Shows
The 9Innings PodcastEp 128: From MLM to IUL: The Unfiltered Reality of Financial Product Promotion In this episode of the "9 Innings Podcast," host Kevin Thompson, founder and CEO of 9i Capital Group, and guest Andy Pankow from Tenon Financial discuss the impact of market volatility on the promotion of Indexed Universal Life (IUL) insurance products. Kevin emphasizes the importance of financial education and empowerment, while Andy critiques the aggressive sales tactics used by some IUL promoters, particularly those from multi-level marketing backgrounds. They highlight the misconceptions surrounding IULs and stress the need for consumers to be well-informed and cautious when evaluating financial products.Promoting IUL Products (00:02:09) Critique of...2025-05-0636 min
The 9Innings PodcastEp 127: 🔥 "The Hidden MVPs of Tax Planning: Above-the-Line Deductions!" 🎙️💰In this episode of the 9innings Podcast, Kevin Thompson delves into the topic of "above the line deductions" to help listeners lower their adjusted gross income (AGI). Using relatable analogies like baseball, Kevin breaks down complex tax concepts into understandable and actionable steps. He covers common deductions such as educator expenses, retirement contributions, student loan interest, and Health Savings Account (HSA) contributions. Kevin also highlights additional deductions for self-employed individuals. Throughout the episode, he emphasizes the importance of understanding these deductions to maximize tax savings and keep more money in one's pocket.Understanding Above the...2025-04-2911 min
The 9Innings PodcastEp 126: “Did Trump Break The Economy... Or Was It Already Cracked?” w/ Andrea Kennedy CFP®In this episode of the 9innings Podcast, hosted by Kevin Thompson, the discussion focuses on pressing economic issues with guest Andrea Kennedy from Wiser Wealth. Key topics include significant market declines, the end of economic cycles, and their relationship to inflation and monetary policy. The conversation delves into the inflationary impact of tariffs, the implications of proposed tax cuts, and the urgency of reshoring manufacturing. Andrea shares insights on strategic investment shifts towards commodities and the global trade dynamics concerning the U.S. dollar. The episode underscores the need for clarity in policy-making to foster investor confidence and economic...2025-04-2235 min
The 9Innings PodcastEp 125: Tax Season Survival: Mastering the Art of Strategic PlanningIn this podcast episode, We converse with Catherine Tindall, a CPA and partner at Dominion Enterprise Services, about the critical importance of proactive tax planning. They discuss common mistakes business owners make during tax season, such as waiting until the last minute and not engaging in ongoing tax planning. Catherine highlights audit triggers and the significance of profit management. They also explore how financial advisors can build better relationships with CPAs to enhance client outcomes. The episode aims to educate and empower listeners to optimize their tax strategies effectively. Common Tax Mistakes (00:02:11) .Profit...2025-04-1526 min
The 9Innings PodcastEpisode 124: Money & Emotions! How Emotions Shape Our Financial Decisions?Welcome to the 9Innings Podcast where we Educate, Empower and Engage. ON THIS WEEKS PODCAST: In this episode of the 9innings Podcast, Kevin Thompson, founder of 9i Capital Group, and Joy Slabaugh MTax, MA, LACMH CFP®, explore the emotional and psychological dimensions of financial decision-making. Kevin shares a personal story about a client’s emotional distress due to financial losses, emphasizing the importance of understanding clients' emotional experiences with money. Joy discusses her focus on the behavioral aspects of finance, highlighting how attitudes and beliefs about money impact happiness and financial decisions. The episode underscores the need for...2025-04-0823 min
The 9Innings PodcastEp 123: 🚀 Can Elon Truly Balance the National Budget? Let's Dive Into The Numbers!In this episode of the 9Innings Podcast, I, Kevin Thompson, founder and CEO of 9i Capital Group, explore the possibility of balancing the U.S. federal budget. I break down the national deficit, government spending, and tax revenue, proposing potential solutions like budget cuts and tax reforms. I use hypothetical scenarios, including significant spending cuts and implementing tariffs, to illustrate paths to a balanced budget. I emphasize the complexities of economics versus simple math, highlighting the potential impacts on the economy. The episode aims to educate and engage listeners on this critical financial issue, encouraging informed discussions about the...2025-04-0113 min
The 9Innings PodcastEp 122: Tax Cuts! A Good Deal or A Bitter Pill? In this episode of the 9innings Podcast, The Cost of Tax Cuts - Who Really Pays the Bill?", host Kevin Thompson, critically analyzes three bipartisan tax proposals: no tax on tips for service workers, no federal tax on the first $150,000 of income, and eliminating social security taxation. Kevin argues that while these proposals may seem beneficial, they could lead to negative outcomes such as increased deficits and reduced employer incentives to raise wages. He emphasizes the importance of understanding the long-term consequences and who ultimately bears the cost of these tax cuts.No Tax on Tips (00:02:06) 2025-03-2512 min
The 9Innings PodcastEp 121: The Hidden Dangers of Unqualified Financial Experts: How to Protect YourselfWelcome to the 9Innings Podcast where we Educate, Empower and Engage.ON THIS WEEKS PODCAST: In this podcast episode, Kevin Thompson and Ryan Hughes of Bull Oak Investments, discuss the financial advisory industry's challenges, particularly for smaller Registered Investment Advisors (RIAs). They explore the difficulties in talent acquisition due to industry consolidation and financial constraints. The conversation also highlights the rise of unqualified individuals claiming to be financial experts, stressing the need for stronger enforcement and consumer education.Additionally, they touch on current market conditions, inflation, and economic policies, emphasizing the importance of building strong...2025-03-1827 min
The 9Innings PodcastEp 120: Beyond 18: Preparing for Adulthood with a Special Needs ChildIn the "Special Needs Planning: 18 and Beyond" episode of the 9innings Podcast, we delve into the challenges parents and guardians face as their special needs children transition into adulthood. Key topics include the legal shifts at age 18, such as guardianship and power of attorney, financial planning through special needs trusts and ABLE accounts, and the transition from school to adulthood with options like vocational training. I also highlight the emotional adjustments required for fostering independence and building a support system. This episode is a comprehensive guide for navigating this critical life stage. Understanding the Legal Shift (00:01:11) 2025-03-1114 min
The 9Innings PodcastEpisode 119: 🔥 "The Truth About Inflation and Job Creation: What Everyone Gets Wrong" ft. Dr John Harvey💰🎙In this episode of the 9inningsPodcast, Kevin and Dr. John T. Harvey, an economics professor at TCU, discuss inflation, Modern Monetary Theory (MMT), and fiscal policy. Dr. Harvey explains the complexities of inflation, emphasizing its multifaceted nature and the significant impact of housing costs on the Consumer Price Index (CPI). The conversation covers the limitations of traditional monetary policy, the role of government in job creation, and the need for policies that address the root causes of inflation. Dr. Harvey advocates for a nuanced understanding of inflation and proactive public sector job initiatives to ensure economic stability and social...2025-03-041h 08
