Best CandorPath Financial Podcasts (2025)

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The Man in the Arena 40:23

Play Pause

3d ago40:23

40:23

In this episode of The Above Board podcast, hosts Rich and John get into the timeless wisdom of Theodore Roosevelt's 'The Man in the Arena' speech. They discuss the importance of courage over criticism, valuing effort over perfection, and the significance of showing up every day. Along the way, they share the challenges of facing naysayers, and the…

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You Don't Outgrow the Basics 7:30

10d ago7:30

7:30

In this episode of The Above Board Podcast, John Kennedy gets real about something most people overlook—the basics. You can’t build wealth if you don’t know where your money’s going. You can’t stay fit if you stop showing up for the small stuff. Whether it's tracking your spending, sticking to a simple routine, or just being consistent, John shares…

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You're Not Unmotivated, You're Just Tired of Deciding 9:31

17d ago9:31

9:31

Feeling mentally drained by the end of the day? It might not be a motivation problem—it could be decision fatigue. In this episode of The Above Board Podcast, John Kennedy shares how the daily pressure to make constant choices adds up, and what you can do to protect your energy. From setting daily priorities to creating decision boundaries, this ep…

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Why "Staying the Course" Isn't Always the Answer 6:03

24d ago6:03

6:03

In this episode of The Above Board podcast, John chats about the significant changes in markets and life over recent weeks, reflecting on episode 154 (Tariffs, Trade Tension, and the Economic Outlook). The discussion centers around the concept of not just 'staying the course' but instead staying aligned, informed, and intentional. John examines the…

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Part 2: I'm Learning to "Let Me" 6:55

2M ago6:55

6:55

In this episode of The Above Board Podcast, we delve into the 'Let Them Theory' by Mel Robbins, exploring the often overlooked but powerful concept of 'Let Me.' Learn how to stop managing others’ reactions and focus on prioritizing your own happiness, health, and peace. John shares personal experiences and tips for implementing this mindset shift i…

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Part 1: I'm Learning to "Let Them" 7:53

2M ago7:53

7:53

In this episode, John Kennedy opens up about learning to let go of people-pleasing and the pressure to be understood by everyone. Inspired by The Let Them Theory by Mel Robbins, he shares how this mindset shift is helping him show up with more peace—in parenting, leadership, and everyday life. If you’re ready to stop carrying what isn’t yours, this…

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Tariffs, Trade Tension, and the Economic Outlook 46:11

2M ago46:11

46:11

In this episode of The Above Board Podcast, Michael Scott, CFA, and Matt Marcoux, EA, CFP® share a timely replay of their recent client webinar focused on the economic impact of newly announced tariffs. They break down what the headlines actually mean, how markets are reacting, and what it all could signal for investors. You'll also hear tailored s…

1
Should Market Volatility Change Your Retirement Plans? 8:47

3M ago8:47

8:47

John shares a personal story about a neighbor struggling with financial stress due to stock market volatility. Through this anecdote, he emphasizes the importance of controlling what we can in life, preparing for uncertainties, and the benefits of discussing financial anxieties with trusted individuals. This episode aims to provide perspective on m…

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Leadership, Impact, and Pursuing Your Passion with Dawn Hooper, CPA 36:48

3M ago36:48

36:48

In this episode of The Above Board Podcast, Dawn Hooper, CPA shares her incredible journey from a successful career in the private sector to finding purpose and impact in the nonprofit world. Dawn opens up about what motivated her to make the shift, the challenges and rewards of leading in the nonprofit space, and how impact investing became a driv…

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Wealth That Is Given Is Not a Gift - It's a Curse 6:08

4M ago6:08

6:08

In this episode of the Above Board podcast, John Kennedy discusses the alarming statistic that 70% of generational wealth is lost by the second generation and 90% by the third. He shares his thoughts on why wealth often vanishes and how to prevent it, emphasizing the importance of preparation, accountability, and the transfer of values. This conver…

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Don't Let Their Limits Become Yours 7:16

4M ago7:16

7:16

Join John Kennedy on The Above Board podcast as he explores the concept of self-imposed limits and how societal influences shape our beliefs about what we can achieve. He reflects on the differences between the limitless potential encouraged in childhood versus the restrictive realism introduced in adulthood. John shares about overcoming doubts and…

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Recovering Perfectionist 31:54

5M ago31:54

31:54

Are you your own toughest critic? In this episode of The Above Board Podcast, John Kennedy and TheRichB get real about the struggles of perfectionism—how it shows up in work, personal goals, and even the little things. They explore the balance between striving for excellence and giving yourself grace, the importance of impact over unrealistic expec…

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Economic Insights 2025: What Lies Ahead For Investors 35:14

5M ago35:14

35:14

Join us this week as we discuss key factors impacting financial markets and the economy in 2025. We cover topics like tariffs, tax changes, inflation, interest rates, and the federal deficit. This episode features excerpts from our recent market update webinar, including insights on investment policy statements, market expectations, and corporate e…

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The Everything, Everywhere Fallacy with Mitch Matthews 51:54

