The Above Board Podcast

Should Market Volatility Change Your Retirement Plans?

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 market corrections, volatility, and living a balanced life despite economic challenges.

Join our next economic update webinar for a more in-depth conversation regarding the current market environment!

 

01:47 Understanding Market Volatility

03:15 Controlling What You Can

04:36 Aligning Money Strategy with Goals

06:08 Perspective on Market Corrections

07:47 Upcoming Economic Update Event

Leadership, Impact, and Pursuing Your Passion with Dawn Hooper, CPA

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 driving force in her work and personal life. If you've ever thought about aligning your career with your passion or wondered what it takes to lead with purpose, this conversation is for you.

 

Dawn is the President and CEO of Dawn Advisory Services, LLC, where she helps nonprofits drive transformational change and empowers teams to reach their full potential.

 

 

Helpful resources from today's episode:

 

Connect with Dawn

GuideStar 

Charity Navigator

A Guide to Impact Investing

 

 

Episode Timestamp: 

 

• 01:03 Dawn's Career Journey
• 03:01 Transition to Nonprofit Sector
• 07:08 Challenges in Nonprofit Financial Management
• 09:45 Leadership Insights and Evolution
• 14:16 Generational Differences and Leadership
• 17:59 Diversity in Leadership
• 19:45 Impact Investing and Personal Growth
• 23:36 Dawn Advisory Services and Interim CFO Role
• 28:56 Advice for Aspiring Nonprofit Professionals
• 35:25 Final Thoughts and Contact Information

 

 

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

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 conversation is aimed at ensuring that wealth becomes a meaningful and lasting gift for future generations.

• 00:00 Shocking Statistics on Generational Wealth
• 00:42 The Burden of Inherited Wealth
• 01:19 The Importance of Responsibility and Values
• 03:20 Strategies for Effective Wealth Transfer
• 05:13 Final Thoughts and Call to Action

Don't Let Their Limits Become Yours

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 provides actionable advice on how to challenge and change your environment to break free from negative self-talk and limiting beliefs. Tune in to learn how you can start taking small risks to challenge established narratives and reach your true potential.

• 00:23 Understanding Self-Imposed Limits
• 01:09 The Shift from Childhood Dreams to Adult Realism
• 02:02 External Influences on Our Limits
• 03:05 The Role of Risk and Fear in Decision Making
• 03:30 Starting a Company
• 04:38 Challenging and Changing Your Limits
• 05:39 Practical Steps to Break Free from Limits

Recovering Perfectionist

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 expectations, and how to stop letting perfection get in the way of progress. Tune in and let’s shift the focus from perfect to purposeful.

• 01:10 Perfectionism and Its Struggles
• 02:50 Salvador Dali's Wisdom
• 04:20 Professional and Personal Perfectionism
• 10:36 Managing Expectations and Impact
• 16:18 Struggles with Self-Worth
• 17:27 Childhood Insecurities and Popular Culture
• 18:56 Pride and Self-Reflection
• 25:41 Striving for Excellence Over Perfection

Economic Insights 2025: What Lies Ahead For Investors

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 earnings growth. Stay informed about the latest in financial planning and explore how these factors could shape your investment strategy.

Disclaimer: We do reference some charts in this conversation that might serve as a good visual aide. If you'd like to see those as well, please visit this YouTube link!

• 00:55 Market and Economic Update for 2025
• 01:51 Investment Policy and Market Expectations
• 10:41 Inflation and Interest Rates Discussion
• 20:45 Tax Policy Changes and Federal Deficit
• 33:02 Conclusion and Upcoming Resources

The Everything, Everywhere Fallacy with Mitch Matthews

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 well," and let go of perfectionism to find balance and purpose. Whether you’re juggling work, family, or personal goals, this episode will inspire you to slow down and make the most of the present moment.

 

Check out the Dream. Think. Do. podcast: https://mitchmatthews.com/blog/

Mitch’s Podcast and Website for Coaches and Speakers: www.encouragingtheencouragers.com  

Join Mitch’s “4 THINGS” weekly email: MitchMatthews.com/4things  

Mitch’s “Coaching Success Predictability Assessment”: MitchMatthews.com/CSPA

Instagram: @mitch.matthews
Facebook: @mitch.matthews.104
LinkedIn: https://www.linkedin.com/in/mitchmatthews/

Mitch's Primary Website: https://mitchmatthews.com/

 

• 01:58 The Everything Everywhere Fallacy
• 07:45 One Place Well: A Life-Changing Epiphany
• 17:05 The Struggle with Perfectionism
• 23:13 Managing Expectations and Perfectionism
• 25:26 Leadership and Team Empowerment
• 27:10 Workplace Engagement and Autonomy
• 28:50 Challenges of Remote Work
• 33:05 Personality Types and Team Dynamics
• 38:23 Goal Setting and Planning for 2025

Keep it Consistent with David Hill

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 discipline fuels growth. David also gives us a glimpse into his book, The Sales Playbook, packed with actionable strategies for long-term success. Whether you’re in sales or striving for self-improvement, this episode is your guide to showing up and staying consistent.

 

Path to Sales Mastery Podcast

Free Download of The Sales Playbook

Check out Our Episode with David Hill!

Instagram: @davidihill
Facebook: David I Hill
LinkedIn: David I Hill
YouTube: David Hill

• 00:51 David Hill's Podcast and Notable Guests
• 01:56 New Year's Resolutions and Goals for 2025
• 04:23 The Importance of Consistency
• 09:08 Overcoming Fear and Taking Action
• 17:11 The Power of Follow-Up in Sales
• 29:56 Leadership and Mentorship Lessons
• 31:18 How to Connect with David Hill

New Year, New Disciplines

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 resolutions or refining your goals, this episode will inspire you to make 2025 a year of intentional growth and success. Let’s start the journey together!

• 00:00 Welcome to 2025!
• 07:03 The Sacrifices of Success
• 14:20 The Illusion of Wealth on Social Media
• 15:41 The Impact of Social Media on Mental Health
• 17:07 The Myth of Effortless Success
• 18:11 The True Meaning of Discipline
• 22:47 The Role of Sacrifice in Success
• 24:45 Personal Challenges and Reflections
• 30:28 New Year Wishes

Lessons in Gain & Grounded

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 routines. The conversation also explores themes of discipline, rest, and the value of setting intentional goals. Join us for an insightful and dynamic discussion!

• 00:14 Reflecting on Words of the Year
• 00:55 Rainah's Journey with 'Grounded'
• 09:57 John's Journey with 'Gain'
• 15:02 Looking Ahead to 2025
• 19:38 The Challenge of Discipline
• 26:55 Balancing Discipline and Rest
• 32:33 Wrapping Up and Future Plans