The Above Board Podcast

CandorPath Financial
  • 5.0 (73)
  • 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. 2D AGO

    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

  2. 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

  3. 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

  4. 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

  5. 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

  6. 12/31/2025

    2025 Wrapped: Money, Life & Purpose

    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

    9 min

  7. 12/10/2025

    Your Passion Doesn't Retire with Brandon Hatcher

    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

    41 min

  8. 12/03/2025

    Cognitive Behavioral Tools for Everyday Life with Judith Belmont

    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

    41 min
See All (181)

Trailer

5
out of 5
73 Ratings

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
    181
  • Rating
    Clean
  • Copyright
    © Copyright 2024 All rights reserved.
  • Show Website
    The Above Board Podcast