirement Nov 26, 2025

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

The Fulfillment Reset with TheRichB Nov 19, 2025

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

Dream School to Debt-Free: The College Planning Playbook with Shellee Howard Nov 12, 2025

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

Leading with Love with Brian Ahearn Nov 05, 2025

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

Invest in Yourself with Eliana Goldstein Oct 29, 2025

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

The Compounding Effect of Character Oct 22, 2025

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

Get In Over Your Head Oct 15, 2025

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

Rising Through Resilience: A Journey of Grit & Gratitude with Kimberly Stevens Oct 01, 2025

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.

- Learn more or get involved: https://extendtherose.org

- 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

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

Financial FAQs: What Everyone’s Asking Jul 30, 2025

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

Why We're Obsessed with Unreasonable Hospitality Jul 23, 2025

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

Loss Aversion: Losing Hurts More Than Winning Feels Good Jul 16, 2025

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

Asset Allocation vs Emotional Allocation: Are You Balanced? Jul 02, 2025

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

The Man in the Arena Jun 25, 2025

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

You Don't Outgrow the Basics Jun 18, 2025

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

You're Not Unmotivated, You're Just Tired of Deciding Jun 11, 2025

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

Why "Staying the Course" Isn't Always the Answer Jun 04, 2025

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

Part 2: I'm Learning to "Let Me" Apr 30, 2025

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

Part 1: I'm Learning to "Let Them" Apr 23, 2025

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

Tariffs, Trade Tension, and the Economic Outlook Apr 16, 2025

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

Should Market Volatility Change Your Retirement Plans? Mar 26, 2025

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

Leadership, Impact, and Pursuing Your Passion with Dawn Hooper, CPA Mar 19, 2025

In this episode of The Above Board Podcast, Dawn Hooper, CPA shares her incredible journey from a successful career in the private sector to finding purpose and impact in the nonprofit world. Dawn opens up about what motivated her to make the shift, the challenges and rewards of leading in the nonprofit space, and how impact investing became a driving force in her work and personal life. If you've ever thought about aligning your career with your passion or wondered what it takes to lead with purpose, this conversation is for you. Dawn is the President and CEO of Dawn Advisory Services, LLC, where she helps nonprofits drive transformational change and empowers teams to reach their full potential. Helpful resources from today's episode: Connect with Dawn GuideStar Charity Navigator A Guide to Impact Investing Episode Timestamp:

01:03 Dawn's Career Journey
03:01 Transition to Nonprofit Sector
07:08 Challenges in Nonprofit Financial Management
09:45 Leadership Insights and Evolution
14:16 Generational Differences and Leadership
17:59 Diversity in Leadership
19:45 Impact Investing and Personal Growth
23:36 Dawn Advisory Services and Interim CFO Role
28:56 Advice for Aspiring Nonprofit Professionals
35:25 Final Thoughts and Contact Information

Wealth That Is Given Is Not a Gift - It's a Curse Mar 05, 2025

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

Don't Let Their Limits Become Yours Feb 26, 2025

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

Recovering Perfectionist Feb 05, 2025

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

Economic Insights 2025: What Lies Ahead For Investors Jan 22, 2025

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

The Everything, Everywhere Fallacy with Mitch Matthews Jan 09, 2025

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

Keep it Consistent with David Hill Jan 08, 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

New Year, New Disciplines Jan 01, 2025

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

Lessons in Gain & Grounded Dec 26, 2024

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

Quick Wins for Your Wallet: Budgeting Made Easy Dec 18, 2024

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

Reclaim Your Time: How to Detox From Technology Dec 11, 2024

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

Our Journey Behind the Mic Dec 04, 2024

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

Be Who Your Dog Thinks You Are Nov 20, 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

The Hospitality Economy Nov 13, 2024

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

Want Something Done? Ask a Busy Person to Do It. Oct 30, 2024

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

The One Financial Secret That Will Change Everything Oct 23, 2024

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

Visionaries and Integrators: The Dynamic Duo Oct 16, 2024

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

Purpose & Profit: Part 1 Oct 09, 2024

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

The Priority Shift: Important vs. Urgent Oct 02, 2024

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

Your Next 90 Days Sep 25, 2024

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

Micro Risks, Macro Gains Sep 18, 2024

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.

Your Money Story Sep 11, 2024

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

Self-Awareness Through the Enneagram with Tracy Weiss Sep 04, 2024

In this episode, John chats with Tracy Weiss, a licensed mental health counselor and life consultant, about her journey from branding to counseling. Tracy shares her passion for the Enneagram personality assessment, explaining its nine types and how they shape behavior and stress responses. She also discusses how the Enneagram can enhance personal growth, relationships, and team dynamics. Whether you're looking to understand yourself or improve team connections, this episode explores practical ways to use the Enneagram for a more fulfilling life.