The 9Innings PodcastEpisode 118: 🔥 "Trump in Exile: The Populist Playbook for Political Survival"In this episode of the 9innings Podcast, we speak with Meredith McGraw, author of "Trump in Exile." Meredith, a political reporter who transitioned from Politico to the Wall Street Journal, shares her experiences covering Donald Trump during and after his presidency. The discussion explores Trump's post-presidency political maneuvers, the loyalty dynamics within the Republican Party, and ongoing debates about election integrity, providing a nuanced look at contemporary American politics through Meredith's insights and research.Trump's Low Point (00:03:45)Reinvigoration in Palm Beach (00:06:27)Loyalty in Politics (00:08:16)Trump's Political Strategy (00:10:01) ....2025-02-2530 min
The 9Innings PodcastEp 117: 🔥 "The Budget Bill Breakdown: 5 Ways It May Hit Your Wallet & What You Can Do About It" 🔥In this episode of the9innings podcast, Kevin Thompson analyzes the House Republican budget bill and its financial impacts on consumers. He discusses significant cuts to agriculture, infrastructure, and mandatory spending, including Social Security and Medicare. Kevin warns of potential increases in food prices, borrowing costs, and transportation expenses. He advises listeners to budget for higher costs, lock in fixed loan rates, and plan for retirement. The episode aims to educate and empower listeners to navigate the financial changes brought by the budget bill.Impact of Agriculture Budget Cuts (00:00:59)Debt Limit Increase Explained (00:04:15) ...2025-02-1814 min
The 9Innings PodcastEpisode 116: 🎙️ Unmasking the PINOs: How to Spot the Impostors in Financial AdviceWelcome to the 9Innings Podcast where we Educate, Empower and Engage. In this episode of the "9innings Podcast," host Kevin Thompson, converses with Chuck Failla CFP®, founder of Sovereign Financial Group and host of the GoRIA Podcast. They delve into the fiduciary standard in the financial advisory industry, addressing the challenges posed by "planners in name only" (PINOs) and the distinctions between broker-dealers and independent registered investment advisors (RIAs). The discussion highlights the importance of fiduciary responsibility, the value of RIAs, educating clients, and the need for title protection and simplification within the industry. Debate o...2025-02-1131 min
The 9Innings PodcastSpecial Episode 115: Return Or Resign? The Government’s Toughest Choice 🎙️Welcome to the 9Innings Podcast where we Educate, Empower and Engage. ON THIS WEEKS PODCAST: Kevin discusses the challenges faced by government employees due to a recent executive order requiring them to return to in-office work or resign with an eight-month severance package. He explores the feelings of disrespect and uncertainty among employees, the financial implications of their decisions, and the importance of strategic planning. Kevin emphasizes understanding retirement options under FERS and CSRS and encourages seeking personalized financial guidance. The episode aims to educate and empower government employees during this challenging time.Government Employees...2025-02-0215 min
The 9Innings PodcastEpisode 114: Is Infinite Banking Too Good to Be True?In this podcast episode, Kevin Thompson critiques the concept of "infinite banking." He explains that while the idea of using cash value life insurance policies to become one's own banker sounds appealing, it is often misrepresented and complex. Kevin shares his personal experiences with permanent life insurance, highlighting high fees, minimal early cash value, and the risks of policy loans. He stresses the importance of working with knowledgeable fiduciaries and offers alternative wealth-building strategies like low-cost index funds and retirement accounts. Kevin aims to educate listeners on making informed financial decisions."Infinite banking my ass! There is...2025-01-2821 min
The 9Innings PodcastEpsidoe 112: The Greatest Financial Scandal: Unpacking Deutsche Bank's Troubled LegacyIn this podcast episode, Kevin engages with journalist and author David Enrich about his book on Deutsche Bank's tumultuous history. They discuss the bank's questionable practices, its relationships with high-profile clients like Donald Trump, and its role in financial crises. Enrich shares insights from his journalism career, highlighting Deutsche Bank's culture of greed and mismanagement. The conversation explores broader themes of financial recklessness, the impact of corporate culture on ethics, and the consequences of risky lending practices. The episode underscores the need for accountability and reform in the banking sector to prevent future crises.2025-01-1432 min
The 9Innings PodcastEpisode 111: Unmasking Permanent Life Insurance (What The Industry Won't Tell You)In this podcast episode, Kevin Thompson, founder and CEO of 9i Capital Group, hosts Steven S. Zeiger, an insurance industry expert. The episode, titled "Unmasking Permanent Life Insurance," discuss the complexities and potential pitfalls of permanent life insurance. Steven shares his journey of prioritizing client interests over company sales goals and underscores the necessity of independent research in evaluating life insurance policies. The discussion highlights the need for transparency, informed decision-making, and the role of advisors in presenting clear, data-driven policy comparisons.Insurance Company Experience (00:04:13)Ethics in Insurance Sales (00:06:19)Understanding Life...2025-01-0733 min
The 9Innings PodcastEpisode 109: The Greatest Mistakes New Entrepreneurs Make and How to Avoid ThemIn this podcast episode, Kevin Thompson, founder and CEO of 9i Capital Group, discusses the fundamentals of business ownership. He covers essential topics like business structures (sole proprietorships, LLCs, S corps), taxation, and the importance of building a supportive team. Kevin shares personal anecdotes to highlight the opportunities in the U.S. economy and encourages listeners to pursue their passions. He emphasizes the necessity of seeking professional advice and mentorship. The episode aims to educate, empower, and engage aspiring entrepreneurs, providing practical insights to help them succeed in their business endeavors.Business Structures Overview (00:03:20) Explaining...2024-12-3115 min
The 9Innings PodcastThe Realities of Running an RIA: What They Don’t Tell YouIn this episode of the 9inngs Podcast, host Kevin Thompson interviews Manish Khatta from Potomac about transition to becoming a Registered Investment Advisor (RIA). They explore the pros and cons of moving from a broker-dealer to an RIA, emphasizing the importance of self-awareness in making this decision. Manish shares insights from his experience, noting that not all advisors want to be business owners; many prefer focusing solely on advising clients. They also discuss the financial implications, infrastructure needs, and emotional challenges of running an RIA, stressing the significance of understanding one's value proposition.The Role...2024-12-1739 min
The 9Innings PodcastRetirement Planning for Entrepreneurs: Why Your Business Alone Isn’t EnoughIn this podcast episode, Kevin Thompson, founder and CEO of 9i Capital Group, emphasizes the importance of a tax-savvy financial plan for business owners. He discusses how many owners miss out on tax benefits due to uncoordinated strategies. Kevin highlights key benefits of effective tax planning, such as minimizing tax liability, freeing up cash flow, preparing for unexpected expenses, and facilitating retirement. He shares personal experiences and advises on choosing the right business structure, maximizing deductions, and managing cash flow. Kevin encourages proactive, year-round collaboration with financial advisors and tax professionals to optimize financial strategies.2024-12-1014 min
