The Above Board podcast

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Mind The Business: Small Business Success Stories

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Understanding Taxes as a Newly Formed Small Business - Part 2 of the Small Business Starter Kit 28:24

לפני 20 ימים28:24

הפעל מאוחר יותר

רשימות

לייק

אהבתי

28:24

In our second installment of the Small Business Starter Kit series - we’re tackling a topic that’s sometimes tricky, sometimes confusing, but ever-present: taxes. Hosts Austin and Jannese have an insightful conversation with entrepreneur Isabella Rosal who started 7th Sky Ventures , an exporter and distributor of craft spirits, beer, and wine. Having lived and worked in two different countries and started a company in a heavily-regulated field, Isabella is no stranger to navigating the paperwork-laden and jargon-infused maze of properly understanding taxes for a newly formed small business. Join us as she shares her story and provides valuable insight into how to tackle your business’ taxes - so they don’t tackle you. Learn more about how QuickBooks can help you grow your business: QuickBooks.com See omnystudio.com/listener for privacy information.…

The Above Board Podcast

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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

154 פרקים

#Trading #Business #Self-Improvement #CandorPath Financial #Podcasting Education #John Kennedys

The Above Board Podcast

updated לפני 11 שעות

שתפו

בית הסדרות•Feed

154 פרקים

#Trading #Business #Self-Improvement #CandorPath Financial #Podcasting Education #John Kennedys

כל הפרקים

The Above Board Podcast

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Should Market Volatility Change Your Retirement Plans? 8:47

לפני 11 hours8:47

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 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…

The Above Board Podcast

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

לפני 7 ימים36:48

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 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…

The Above Board Podcast

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

לפני 21 ימים6:08

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 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…

The Above Board Podcast

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Don't Let Their Limits Become Yours 7:16

לפני 28 ימים7:16

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 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…

The Above Board Podcast

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Recovering Perfectionist 31:54

לפני 7 weeks31:54

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 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…

The Above Board Podcast

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

לפני 9 weeks35:14

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 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 Above Board Podcast

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The Everything, Everywhere Fallacy with Mitch Matthews 51:54

לפני 11 weeks51:54

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 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…

The Above Board Podcast

1
Keep it Consistent with David Hill 33:23

לפני 11 weeks33:23

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 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…

The Above Board Podcast

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New Year, New Disciplines 31:37

לפני 12 weeks31:37

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 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…

The Above Board Podcast

1
Lessons in Gain & Grounded 34:42

לפני 13 weeks34:42

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 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…

The Above Board Podcast

1
Quick Wins for Your Wallet: Budgeting Made Easy 9:50

לפני 14 weeks9:50

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. Don't miss out on transforming your financial habits! 00:00 Introduction to Budgeting 00:40 The Importance of Budgeting 03:04 Four Key Budgeting Principles 07:09 Common Budgeting Objections 08:32 Final Thoughts and Encouragement…

The Above Board Podcast

1
Reclaim Your Time: How to Detox From Technology 9:22

לפני 15 weeks9:22

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 relationship with screens. 00:08 The Need for Digital Detox 01:12 The Impact of Technology on Our Lives 02:47 Practical Tips for a Digital Detox 03:28 Designated Screen-Free Time 04:26 Creating Technology-Free Zones 04:54 Managing Notifications 05:50 Monitoring Screen Time 06:42 Taking a Social Media Break 07:51 Final Thoughts and Challenge…

The Above Board Podcast

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Our Journey Behind the Mic 29:15

לפני 16 weeks29:15

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 some favorite episodes, thoughts on public speaking, and their passion for financial advising. Join them as they celebrate their episodes thus far and discuss their goals for the future. 00:38 Financial Goals and Power Bills 00:53 Podcasting Journey: Four Years In 02:22 Evolution of the Podcast 05:20 Consistency and Improvement 08:16 Public Speaking and Podcasting Skills 15:18 Future Plans and Tactical Advice 19:35 Favorite Episodes and Lessons Learned 28:47 Wrapping Up 2024…

The Above Board Podcast

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Be Who Your Dog Thinks You Are 28:00

לפני 18 weeks28:00

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, 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 Above Board Podcast

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The Hospitality Economy 14:16

לפני 19 weeks14:16

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 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…

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