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PODCAST

The 9Innings Podcast

Kevin Thompson, RICP®, CFP®

Kevin Thompson RICP®, CFP® is the founder of 9i Capital Group LLC is the registered investment advisor of 9Innings Capital Group LLc a marketing and consulting firm. On his podcast, he delves into deep financial topics and provides great insight on how markets and economics impact your money.Disclosure: https://sites.google.com/view/9idisclosure/disclosure

business entrepreneurship

All Episodes

15:24

👉 “2026 Retirement Planning: Tax and Medicare Changes...

The 9Innings Podcast ·

2025/12/16

In this episode of the 9Innings Podcast, Kevin Thompson, founder and CEO of 9i Capital Group, breaks down the most important financial planning considerations retirees need to understand heading into 2026. Kevin explains key tax changes, including the Enhanced Senior Deduction and the new above-the-line auto loan interest deduction, and outlines strategies for maximizing the standard deduction. He also discusses rising Medicare premiums, IRMAA exposure, and how to evaluate Medicare Advantage versus

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28:38

🔥 Breaking Barriers: A Financial Advisor’s Journey of...

The 9Innings Podcast ·

2025/12/09

In this episode of the 9innings Podcast, host Kevin Thompson sits down with Chelsea Ransom-Cooper — CFP Board member and wealth advisor — to discuss her path in the financial advisory world. Chelsea opens up about her partnership with Jason Ray, the challenges of launching her own firm, and the significance of representation and the CFP® designation. The two dive into the realities of entrepreneurship, client relationship building, and the changing landscape of financial planning — offering insight

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25:10

FA Unfiltered: Ep 1: 🔍 Insurance Incentives: The...

The 9Innings Podcast ·

2025/12/02

Welcome to FA Unfiltered, the show where we strip away the jargon, the sales scripts, and the corporate polish to reveal how financial advice really works. In our debut episode, I sit down with Rick Luchini of Luchini Financial to pull back the curtain on the insurance industry — from the recruiting pitch to the incentives that drive sales and the challenges of putting clients first. Whether you’re an investor trying to understand what motivates your advisor or a financial professional questioning

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44:42

💰 Avoid the IRMAA Trap: Smart Tax Moves for a...

The 9Innings Podcast ·

2025/11/25

In this episode, we interview Paul Morrison, an IRMAA-certified planner from Lincoln, Nebraska. They discuss the impact of IRMAA (Income Related Monthly Adjustment Amount) on retirees’ Medicare premiums and Social Security benefits, highlighting how rising taxable income can trigger higher costs. Paul explains the complexities of IRMAA, the importance of proactive tax planning, and strategies like Roth conversions to minimize surcharges. The conversation also covers Medicare Advantage, the “widow’s

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17:35

🔥 Don't Let Your 401(k) Turn into a Tax Time Bomb!

The 9Innings Podcast ·

2025/11/18

In this episode of the 9Innings Podcast, I break down the hidden tax traps inside your 401(k). Most people think pre-tax contributions are an automatic win—but the tax bill eventually comes due. We walk through how RMDs, rollover mistakes, and poor documentation can trigger unexpected taxes, higher Medicare premiums, and even push more of your Social Security into the taxable column.I also share real-life examples of how a simple error—like a tax professional misreporting Form 8606 basis—can cost

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51:58

🌍 Running Your Own Race: Global Perspectives in...

The 9Innings Podcast ·

2025/11/11

In this episode, I sit down with Mark Hedderman of Hedderman Financial Solutions in Ireland. We talk about how we met at the Future Proof Festival and what stood out about the culture there—real collaboration, transparency, and advisors actually helping each other grow.Mark shares the evolution of financial planning in Ireland and how the profession has shifted from product sales to real, client-centered advice. We discuss the importance of ongoing education, mentorship, and developing as both a

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26:02

🔥“From Paychecks to Purpose: Redefining Retirement...

