The 9Innings Podcast

The 9Innings Podcast

por Kevin Thompson, RICP®, CFP®

Emprendimiento Superación personal

Ep 69: "Unmasking the Financial Malfeasance: A Conversation with Bethany McLean, Co-Author of 'All the Devils Are Here'"

In this podcast episode, Kevin Thompson interviews journalist Bethany McLean about her book "All the Devils Are Here," exploring the 2008 financial crisis and its aftermath. They discuss the crisis's origins, the role of homeownership, and the ethical implications for society and capitalism. McLean stresses the importance of critical journalism and the dangers of excessive debt and moral erosion in business. The conversation also covers the current housing market, the concept of "too big to fail," and McLean's new book "The Big Fail," which examines the pandemic's societal impact. Additionally, McLean critiques the blind trust in billionaires and calls for accountability and a balanced view of their influence. The episode emphasizes education and engagement on financial and ethical issues.

Episode 68: Is the Fiduciary Rule the Key to Ensuring Financial Advisors Act in Your Best Interest?

In this episode of the " 9Innings Podcast," Kevin Thompson, CEO of 9i Capital Group, explores the fiduciary rule's influence on the financial industry. He clarifies the rule's intent to ensure advisors prioritize client interests, highlighting its significance for CFP®s and the alignment it creates between advisors and clients. Thompson discusses the rule's benefits for investor protection but also acknowledges the challenges it poses, such as higher compliance costs and potential restrictions on investor choice. He concludes by stressing the rule's role in fostering trust and transparency in financial advisory relationships.

EP 67: "Home Run Highlights: Best of 9 Innings Podcast 2023 ⚾️ | A Grand Slam Year in Review!"

Welcome to the 9Innings Podcast where we Educate, Empower and Engage. ON THIS WEEKS PODCAST: Step up to the plate and join us for a power-packed episode as we revisit the standout moments, game-changing interviews, and unforgettable discussions from the "Best of 9 Innings Podcast 2023." It's a home run compilation of insights, laughter, and all the baseball magic that made this year truly exceptional. Batter up – you won't want to miss this inning-by-inning journey through our podcast's greatest hits! ⚾️🎙️ #9InningsBestOf2023 #BaseballPodcast #YearInReview Talking Crypto with Tyrone Ross Jr: (1:25) Estate Planning with Wealth.com: (5:30) Talking Volatility and Inflation with Nancy Davis: (10:30) Credit and Financial Markets with Johnny Collins: (16:08) 10 Minutes with Ron Insana: (22:22) The Humble Dollar: Going into th Weeds with Jonathan Clements: (28:30) Website: http://www.9icapitalgroup.com Hit the subscribe button to get new content notifications. Corrections: Editing by http://SwoleNerdProductions.com

Ep: 66 Maximizing Advisor Success

In this podcast episode, Kevin Thompson, the founder and CEO of 9i Capital Group, sits down with Anthony Ruffalo, the founder of Ruffalo Wealth Management, for an insightful conversation about their experiences in the financial industry. They delve into the significance of holistic financial planning and the process of becoming independent advisors. Throughout the discussion, Kevin and Anthony shed light on the challenges faced by young professionals in the industry. They emphasize the importance of hard work, determination, and the value of finding a trustworthy mentor to guide one's career path. Drawing from their own journeys, both guests share personal anecdotes that highlight the rewards and fulfillment of helping clients understand the intricacies of financial planning. Kevin specifically highlights the satisfaction he derives from assisting clients in comprehending the complexities of financial planning. On the other hand, Anthony focuses on his work with equity compensated executives and individuals who embody the concept of the "millionaire next door." Overall, this podcast episode offers valuable insights into the financial industry, holistic financial planning, and the decision-making process of becoming an independent advisor. It also serves as a source of inspiration for young professionals, emphasizing the importance of hard work, determination, and finding a reliable mentor to navigate the challenges of the industry. Subscribe to podcast and enjoy:

Episode 65: Entrepreneurship and Your Why ft. Dominique Henderson CFP®

Welcome to the 9Innings Podcast where we Educate, Empower and Engage. ON THIS WEEKS PODCAST: Kevin describes "Entrepreneurship: It's not just a journey, it's a marathon. Dominique Henderson and I reflected on the ups and downs we've encountered as business owners. The consensus? It's about planting seeds of discipline daily. It's about putting on your 'big boy pants' to tackle challenges like bookkeeping, taxes, and compliance. Perseverance and passion are the keys to unlocking entrepreneurial success." Website: http://www.9icapitalgroup.com Hit the subscribe button to get new content notifications. Editing by http://SwoleNerdProductions.com

EP 64: Succession? What Business Owners Need To Know

In this podcast episode, Kevin Thompson discusses the importance of succession planning for business owners. He highlights the common mistakes made by business owners, such as not starting the planning process early enough. Kevin emphasizes the need to consider whether to sell internally or externally, and raises important questions about the financial capabilities and cultural impact of each option. He also stresses the importance of realistic valuations and working with a team of professionals to ensure a successful transition. Overall, the episode provides valuable insights and advice for business owners looking to plan for their succession. Visit: 9i Capital Group

Episode 63: Into The Retirement WEEDS with Jonathan Clements

In this podcast episode, Kevin Thompson, founder and CEO of 9I Capital Group, welcomes listeners and introduces Jonathan Clements, founder of The Humble Dollar blog. They discuss retirement planning, focusing on topics like Medicare premiums, Medicare Advantage versus traditional Medicare, and the widow's tax. The conversation then shifts to the financial implications of climate change, including the disposal of batteries and rising sea levels. They also touch on the 4% rule in retirement planning and the possibility of retirement even after making financial mistakes. Kevin promotes his book, "MLB to CFP®," and thanks Jonathan for his insights. He encourages listeners to subscribe and check out the Humble Dollar blog.

Episode 62: "Talkin Baseball w/ Jeff Frye

ON THIS WEEKS PODCAST: Kevin talks with Jeff Frye about the current state of the game of baseball. We discuss his business "shegone" and how that became the phenomenon it is today. Jeff is an old school guy that believes in the basic fundamentals of the game, and he feels that we have strayed away from what makes a "good" baseball player. Jeff is a consummate professional and having him on the podcast today was a delight. We talk about the "hitting gurus" and how they may be ruining young players with their approach to hitting. Jeff is adamant in his approach to hitting and playing the game which draws much criticism on social channels, but he takes it in stride and we also believe in what he says as well. Website: http://www.9icapitalgroup.com Hit the subscribe button to get new content notifications.

Episode 61: Are You In An MLM? 5 Ways To Determine If It Is A Legitimate Business!

Welcome to the 9Innings Podcast where we Educate, Empower and Engage: In this episode of the 9innings podcast, Kevin Thompson, founder and CEO of 9i Capital Group, discusses MLM scams and pyramid schemes. He provides listeners with warning signs to look out for when considering involvement in MLM companies, drawing on his wife's personal experience. Kevin emphasizes the importance of thorough research, independent reviews, and checking the track record of MLM companies with consumer protection agencies. He advises listeners to ask questions, consider costs and risks, and seek professional advice before getting involved. Kevin concludes by highlighting the high failure rates and financial losses associated with MLMs and his commitment to empowering clients. We are here to protect our clients and the consumer..... Subscribe and Enjoy......

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EP 60: Finding Your Why! Making The Move To RIA

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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