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The Above Board Podcast
CandorPath Financial
176 episodes
1 week ago
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
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Investing
Education,
Business,
Self-Improvement
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All content for The Above Board Podcast is the property of CandorPath Financial and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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
Show more...
Investing
Education,
Business,
Self-Improvement
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Your Passion Doesn't Retire with Brandon Hatcher
The Above Board Podcast
41 minutes
4 weeks ago
Your Passion Doesn't Retire with Brandon Hatcher
In this episode, John sits down with CandorPath's newest advisor, Brandon Hatcher, to talk about purpose, passion, and what fulfillment really looks like; long before and long after retirement. Brandon shares his journey to CandorPath, why knowing someone’s “why” matters, and how money can simply fuel the life you want to live. They also touch on family, coaching, community, and how to stay grounded in your identity as seasons change. A great conversation for anyone thinking about purpose, not just planning. 01:02 Brandon Hatcher's Background and Joining the Team 03:59 The Philosophy of Financial Advising 06:48 Building Client Relationships 14:53 Team Dynamics 20:57 Coaching Your Kids: Balancing Involvement and Engagement 23:06 The Influence of Simon Sinek's 'Start with Why' 26:13 Finding Purpose in Retirement 29:27 The Importance of Community and Routine 34:26 Your Purpose Doesn't Retire 38:03 Parting Words
The Above Board Podcast
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