The 9Innings Podcast ·

2025/11/04

In this episode, host Kevin Thompson and Certified Financial Planner Practitioner Joy Slabaugh dive into a holistic approach to retirement planning—one that goes far beyond the numbers.They explore the emotional, psychological, and social challenges many retirees face, including the loss of identity, isolation, and shifting purpose. Joy shares how nurturing relationships, staying engaged in the community, and creating purposeful routines can help individuals thrive in retirement.Together, Kevin and

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14:26

🔥“Your Emergency Fund Can Save Your Life — and Your...

The 9Innings Podcast ·

2025/10/28

In this episode of "9innings Podcast," host Kevin Thompson, founder and CEO of 9i Capital Group, discusses the critical importance of emergency funds in today’s uncertain economy. He explains what an emergency fund is, why it matters, and recommends saving 9 to 12 months of expenses in liquid, low-risk accounts—challenging the traditional 3 to 6 months’ advice. Kevin emphasizes that a robust emergency fund provides financial stability, peace of mind, and flexibility during job loss or unexpected

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32:39

Ep 152: 🔥 Small But Mighty: Building a Lean,...

The 9Innings Podcast ·

2025/10/21

In this episode of the 9Innings Podcast, Kevin Thompson sits down with Andy Panko of Tenon Financial to reflect on their experiences at the Future Proof Festival — an innovative outdoor conference designed for the next generation of financial advisors.They dive into:The event’s unique format and open-air networking vibeThe collaborative, rising-tide culture of the RIA communityThe power of specializing in client niches and knowing your laneReal-world strategies for adopting technology without

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16:37

Ep 151: 🔥 Are You Making These Costly 401(k) Mistakes?

The 9Innings Podcast ·

2025/10/14

In this episode of the 9innings Podcast, host Kevin Thompson, founder and CEO of 9i Capital Group, discusses six common mistakes people make with their 401(k) retirement plans. He covers misunderstandings about plan rules, improper rollover techniques, unnecessary fees, risk tolerance, financial advisor affiliations, and advisor compensation. Kevin offers practical tips to help listeners avoid costly errors and maximize their retirement savings.Mistake 1: Not Knowing 401(k) Rules (00:00:53)Mistake

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29:29

Ep 150:🔥 “The AI Revolution Is Just Getting Started —...

The 9Innings Podcast ·

2025/10/07

In this episode of the 9Innings Podcast, I sit down with Ivana Delevska, founder and CIO of Spear Invest, to talk about the current state — and the future — of artificial intelligence.We dig into:The market fundamentals driving AI’s rapid riseThe U.S.–China tech rivalry and what it means for investorsEnergy and infrastructure challenges that could shape the next decadeThe growing role of government in AI development and oversightIvana shares why adaptability and continuous learning will be critical

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12:43

🔥“ Fed’s 25 Basis Point Cut: What It Really Means for...

The 9Innings Podcast ·

2025/09/30

In this episode of the "9innigns Podcast," Kevin Thompson, founder and CEO of 9i Capital Group, analyzes the Federal Reserve’s recent 25 basis point rate cut. He explains that while the cut aims to stimulate economic growth, its impact on consumers is minimal due to high borrowing costs and tight lending standards. Thompson highlights that the primary beneficiary is the U.S. government, which can refinance its debt more cheaply. He also clarifies that mortgage rates are unlikely to fall

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14:25

Ep 148: Debunking Tax Myths That Could Cost You...

The 9Innings Podcast ·

2025/09/23

In this episode, Kevin Thompson, founder and CEO of 9i Capital Group, tackles five widespread tax myths popularized by social media influencers. He clarifies misconceptions about LLC tax benefits, the tax obligations of the wealthy, hiring children for tax savings, filing requirements for low-income earners, and reporting small amounts of income. Kevin emphasizes the importance of legitimate business practices, accurate income reporting, and always filing tax returns to maximize refunds and avoid

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15:24

Ep 147: “The Great Disconnect: Wall Street Wins While...

