Episodios

  • EP 60: Finding Your Why! Making The Move To RIA
    Jul 14 2023

    Welcome to the 9Innings Podcast where we Educate, Empower and Engage.

    ON THIS WEEKS PODCAST: Kevin describes why he decided to open his own RIA, and what lead to his move. He also talks about what he discovered after the move was made, and talk some "Fact vs Fiction". Companies will often make you feel as if you cannot live without them, Kevin takes you on his journey and why that "may" not be true. Website: http://www.9icapitalgroup.com

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    13 m
  • Beyond 18: Preparing for Adulthood with a Special Needs Child
    Mar 11 2025

    In 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)

    Financial and Future Planning (00:06:37)

    Transitioning from School to Adulthood (00:09:16)

    Emotional and Practical Adjustments (00:10:45)

    Closing Thoughts (00:13:13)

    NEWSLETTER (WHAT NOW): https://substack.com/@9icapital?r=2eig6s&utm_campaign=profile&utm_medium=profile-page

    Follow Us: youtube: / @9icap

    Linkedin: / kevin-thompson-ricp%c2%ae-cfp%c2%ae-74964428 facebook: / mlb2cfp

    Buy MLB2CFP Here: https://www.amazon.com/MLB-CFP%C2%AE-90-Feet-Counting-ebook/dp/B0BLJPYNS4

    Hit the subscribe button to get new content notifications.

    Corrections: Editing by http://SwoleNerdProductions.com

    Disclosure: https://sites.google.com/d/15bCWFaRZx75o5TU9b0Z9BiW3snRi-xhJ/p/1zofijMGt0S0jtmKcQL9m-quQgzbbS3xj/edit?pli=1

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    15 m
  • Episode 119: 🔥 "The Truth About Inflation and Job Creation: What Everyone Gets Wrong" ft. Dr John Harvey💰🎙
    Mar 4 2025

    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 welfare.

    Understanding Inflation Complexity (00:02:52)

    CPI Components and Their Impact (00:06:23)

    Raising Interest Rates as a Solution (00:09:12)

    CPI Calculation Methods (00:12:51)

    Labor Shortages and Price Increases (00:14:47)

    Inflation and Job Creation (00:18:10)

    Public vs. Private Sector Roles (00:21:27)

    Competing with the Private Sector (00:25:05)

    Universal Employment Strategy (00:26:35)

    Historical Context of Inflation (00:29:07)

    NEWSLETTER (WHAT NOW): https://substack.com/@9icapital?r=2eig6s&utm_campaign=profile&utm_medium=profile-page

    Follow Us: youtube: / @9icap

    Linkedin: / kevin-thompson-ricp%c2%ae-cfp%c2%ae-74964428

    facebook: / mlb2cfp Buy MLB2CFP

    Here: https://www.amazon.com/MLB-CFP%C2%AE-90-Feet-Counting-ebook/dp/B0BLJPYNS4

    Book Meeting: https://outlook.office365.com/book/G12473568acb64f719ff3e79cfc9d55ed@NETORGFT11398641.onmicrosoft.com/

    Website: http://www.9icapitalgroup.com

    Hit the subscribe button to get new content notifications.

    Disclosure: https://sites.google.com/view/9idisclosure/disclosure

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    1 h y 8 m
  • Episode 118: 🔥 "Trump in Exile: The Populist Playbook for Political Survival"
    Feb 25 2025

    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) .

    Consequences of Crossing Trump (00:13:44)

    Election Interference Discussion (00:15:24)

    Trump's Belief in Election Fraud (00:18:43)

    Effectiveness of Trump's Approach (00:21:03)

    Populism and Trump's Strategy (00:24:00)

    Meredith's Future Endeavors (00:28:22) .

    NEWSLETTER (WHAT NOW): https://substack.com/@9icapital?r=2ei...

    Follow Us: youtube: / @9icap

    Linkedin: / kevin-thompson-ricp%c2%ae-cfp%c2%ae-74964428

    Buy MLB2CFP Here: https://www.amazon.com/MLB-CFP%C2%AE-...

    Website: http://www.9icapitalgroup.com

    Disclosure:https://sites.google.com/view/9idiscl...

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    31 m
  • Ep 117: 🔥 "The Budget Bill Breakdown: 5 Ways It May Hit Your Wallet & What You Can Do About It" 🔥
    Feb 18 2025

    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)

    Infrastructure and Transportation Cuts (00:05:30)

    Energy Policy Changes (00:07:46)

    Mandatory Spending Cuts and Social Security (00:08:59)

    Final Thoughts and Recommendations (00:12:13)

    NEWSLETTER (WHAT NOW): https://substack.com/@9icapital?r=2ei

    Follow Us: youtube: / @9icap

    Linkedin: / kevin-thompson-ricp%c2%ae-cfp%c2%ae-74964428

    Buy MLB2CFP Here: https://www.amazon.com/MLB-CFP%C2%AE-.

