108 episodes

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

The Above Board Podcast CandorPath Financial

    • Business
    • 5.0 • 69 Ratings

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

    An Above Board Guide to Tax Planning

    An Above Board Guide to Tax Planning

    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!

    • 52 min
    Breaking Barriers with Business Coach Heidi Schalk

    Breaking Barriers with Business Coach Heidi Schalk

    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!

    • 32 min
    Master Your Money: Five Tips for Budgeting Success

    Master Your Money: Five Tips for Budgeting Success

    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!

    • 9 min
    The Pursuit of Healthy Selfishness

    The Pursuit of Healthy Selfishness

    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. 

    • 10 min
    Exploring the World of Amazon Business with Lesley Hensell

    Exploring the World of Amazon Business with Lesley Hensell

    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!

    • 30 min
    Fudge It or Budget

    Fudge It or Budget

    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!

    • 44 min

Customer Reviews

5.0 out of 5
69 Ratings

69 Ratings

Luke Blu ,

So awesome!!!!

Very good!

Be Keen, Be Kind ,

So genuine, so valuable, so enjoyable

Rich is a fantastic host. You can tell he’s a polished speaker and communicator. John and Matt are a perfect team to bring down to earth real value. Enjoyed the metaphors, insights, motivation and humor. Really enjoyed season 1. Ready for more

Sav06090102 ,

Real life

I love how the real life experience meets future goals and expectations!! It’s great life and financial advice that everyone can benefit from!!

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