- Видео 167
- Просмотров 7 175
CandorPath Financial
Добавлен 9 июл 2019
CandorPath Financial was formed as an ensemble financial planning practice with the intent to provide advice-based solutions for a vast range of financial services, maintain a disciplined approach to objectivity and honesty, and equip clients with the knowledge they need to achieve their version of financial success.
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.
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.
Above Board Ep 128: 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 In...
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 In...
Просмотров: 6
Видео
Above Board Ep 127: Red Days & Recovery: How to Stay the Course in a Volatile Market
Просмотров 7119 часов назад
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,...
Market Downturns: A Kick in the Shin
Просмотров 821 час назад
📰 Is the market downturn giving you a kick in the shin? Tune in tomorrow at 5am for our new podcast episode where John and Michael chat about what's happening with market fluctuations and why. Watch the premiere on RUclips - ruclips.net/video/42WolF3GaLQ/видео.html🎙️ #TheAboveBoardPodcast #FinancePodcast #MarketAnalysis
Mastering Your Daily Finances: A Guide to Budgeting for Retirees
Просмотров 68День назад
Are you nearing retirement or already enjoying it but struggle with managing your budget? We can help! In this video, John Kennedy, CFP® offers proactive strategies for effectively managing your cash flow during retirement.
Above Board Ep 126: Risk. Regret. Resilience.
Просмотров 1614 дней назад
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 ...
Your CandorPath Ensemble: John Kennedy
Просмотров 514 дней назад
Your CandorPath Ensemble! Introducing...🥁 John Kennedy - our Co-Founder, Senior Advisor, and the visionary powerhouse of CandorPath 💪 Ever heard of Unreasonable Hospitality? Watch as John shares his passion not only for helping clients achieve their financial goals, but what it means for our team make every client interaction intentional and meaningful. Plus, find out what his top 3 most-used e...
Your CandorPath Ensemble: Hailey Bransfield
Просмотров 2221 день назад
🎉 Say HELLO! to the newest member of Your CandorPath Ensemble! Meet Hailey Bransfield, our friendly Client Services Specialist. Get to know Hailey as she shares fun tidbits about herself, from sharing her hopes for her future at CandorPath to her dream of exploring all the Hawaiian islands! 🏖️ Hailey is thrilled to join our team and can't wait to lend a helping hand to our clients and team. Joi...
Above Board Ep 125: What is Youth Sports Really Costing You? with Patrick Sirmeyer
Просмотров 321 день назад
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. ...
Mid-Year Election Update with Michael Scott, CFA - Podcast Highlights
Просмотров 621 день назад
🎙️"Don’t let your political perception become your investing reality." Here's some highlights from our latest podcast episode where we explore the impact of past election years on the economy and markets with Michael Scott, CFA. Learn how staying focused on your plan and being rules-based can help you navigate the volatility! 🎧Tune in here: ruclips.net/video/2_ZUTuioD6w/видео.html #NewPodcast #...
Above Board Ep 124: Mid-Year Election Update with Michael Scott, CFA
Просмотров 1328 дней назад
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....
Your CandorPath Ensemble
Просмотров 828 дней назад
🌟 Introducing Your CandorPath Ensemble 🌟 Years ago, inspired by the book "The Ensemble Approach," John & Matt decided to create a collaborative advisory team rather than relying on just one advisor. Your financial plan is vast, complex, and uniquely yours. That's why we brought together our diverse expertise to help you achieve your financial goals. Over the next few weeks, we will reintroduce ...
Above Board Ep 123: Financial Date Nights- Building Money Confidence as a Couple
Просмотров 23Месяц назад
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...
Above Board Ep 122: Navigating Remote Work Success with Patrick Sirmeyer
Просмотров 30Месяц назад
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 re...
Tracking Your Financial Performance in MyPath
Просмотров 17Месяц назад
Tracking Your Financial Performance in MyPath
Above Board Ep 121: Policy Playbook- Energizing your Insurance Needs NEW
Просмотров 12Месяц назад
Above Board Ep 121: Policy Playbook- Energizing your Insurance Needs NEW
Above Board Ep 120: The Power of Pre-Suasion with Brian Ahearn
Просмотров 33Месяц назад
Above Board Ep 120: The Power of Pre-Suasion with Brian Ahearn
Mastering The Basics with Sensei Juan: Highlights
Просмотров 2Месяц назад
Mastering The Basics with Sensei Juan: Highlights
Above Board Ep 119: Mastering the Basics with Sensei Juan
Просмотров 162 месяца назад
Above Board Ep 119: Mastering the Basics with Sensei Juan
Above Board Ep 118: Permission to Call Me Out: A Path to Gratitude
Просмотров 82 месяца назад
Above Board Ep 118: Permission to Call Me Out: A Path to Gratitude
College Planning Recap & Introduction to MyPath Dashboard | Prepare for Summertime Finances
Просмотров 42 месяца назад
College Planning Recap & Introduction to MyPath Dashboard | Prepare for Summertime Finances
529 College Savings Plans vs 529 College Pre-Paid Plans
Просмотров 42 месяца назад
529 College Savings Plans vs 529 College Pre-Paid Plans
5 Benefits of a 529 College Savings Plan
Просмотров 22 месяца назад
5 Benefits of a 529 College Savings Plan
Above Board Ep 117: Catching Confidence - Your Money Edition
Просмотров 212 месяца назад
Above Board Ep 117: Catching Confidence - Your Money Edition
Above Board Ep 116: Talkin' Taxes with Matt & Mack
Просмотров 233 месяца назад
Above Board Ep 116: Talkin' Taxes with Matt & Mack
Above Board Ep 115: Are You Compulsively Making Things Worse?
Просмотров 83 месяца назад
Above Board Ep 115: Are You Compulsively Making Things Worse?
It's amazing what simply asking someone, sincerely. "How are you really, and is there anything I can do for you? " Can mean to them! So many people are hiding behind the curtain and are on the brink of breaking that that simple rak means so much to them.
Useful information!
Defund the IRS
Appreciate your thoughts Michael, John.
Thank you for watching, Lee!
Thanks !
anytime!
Great podcast! Very informative! Thanks so much.
Very timely topic. I think at some point we are all guilty of this behavior
🙂 *Promo sm*
✔️ *Promo SM*
ρяσмσѕм
The Michael Scott, John Kennedy CandorPath Financial Memorial Celebrity Recession Awareness Pro-AM RUclips video for the cure.
haha going to turn this into a t-shirt for sure!
Gil brilliantes
Great job Matt!