The Above Board Podcast

Be Who Your Dog Thinks You Are

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, finding grace in everyday challenges, and filling your home with positive energy. Perfect for the Thanksgiving season, this episode is all about appreciating life’s little joys and being present with the people who matter most.

• 01:33 Mick Jagger Story
• 04:51 Building Happiness Habits
• 05:56 The Power of Pets
• 08:34 Managing Energy and Emotions
• 14:37 Work-Life Balance and Grace
• 19:08 Gratitude and Final Thoughts

The Hospitality Economy

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 makes clients feel valued—like custom welcome packages and thoughtful check-ins that go beyond the usual. Listen in to discover simple ways to make every interaction feel personal and build lasting connections.

• 00:15 The Book Study: Unreasonable Hospitality
• 00:37 Poor Service
• 02:32 The Future of the Service Industry
• 03:13 Balancing Technology and Personal Touch
• 04:14 The Value of Strategic Planning in Services
• 05:41 Creating Memorable Client Experiences
• 08:00 Lessons from Ritz Carlton and Disney
• 10:32 The Importance of Small Gestures

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

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 prioritizing top tasks, John offers ways to maintain forward motion, avoid distractions, and achieve greater fulfillment—even in retirement.

• 01:13 Productive Momentum: The Secret Sauce
• 01:37 The Challenge of Self-Accountability
• 02:44 Maintaining Momentum in Daily Life
• 03:10 From Busy to Productive to Useful
• 04:26 The Value of Being Useful
• 06:53 The Correlation Between Usefulness and Happiness
• 07:31 Time Management and Decision Making
• 09:00 Overcoming Procrastination with Parkinson's Law
• 12:05 Purpose-Driven Productivity

The One Financial Secret That Will Change Everything

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 automatic savings and investments, and using apps for micro-savings, all designed to simplify your financial life. Tune in to discover how small, consistent steps can lead to long-term financial success by taking the stress out of managing your money.

• 00:48 The Importance of Automating Your Finances
• 00:56 Personal Experience with Financial Management
• 02:38 The Concept of Decision Fatigue
• 03:12 How Automation Can Help
• 07:10 Practical Automation Tips
• 09:29 The Importance of Financial Check-ins
• 11:24 Final Thoughts and Encouragement

Visionaries and Integrators: The Dynamic Duo

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 great tips on improving your business and client experience.

 

Traction: Get a Grip on Your Business by Gino Wickman: https://www.eosworldwide.com/traction-book

• 00:54 Introducing the Book 'Traction' by Gino Wickman
• 01:33 Visionary vs. Integrator Roles
• 04:36 Implementing EOS in Our Company
• 05:39 The Journey of CandorPath
• 07:18 Defining Roles and Responsibilities
• 09:34 Creating a Unique Client Experience
• 15:44 The Importance of Visionary and Integrator Dynamics
• 29:13 Final Thoughts and Takeaways

Purpose & Profit: Part 1

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 work, this episode offers practical advice and personal stories to help you find fulfillment and financial freedom. Stay tuned for actionable steps you can start today!

• 00:43 Exploring the Concept of Ether
• 03:50 The Struggle with Lying and Honesty
• 05:24 Balancing Purpose and Financial Freedom
• 08:30 Finding Passion in Your Career
• 13:07 The Journey to Discovering Your Passion
• 15:40 Finding Purpose in Your Work
• 17:25 Personal Fulfillment and Professional Success
• 19:21 The Ripple Effect of Passion
• 24:10 Purpose Leads to Profit
• 31:25 Wisdom and Experience as Gifts
• 32:30 Conclusion and Next Steps

The Priority Shift: Important vs. Urgent

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 Eisenhower Matrix
• 01:43 The Four Quadrants Explained
• 02:37 Challenges of Prioritizing Important Tasks
• 05:31 Strategies for Staying Focused
• 08:03 Applying the Principles to Personal Life

Your Next 90 Days

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 progress. John urges listeners to block out distractions and stay intentional. Share your 90-day plans in the comments!

• 00:17 Importance of the Last 90 Days
• 00:40 Reflecting on the Year
• 01:14 Separation Season
• 03:55 Three Steps to Maximize Time
• 04:08 Revisiting Goals
• 04:39 Daily Checklist
• 05:43 Tracking Progress
• 06:49 Blocking Noise
• 07:55 Engage and Share

Micro Risks, Macro Gains

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 financial growth. Whether you're a cautious planner or a natural risk-taker, this episode will inspire you to take bold steps toward your future.

Your Money Story

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 by high net worth families to achieve financial freedom.

 

Don't miss the chance to transform your financial future with lessons from our free 'Your Money Story' e-course, available now at www.yourmoneystory.app.

 

• 00:00 Introduction to Your Money Story
• 00:52 Understanding Your Money Personality
• 01:13 Personal Story: Compulsive Saver
• 02:14 Identifying Financial Behaviors
• 03:55 Spending Up vs. Spending Down
• 05:25 Long-Term Financial Success
• 06:50 Next Steps