6M ago51:54

51:54

In this episode of The Above Board Podcast, we’re joined by Mitch Matthews—success coach, speaker, and host of the 'Dream. Think. Do.' podcast. Mitch shares the powerful concept of the "Everything, Everywhere Fallacy" and how it leads to overwhelm in a fast-paced world. Together, we discuss practical ways to focus, embrace the mantra of "one place …

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Keep it Consistent with David Hill 33:23

6M ago33:23

33:23

In this episode of the Above Board Podcast, we sit down with David Hill—seasoned real estate broker, top sales coach, and host of the Path to Mastery podcast. With over 30 years of experience, David shares the importance of consistency in achieving personal and professional success. We discuss the power of follow-ups, breaking through fear, and how…

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New Year, New Disciplines 31:37

6M ago31:37

31:37

Welcome to Season 5 and a brand-new year on The Above Board Podcast! In this kickoff episode for 2025, John Kennedy and TheRichB share how discipline and self-reflection can help you start the year strong. They discuss embracing sacrifices, finding your "why," and building habits that lead to growth in all areas of life. Whether you’re setting reso…

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Lessons in Gain & Grounded 34:42

6M ago34:42

34:42

In this episode, John and returning guest Rainah Fitzgerald revisit their words of the year from the beginning of 2024 - 'gain' and 'grounded.' They share personal experiences and reflect on their progress throughout the year. Rainah discusses her journey with the word 'grounded,' including how it has impacted her life, friendships, and daily routi…

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Quick Wins for Your Wallet: Budgeting Made Easy 9:50

6M ago9:50

9:50

Join CERTIFIED FINANCIAL PLANNER™, John Kennedy, as he explores the essentials of budgeting. John breaks down the 50/30/20 rule, tracking spending, using the envelope system, and automating savings, while addressing common objections and misconceptions. Perfect for anyone seeking to manage their finances better, especially during the holiday season…

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Reclaim Your Time: How to Detox From Technology 9:22

7M ago9:22

9:22

Join host John Kennedy in this episode of The Above Board Podcast as he discusses the importance of setting boundaries with technology. In light of World Digital Detox Day on December 10th, John shares his personal struggles with feeling overwhelmed by constant connectivity and offers five practical tips for creating a balanced and healthier relati…

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Our Journey Behind the Mic 29:15

7M ago29:15

29:15

In this episode of the Above Board Podcast, hosts John and Matt reflect on their journey over the past four years, discussing their experiences and lessons learned from podcasting. They share personal anecdotes, talk about the evolution of their show, and highlight the importance of consistency and persistence. The episode features a look back at s…

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Be Who Your Dog Thinks You Are 28:00

7M ago28:00

28:00

In this episode of the Above Board Podcast, we’re thrilled to welcome back TheRichB for a fun and heartfelt chat about building habits that bring happiness into your life. From Rich’s hilarious story about meeting Mick Jagger to the simple joys of having pets, we share real-life moments that make us smile. We also explore managing work-life balance…

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The Hospitality Economy 14:16

8M ago14:16

14:16

In this episode of The Above Board Podcast, John Kennedy shares how ideas from Unreasonable Hospitality by Will Guidara can bring warmth and authenticity to client experiences. Reflecting on his own clunky service encounters, John discusses why small, genuine touches matter more than ever in a world driven by automation. He explains how CandorPath …

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Want Something Done? Ask a Busy Person to Do It. 12:55

8M ago12:55

12:55

In this episode of the Above Board Podcast, John Kennedy gets into why busy people often get the most done. He explains "productive momentum" and shares how focus, discipline, and a purpose-driven approach can separate truly productive people from the merely busy. With practical strategies like setting shorter deadlines, batch working, and prioriti…

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The One Financial Secret That Will Change Everything 12:26

8M ago12:26

12:26

In this episode of the Above Board Podcast, CERTIFIED FINANCIAL PLANNER™ John Kennedy breaks down how automating your finances can be a game-changer. Through relatable stories, John highlights the downsides of constantly micromanaging your money, which can lead to burnout and poor decision-making. He shares actionable tips, like setting up automati…

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Visionaries and Integrators: The Dynamic Duo 36:46

8M ago36:46

36:46

On this episode of The Above Board Podcast, John Kennedy and Matt Marcoux break down the visionary and integrator roles from Gino Wickman's 'Traction.' They chat about how these roles work at CandorPath, sharing their experiences with balancing big ideas and practical execution. Whether you run a small business or work on a team, you'll get some gr…

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Purpose & Profit: Part 1 35:05

9M ago35:05

35:05

Welcome to Part 1 of the "Purpose and Profit" series! In this episode, John and Rich tackle the balance between living with purpose and achieving financial success. They explore the concept of 'ether,' share some funny anecdotes, and discuss how to find meaning in your career. If you’ve ever felt burnt out or struggled to combine passion with your …

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The Priority Shift: Important vs. Urgent 10:37

9M ago10:37

10:37

In this episode of the Above Board Podcast, we break down the struggle of prioritizing urgent vs. important tasks using the Eisenhower Matrix. Discover how to categorize your workload, set boundaries, and stay focused on long-term goals, both in your career and personal life, without getting lost in the immediate chaos. 01:27 Understanding the Eise…

