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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 ...
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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 a…
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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…
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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 financia…
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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…
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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 ti…
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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 cover…
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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 impo…
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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…
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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 w…
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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 i…
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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 em…
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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 …
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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 ma…
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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…
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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 acknowledg…
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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, …
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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 i…
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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 …
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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 fin…
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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 f…
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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. M…
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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…
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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…
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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 teac…
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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 go…
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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 …
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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," reveali…
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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 fr…
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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 m…
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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: th…
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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 refra…
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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…
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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 seeki…
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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 yoursel…
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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 reall…
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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…
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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 embraci…
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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. M…
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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 rat…
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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 year…
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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/market…
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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. …
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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 bec…
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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…
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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 t…
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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.…
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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…
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