Retire Well with Kelly RacicotEpisode 43 New Retirement Rules For 2025On this episode, Kelly talks about some new retirement account rules that take effect for 2025. Whether you’re still working or retired you’ll want to be aware of how some of these new rules might impact you’re your retirement income planning.Interesting ReadsUSNews.com: What Is The Secure ActInvestopedia.com What is the Secure Act and How It Could Affect Your RetirementKiplinger.com: Secure Act 2.0 Summary Kelly Racicot is a Retirement Income Certified Professional and the owner and founder of Hometown Retirement Specialists, LLC. Sh...2024-12-0417 min
The 9Innings PodcastThe Truth About Infinite Banking: Myths, Misconceptions, and RealitiesIn this episode, Kevin Thompson, CEO of 9i Capital Group, sits down with financial expert Andy Panko, CFP®, RICP®, EA, to unpack the concept of infinite banking. They dive into how whole life insurance policies can serve as a vehicle allowing policyholders to borrow against their cash value.The conversation highlights:The mechanics and "myths" of infinite bankingKey differences between whole life and universal life insuranceAssociated risks and misconceptionsTogether, they stress the importance of understanding these products, seeking professional advice, and debunking the oversimplified “bank on yourself” narrative often used to market this strategy. This e...2024-12-0328 min
The 9Innings PodcastEp: 105 Tariffs, Taxes and Trump: How You Can Thrive to SurviveIn this episode of the 9 Innings Podcast, Kevin Thompson, founder and CEO of 9i Capital Group, explores the potential impacts of Donald Trump's presidency on small businesses. He dives into key areas such as tax policies, deregulation, workforce dynamics, and trade tariffs. Kevin highlights the importance of staying informed about political changes, understanding tax cuts, deregulation, adapting to workforce shifts, and managing trade tariffs. He offers practical tips for small business owners to build financial resilience and leverage opportunities. Kevin encourages listeners to engage with his content and stay proactive in a changing economic landscape....2024-11-2615 min
The 9Innings PodcastFrom Low Rates to High Stakes: The Changing Dynamics of HomeownershipIn this podcast episode, Kevin Thompson, founder and CEO of 9i Capital group LLC, digs into the bond market, focusing on "bond vigilantes," interest rates, and the housing market. He clarifies that while the Federal Reserve can influence short-term rates, it has limited control over long-term rates, which are driven by market dynamics. Kevin discusses the impact of higher interest rates on homeownership, noting the challenges potential homeowners face due to elevated mortgage rates and high home prices. The episode aims to educate listeners on these financial topics and provide insights into the broader economic environment.2024-11-1911 minRetire Well with Kelly RacicotEpisode 42 What is Holistic Planning and Why Your Retirement Needs ItA successful retirement plan should focus on more than just managing your financial accounts. This week we dive into holistic planning. What does mean? And how not taking a holistic approach to your retirement plan can lead to unexpected and often unnecessary expenses.Interesting Readsss.gov: Taxes and your Social Security BenefitKiplinger.com: Why a Good Retirement Plan Isn’t Separate PiecesKelly Racicot is a Retirement Income Certified Professional and the owner and founder of Hometown Retirement Specialists, LLC. She specializes in working with retirees and those who ar...2024-11-1316 min
The 9Innings PodcastEpisode 103: Fiduciary or Fraud? Unmasking the Truth Behind Financial AdviceIn this episode of the 9innings Podcast, host Kevin Thompson, founder and CEO of 9i Capital Group, discusses the fiduciary standard with guest Knute Rostad from the Fiduciary Institute. They explore the implications of a new administration potentially deprioritizing this standard, which mandates that financial advisors act in their clients' best interests. The conversation covers the importance of transparency, the evolution of the financial advisory landscape, and the challenges posed by different business models. Both speakers emphasize the need for ongoing education, ethical practices, and constructive dialogue within the financial advisory community to maintain trust and integrity.2024-11-1237 min
The 9Innings Podcast🎭 Are We Thinking or Just Teaming? The Psychology Behind Political LoyaltyIn this podcast episode, Kevin Thompson, founder and CEO of 9i Capital Group, digs into political identity, tribalism, and ideology ahead of an upcoming election. Drawing from "The Myth of Left and Right" by Hyrum Lewis and Verlan Lewis, Kevin challenges the notion that political affiliations are rooted in consistent beliefs, suggesting they may be more about tribal loyalty. He encourages listeners to critically examine their motivations for supporting political parties and to consider whether their beliefs are genuinely held or influenced by group identity. The episode aims to educate and engage the audience in thoughtful reflection on their...2024-11-0518 minRetire Well with Kelly RacicotEpisode 41 Avoiding Scams That Target RetireesOn this Halloween edition of Retire Well, we’re shining a light on the frightening world of scams that target retirees. From too good to be true offers to tech savvy schemes, we’ll help you to avoid being tricked and protect your finances.Interesting ReadsUSA.gov How To Place or Lift a Freeze on Your CreditConsumer.ftc.gov: Free Credit Report Kelly Racicot is a Retirement Income Certified Professional and the owner and founder of Hometown Retirement Specialists, LLC. She specializes in working with retir...2024-10-3027 min
The 9Innings PodcastFrom Corporate Constraints to Entrepreneurial Freedom In The RIA SpaceIn this episode of the 9innings podcast, hosted by Kevin Thompson, the focus is on entrepreneurship in financial advisory, community building among advisors, and industry challenges like consolidation. Kevin, the founder of 9i Capital Group LLC, introduces guest Eric J. Negron from Forefront Wealth Partners. Eric shares his journey from feeling constrained in traditional firms to founding his own company, driven by a desire for independence and a supportive work culture. They discuss the significance of the Future Proof Festival, the role of social media, and the importance of authenticity and collaboration in the financial industry.2024-10-2933 min
The 9Innings PodcastCelebrating 100 Episodes: Lessons Learned from the Financial Advisory Frontlines.In the 100th episode of the 9innings podcast, host Kevin Thompson, founder and CEO of 9i Capital Group, celebrates this milestone by reflecting on the journey and engaging with notable guests. Josh Brown, CEO of Ritholtz Wealth Management, discusses the impact of AI and consolidation in the financial advisory industry. David Kinder delves into fiduciary standards and Regulation Best Interest (RBI) in the insurance sector, highlighting the industry's resistance to fiduciary obligations. Tyrone Ross Jr., CEO of Turnkey Labs, emphasizes the importance of understanding cryptocurrency in financial planning. Bethany Mclean talks about healthcare disparities and how Covid-19 exposed our...2024-10-2236 min
