CandorPath Financial

CandorPath Financial "All you need is the plan, the road map, and the courage to press on to your destination." - Earl Nightingale

We had the pleasure of attending the Walk to End Alzheimer’s event in honor of George this past Saturday. What a beautif...
10/06/2026

We had the pleasure of attending the Walk to End Alzheimer’s event in honor of George this past Saturday. What a beautiful event! Thank you for letting us walk alongside you, your family and friends, Dawn and Rich 💜

🎙️ Did you catch last week’s episode?We’re talking Unreasonable Hospitality and what it can teach us about creating mean...
10/05/2026

🎙️ Did you catch last week’s episode?

We’re talking Unreasonable Hospitality and what it can teach us about creating meaningful experiences, showing people you care, and going a little beyond what’s expected.
Give it a listen and let us know what stood out to you!

🎧 Listen to the full episode: https://www.candorpath.com/episodes/unreasonable-hospitality/

It was another great year at J.W. Cole Symposium in Chicago; thank you to everyone who made it so special and informativ...
10/03/2026

It was another great year at J.W. Cole Symposium in Chicago; thank you to everyone who made it so special and informative!

09/26/2026

🤔Market volatility gets a lot of attention, but it can also be a good reminder to revisit your tax strategy.
Ever heard of tax gain harvesting? It’s the mirror image of loss harvesting and can be particularly useful for retirees during a low-income transitional year, such as bridging the gap to social security.

The goal? Potentially reset your cost basis and make the most of a favorable tax window.

Watch our recent webinar to learn more: https://youtu.be/t1LFZPeVkl8

🎙️ New episode is live!Markets are always going to have their ups and downs, but the key is not letting short-term noise...
09/23/2026

🎙️ New episode is live!

Markets are always going to have their ups and downs, but the key is not letting short-term noise take over your long-term plan.
In today's episode, John Kennedy, CFP® revisits the lessons from 2022 and talks about market volatility, fear, and staying focused on what you can control.

Listen to this episode of The Above Board Podcast here or wherever you get your podcasts! https://www.candorpath.com/episodes/is-the-tail-wagging-the-dog-again/

The markets are near all-time highs… so why are so many investors feeling uneasy?We’ve been here before. In 2022, both s...
09/22/2026

The markets are near all-time highs… so why are so many investors feeling uneasy?
We’ve been here before. In 2022, both stocks and bonds fell at the same time, reminding investors just how quickly market conditions can change.
Our latest blog revisits a lesson from one of our original Above Board Podcast episodes: don’t let the tail wag the dog!!
The headlines, market swings, and short-term noise are the tail. Your financial plan is the dog.

Read the full blog to see what 2022 can teach us about navigating markets today:
https://www.candorpath.com/is-the-tail-wagging-the-dog-again/

Also, stay tuned tomorrow for a podcast episode dropping on this topic as well 👀

09/18/2026

Teaching kids about money doesn’t always have to look like a lesson. Sometimes, it’s giving them the chance to earn, save, spend, and make their own decisions.

This reminded us of our conversation with past guest Patrick Sirmeyer on raising financially confident kids.
🎙️ Check out our past full conversation with Patrick: https://youtu.be/I20ddxDfxcA

And catch the full episode this clip came from: https://youtu.be/Lsw9lXNsfAI

🎙️ Have we optimized the joy out of life?We’re constantly tracking, improving, and maximizing, but what happens when the...
09/16/2026

🎙️ Have we optimized the joy out of life?

We’re constantly tracking, improving, and maximizing, but what happens when the pursuit of a “better” life keeps us from actually enjoying the one we have?

Give it a listen and let us know: What are you over-optimizing?
Listen Here: https://www.candorpath.com/episodes/have-we-optimized-the-joy-out-of-life/

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