The Above Board Podcast

CandorPath Financial
  • 5.0 (70)
  • BUSINESS
  • UPDATED WEEKLY
The Above Board Podcast Podcast

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. 5 DAYS AGO

    Self-Awareness Through the Enneagram with Tracy Weiss

    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

    38 min

  2. AUG 21

    Check-ins, Not Checklists

    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

    34 min

  3. AUG 14

    Shady Trees: Back to the Roots

    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

    14 min

  4. AUG 7

    Red Days & Recovery: How to Stay the Course in a Volatile Market

    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

    27 min

  5. JUL 31

    Risk. Regret. Resilience.

    On today's Above Board episode, Rich shares personal anecdotes about his career shift and familial influences, while John reflects on his own risk tolerance and journey with CandorPath. They discuss the concept of micro regrets and the significance of micro gratitude, providing meaningful lessons for personal and professional growth. Whether you're an entrepreneur, a parent, or someone looking to overcome life's challenges, this episode offers valuable lessons and practical advice. Tune in to learn how to turn your regrets into resilience and harness the power of gratitude. 03:32 Risk, Regret, and Resilience 07:42 Personal Reflections on Risk and Regret 11:20 Starting 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

    49 min

  6. JUL 24

    What is Youth Sports Really Costing You?

    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

    35 min

  7. JUL 17

    Mid-Year Election Update with Michael Scott, CFA

    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

    37 min

  8. JUL 10

    Financial Date Nights: Building Money Confidence as a Couple

    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

    11 min
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5
out of 5
70 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 - 2024
  • Episodes
    131
  • Rating
    Clean
  • Copyright
    © Copyright 2024 All rights reserved.
  • Show Website
    The Above Board Podcast

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