    Website: http://www.9icapitalgroup.com

    Disclosure:https://sites.google.com/view/9idiscl

    Corrections: Editing by http://SwoleNerdProductions.com

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    14 m
  • Episode 116: 🎙️ Unmasking the PINOs: How to Spot the Impostors in Financial Advice
    Feb 11 2025

    Welcome 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 on Fiduciary Standard (00:01:30)

    Consumer Awareness in Financial Advice (00:05:28)

    Discussion on Planners in Name Only (PINOs) (00:05:55)

    Social Media and Financial Expertise (00:09:04)

    Pushback from Broker Dealers (00:11:07)

    Barriers to Independence (00:14:19)

    Ownership of Book of Business (00:17:00)

    Value of RIA vs. Broker-Dealer (00:20:16)

    Liability and Consumer Awareness (00:23:10)

    Future Initiatives for the Fiduciary Standard (00:24:26)

    Concerns Over Designations (00:28:03)

    Final Thoughts on Industry Standards (00:29:18)

    NEWSLETTER (WHAT NOW): https://substack.com/@9icapital?r=2eig6s&utm_campaign=profile&utm_medium=profile-page

    Follow Us: youtube: / @9icap

    Linkedin: / kevin-thompson-ricp%c2%ae-cfp%c2%ae-74964428

    facebook: / mlb2cfp

    Buy MLB2CFP Here: https://www.amazon.com/MLB-CFP%C2%AE-90-Feet-Counting-ebook/dp/B0BLJPYNS4

    Book Meeting: https://outlook.office365.com/book/G12473568acb64f719ff3e79cfc9d55ed@NETORGFT11398641.onmicrosoft.com/

    Website: http://www.9icapitalgroup.com

    Hit the subscribe button to get new content notifications.

    Corrections: Editing by http://SwoleNerdProductions.com

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    32 m
  • Special Episode 115: Return Or Resign? The Government’s Toughest Choice 🎙️
    Feb 2 2025

    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' Dilemma (00:01:11)

    Executive Order Implications (00:02:45)

    Understanding Your Options (00:04:08)

    Financial Systems Explained (00:06:50)

    Maximizing Retirement Benefits (00:09:06)

    Call to Action for Financial Planning (00:11:40)

    Conclusion and Reflection (00:12:57)

    Website: http://www.9icapitalgroup.com

    NEWSLETTER (WHAT NOW): https://substack.com/@9icapital?r=2eig6s&utm_campaign=profile&utm_medium=profile-page

    Follow Us: youtube: / @9icap

    Linkedin: / kevin-thompson-ricp%c2%ae-cfp%c2%ae-74964428

    facebook: / mlb2cfp

    Buy MLB2CFP Here: https://www.amazon.com/MLB-CFP%C2%AE-90-Feet-Counting-ebook/dp/B0BLJPYNS4

    Book Meeting: https://outlook.office365.com/book/G12473568acb64f719ff3e79cfc9d55ed@NETORGFT11398641.onmicrosoft.com/

    Hit the subscribe button to get new content notifications

    Corrections: Editing by http:/SwoleNerdProductions.com

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    16 m
  • Episode 114: Is Infinite Banking Too Good to Be True?
    Jan 28 2025

    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 nothing to bank on because there is very little cash to do much with early on."

    What is Infinite Banking? (00:02:22)

    Structural Issues of Infinite Banking (00:03:44)

    The Reality of Cash Value (00:06:16)

    Long-Term Commitment (00:07:20)

    Interest on Loans (00:08:52)

    Complexity of Policy Management (00:09:59)

    High Attrition Rate Among Advisors (00:11:19)

    Alternatives to Infinite Banking (00:12:43)

    Importance of Fiduciaries (00:15:09)

    Closing Thoughts on Infinite Banking (00:18:07)

    NEWSLETTER (WHAT NOW): https://substack.com/@9icapital?r=2eig6s&utm_campaign=profile&utm_medium=profile-page

    Follow Us: youtube: / @9icap

    Linkedin: / kevin-thompson-ricp%c2%ae-cfp%c2%ae-74964428

    facebook: / mlb2cfp

    Buy MLB2CFP Here: https://www.amazon.com/MLB-CFP%C2%AE-90-Feet-Counting-ebook/dp/B0BLJPYNS4

    Hit the subscribe button to get new content notifications

    Corrections: Editing by http:/SwoleNerdProductions.com

    Website: http://www.9icapitalgroup.com

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    21 m