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Your Next 90 Days 8:16

9M ago8:16

8:16

In this episode of The Above Board Podcast, John Kennedy focuses on the final 90 days of the year, revisiting goals and discussing how staying focused can shape the next year. He introduces 'separation season,' a concept from Ed Mylett, and shares three steps to make the most of this time: revisiting goals, creating a daily checklist, and tracking …

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Micro Risks, Macro Gains 8:54

9M ago8:54

8:54

What if the small risks you take today could lead to major success in the future? In this episode, John Kennedy breaks down how tiny, calculated risks can lead to macro gains. With real-life examples and a look at how legendary investors like Warren Buffett used this strategy, John shows how embracing discomfort can fuel personal, professional and …

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Your Money Story 8:20

10M ago8:20

8:20

In this episode of The Above Board Podcast, John Kennedy, CFP® explores 'Your Money Story,' a concept that reveals how past experiences shape our financial habits. Learn about different money personalities, including savers and spenders, and discover practical strategies like the 24-hour rule and mindful spending. John shares actionable tips used b…

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Self-Awareness Through the Enneagram with Tracy Weiss 38:15

10M ago38:15

38:15

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 …

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Check-ins, Not Checklists 33:59

10M ago33:59

33:59

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 t…

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Shady Trees: Back to the Roots 13:36

11M ago13:36

13:36

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 pi…

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Red Days & Recovery: How to Stay the Course in a Volatile Market 26:53

11M ago26:53

26:53

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 bal…

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Risk. Regret. Resilience. 49:19

11M ago49:19

49:19

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…

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What is Youth Sports Really Costing You? 35:00

11M ago35:00

35:00

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 you…

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Mid-Year Election Update with Michael Scott, CFA 36:55

12M ago36:55

36:55

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 ass…

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Financial Date Nights: Building Money Confidence as a Couple 10:51

12M ago10:51

10:51

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, conve…

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Navigating Remote Work Success with Patrick Sirmeyer 48:03

12M ago48:03

48:03

In this episode of the Above Board Podcast, host John Kennedy welcomes back Patrick Sirmeyer, CEO of Luxus+, to discuss the evolving landscape of remote work. Patrick shares insights on managing a team remotely, the importance of work-life balance, and how his company navigated the transition to a remote-first environment. Join us for a compelling …

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Policy Playbook: Energizing your Insurance Needs 21:48

1y ago21:48

21:48

Ready to get the inside scoop on all things insurance? Join our amazing Co-Host, John Kennedy, CFP®, on this episode as he approaches this often-overlooked, but super important topic! John doesn’t just talk the talk—he shares personal stories and professional insights that will have you rethinking your approach to insurance. From life insurance bas…

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The Power of Pre-Suasion with Brian Ahearn 48:02

1y ago48:02

48:02

In this episode of the Above Board Podcast, host John Kennedy welcomes back Brian Ahearn, the Chief Influence Officer at Influence People, a keynote speaker, and a Cialdini-certified coach. They discuss ethical persuasion, the science of influence, and Brian’s latest TEDx talk on 'Pre-suasion.' Brian shares personal stories, including the impact of…

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Mastering the Basics with Sensei Juan 48:32

1y ago48:32

48:32

This week, we have a special guest, Sensei Juan Colón, joining us to dive deep into the essentials of martial arts and personal growth. Sensei Juan began his journey in Shotokan karate in 1991 after experiencing bullying during his elementary school years. Today, he holds a First-degree black belt in Shotokan and a Fourth-degree black belt in Ameri…

1
Permission to Call Me Out: A Path to Gratitude 13:00

1y ago13:00

13:00

We can all agree that emphasizing the importance of gratitude and maintaining a "glass half full" approach to life is important. In today's episode, John Kennedy shares a recent conversation between he and his wife that helped him to cultivate a more optimistic outlook. Since that time, he has gone to some extreme measures to find ways back to grat…

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Catching Confidence: Your Money Edition 14:16

1y ago14:16

14:16

Join John Kennedy, CFP®, as he discusses the power of building financial confidence through hard work and momentum. Reflecting on the concept of 'things are caught, not taught,' John shares valuable insights on financial success and generational wealth. Think of financial confidence like building a muscle—the more you work at it, the stronger it ge…

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Talkin' Taxes with Matt & Mack 29:14

1y ago29:14

29:14

In this episode of The Above Board podcast, Matthew Marcoux and Mackindsay Herbert debunk common tax myths. Tune in as they share essential tips for individuals and small business owners, covering tax management, IRS interactions, and the importance of planning. From filing taxes for beginners to seeking professional advice, they offer strategies f…

1
Are You Compulsively Making Things Worse? 8:47

1y ago8:47

8:47

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…

1
Leadership, Love & Letting Go 43:16

1y ago43:16

43:16

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…

1
Your Wealth Era Awaits 11:18

1y ago11:18

11:18

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…

1
The Intention of Your Choice 41:14

1y ago41:14

41:14

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…

1
TheRichB Returns! 36:55

1y ago36:55

36:55

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…