Shows
How to WinJuggling Health and Wealth with Matt LawsonIn this episode of the How to Win podcast, hosts Kyrk Davis and Rick Gregory are joined by guest Matt Lawson, a physician assistant with 30 years of experience. They discuss the importance of maintaining good health to ensure a quality life during retirement. They emphasize that good health can mitigate financial stress and enhance the enjoyment of retirement years. They touch on the importance of community and staying engaged in activities post-retirement to prevent health decline.Matt Lawson and any companies mentioned are not affiliated with The O.N. Equity Sales Company or O.N. Investment Management...2025-05-2718 minHow to WinAiming for Financial SuccessIn this episode of the How to Win podcast, hosts Kyrk Davis and Rick Gregory discuss how to embrace changes and overcome anxiety in both personal life and finances. They emphasize the importance of mentors, the significance of early planning, tackling fears related to finances, and adapting to changes in the economic environment. Kyrk Davis is a Registered Representative offering Securities through The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way Cincinnati, Ohio 45242 (513) 794-6794. Kyrk Davis is an Investment Advisor Representative offering Investment Advisory services through O.N. Investment Management Company. Estate planning services p...2025-04-1619 minHow to WinChange: The Only ConstantIn this episode of the How to Win Podcast, hosts Kyrk Davis and Rick Gregory discuss the inevitability of change and its impact on both personal life and finances. They share personal anecdotes, including Kyrk’s recent experiences with moving and unexpected home repairs, and provide insights on how to manage financial changes such as job transitions, retirement plans, healthcare costs, and unexpected life events. Additionally, they highlight recent legislative changes affecting social security benefits for teachers, emphasizing the importance of staying informed and planning ahead. The episode underscores the value of having a clear financial goal and adapting sl...2025-03-1914 minHow to WinFinance with a Smile with Dana KlauslerIn this episode of the How to Win Podcast, hosts Kyrk Davis and Rick Gregory, joined by special guest Dana, discuss goal setting for the new year, particularly focusing on financial and personal development. They revisit Dana's transition from a racehorse rehab manager to her current role and explore the importance of tracking spending and saving for the future. With inputs from personal experiences, such as Kyrk’s interest in golf and Dana’s budgeting strategies after buying a house, they emphasize the balance between enjoying life and achieving financial security. They highlight starting small with goals, maintaining consistent savi...2025-02-1220 minHow to WinFrom Road Trips to Financial TipsIn this episode of the How to Win Podcast, Kyrk and Rick reflect on their personal and professional milestones from the past year, including major trips and health challenges. They share practical tips for financial planning and conclude with a discussion on the importance of setting and reviewing financial objectives for the upcoming year. Kyrk Davis is a Registered Representative offering Securities through The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way Cincinnati, Ohio 45242 (513) 794-6794. Kyrk Davis is an Investment Advisor Representative offering Investment Advisory services through O.N. Investment Management Company. Estate planning s...2024-12-2826 minHow to WinFrom Assembly Lines to Annuities with Rob NeffIn this episode of the How to Win Podcast, hosts Kyrk Davis and Rick Gregory discuss financial planning with guest Rob Neff, a retired Toyota employee and current client of Family Financial Partners (FFP). The hosts share their experiences with surgeries and how Rob transitioned his retirement finances smoothly with FFP. They emphasize simplifying financial planning, ensuring easy account transitions, and the importance of client comfort and trust. Additionally, Rob touches on his career in real estate post-retirement amid market fluctuations. The episode concludes with recommendations for living below means, investing consistently, and establishing a secure financial future. Rob...2024-10-1618 minHow to WinPreparing for the unthinkableLife can throw us a curveball when we least expect it. Is it even possible to be fully prepared? In this episode, Rick and Kyrk get personal, talking about life-changing moments in their own families and why it's so important to consider long-term options now, before it's too late.Kyrk Davis is a Registered Representative offering Securities through The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way Cincinnati, Ohio 45242 (513) 794-6794. Kyrk Davis is an Investment Advisor Representative offering Investment Advisory services through O.N. Investment Management Company. Estate planning services provided in conjunction with...2024-06-0513 minHow to WinTis the (Tax) SeasonMost of us look forward to the excitement that comes with onset of spring, — well, everything except that pesky payment to Uncle Sam. In this episode of How to Win, Kyrk and Rick talk about how to set yourself up for success when it comes to your tax burden. And you know they're gonna sneak in some golf talk, too.Tax and/or legal advice is not offered by Family Financial Partners. Please consult with your tax professional for additional guidance regarding tax-related matters.Kyrk Davis is a Registered Representative offering Securities through The O.N...2024-03-2015 minHow to WinCooking up some business with Matt FalconeOn this episode of How to Win, businessman and entrepreneur Matt Falcone joins Rick and Kyrk to talk about how he built a successful catering company through word of mouth and used smart, aggressive investing to retire early.Matt Falcone and any companies mentioned are not affiliated with The O.N. Equity Sales Company or O.N. Investment Management Company. Neither the information nor any opinion expressed herein constitutes a solicitation for the purchase or sale of any securities and should not be relied on as financial advice. All investing involves risk, including the potential loss