The 9Innings PodcastEpisode 99: Profits Over People: Why Marginalized Communities Suffered Most During COVID-19In this episode of the "9innings Podcast," host Kevin Thompson, founder and CEO of 9i Capital Group, converses with Bethany McLean, author of "The Big Fail: How the Pandemic Revealed What America Protects and Who It Leaves Behind." They discuss the systemic failures exposed by the COVID-19 pandemic, focusing on healthcare disparities and the detrimental impact of private equity on the industry. McLean highlights the inadequacies in pandemic preparedness and the inequities faced by marginalized communities. The episode calls for a reevaluation of healthcare policies to prioritize equitable care and address the systemic issues revealed by the pandemic.2024-10-0835 min
The 9Innings PodcastEpisode 98: The Secret Sauce Behind Future Proof's Explosive Growth and EngagementIn this episode of the 9innings Podcast, host Kevin Thompson, founder and CEO of 9i Capital Group, discusses the groundbreaking Future Proof event with guest Matt Middleton. Kevin praises the event's transformative impact on the financial services industry, highlighting its vibrant atmosphere and innovative networking opportunities. Matt shares insights on the event's success, noting a significant increase in attendance and the importance of fostering a collaborative environment. They discuss the event's no pay-to-play model, which promotes inclusivity and diverse voices. The episode underscores Future Proof's role in creating meaningful connections and setting a new standard for industry gatherings.2024-10-0124 minRetire Well with Kelly RacicotEpisode 40 Phase 2 of Retirement PlanningWhen we think about retirement planning, we generally think about saving and investing for our future. But that’s only the beginning. It’s crucial to give proper thought to what’s next. On this week’s episode Kelly dives into how to manage your nest egg and protect yourself from some common mistakes.Take our risk tolerance quiz https://thefinancialhq.com/yourhrsagent.comInteresting ReadsFidelity.com: How to Plan For Rising Healthcare CostsKiplinger.com: Threats to the Distribution Phase of Retirement Kelly Racicot is a Retirement Income Cer...2024-09-1814 min
The 9Innings PodcastEpisode 96: The Ripple Effect of Regulation: How Changes in the Financial Industry Affect Consumers and Advisors AlikeIn this episode of the "9innings Podcast," Kevin Thompson, founder and CEO of 9i Capital Group, discusses the evolving regulatory landscape in the financial services industry with Tracy Lownsberry, owner of Up North Retirement. We delve into the implications of Regulation Best Interest (RBI) and the fiduciary standard, examining the shift from commission-based to fee-based models and the complexities of financial advisory titles. The conversation highlights the need for transparency, standardized commission structures, and continuous education to better serve consumers. Tracy advocates for clearer regulations and accountability in the insurance industry to enhance consumer protection and advisor...2024-09-1034 minRetire Well with Kelly RacicotEpisode 39 Big Changes Coming To Your Healthcare PlanThe Inflation Reduction Act is making a BIG impact on Medicare prescription drug plans in 2025. This week Kelly shares how this legislation affects Medicare and if you’re over 65 how your employer plan may be impacted. Interesting ReadsCMS.gov Medicare Prescription Payment PlanForbes.com What to Do if the $2000 cap jeopardizes your employer coverageHealthinsurance.org Obamacares Subsidy Cliff Eliminated Through 2025Medicare.gov Avoid Late Enrollment PenaltiesKelly Racicot is a Retirement Income Certified Professional and the owner and founder of Hometown Retirement Specialists, LLC. She specializes in...2024-09-0417 min
The 9Innings PodcastEpisode 95: The Disruption Blueprint: Disrupt or Be DisruptedIn this episode of the "9innings Podcast" we discuss the Disruption Blueprint. Kevin Thompson, CEO of 9i Capital Group LLC, and Shannon Spotswood, the CEO of RFG Advisory, discuss the evolving Registered Investment Advisor (RIA) industry. They explore themes of disruption, innovation, and the impact of private equity. Shannon emphasizes the importance of helping independent advisors grow without compromise, leveraging technology, and maintaining strong client relationships. She shares insights on navigating industry challenges, the role of private equity, and the need for advisors to adapt and innovate. The episode concludes with optimism for the future of the RIA space.2024-09-0336 minRetire Well with Kelly RacicotEpisode 38 Do I Still Need Life Insurance in RetirementMost people have been told they wouldn’t need life insurance once they retire, but is that true for everyone? This week Kelly talks about who might still need life insurance in their retirement years and also shares a few ways to use life insurance in ways you may not have thought about. Interesting Reads: Investopedia.com: Do I Still Need Life Insurance After I Retire?Marketwatch.com: How to Use Life Insurance to Help with Estate PlanningForbes.com How Hybrid Life...2024-08-2116 min
The 9Innings PodcastEpsiode 93: The Coachella of The Finance Industry: FUTURE PROOF w Matt MiddletonIn this episode of the Nominees Podcast, host Kevin Thompson speaks with Matt Middleton, CEO and co-founder of Future Proof, a pioneering financial services festival. They discuss the festival's inception post COVID-19 pandemic, its innovative approach to industry events, and the challenges faced in establishing it. Middleton emphasizes the importance of inclusivity, genuine connections, and diverse perspectives in the financial sector. Future Proof aims to break traditional event molds by fostering open dialogue and dynamic interactions. The conversation highlights the festival's mission to reshape the financial services landscape through authenticity and continuous innovation....2024-08-2033 min
The 9Innings PodcastEpisode 92: The Insurance Lobby BALKS at Your Best Interest!In this podcast episode, Kevin Thompson RICp®, CFP® discusses the insurance industry's opposition to the Regulation Best Interest (RBI) rule established by the SEC. He explains that the Reg BI rule mandates broker-dealers to act in the best interest of their retail customers, enhancing transparency and accountability in financial advising. Kevin critiques the insurance lobby's resistance, highlighting concerns about increased regulatory burdens, potential sales reductions, and conflicts with state regulations. He advocates for a standardized fiduciary approach to ensure consumer protection and emphasizes ongoing engagement and support for clients. Discussion on Best Interest Co...2024-08-1213 min
The 9Innings PodcastEpisode 91: Betelgeuse and the Recession: How Fear Shapes Our EconomyWELCOME TO THE 9Innings PODCAST...In this episode of the "9inningsPodcast," Kevin Thompson, founder and CEO of 9i Capital Group, discusses the potential for a recession. He examines economic indicators, market reactions, and Federal Reserve actions, providing a comprehensive overview of the current economic landscape. Kevin explains the dual mandate of the Federal Reserve and the significance of the bond market, using the metaphor of "Betelgeuse" to illustrate how recession fears can become a self-fulfilling prophecy. The episode aims to educate listeners on economic dynamics and the potential impact of Federal Reserve decisions on market...2024-08-0712 minRetire Well with Kelly RacicotEpisode 37 Managing Your Finances During Election Year MadnessIt’s hard to escape the noise that the surrounds the Presidential election. This week on the show we address some of the fears surrounding how election results impact your future retirement plans and what you should do about it. Interesting Readshttps://www.investopedia.com/investors-election-year-worries-could-be-overblown-experts-say-8410521https://news.nationwide.com/101123-nearly-half-of-investors-believe-2024-election-will-have-a-big-impact-on-portfolios/ Kelly Racicot is a Retirement Income Certified Professional and the owner and founder of Hometown Retirement Specialists, LLC. She specializes in working with retirees and those who are approaching retirement age. Kelly has a deep understanding of the...2024-08-0715 min
