The Above Board Podcast

CandorPath Financial
  • 5.0 (74)
  • INVESTING
  • UPDATED WEEKLY

Many of us are seeking ways to create fulfillment and get better throughout our journey in life. From personal finances to personal development, our conversations are infused with honesty, transparency, and a dash of humor. Hosted by John Kennedy, CFP®, Matthew Marcoux, CFP® and TheRichB. © 2024 CandorPath Financial. All Rights Reserved. Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). CandorPath Financial and JWC/JWCA are unaffiliated entities

  1. 15H AGO

    Building Authentic Leadership in a Digital World with Jess Jensen

    In this episode, we sit down with Jess Jensen, founder of Co-Pilot Communications, to talk about building authentic leadership in a digital world. After nearly 20 years inside Fortune 100 companies like Microsoft and Qualcomm, Jess now helps executives and founders find their voice, clarify their message, and show up online in a way that actually reflects who they are. We unpack why differences sell, how vulnerability builds credibility (not weakens it), the real role of AI in content creation, and why LinkedIn and podcasting are powerful tools for modern leaders.   How to Stay Connected with Jess & CO-Pilot Communications: This April, Jess is launching ALTITUDE—a private LinkedIn branding cohort for small business owners on the rise. Only 8 spots. Registration opens in March.  Join the waitlist here: www.copilotcommunications.com/altitude-waitlist Or, connect with Jess on LinkedIn here: https://www.linkedin.com/in/jessicakjensen/   00:00 Guest Intro 01:32 Unreasonable Hospitality 04:03 Radical Candor and Trust 05:14 Digital Presence Funnel 11:03 AI and Authentic Content 20:21 Client Process and Storytelling 25:03 Setting Story Boundaries 25:45 Vulnerability Builds Credibility 31:23 Authenticity Shapes Team Culture 34:46 Dark Social Flywheel 37:36 Podcasting and LinkedIn Strategy

    45 min

  2. FEB 25

    Most Financial Mistakes Aren't Math Problems

    Most financial mistakes aren’t math problems… they’re mindset problems. In this episode, John unpacks why knowledge alone isn’t what holds most people back. It’s not that you don’t understand budgeting, investing, or saving. It’s the emotions, habits, fears, and stories underneath your decisions that quietly drive the outcome. We talk about behavior vs. strategy, why self-awareness matters more than spreadsheets, and how to start making financial decisions that align with who you want to become, not just what the numbers say. 00:00 “Just Make $273/Day” Money Math Misses the Point 01:13 Hard Work Isn’t the Problem: The Real Causes of Money Stress 02:35 The 3 Gaps: Discipline, Awareness, and Identity 04:00 Gap #1 — The Discipline Gap (Knowing vs. Doing) 04:37 Gap #2 — The Awareness Gap (Measure Your Burn Rate & Savings Rate) 06:34 Gap #3 — The Identity Gap (Your Money Story Shapes Your Behavior) 07:58 Practical 4-Step Reset: Track, Automate, Cancel, Money Date 10:28 Share This + Get Help at YourMoneyStory.app

    11 min

  3. FEB 18

    Created to Create with Pia Mailhot-Leichter

    John sits down with Pia to explore the connection between creativity, conviction, and living with purpose. They talk about what it means to create from a place of clarity, how culture shapes expression, and the courage it takes to live authentically. It’s a thoughtful conversation about identity, purpose, and using your creativity in a way that reflects who you truly are. Resources from Pia and the Kollectiv Studio: Learn More about The Kollectiv Studio Welcome to the Creative Club: Make Life Your Biggest Art Project 01:20 Redefining Creativity 03:53 Pia's Personal Journey and Career Shift 06:03 The Impact of Creativity in Life and Work 07:46 Rediscovering Intuition and Overcoming Fear 14:49 Balancing Productivity and Presence 27:30 Embracing Peace and Self-Service 33:35 Unleashing Creativity: John's Journey 34:21 The Importance of Self-Integrity 39:04 The Power of Slowing Down 40:29 Creating Space for Creativity 42:50 Finding Flow State 58:32 'Welcome to The Creative Club'

