The 9Innings Podcast

The 9Innings Podcast

por Kevin Thompson, RICP®, CFP®

Emprendimiento Superación personal

Episode 59: What Makes Us Tick ft Mary Carlson Ph.d, CFP®, AFC®

Welcome to the 9Innings Podcast where we Educate, Empower and Engage. ON THIS WEEKS PODCAST: Are you curious about the most valuable lesson in personal finance? In this engaging podcast, Kevin Thompson, founder and CEO of 9i Capital Group, sits down with Mary Carlson, a PhD and adjunct professor, to uncover the secrets of financial behavior and psychology. They dive deep into the importance of understanding people's behavior when it comes to money and how it impacts their financial decisions. Mary, with her extensive background in finance and financial therapy, shares her insights on bridging the gap between academia and the real world, and the power of merging academic research with practical knowledge. Get ready to explore the fascinating world of behavioral economics and learn how cognitive biases and heuristics affect our financial choices. Discover how understanding your own money history and behavior can lead to better financial planning and decision-making. Don't miss out on this eye-opening conversation that will change the way you think about personal finance.

Episode 58: "Bridging The Gap" (Money and the Psychology Around Monetary Decisions)

Welcome to the 9Innings Podcast where we Educate, Empower and Engage. ON THIS WEEKS PODCAST: Kevin describes speaks with Michael G Thomas about his life as a professor at University of Georgia, and growing up in Gary, Indiana. Michael opens up about some trials and tribulations he has overcome and provides context on what makes people tick around money. Michael G Thomas P.h.D and CFP®, is a faculty member at the University of Georgia. He has written "Black Financial Culture" which is available on Amazon. An exciting book rooted in symbolism and the dynamics of black culture. A powerful episode that cannot be understated. Micahel talks about cirmcustances he endured that changed his life and direction, and what has allowed for him to be a servant leader when it comes to financial education. Enjoy this powerful episode. Website: http://www.9icapitalgroup.com Hit the subscribe button to get new content notifications. Corrections: Editing by http://SwoleNerdProductions.com

Episode 57: All Things Crypto with Tyrone Ross Jr

Welcome to the 9Innings Podcast where we Educate, Empower and Engage. ON THIS WEEKS PODCAST: Kevin speaks with Tyrone Ross Jr about cryptocurrency. We discussed the basics on what cryptocurrency actually is, and talk about why banks may perceive as a threat. We discussed the basics of bitcoin and the power of the Blockchain, and how it has revolutionized currency exchange. Discussing Turnqey: (1:38) What Is Crypto: (2:20) What Is Blockchain and How Are Banks Using It: (3:50) Tyrone’s First Experience with Cryptocurrency: (9:15) Does crypto hurt the banking industry: (11:59) Sovereign coins coming to market: (13:50) Final Thoughts: (18:40)

Episode 56: 5 Common Questions Around Recessions

Welcome to the 9Innings Podcast where we Educate, Empower and Engage. In this episode of the 9Innings Podcast, Kevin Thompson, founder and CEO of 9ICapital Group, discusses AI and recession-related questions. The podcast covers the implementation of AI in various companies and products, as well as common questions clients ask financial advisors about recessions. The hosts emphasize the importance of having a diversified investment portfolio and avoiding panic selling during a recession. They also discuss whether it is a good time to invest during a recession and the importance of finding potential investment opportunities and developing appropriate strategies. The episode ends with a reminder to stay humble and safe. 1. AI Is Coming...(1:25) 2. What Is A Recession..(03:15) 3. How Long Do Recessions Last..(06:15) 4. How To Protect Investment? (07:12) 5. Is My Job Safe? (08:35) 6. Should I Invest In A Recession? (10:10) Website: http://www.9icapitalgroup.com Hit the subscribe button to get new content notifications. Corrections: Editing by http://SwoleNerdProductions.com

Episode 55: ESG? And How AI May Change The Financial Landscape with Devon Drew of DFD Partners

