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
Episodes
Wednesday Sep 11, 2024
Wednesday Sep 11, 2024
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
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