The 9Innings PodcastEpisode 90: Don't Be a Spoofing Victim: How to Outsmart the Scammers!In this episode of the "9innings Podcast," we broach the topic of "spoofing," a scam where fraudsters disguise their identity to deceive individuals into revealing personal information. The episode provides insights into various spoofing methods, signs to watch for, and practical tips on protecting oneself from such scams, emphasizing the importance of education and vigilance. From Tiktok to Facebook, many individuals have fallen victim to spoofing, and we are here to provide context to what spoofing is, how to recognize it, and how to not fall victim to this fraud.Understanding Spoofing (00:00:58) Definition...2024-07-3019 min
The 9Innings PodcastEpisode 89: Where Have All the Black Players Gone? A Baseball Mystery!In this episode of the "9innings Podcast," host Kevin Thompson, founder and CEO of 9i Capital Group, discusses the decline of African American players in Major League Baseball (MLB). He highlights a significant drop from 19% in 1995 to 7% in 2023. Kevin attributes this trend to several factors, including the lack of domestic academies in the U.S., insufficient representation and role models, economic barriers, competition from other sports, and socioeconomic challenges. He calls for increased investment in domestic academies and outreach programs to foster talent and ensure a more inclusive future for baseball.Statistics Overview (00:01:00) 2024-07-2419 minRetire Well with Kelly RacicotEpisode 36: Your Retirement Questions AnsweredThis week on week on Retire Well Kelly will be answering questions from our listeners. We’ll be covering topics on Medicare, Income planning and mortgages in retirement. These are the questions that our Retire Well community wants to know! Interesting ReadsSSA.gov Apply For Extra HelpAging.pa.gov Apply for Pace or PacenetSSA.gov IRMAA Appeal SSA-44Nerdwallet.com IRMAA BracketsKiplinger.com Retirees with Guaranteed Income are Happier Live LongerKelly Racicot is a Retirement Income Certified Professional and the owner and foun...2024-07-2420 min
Framework with Ana Trujillo LimónEric Ludwig, PhD, CFP® and Chet Bennetts, CFP®, CLU®, ChFC®, RICP®: Using AI in Financial ServicesHow prepared are you for the changing landscape of financial advisory with AI tools at your disposal?In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Eric Ludwig, PhD, CFP®, Asst. Prof. of Retirement Income, Director: Center for Retirement Income, RICP Program Director, The American College of Financial Services and Chet Bennetts, CFP®, CLU®, ChFC®, RICP®, CLF®, Assistant Professor, Financial Planning and CFP®/ChFC Program Director, The American College of Financial Services about the integration of AI in finance. They share engaging anecdotes from their personal journeys and offer insights on how AI can s...2024-07-2237 min
The 9Innings PodcastEpisode 88: Unmasking Financial Influencers: Separating Fact from FictionWelcome to the 9Innings Podcast where we Educate, Empower and Engage. ON THIS WEEKS PODCAST: In this episode of the 9innings podcast, Kevin Thompson, founder and CEO of 9i Capital Group, delves into the rise of financial influencers and the importance of discerning credible advice from misinformation. He stresses verifying the credentials of online financial advisors through platforms like BrokerCheck and the SEC website. Thompson advises conducting background checks via social media and analyzing content quality to assess influencers' credibility. He warns against clickbait tactics and fake reviews, urging listeners to seek guidance from certified...2024-07-1714 min
The 9Innings PodcastEpisode 87: Small Business Owners Beware: The Potential Impact of the Tax Cuts and Jobs Act ExpirationIn this episode of the 9innings Podcast, host Kevin Thompson, founder and CEO of 9iCapital Group, delves into the expiration of the Tax Cuts and Jobs Act (TCJA) and its ramifications for small business owners. Thompson outlines the key components of the TCJA, including tax rate reductions, the Section 179 deduction, the Qualified Business Income (QBI) deduction, corporate tax rates, and bonus depreciation. He emphasizes the importance of understanding these potential changes, which could take effect in 2026, and provides a detailed analysis to help small business owners navigate the impending tax landscape.Overview of the Tax...2024-07-1011 min
The 9Innings PodcastEpisode 86: Protect Yourself-Social Media Tips to Save Your JobIn this episode of the 9Innings Podcast, host Kevin Thompson explores the intricate relationship between social media, freedom of speech, and professional consequences. He explains the difference between freedom of speech and freedom from consequence, highlighting the risks social media poses to employment.Kevin provides practical tips for safeguarding one's career, such as adjusting privacy settings, understanding company policies, and maintaining separate personal and professional accounts. He also discusses the broader societal implications, emphasizing the need for open dialogue on diversity of thought and the risks of expressing personal beliefs online.Freedom of...2024-07-0417 minRetire Well with Kelly RacicotEpisode 35 The Looming Long Term Care CrisisThis week on Retire Well, we’re taking on the subject of long-term care. With 10,000 baby-boomers turning 65 every day, a care crisis is looming, and your retirement plan should be ready. Kelly will dive deep into the increasing aging population, different ways to receive your care and strategies to cover the cost. Interesting ReadsKFFHealthNews.org:Dying Broke A KFF Health News & NY Times ProjectPHCA.org: The Need For Long Term Care GrowsGenworth.com: Cost of Care SurveyAARP.org: Long Term Care – The Crisis Everyone Must Face2024-07-0322 min
The 9Innings PodcastEpsiode 85: Why Kids Today Are Worse Off Than Their Parents..In this episode of the 9 Innings Podcast, Kevin Thompson, founder and CEO of 9i Capital Group, discusses the housing market and the decision to rent or buy a home. He shares his personal experience of buying his first home in 2005 and compares it to the current market challenges faced by younger generations.Kevin highlights the financial burdens of higher home prices and interest rates today. He explores the benefits and trade-offs of homeownership versus renting, emphasizing stability, equity, and tax benefits of owning a home, while acknowledging the flexibility and reduced responsibilities of renting. Kevin encourages listeners...2024-06-2616 minRetire Well with Kelly RacicotEpisode 33 Creating Flexibility in Your Retirement PlanThis week on Retire Well we explore why having the ability to pivot when life throws your plans of track is vital to your retirement success. Having an element of flexibility will allow you to make necessary adjustments and help you to feel more confident in your plan.Interesting ReadsSsa.gov: Retirement ReadyKiplinger.com: Retirees with Guaranteed Income Are Happier Investopedia.com: Black Swan Events and Their Impact Kelly Racicot is a Retirement Income Certified Professional and the owner and founder of Hometown Retirement Specialists, LL...2024-06-0513 min