Welcome to the 9Innings Podcast where we Educate, Empower and Engage. ON THIS WEEKS PODCAST: Kevin sits down with Devon Drew of DFD Partners and disucss how Ai will transform the industry and why ESG direct investing may make sense. We discuss ChatGPT, and how it may transition advisers away from traditional financial planning, and why some may be reluctant to change. Devon Drew is the CEO of DFD Partners, an AI based distribution platform that connects the asset managers and wealth managers to their next client. Website: http://www.9icapitalgroup.com Hit the subscribe button to get new content notifications. Corrections: Editing by http://SwoleNerdProductions.com

Episode 54: Fee-Only Vs Fee Based, Which Is Right For You?

Welcome to the 9Innings Podcast where we Educate, Empower and Engage. ON THIS WEEKS PODCAST: Kevin discusses an industry debate, fee-only or fee based advisor. Many are confused about which advisor is which and what the difference may be. A fee based advisor operates as a fiduciary as well as a commission based advisor when circumstances arise. A fee-only advisor only operates in the fee only space where they must put client interest ahead of their own “fiduciary”. They charge fees for their services and forgo commissions. That is not to say one is more efficient than the other, and we are here to parse between the intricacies of both types of planners so you can make the best decision for you. Website: http://www.9icapitalgroup.com

Episode 53: Disrupting Estate Planning with Fintech Firm Wealth.com

Welcome to the 9Innings Podcast where we Educate, Empower and Engage. ON THIS WEEKS PODCAST: Kevin talks to Danny Lohrfink of wealth.com about industry disruption and how they are providing technology in the estate planning space. Wealth.com provides advisors the ability to bring estate planning to their clients. It allows for many families to begin the estate planning process with simplicity, and without the additional cost associated with traditional approaches. Listen to this weeks episode of the 9Innings Podcast and contact us directly if you have questions. How Wealth.com fills the niche: (2:18) Why You Need POT: (7:20) Healthcare Directives: (10:35) The Importance of A Will: (13:00) Financial Organization: (15:38) Why Wills are just a starting point: (20:23) Final Words Wealth.com (24:30) Website: http://www.9inningscapitalgroup.com Hit the subscribe button to get new content notifications. Editing by http://SwoleNerdProduction.com

Episode 52: Talking Finance, Equity and Becoming A CFP® with Dr Preston Cherry

Welcome to the 9Innings Podcast where we Educate, Empower and Engage. ON THIS WEEKS PODCAST: Kevin speaks with Dr Preston Cherry about becoming a CFP®, running a small business and living in the world of acadmia. Dr Cherry has to wear a lot of hats and we discuss how he manages his time while also running a financial planning practice of his own. Dr Cherry is the founder of @concurrentfinancial and is also the Head of Financial Planning Program @UWGBnews . We had a powerful conversation around finance and markets, and also discussed equity within the financial industry. Introduction: (1:28) Concurrent Financial Planning: (2:35) Carson Coaching: (5:00) Attaining the CFP®: (6:50) What's Next With Rates: (11:00) Demographics: (14:53) Financial Planning Concept: (20:45) Website: http://www.9inningscapitalgroup.com

Epsiode 51: What Does A 4% 10-Year yield Mean For your Money?

Welcome to the 9Innings Podcast where we Educate, Empower and Engage. ON THIS WEEKS PODCAST: Kevin talks about what is happening in the government securities markets. Yields are approaching 5% in short maturities and 4% in the longer dated securities. Higher yields mean "possible" tough sledding ahead for equity markets given the fact that risk free rates are providing higher returns. The equity market now has to provide an excess return above 4%-5% to compete against fixed income. Jerome Powell is testifying on the Hill in March and the Fed remains relaint on government data. Time will tell who wins out, but on ething is for sure, savers are now being rewarded. What higher rates mean? (1:54) Yield curve! (3:30)

Ep: 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 own businesses and how we provide an example of a new beginning. This conversation needs to be heard more than once and we appreciate all the listeners.

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