of...2024-01-1835 minHow to WinIt's the end of the year as we know itIn the final How to Win of 2023, Rick takes the interviewer chair and asks Kyrk all about his journey into advising and his best end-of-year financial tips. And because it's How to Win, be ready to hear about golf and hunting, a trip to urgent care, and why Rick's Apple Watch recently got a bit concerned about him.Kyrk Davis is a Registered Representative offering Securities through The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way Cincinnati, Ohio 45242 (513) 794-6794. Kyrk Davis is an Investment Advisor Representative offering Investment Advisory services through O.N. Investment...2023-12-2020 minHow to WinLet's Talk Money, HoneyRick and Kyrk are joined by FFP's Director of Client Services, McKellar, to explore how to talk to your partner about household finances and what it's like being a woman in the male-dominated financial field.Kyrk Davis is a Registered Representative offering Securities through The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way Cincinnati, Ohio 45242 (513) 794-6794. Kyrk Davis is an Investment Advisor Representative offering Investment Advisory services through O.N. Investment Management Company. Estate planning services provided in conjunction with your licensed legal professional.2023-11-2215 minHow to Win6 Lessons from The Millionaire Next DoorIn a rare solo episode, Kyrk reflects on the personal finance book that changed his life and lays out six surprising traits that so many millionaires have in common.Kyrk Davis is a Registered Representative offering Securities through The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way Cincinnati, Ohio 45242 (513) 794-6794. Kyrk Davis is an Investment Advisor Representative offering Investment Advisory services through O.N. Investment Management Company. Estate planning services provided in conjunction with your licensed legal professional.2023-10-2014 minHow to WinPick Up the PhoneThese days, we do most of our payments online. But in this week's episode, Dave and Ryan talk you through an old-school method that might be the most surefire way there is to save money on your monthly bills.Kyrk Davis is a Registered Representative offering Securities through The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way Cincinnati, Ohio 45242 (513) 794-6794. Kyrk Davis is an Investment Advisor Representative offering Investment Advisory services through O.N. Investment Management Company. Estate planning services provided in conjunction with your licensed legal professional.2023-10-0416 minHow to WinInvesting Beyond the 401kMost of us are already investing in our retirement accounts. On this episode of How to Win, Kyrk and Rick go beyond the 401k to discuss what investment might look like in the rest of our lives. Hint: Investment doesn't always have to be financial.Kyrk Davis is a Registered Representative offering Securities through The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way Cincinnati, Ohio 45242 (513) 794-6794. Kyrk Davis is an Investment Advisor Representative offering Investment Advisory services through O.N. Investment Management Company. Estate planning services provided in conjunction with your licensed legal professional.2023-09-2011 minHow to WinHow to Battle Inflation and Secure Your Budget and RetirementKyrk and Rick take on the latest headlines around inflation and give you some simple steps you can take starting today to help protect yourself and your savings. Kyrk Davis is a Registered Representative offering Securities through The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way Cincinnati, Ohio 45242 (513) 794-6794. Kyrk Davis is an Investment Advisor Representative offering Investment Advisory services through O.N. Investment Management Company. Estate planning services provided in conjunction with your licensed legal professional.2023-07-1816 minHow to WinConnections Between Health and WealthRick and Kyrk talk with registered dietician Mary Plowman to discuss the parallels between health and finances. One of the top expense retirees have is healthcare. Mary gives tips on ways you can try to reduce that as much as possible, no matter where you’re at in your health journey. No matter your age, your fitness level or your financial status, you’re sure to takeaway something from this episode!Mary Plowman and any mentioned companies are not affiliated with The O.N. Equity Sales Company or O.N. Investment Management Company.Kyrk Davis is a...2023-06-2049 minHow to WinPushing Through the Bad BounceEven the best tee shots can end up in the rough. In this episode of How to Win, Kyrk and Rick show you how you can you stay in control of your financial plan with so many outside forces trying to knock you off the fairway."I don't know many people that are happy with how 2022 treated them financially. It's normal to start questioning your process." Listen to "Pushing through the bad bounce" from the How to Win Podcast with Kyrk and Rick.Kyrk Davis is a Registered Representative offering Securities through The...2023-05-1614 minHow to WinWelcome to How to WinKyrk and Rick introduce themselves, Family Financial Partners and the podcast!Kyrk Davis is a Registered Representative offering Securities through The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way Cincinnati, Ohio 45242 (513) 794-6794. Kyrk Davis is an Investment Advisor Representative offering Investment Advisory services through O.N. Investment Management Company. Estate planning services provided in conjunction with your licensed legal professional.2023-04-1808 minHow to WinBudgeting for Your HobbiesKyrk and Rick talk about how they budget for their favorite hobbies. Kyrk shares strategies for saving up for golf trips as a younger investor and Rick shares how he budgets for the shooting range as a retiree. Kyrk Davis is a Registered Representative offering Securities through The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way Cincinnati, Ohio 45242 (513) 794-6794. Kyrk Davis is an Investment Advisor Representative offering Investment Advisory services through O.N. Investment Management Company. Estate planning services provided in conjunction with your licensed legal professional.2023-04-1217 min