    1h 1m

  4. FEB 11

    Spending Up vs Spending Down

    Most money stress isn’t about income, it’s about how money flows. In this episode, John Kennedy, CFP® breaks down the difference between spending up and spending down, why budgeting often feels frustrating, and how small system changes can create real clarity. He shares a simple framework for managing cash flow and building habits that actually stick. If you’ve ever felt like you’re earning enough but still wondering where your money went, this episode will help you reset the way you think about spending.   Resources mentioned: Free Financial Online Course: YourMoneyStory.app Live Webinar on Feb. 17th - Your Money Flows: Bringing Order to Your Daily Budget    00:09 The Real Problem: Money Psychology 02:14 Spending Up vs. Spending Down 05:21 The Power of Cash Flow Management 05:57 Implementing the Three-Account System 08:15 Join Our Free Online Course

    11 min

  5. FEB 4

    Marriage, Mindset & Fatherhood with Mitchell Osmond

    In this episode, John talks with Mitchell Osmond, founder of Dad Nation and host of The Dad Nation Podcast, about why success at work may not always translate to fulfillment at home. Mitchell shares practical takeaways for high-performing men who feel driven and capable, but disconnected in their relationships. It’s a grounded conversation about emotional presence, intentional leadership at home, and building real connection where it matters most. Resources mentioned in this episode: Dad Nation Coaching & Resources: www.dadnationco.com The Dad Nation Podcast: Available on all major podcast platforms Mitchell on Instagram: @dadnationco   01:20 Early Warning Signs of Misalignment 04:36 The Crazy Cycle in Relationships 11:47 Practical Tools for Emotional Presence 15:08 Active Listening Techniques 18:55 Preparing for Presence at Home 26:21 Balancing Work and Family Goals 28:07 Understanding Masculine and Feminine Dynamics 30:40 The Importance of Emotional Connection in Relationships 35:45 Modeling Healthy Relationships for Children 41:04 Encouraging Emotional Awareness in Men 42:06 Final Thoughts and Resources

    48 min

  6. JAN 21

    The Catch and The Lesson

    John shares a simple moment that turned into a bigger lesson about growth, patience, and showing up when things don’t go perfectly. Using an everyday experience, he reflects on how frustration, mistakes, and missed expectations are often part of the learning process, and not signs to quit. It’s a reminder that progress is built through consistency, resets, and staying present, even when things feel messy! 00:08 A Game of Catch: Lessons from Softball Practice 01:41 Embracing Imperfection 02:37 Steph Curry: Practice and Perseverance 04:20 Applying the Lesson 05:31 Reflecting on Life's Blessings

    7 min

  7. JAN 14

    Estate Planning Isn’t Just Legal with Jennifer Bondy

    In this episode, John sits down with Estate Planning & Probate Attorney, Jennifer Bondy, to talk about the often-overlooked emotional side of money, relationships, and decision-making. Jennifer shares how our past experiences shape the way we show up financially and personally, and why awareness is the first step toward real change. It’s an honest conversation about growth, clarity, and building healthier patterns that actually stick. Learn more about Jennifer and her work: Website: www.bondy.law Areas of Legal Practice: https://bondy.law/areas-of-practice/ 01:06 Jennifer's Career Journey 03:46 Estate Planning Basics 11:04 The Role of Trusts in Estate Planning 13:15 Understanding Probate 16:09 Avoiding Probate and Family Disputes 19:32 Disinheriting a Family Member 20:11 Will-Based vs. Trust-Based Plans 21:35 The Rise of AI in Legal Services 24:59 The Role of Financial Advisors in Estate Planning 26:44 The Importance of Proper Document Execution 29:28 State-Specific Legal Considerations

    38 min

  8. JAN 7

    Before You Set Goals, Do This Instead

    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

    10 min
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About

Many of us are seeking ways to create fulfillment and get better throughout our journey in life. From personal finances to personal development, our conversations are infused with honesty, transparency, and a dash of humor. Hosted by John Kennedy, CFP®, Matthew Marcoux, CFP® and TheRichB. © 2024 CandorPath Financial. All Rights Reserved. Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). CandorPath Financial and JWC/JWCA are unaffiliated entities

Information

  • Creator
    CandorPath Financial
  • Years Active
    2020 - 2026
  • Episodes
    184
  • Rating
    Clean
  • Copyright
    © Copyright 2024 All rights reserved.
  • Show Website
    The Above Board Podcast