The 9Innings PodcastEpisode 81: The Millionaire Roth: A Myth or A RealityIn this episode of the 9Innings podcast, host Kevin Thompson, founder and CEO of 9i Capital Group, tackles the challenging topic of why most people won't amass $1 million in their Roth IRA. Thompson debunks common financial myths, particularly those spread by social media influencers, and explains the practical difficulties in reaching such a substantial retirement savings goal. He provides listeners with strategies for optimizing their Roth IRA contributions and highlights the importance of strategic financial planning and understanding the nuances of investment to realistically approach the $1 million milestone.The Roth IRA (00:01:01) Average Returns (00:01:56) ...2024-05-2214 minRetire Well with Kelly RacicotEpisode 32 Timing Your Claim: Filing Strategies for Social SecurityThis week on Retire Well we dive into the one of the biggest retirement questions; should you delay filing for Social Security or file early. Kelly shares insights on why it may be a good idea to delay filing your benefits and why claiming early might be the right choice for you. Interesting ReadsSSA.gov: Early or Late Retirement? SSA.gov: Benefit Amounts SSA.gov: Benefits for SpousesKelly Racicot is a Retirement Income Certified Professional and the owner and founder of Hometown Retirement Specialists, LLC. She...2024-05-2217 minRetire Well with Kelly RacicotEpisode 31 - Retirement Under the Pressure of InflationRetire Well is back with a brand new episode. This week Kelly shares information on the inflation we are all experiencing and why it’s especially important for retirees to account for rising costs to ensure retirement success. In this episode we dive into what's causing the inflation problem today, what you can expect going forward and what you can do to preserve your retirement stability.Interesting ReadsSmart Asset inflation calculatorhttps://crr.bc.edu/with-inflation-many-retirees-will-pay-more-federal-income-taxes/CMS.gov: 2024 Medicare Parts A & B Premiums and DeductiblesKelly Rac...2024-05-0816 min
The 9Innings PodcastEpisode 78: Is The Fed Damned If They Do, and Damned if They Don't?In this episode of the 9innings podcast, host Kevin Thompson, 9i Capital Group, speaks into the challenges faced by the Federal Reserve. The discussion focuses on the Fed's dual mandate of ensuring price stability and full employment, and the complexities of managing inflation and interest rates. Thompson explores the delicate balance the Fed must maintain to bridge economic conditions, the implications of their rate decisions, and the risk of these decisions being influenced by political factors. The episode provides an in-depth analysis of the Fed's current predicament and its potential effects on the economy and markets.2024-05-0116 minFramework with Ana Trujillo LimónCarson’s Home Equity 5-Part Series with Guests Wade Pfau, Ph.D., CFA, RICP® & Craig Lemoine, CFP®, Ph.D., MRFCHow can reverse mortgages enhance retirement income planning? Today we take a deeper dive into the potential of home equity with reverse mortgages.In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching and Advisor Content, are joined by Craig Lemoine, CFP®, Ph.D., MRFC, Director of Personal Financial Planning, to speak with Dr. Wade Pfau, Founder of Retirement Researcher and RISA Profile, about the intersection of home equity and retirement income planning. They explore the potential benefits of reverse mortgages and the common misconceptions surrounding them. The conversation also to...2023-12-0534 min
The 9Innings PodcastEp: 50 Talking Finance and Business and Community Johnny Collins Welcome to the 9Innings Podcast sponsored by 9i Capital LLc where we Educate, Empower and Engage.ON THIS WEEKS PODCAST: A powerful example of #blackexcellence as Kevin Thompson RICP®, CFP® talks to TCU legend Johnny Collins Founding Partner of Community National Title. The Horned Frogs had an incredible year reaching the national championship game and continue to grow in the DFW region. We broach topics such as interest rates and how they are impacting the Title Insurance business and also how they are impacting overall aggregate demand. We discuss opportunities within the community at large within our ow...2023-02-2124 min
Retirement LaunchpadEp.10 - The Stock Market Crash of 1929Retirement Launchpad Radio - #RLRHISTORY The Stock Market Crash of 1929 Join your host, Connor Parker, RICP®, as he discusses important factors leading up to the stock market crash of 1929 & lessons to be learned for today's environment At Parker Financial Group we believe that retirement isn't a landing zone, or the end all be all, rather a launchpad where your money is working for you instead of you working for your money. To learn more & schedule your Retirement Launchpad Review - click here: https://bit.ly/3B53A392022-09-0133 min
The 9Innings PodcastEpisode 23: Why "Everyone" Needs A Roth IRAWelcome to the 9Innings Podcast where we Educate, Empower and Engage.ON THIS WEEKS PODCAST: Kevin describes the Roth and its benefits as a tax free retirement vehcile. Having the ability to place after-tax dollars into a tax deferred environment, and then accessing every dollar tax free provides an excellent source of tax diversification. Listen to this podcast as we take you through the Roth IRA opportunity.Question: 9innings@9icapgroup.com2022-03-1711 min
The 9Innings PodcastEpisode 25: How Will Russia and Ukraine Impact The Global EconomyWelcome to the 9Innings Podcast where we Educate, Empower and Engage. ON THIS WEEKS PODCAST: Kevin describes backwardation and how future commodity prices are actually lower than their current spot price. We also discuss how higher commodity prices will negatively impact the inflation numbers and why rising cost are here for the near term. Website: http://www.9inningscapitalgroup.com Hit the subscribe button to get new content notifications.2022-03-1015 minRetirement LaunchpadEp. 9 - Fed Update & The $264 Million Roth IRADuring this week's episode of Retirement Launchpad radio we discuss the following: The Federal Reserve's most recent guidance on interest rates How one many grew his IRA from $70,000 to $264 million in under 30 years 2021 Inflation data & current state of the union Rising tensions between Russia & Ukraine 2022-02-1431 min
Retirement LaunchpadBuilding and Managing Wealth in 2022Since we can't know the unknowable, it's important to be prepared. This is a good time of the year to check the boxes and make sure your financial situation is sound and easy to access and understand - even for your loved ones - and to clean up any nettling issues. Even small loose ends can take time & hassle to resolve, so join me in this episode to see how you can better be prepared in 2022.2022-02-0234 min
Retirement LaunchpadRetirement Income Checklist - Pt. 2There are many variables involved in creating a retirement income strategy for today's retirees. In this two-part series, Connor shares ten key items he discusses with his clients when going through the Retirement Launchpad planning process.2022-01-2643 min
The 9Innings PodcastEpisode 22: Are we In A Market Bubble?On this weeks episode, Kevin discusses teh inflation pressures and how valuations will change with rising interest rates. He also discusses the similarities between the current market and those of the past.2022-01-2514 min.jpg)
