The Above Board Podcast

We hear a lot of the same questions when it comes to money—because navigating your finances isn’t always straightforward. In this episode, we’re answering some of the most common things people ask us, from budgeting basics to feeling stuck or overwhelmed. Whether you’re just starting out or reevaluating your financial habits, this conversation is a reminder that you’re not alone—and there are simp...

In this episode, John shares how one book—Unreasonable Hospitality—reshaped how he and the team think about service. From handwritten notes to surprise welcome boxes and even personally delivered cookies, it’s all about making people feel seen. He dives into why a little extra effort in human connection still matters, even in a world racing toward automation. You’ll also hear how companies like Di...

Why does losing feel so much worse than winning feels good? In this episode, John and Matt revisit one of their most honest conversations—from a time when markets were down and emotions were running high. They break down the concept of loss aversion and how it quietly shapes our decisions, often without us realizing it. 00:32 Revisiting Loss Aversion 02:26 Behavioral Insights and Market Reactions...

Your portfolio might be balanced on paper—but what about your emotions? In this episode of The Above Board Podcast, John Kennedy, CFP®, explores how fear, bias, and past experiences can quietly steer your financial decisions. From holding too much cash to sticking with a stock out of loyalty, emotional allocation can derail even the best strategies. John shares practical ways to check in with your...

In this episode of The Above Board podcast, hosts Rich and John get into the timeless wisdom of Theodore Roosevelt's 'The Man in the Arena' speech. They discuss the importance of courage over criticism, valuing effort over perfection, and the significance of showing up every day. Along the way, they share the challenges of facing naysayers, and the inspiration drawn from observing and supporting o...

In this episode of The Above Board Podcast, John Kennedy gets real about something most people overlook—the basics. You can’t build wealth if you don’t know where your money’s going. You can’t stay fit if you stop showing up for the small stuff. Whether it's tracking your spending, sticking to a simple routine, or just being consistent, John shares why the fundamentals aren’t just for beginners—th...

Feeling mentally drained by the end of the day? It might not be a motivation problem—it could be decision fatigue. In this episode of The Above Board Podcast, John Kennedy shares how the daily pressure to make constant choices adds up, and what you can do to protect your energy. From setting daily priorities to creating decision boundaries, this episode offers simple ways to feel more focused, les...

In this episode of The Above Board podcast, John chats about the significant changes in markets and life over recent weeks, reflecting on episode 154 (Tariffs, Trade Tension, and the Economic Outlook). The discussion centers around the concept of not just 'staying the course' but instead staying aligned, informed, and intentional. John examines the pitfalls of blindly following the 'stay the cours...

In this episode of The Above Board Podcast, we delve into the 'Let Them Theory' by Mel Robbins, exploring the often overlooked but powerful concept of 'Let Me.' Learn how to stop managing others’ reactions and focus on prioritizing your own happiness, health, and peace. John shares personal experiences and tips for implementing this mindset shift in various aspects of life, including leadership, f...

In this episode, John Kennedy opens up about learning to let go of people-pleasing and the pressure to be understood by everyone. Inspired by The Let Them Theory by Mel Robbins, he shares how this mindset shift is helping him show up with more peace—in parenting, leadership, and everyday life. If you’re ready to stop carrying what isn’t yours, this episode is for you! 00:16 Personal Impact of 'The...

In this episode of The Above Board Podcast, Michael Scott, CFA, and Matt Marcoux, EA, CFP® share a timely replay of their recent client webinar focused on the economic impact of newly announced tariffs. They break down what the headlines actually mean, how markets are reacting, and what it all could signal for investors. You'll also hear tailored strategies for individuals at various stages of ret...

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 balanc...

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...

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...

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 an...

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...

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...

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...

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 gl...

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...

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 disc...

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 ha...

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 De...

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...

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 fillin...