- Connect with Tracy at Weiss Counsel today! https://www.weisscounsel.com/

00:45 Tracy's Journey to Counseling and Enneagram
03:49 Understanding the Enneagram
05:41 Personal Growth and Enneagram Types
11:06 Enneagram in Relationships and Teams
14:24 Team Enneagram Workshops
20:34 Team Building and Vulnerability
25:23 Understanding Instincts and Triads
27:18 Personal Growth and Self-Awareness
33:35 Starting Your Enneagram Journey

Check-ins, Not Checklists Aug 21, 2024

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

Shady Trees: Back to the Roots Aug 14, 2024

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

Red Days & Recovery: How to Stay the Course in a Volatile Market Aug 07, 2024

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

Risk. Regret. Resilience. Jul 31, 2024

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

What is Youth Sports Really Costing You? Jul 24, 2024

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

Mid-Year Election Update with Michael Scott, CFA Jul 17, 2024

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

Financial Date Nights: Building Money Confidence as a Couple Jul 10, 2024

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

Navigating Remote Work Success with Patrick Sirmeyer Jul 03, 2024

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

Policy Playbook: Energizing your Insurance Needs Jun 26, 2024

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!

The Power of Pre-Suasion with Brian Ahearn Jun 19, 2024

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/

Mastering the Basics with Sensei Juan Jun 12, 2024

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/

Permission to Call Me Out: A Path to Gratitude Jun 05, 2024

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

Catching Confidence: Your Money Edition May 22, 2024

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!

Talkin' Taxes with Matt & Mack May 15, 2024

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!

Are You Compulsively Making Things Worse? May 08, 2024

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!

Leadership, Love & Letting Go May 01, 2024

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.

Your Wealth Era Awaits Apr 24, 2024

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.

The Intention of Your Choice Apr 17, 2024

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

TheRichB Returns! Apr 10, 2024

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!

Financial Spring Cleaning Apr 03, 2024

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.

You vs. You Mar 27, 2024

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.

Spring Cleaning Your Mind & Space Mar 20, 2024

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!

An Above Board Guide to Tax Planning Mar 13, 2024

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!

Breaking Barriers with Business Coach Heidi Schalk Mar 06, 2024

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!

Master Your Money: Five Tips for Budgeting Success Feb 28, 2024

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!

The Pursuit of Healthy Selfishness Feb 21, 2024

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.

Exploring the World of Amazon Business with Lesley Hensell Feb 14, 2024

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!

Fudge It or Budget Feb 07, 2024

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!

Gain & Grounded with Rainah Fitzgerald Jan 31, 2024

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!

Embracing Growth: A Year of Challenges, Reflections, and Mental Wellness Dec 20, 2023

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!

Lessons on Progress, Perfectionism and Mastery Dec 06, 2023

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!

Are You Afraid of Losing? Nov 29, 2023

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!

Avoiding the Behavior Gap Nov 15, 2023

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.

The Burden of Your Expectations Nov 08, 2023

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!

The Black Belt Journey of Persistence Oct 11, 2023

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.

Wounds Heal From The Inside Out Oct 04, 2023

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.

How to Put Money in Your Emotional Bank Account Sep 20, 2023

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."

All Things Money: Q&A Session Aug 30, 2023

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!

Navigating Life with an Aging Parent Aug 23, 2023

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.

Shady Trees Aug 16, 2023

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.

Your Sphere of Power Aug 09, 2023

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.

Mentorship, Monk Mode and Lasting Lessons for Your Children Aug 02, 2023

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.

Healthy is the Ultimate Wealthy Jul 19, 2023

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!

Scheduled Spontaneity Jul 05, 2023

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!

Being Masterful at Mastery Jun 28, 2023

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.

Transform Stress Into Success Jun 21, 2023

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.

Investing in Yourself Jun 14, 2023

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!

It’s ALL About Relationships! May 31, 2023

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!

What’s Your Positive Obsession? May 24, 2023

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.

The Lies We Tell May 17, 2023

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!

How to Have Meaningful Money Conversations with Your Kids May 10, 2023

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!

The Next Play with Alan Stein, Jr. May 03, 2023

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'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.

LOOK BACK, LOOK AHEAD - Celebrating 5 Years of CandorPath Financial! Apr 26, 2023

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!

Banking Crisis Averted with Michael Scott Apr 19, 2023

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/

Measuring Your Sleep, Recovery and Stress with Kristen Holmes Apr 12, 2023

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.

Harness the Power of Consistency with Robert Plank Apr 05, 2023

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.

Unlocking the Power of Inquiry Mar 29, 2023

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!

Next Gen Leadership with Rainah Fitzgerald Mar 22, 2023

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.

Progress Over Perfection with Mike Paton Mar 15, 2023

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.

Temporary Defeat or Permanent Failure Mar 08, 2023

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.

Great, Greater, Greatest Mar 01, 2023

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!