Dear Rochester, Retire Well30. Retirement Income Planning – Part Three of Six Points of Financial Planning with John Harms CFP, RICP®As you enter retirement, you want to be sure your wealth doesn’t outlive you. It’s important to ensure you have enough money to continue to live comfortably and that you have finances for any extra hurdles that might come along the way. In this episode, David Pulcini talks to colleague John P. Harms, CFP®, RICP®, … Read More Read More2021-12-2240 min
Retire Right with Reverse RobA discussion about Reverse Mortgages With Dr. Wade Pfau, Ph.D., CFA, RICP, director of the RICP designation and a Professor of Retirement Income at The American College of Financial ServicesA discussion about Reverse Mortgages With Dr. Wade Pfau, Ph.D., CFA, RICP, director of the RICP designation and a Professor of Retirement Income at The American College of Financial Services2021-12-1644 min
Retire Right with Reverse RobA discussion about Reverse Mortgages With Dr. Wade Pfau, Ph.D., CFA, RICP, director of the RICP designation and a Professor of Retirement Income at The American College of Financial ServicesA discussion about Reverse Mortgages With Dr. Wade Pfau, Ph.D., CFA, RICP, director of the RICP designation and a Professor of Retirement Income at The American College of Financial Services2021-12-1644 min
The 9Innings PodcastInflation Nation, What Is Causing Rising PricesPrices are rising across the globe, and many are wondering if it is a consequence of monetary easing, or if it is a global supply chain concern. Listen to Episode 20 and give us your feedback. Send your feedback to:Q&A: 9innings@9icapgroup.com2021-12-1511 min
The 9Innings PodcastEpisode 21: Talking Value vs Growth with iCMs Mike PaciottiWelcome to the 9Innings Podcast where we Educate, Empower and Engage. ON THIS WEEKS PODCAST: Kevin speaks with Michael Paciotti of iCM about the battle between value and growth. Michael talks about the stretched valuations in growth at this time and where he see's problems in the overall economy. Website: http://www.9inningscapitalgroup.comYouTubube :https://youtu.be/FtdY1y7g-YY2021-12-0831 min
The 9Innings PodcastYour Top 5 Financial Queries Answered!!Welcome to the 9Innings Podcast where we Educate, Empower and Engage. ON THIS WEEKS PODCAST: Kevin Thompson, RICP®CFP® answers some questions many people are asking, according to google. He talsk about whether you should pay off your credit cards or save, how much house you can afford, how to invest in stocks, and a few additonal topics du jour. Enjoy this weeks installement of the 9Innings Podcast. Website: http://www.9inningscapitalgroup.com Hit the subscribe button to get new content notifications. https://youtu.be/WE1UpDXd7eE2021-11-1913 min
The 9Innings PodcastEpisode 18: Global Supply Chain Issues? Where Should We Invest From Here?Welcome to the 9Innings Podcast where we Educate, Empower and Engage. ON THIS WEEKS PODCAST: With markets at all-time highs, where should we invest money today? Kevin talks about the current market and his reasoning on moving into different asset classes. Kevin also discusses the global supply chain issues and how the end consurmer will be impacted by rising prices headed into the winter months. Question: 9innings@9icapgroup.comWebsite: http://www.9inningscapitalgroup.com2021-10-2515 min
The 9Innings PodcastHow Will The Tax Bill Impact You?Welcome to the 9Innings Podcast where we Educate, Empower and Engage.ON THIS WEEKS PODCAST: Kevin describes the current tax bill awaiting passage. A lot of changes in regards to Mega Backdoor Roth accounts and limitations on who can place money into certain vehicles. One key component is the removal of the step-up on basis and what that means for death distributions. Take a listen and give us a call to discuss.Website: http://www.9inningscapitalgroup.com2021-10-2012 min
Conversations for Financial ProfessionalsCFFP #37 - Finding Your Niche in Financial Services ft. Marguerita Cheng, CFP®, RICP®Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.
Today's conversation features Marguerita Cheng, CFP®, RICP® whose expertise includes helping entrepreneurs and high net worth individuals protect their wealth and plan for retirement. Today's episode is about how to find your own niche in the financial services industry which nobody else is talking about.
In this episode, I hope you'll be inspired also as you learn more about finding your own unique voice within this competitive field of work. You'll also learn what sets...2021-10-2035 min
The FI PlannerThe Financial Independence Journey as an EntrepreneurBeing an entrepreneur can be a daunting experience, but finding financial independence through meaningful work can also be incredibly rewarding. “One of the most difficult aspects of entrepreneurship is managing the emotional volatility that comes into play day after day of doing all this work and not necessarily seeing any of your results come home, materializing, and money being produced. You do start to wonder, what the heck am I doing?” But with some planning and calculated risks, you can find those rewards as well. In this episode, listen for How Ben and De...2021-10-0526 min
The 9Innings PodcastEpisode 16: The IRS "Math Error"11 million notices were sent to unsuspecting taxpayers thus far in 2021. The notices were due to the stimulus payments and the 9 million backlog of unfiled tax returns. Kevin Thompson of 9Innings Capital Group explains what you should do if you receive this notice and how to combat these notices in the future.Website: https://www.9inningscapitalgroup.com/Take Your Financial Assessment: https://wealth.emaplan.com/ema/LeadGen/Welcome/d321cdc9-6999-42bd-9842-a402d1bd56bc2021-09-2909 min
The FI PlannerWelcome To The FI EntrepreneurThis show teaches you how to achieve Financial Independence through entrepreneurial pursuits. Learn to take well-calibrated, thought through risks, and maximize the rewards. There are many ways to live the life of your dreams and you can find success on your own terms. Hosted by Certified Financial Planner, Enrolled Agent and serial entrepreneur, Ben Martinek with revolving co-hosts and interviews with professionals from all walks of life, The FI Entrepreneur will give listeners the tools and confidence to embrace their dreams of entrepreneurship and succeed in their journey towards FI. Sitting at the intersection...2021-09-2701 min
The 9Innings PodcastWHAT IS IRMAA, AND HOW WILL IT IMPACT YOU?The Income Related Monthly Adjustment Amount, or IRMAA, is having a lasting impact on some retirees. On this episode of the 9Innings Podcast, Kevin Thompson CFP, RICP and James Mcglynn CFA discuss IRMAA and its impact. Listen and learn ways to reduce the impact of IRMAA. EMAIL: 9innings@9icapgroup.com with questions.2021-09-1925 min
The 9Innings PodcastEpisode 14: Markets at all-time highs, where do we go from here?Welcome to the 9Innings Podcast where we Educate, Empower and Engage.ON THIS WEEKS PODCAST: Kevin talks about the direction of markets and how interest rates may impact future earnings for growth stocks. It’s important to understand how interest rate moves impact not only stocks, but the overall economy.Take The Financial Challenge Below: https://connect.emaplan.com/a0lWebsite: http://www.9inningscapitalgroup.comHit the subscribe button to get new content notifications.2021-08-2813 min
Breakthrough AdvisorViewing Retirement As Personal Preferences Rather Than Behavioral Finance with Wade Pfau, Ph.D., CFA, RICP® (Ep. 22)Subscribe While it’s common for advisors to approach their clients with retirement income questions and predetermined answers, Retirement Researcher also focuses on a wide range of possibilities based on the unique needs of retirees and pre-retirees. In this episode, the firm’s founder and The American...
