The Above Board Podcast

In today's podcast, your resident CFP®'s discuss the recent market volatility and how to prime yourself for financial success.    Our favorite quote from today: "Small habits don't add up, they compound." - James Clear 

Casey and the guys discuss the power of mindset, apologizing, and the 5 swear words to remove from our vocabulary.     Favorite Quote from the show "A goal with no plan turns into a wish."   Casey is the author of the book "Win the RELATIONSHIP, Not the DEAL" as well as host of The Quarterback DadCast. To learn more about Casey, visit caseyjacox.com.

On today's podcast, Rich discusses how he focuses on "getting through life" to "embracing life." There are so many significant moments throughout our lifetime, and when it's all over, your life is represented by two dates and a dash...so let's make the most of that dash! 

The holiday season can often be a stressful time for many.  Rich and John discuss the common issues many of us face during the holidays and how they manage holiday stress.  

Matt Marcoux, CFP® answers the important questions that you've always wanted to ask your financial planner.  Questions such as: Do I even need to work with a financial professional?  What makes a financial planner a CERTIFIED FINANCIAL PLANNER™? How does a financial planner get paid? And what is a fiduciary? 

John Kennedy and TheRichB discuss gratefulness, hard times and toxic positivity.  They share their thoughts on how powerful gratitude can be and John inquires about Rich's specific focus on gratitude during extremely difficult situations. Is that something you are born with or can gratitude actually be learned?

Suffering is universal. We all experience suffering to various degrees.  However, there is a term called "post-traumatic growth."  On today's podcast, Rich shares his thoughts on experiencing growth through trauma.

When people think of kindness, they often think of big and grandiose gestures.  But does kindness really have to cost a lot? Do you really have to donate one million dollars to be thought of as "kind"? You'd be surprised how little kindness can cost. 

TheRichB, John Kennedy, and Matthew Marcoux discuss preparing for adversity before it even begins.  This is great framework for decision making throughout your life, your business, and your relationships! 

The guys host their personal friend and guest to the show, David DeCelle.  David is a speaker, coach, and entrepreneur. He is also currently the President of ModelFA.  David shares his ideas on the importance of mentorship, building relationships, and passing out smiles! 

When we are experiencing anxiety, the last thing anyone wants to talk about is gratitude.  However, gratitude has a magical way of lifting you up.  Today, Rich shares his experiences where gratitude has helped lift him up, especially around the time of losing a loved-one. 

Mark Tappan (K9_Mattis), LEO, author, reality show and social media star shares his thoughts on work ethic, dealing with negativity, Faith, and knowing your why. 

We're kidding with the title! But often times we can find ourselves losing focus with our money goals.  We want to address the common ways this can happen and how to not only recognize that habit, but forgive yourself and make positive changes for the long term. 

On today's podcast, Rich shares his heartfelt perspective on dealing with negativity and bullying. It is hard to choose kindness and compassion when faced with these situations, but you will enjoy his perspective! 

John and Matt interview TheRichB about the importance of fitness and the role it has played throughout his life.  The guys discuss mental health, bullying, and finding the ability to focus on the things you can change while accepting the things you cannot.  

Matthew Marcoux and TheRichB talk about focusing on a career that elevates you, gives you energy, and makes you happy.  They also talk about the importance of disconnecting to find ways to re-engage their passions.   

Today's guest, Patrick Sirmeyer, shares his story about leaving the comfort of their own home and traveling the U.S. for the next 12 months with his wife (Anna), their 2 children, and 2 dogs.   Motivated by how COVID has changed life, this young family is documenting their journey (The. Sentient. Life) of finding awareness, creating memories with their kids, and managing their businesses remotely....

What's the impact of positive and negative friendships to you? The guys share their methods for how they audit their friendships, focus on positivity, and what to do when you have to "friendscape" someone!

On today's podcast, John and TheRichB talk about rediscovering their limits and self-discipline.  John shares his story of starting, failing, and then re-starting 75 HARD and how this helped him gain confidence and belief within himself.  

TheRichB interviews Matt and John as they discuss their business partnership.  They focus on the key areas that allowed them to develop their trust in one another:  Friendship, communication, differing strengths, and for Matt...following his gut instinct! They believe that their combined efforts will lead to better outcomes and that most meaningful achievements are a result of collaboration. 

The Above Board with CandorPath guys (TheRichB, Matt, John) discuss their collective desire to live a long and fulfilled life.  They reveal their results from a longevity quiz and discuss what it means for them to live to 100!

We're back! Things have changed, you've changed, we've changed! Above Board is about open and honest conversations.  We'll be featuring new guests along with a different format for the podcast! 

Rich Bluni, John Kennedy, and Matthew Marcoux reflect on this past season and share their final thoughts as we wrap-up 2020. As Season 1 comes to a close, they're excited to share big things to come for 2021: A digital e-course along with season 2 of the podcast that will host guest stars and new conversations. 

Where your money goes is where you're going.  The guys talk about accountability and systems to help you create discipline when it comes to spending your money.

Life happens...and sometimes we need help.  The guys talk about the humbling experience of asking for help and relying on others.  It's a great opportunity to build character, especially for those of you like us that have a hard time asking!