The Power of Ethical Persuasion with Brian Ahearn Feb 22, 2023

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

Growth Through Adversity with Scott Dickson Feb 15, 2023

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!

Keeping it Real with Jen Hamilton Feb 08, 2023

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!

The Future of Teamwork is Here! Feb 01, 2023

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."

How to Get Unstuck with Lynn Tickner Jan 25, 2023

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.

Are You Aware of Being Aware? Jan 18, 2023

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!

The Year of Yes Jan 11, 2023

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!

The Year of 100 No’s Jan 04, 2023

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!

Are Your Relationships Equitable? Dec 31, 2022

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!

Efforts of Impact Dec 14, 2022

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!

Losing Hurts More Than Winning Feels Good Dec 01, 2022

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.

Loss Fatigue with Michael Scott, CFA Nov 23, 2022

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

How Do You Measure Success? Nov 16, 2022

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.

The Poison of Perfection Oct 26, 2022

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?

Q&A: Market Volatility Edition Sep 28, 2022

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?

Pursuing Your Passion with Brian Hyser Sep 21, 2022

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.

Raising Your Financial Awareness for Times of Stress Sep 14, 2022

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?

Easier Said Than Done Sep 07, 2022

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.

What’s in the Inflation Reduction Act? Aug 31, 2022

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.

Finding Balance with Megan Glass Aug 24, 2022

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.

Gaining Traction Aug 17, 2022

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.

Welcome Back! Aug 10, 2022

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!

Day Trading your Emotions Apr 27, 2022

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?

The Art of Visualization Apr 01, 2022

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!

E-MOTIONS: Avoiding Burnout and Connecting to Purpose | ModelFA Podcast Mar 23, 2022

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.”

Turn Your Passion Into Your Podcast Mar 16, 2022

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!

Progress Over Perfection Mar 09, 2022

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.

Social Media: A good use of time or a way for time to use you? Feb 23, 2022

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.

Go All In with Don Varady Feb 03, 2022

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.

Tail Wagging the Dog? Jan 26, 2022

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 Jacox: The Curious Optimist. Jan 12, 2022

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.

The Dash in Between Jan 05, 2022

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!

Holiday Edition: Turn the Obligatory into Celebratory Dec 15, 2021

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.

Radical Candor on Financial Advice Dec 08, 2021

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?

An Attitude of Gratitude ain‘t just a Platitude Nov 24, 2021

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?

Post-Traumatic Growth Nov 10, 2021

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.

How a Quarter Can ”Change” Someone‘s Day Nov 04, 2021

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.

Presilience: Only You Can Prevent Forest Fires Oct 27, 2021

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!

Passing Out Smiles Oct 20, 2021

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!

Anxiety Fatigue Sep 29, 2021

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) on Work Ethic, Dealing with Negativity, Faith and Knowing Your Why Sep 22, 2021

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.

How to Lose Money Sep 15, 2021

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.

Dealing with Negativity Sep 08, 2021

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!

54 and Fit! Sep 01, 2021

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.

Loving Your Work...Is That a Thing? Aug 25, 2021

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.

The Sentient Life: Disconnecting to Find Awareness Aug 18, 2021

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

Does Your Friend Circle Lower or Lift You? Aug 11, 2021

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!

A Discovery of Self-Discipline Aug 04, 2021

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.

Lessons in Business Partnership Jul 28, 2021

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.

Living to 100 Jul 21, 2021

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!

Season 2 Trailer Jul 15, 2021

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!

3 Opportunities to Reflect Dec 10, 2020

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.

Be the Master of your Money. Dec 03, 2020

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.

Seeing 20/20 Even When it's Blurry Nov 19, 2020

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!

Seeing 2020 with 20/20 Oct 22, 2020

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.

When it Comes to Your Budget, You Don't Wanna Fudge it! Aug 27, 2020

The guys discuss the 3 key components to keeping a smart budget in 2020 - Communicate about it, Write it, and simplify it!

Mission Impostor Aug 20, 2020

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!

Solutions For Difficult People, By Difficult People. Aug 06, 2020

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."

Making Time for Yourself, When Time and Yourself are Limited. Jul 30, 2020

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!

Makers, Takers, and Fakers. Jul 23, 2020

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."

3 Things Can Lead to Great Things Jul 17, 2020

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!

An Open Letter to Your Younger Self Jun 29, 2020

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.

The Power of Positive Aging Jun 19, 2020

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).

Shifting how we work, when how we work has shifted Jun 15, 2020

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.

How your Weaknesses can be your Wake-up Jun 10, 2020

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!

Finding Your Comfort with the Uncomfortable May 29, 2020

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.

Fear of Entrepreneurship: Success is on the Other Side of Fear May 28, 2020

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.

Losing our Dads, Sharing your Feelings, and Taking Care of Yourself. May 16, 2020

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.

Crisis Navigation, Understanding your Value, and TikTokin' May 15, 2020

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.

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