The post Viewing Retirement As Personal Preferences Rather Than Behavioral Finance with Wade Pfau, Ph.D., CFA, RICP® (Ep. 22) first appeared on Simplicity InsurMark.2021-07-2132 min
The 9Innings PodcastEpisode 13: The Powerful HSA and How To Use Its AdvantagesIf I told you there was a way to invest pre-tax dollars, receive tax deferred growth and tax free income, would you believe me? Well, doubt no further and listen to this podcast Episode 13 from 9Innings Capital Group LLC. The HSA has many advantages and find out if you are eligible to begin one today.WEB-www.9inningscapitalgroup.com(send questions to)E-9innings@9icapgroup.com2021-07-1017 min
The 9Innings PodcastEPISODE 12: FOMO And What Does It All MEME!Welcome to the 9Innings Podcast where we Educate, Empower and Engage. ON THIS WEEKS PODCAST: Kevin describes FOMO and what it all MEMEs. We have all been there when a stock move 50% and wish that we had purchased it a day prior. The stock seems to never want to come down and we finally decide to make a move that always seems too little too late. The FOMO has kicked in and now we are either making a lot of money, or losing everything. Listen to this weeks podcast on how to trade FOMO. Website...2021-06-2212 min
Retire Right with Reverse RobRewiring the Way You Think About Retirement – Jamie Hopkins, Esq., LL.M., MBA, CFP, RICP speaking on his Most Recent Book & Behavioral Finance Issues that hold people back from a more Financially Secure Retirement.Rewiring the Way You Think About Retirement – Jamie Hopkins, Esq., LL.M., MBA, CFP, RICP speaking on his Most Recent Book & Behavioral Finance Issues that hold people back from a more Financially Secure Retirement.2021-06-1746 min
The 9Innings PodcastEpisode 11: 15-Year vs 30-Year Mortgage, Which IS Right For You?Welcome to the 9Innings Podcast where we Educate, Empower and Engage. ON THIS WEEKS PODCAST: Kevin describes Mortgages and which is right for you. He talks about the efficiencies of having liquidity and the opportunity cost in regards to having accessibility of assets.Listen to this weeks podcast and subscribe.Website: http://www.9inningscapitalgroup.comHit the subscribe button to get new content notifications.2021-06-0915 min
The 9Innings PodcastEpisode 10: Is Our Government Spending Too Much And What Is MMTWelcome to the 9Innings Podcast where we Educate, Empower and Engage. ON THIS WEEKS PODCAST: Kevin describes MMT and its impact. The Fed has the "The Power of the Purse", which allows them to lend, borrow, repay, and tax in its own currency. Our government is not a household because they have unlimited capacity to create dollars, while a household does not. Listen to this weeks podcast as Kevin details MMT Website: http://www.9inningscapitalgroup.com2021-05-2515 min
The 9Innings PodcastEpisode 9: Your Checklist Before You Buy StocksWelcome to the 9Innings Podcast where we Educate, Empower and Engage. ON THIS WEEKS PODCAST: Kevin talks about things you need to know before you begin trading stocks. The Federal Reserve has pumped trillions of dollars into markets and forced interest to near rock bottom, which in turn has pushed markets to record highs. We all need a Sherpa before we begin climbing the stock market mountain. Allow Kevin to guide you on your journey with Episode 9. Website: http://www.9inningscapitalgroup.com Hit the subscribe button to get new content notifications.2021-05-1812 min
The 9Innings PodcastEpisode 8: The Myth Around Average Return, And Why Don't Get 7%Welcome to the 9Innings Podcast where we Educate, Empower and Engage.ON THIS WEEKS PODCAST: Kevin describes why people rarely see the 7% returns all of the pundits say you receive "on average" through investing. People often believe you can buy an index and receive identical returns. Kevin Thompson explains why that is a fallacy and what actually occurs through sequence of returns.SUBSCRIBE TO OUR CHANNEL HERE: https://www.youtube.com/channel/UCw9yLfTDBAprrLWvmcT6fFA2021-05-0412 min
Retire Right with Reverse RobDr. Wade Pfau, Ph.D. , CFA, RICP discussing the Most Efficient Way to "Retire Right", his Book on Reverse Mortgages, and other Retirement Income Topics. Dr. Wade Pfau, Ph.D. , CFA, RICP discussing the Most Efficient Way to "Retire Right", his Book on Reverse Mortgages, and other Retirement Income Topics. 2021-04-2941 min
The 9Innings PodcastEpisode 7: Is Your House An Investment?Many believe as real estate appreciates in value, that makes their homes good investments. Kevin explains why the home in which you live is not a good investment, nor should it be classified as such. On Episode 7, he takes you through his own personal story of home ownership and "personal realized returns".2021-04-2711 min
The 9Innings PodcastEpisode 6: The MEGA BACKDOOR ROTH STRATEGY: Funding without ComplexityAfter-tax income has never been more in vogue than it is today. Kevin Thompson, founder and CEO of 9Innings Capital Group discusses ways to put thousands of dollars away in post tax vehicles. If you believe taxes may be going up in the future, you need to listen to this. Video is available via our YouTube channel at https://www.youtube.com/channel/UCw9yLfTDBAprrLWvmcT6fFA2021-04-1115 min
The 9Innings PodcastInterest Rates, Markets and Your MoneyKevin Thompson describes the impact interest rates have on growth stocks, the markets, and how the economic backdrop handles a rising rate environment.2021-03-1210 min
The Authority Builder PodcastBill Bloom, RICP | Building Better Money Habits for EntrepreneursOn this week’s Unstoppable CEO Podcast, we speak with Bill Bloom, RICP. Bill is a lifetime income provider, husband, father, sailor, and abundant thinker. He focuses his time on making others’ lives better through the Retire as You Desire process. Bill says, “I’m passionate about helping people create lifetime income streams from the resources and monies that they've saved from their businesses and figuring out ways to give people purpose in their life so that they can actually Retire as You Desire and enjoy their lives.”We chat about Bill’s new book, Mon...2020-11-2622 min
Emerging Advisor PodcastEp 6: The Keys to Effective Communication with Adam Cufr, RICP®Building a business is all about communication and we’re all looking for ways to improve in that area. Today we talk with Adam Cufr, RICP®, to learn more about the strategies he utilizes to connect and serve clients. Plus, we’ll talk about the importance of using this year to evaluate your business and determine what communication fits you best.
Read more and get additional resources here: https://www.emerging-advisor.com/ep-6-the-keys-to-effective-communication-with-adam-cufr-ricp/
About our guest: https://fourthdimensionfinancial.com/author/adam_cufr/
What we discuss on this show...2020-10-1536 min
In the Suite4. Going From Fearful to Fearless with Marguerita M. Cheng, CFP®, RICP® - CEO of Blue Ocean Global WealthSend us a textToday in the In the Suite guest chair we welcome Marguerita M. Cheng, CFP®, RICP® CEO of Blue Ocean Wealth, an investment advisory firm. Marguerita stepped into the position at Blue Ocean Wealth after serving as a financial advisor at Ameriprise Financial and as an analyst and editor at Towa Securities in Tokyo. In addition to her position as CEO, Marguerita is a mother of three, a passionate volunteer within her community, and a lifelong student. She’s received numerous designations while working, including a CFP, a Chartered Retirement Plann...2020-04-2856 min