The 9Innings Podcast ·

2025/09/16

On this episode of the 9Innings Podcast: Why does the stock market keep climbing while Main Street struggles with rising unemployment, sticky inflation, and frozen housing? In this episode, Kevin Thompson breaks down the disconnect between Wall Street and Main Street — and why investors and economists can look at the same economy but see two very different realities.✅ Topics we cover:The Federal Reserve’s dilemma: cutting rates vs. fighting inflationThe TINA Effect (There Is No Alternative) and why

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19:19

💰 “The 5 Money Questions Everyone’s Asking in 2025”

The 9Innings Podcast ·

2025/09/09

In this episode of the 9Innings Podcast, host Kevin Thompson tackles the top five financial questions people are asking right now. From staying on track for retirement, to balancing debt and investing, making smart tax moves, rethinking life insurance, and deciding whether to hold cash or invest — Kevin delivers practical, insider perspective shaped by years of planning experience.You’ll get clear, actionable advice to cut through today’s uncertainty and build long-term security. The focus:

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12:16

Ep 145: The Powerful Tax Break Seniors Can’t Afford...

The 9Innings Podcast ·

2025/09/02

In this episode of the 9Innings Podcast, Kevin Thompson, Founder & CEO of 9i Capital Group, breaks down the enhanced senior deduction introduced by the Inflation Reduction Act and what it means for retirement planning.Kevin explains how this increased deduction for those 65 and older can meaningfully reduce taxable income and make Roth IRA conversions far more tax-efficient. Using real-world examples, he shows how retirees can capture significant tax savings—but only if they plan ahead.This

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29:51

Ep 144: 🔥 Delivering Massive Value: Building Trust &...

The 9Innings Podcast ·

2025/08/26

In this episode of the 9Innings Podcast, host Kevin Thompson sits down with Matt Jarvis to discuss what it really means to deliver massive value to clients.Matt shares his journey of building a thriving practice and breaks down the strategies that helped him stand out, including the creation of “value ads,” intentional client engagement, and the power of transparent communication.Together, Kevin and Matt explore:How to overcome “fake busyness” and focus on what mattersThe role of authenticity in

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14:48

Ep 143: The Dark Side of Finance: Spotting and...

The 9Innings Podcast ·

2025/08/19

In this episode of The 9innings Podcast, host Kevin Thompson, founder and CEO of 9i Capital Group, exposes the top five financial scams currently circulating. He explains how each scam works—including romance crypto fraud, fake investment opportunities, AI voice cloning, IRS tax settlement scams, and remote job check fraud—highlighting red flags and offering practical tips to avoid becoming a victim. Kevin emphasizes the importance of vigilance, independent verification, and reporting scams to

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14:37

⚠️📈 Alternative Investments in 401(k)s: Smart Move or...

The 9Innings Podcast ·

2025/08/12

In this episode of the 9Innings Podcast, host Kevin Thompson, founder and CEO of 9i Capital Group, breaks down a brand-new executive order that could change the way Americans invest for retirement.We’re talking private equity, private credit, and even cryptocurrency inside your 401(k). Kevin explains what these asset classes are, why big asset managers are eager to get them in your plan, and the potential benefits they claim to offer.But he also pulls no punches on the risks—high fees, limited

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35:50

Ep 141: “From Zero to $600 Million: The Real Journey...

The 9Innings Podcast ·

2025/08/05

In this episode of the 9Innings Podcast, host interviews Helen Stephens, founder of Aspen Wealth Management. Helen shares her journey of launching her RIA firm in 2011 with zero assets, overcoming regulatory and industry challenges, and building a diverse, client-focused practice. She discusses the importance of ethical business, defining an ideal client, and work-life integration. The conversation covers industry gender barriers, the distinction between advisor and business owner roles, scaling a

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154 results

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