The Above Board Podcast

Self-Awareness Through the Enneagram with Tracy Weiss

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 growth, relationships, and team dynamics. Whether you're looking to understand yourself or improve team connections, this episode explores practical ways to use the Enneagram for a more fulfilling life.

- Connect with Tracy at Weiss Counsel today! https://www.weisscounsel.com/

• 00:45 Tracy's Journey to Counseling and Enneagram
• 03:49 Understanding the Enneagram
• 05:41 Personal Growth and Enneagram Types
• 11:06 Enneagram in Relationships and Teams
• 14:24 Team Enneagram Workshops
• 20:34 Team Building and Vulnerability
• 25:23 Understanding Instincts and Triads
• 27:18 Personal Growth and Self-Awareness
• 33:35 Starting Your Enneagram Journey

Check-ins, Not Checklists

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 to retain top talent, strengthen family bonds, or connect better with your kids, this episode is packed with real-life stories and practical advice that will inspire you to reach out and connect on a deeper level.

• 01:24 The Concept of Exit Interviews
• 04:26 The Importance of Stay Interviews
• 07:47 Leadership and Communication
• 14:30 Intentionality in Relationships
• 18:06 Checklist vs. Check-in List: Enhancing Communication
• 21:32 Understanding and Leveraging Enneagram Types
• 27:51 Parenting and Leadership: Setting Examples
• 29:43 Surprising Loved Ones with Positivity

Shady Trees: Back to the Roots

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 pitfalls of reacting to market panic, and maintaining an abundance mindset. Learn how to differentiate between necessary adjustments and rash decisions driven by fear or urgency.

 

• 00:59 The Concept of Shady Trees
• 02:51 Investing Strategies and Market Reactions
• 05:40 Scarcity Mindset vs. Abundance Mindset
• 08:58 Personal Hardships and Resilience
• 11:06 Investing in Personal Growth and Mental Health
• 13:02 Call to Action

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

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 balanced perspective on current market conditions, offering actionable advice for investors while underscoring the value of a diversified, long-term strategy.

• 00:00 Introduction and Market Overview
• 01:04 Understanding Market Corrections
• 06:34 Key Economic Indicators
• 15:19 Investment Strategies During Volatility
• 23:42 Final Thoughts and Wrap Up

Risk. Regret. Resilience.

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 an entrepreneur, a parent, or someone looking to overcome life's challenges, this episode offers valuable lessons and practical advice. Tune in to learn how to turn your regrets into resilience and harness the power of gratitude.

• 03:32 Risk, Regret, and Resilience
• 07:42 Personal Reflections on Risk and Regret
• 11:20 Starting Over and Taking Risks
• 15:03 Building a Brand and Embracing Risk
• 22:26 The Value of Regret and Moving Forward
• 25:05 Rewriting Regret: A New Perspective
• 26:12 Micro Regrets: The Little Things That Add Up
• 27:33 Consistency and Presence: Keys to Success
• 31:17 The Power of Grace and Charitable Assumptions
• 43:35 Micro Gratitude: Finding Joy in Small Moments
• 47:13 Conclusion: Embracing the Journey

What is Youth Sports Really Costing You?

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 your child's future and your financial stability. Don't miss this practical and valuable discussion!

• 03:17 The Financial Landscape of Youth Sports
• 05:02 Balancing Passion and Expenses
• 12:19 The Cost of Competitive Sports
• 20:45 A Parent's Perspective
• 21:54 Encouraging Passion Without Financial Strain
• 23:10 The Reality of College Scholarships and Future Planning
• 25:06 Balancing Youth Sports and Family Time
• 29:13 Listening to Your Child's Needs
• 30:34 Indirect Costs and Family Decisions

Mid-Year Election Update with Michael Scott, CFA

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 asset allocation is crucial for long-term success.

Access the infographics & data charts from this podcast: https://1drv.ms/w/c/acca9280ad6e9480/EZpiZw7ySCFEpS4gkfnH_HQBYniAIxK_Ps4jRPEenxhkaA?e=yzMtlY

• 00:51 Election Year Market Volatility
• 02:24 Historical Election Year Market Performance
• 11:54 Impact of Political Bias on Market Perception
• 24:17 Long-Term Investment Strategies

Financial Date Nights: Building Money Confidence as a Couple

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, conversation starters to align your short-term goals, and essential financial tips like budgeting, automating savings, and tracking progress. 

• 01:05 Introducing Financial Date Nights
• 01:52 Conversation Starters for Financial Date Nights
• 04:52 Essential Financial Tips for Couples
• 07:41 Personal Insights and Final Thoughts
• 10:23 Wrapping Up and Staying Connected

Navigating Remote Work Success with Patrick Sirmeyer

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 discussion on the benefits and challenges of remote work.

 

• 00:09 Patrick Sirmeyer Returns: Catching Up
• 01:12 The Remote Work Revolution
• 02:12 Pre-COVID Adjustments and Challenges
• 07:24 The Evolution of Remote Work Culture
• 10:14 Balancing Flexibility and Productivity
• 13:32 Recruitment and Remote Work: Lessons Learned
• 30:23 Balancing Family and Work Time
• 32:50 The Importance of Human Connection in Business
• 36:28 Adventures in Remote Work and Travel
• 42:42 Favorite Tools for Work from Home Productivity

Policy Playbook: Energizing your Insurance Needs

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 basics to comparing term and whole life policies, he’s got the tips and tricks to help you choose the best plan for you. But that's not all! John also covers health insurance, disability insurance, and even umbrella insurance. You’ll learn why it’s crucial to audit these policies every year to keep your finances in top shape. Don't miss out on this comprehensive, yet engaging breakdown of insurance essentials.

• 00:28 The Importance of Insurance
• 03:06 Life Insurance: Term vs. Whole
• 09:07 Health Insurance Essentials
• 11:54 Disability Insurance Explained
• 15:42 Understanding Umbrella Insurance
• 17:58 Other Insurance Considerations
• 19:47 Future Insurance Plans and Conclusion

Want to take a deeper dive? Set up your Introductory Call with John today!