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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

8:35

Econ 101: 🔥 Oil Prices Are a Hidden Tax on Retirees

The 9Innings Podcast ·

2026/04/07

In this Econ 101 session, Kevin Thompson, founder and CEO of 9i Capital Group, explains how rising oil prices act as a hidden tax on retirees. Oil impacts far more than gas prices. It flows through transportation, food, utilities, and everyday goods through a passthrough effect that raises the overall cost of living.Retirees are especially vulnerable because their income is largely fixed. Social Security, pensions, and portfolio withdrawals do not adjust as quickly as rising expenses, creating a gap

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13:50

🔥 Texas Two-Step: Don't Lose your Homestead Exemption

The 9Innings Podcast ·

2026/03/31

Welcome to the 9Innings Podcast where we Educate, Empower and Engage. ON THIS WEEKS PODCAST: In this episode, Kevin Thompson, founder and CEO of 9i Capital Group, breaks down the recent changes to Texas property tax laws, with a focus on the 2024 homestead exemption updates and what I call the “Texas Two Step.” We walk through how stricter enforcement is impacting homeowners—especially those who have placed their homes into trusts—and I use my parents’ situation as a real-world example. The key

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8:26

🔥FoF 1099 Madness: The Tax Season Surprises No One Is...

The 9Innings Podcast ·

2026/03/24

In this episode of Facts Over Feelings, on the 9innings Podcast Channel, Kevin Thompson breaks down the chaos of tax season—what he calls “1099 Madness.”He dives into how the Social Security Fairness Act is impacting retirees, and why many are facing unexpected tax bills due to unadjusted withholdings. He also clears up a major misconception around larger refunds, explaining that most are simply the result of over-withholding—not new tax breaks.Lastly, Kevin highlights a time-sensitive opportunity

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13:40

🔥 Why A Bigger Tax Refund Isn’t Really a Tax Cut

The 9Innings Podcast ·

2026/03/17

In this episode of the 9innings Podcast, Kevin Thompson, founder and CEO of 9i Capital Group, breaksdown the recent “O3B” tax bill and what it actually means for taxpayers. He explains that much of the legislation simply extends provisions from the 2017 tax cuts, rather than creating entirely new ones, meaning most Americans shouldn’t expect dramatic changes to their tax bill.Kevin also addresses the larger refunds some taxpayers are seeing, explaining that many of them are the result of

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48:46

📊 $39 Trillion and Counting: Debt, Inflation, and the...

The 9Innings Podcast ·

2026/03/10

Welcome to the 9Innings Podcast where we Educate, Empower and Engage. ON THIS WEEKS PODCAST: In this episode of the "9innings Podcast" host Kevin Thompson welcomes Dr. John T. Harvey for an in-depth discussion on the U.S. national debt, inflation, and economic policy. They examine the implications of America’s $39 trillion debt, compare it to Japan’s situation, and discuss the roles of demographics, immigration, and government spending. The conversation explores the effectiveness of monetary policy,

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10:44

🔥 Econ 101: Fannie & Freddie Can’t Fix What They...

The 9Innings Podcast ·

2026/03/03

Welcome to the 9Innings Podcast where we Educate, Empower and Engage. ON THIS WEEKS ECON 101: the host analyzes the U.S. housing affordability crisis, focusing on the government’s directive for Fannie Mae and Freddie Mac to buy $200 billion in mortgage-backed securities. The discussion explains why this move is unlikely to meaningfully lower mortgage rates or improve affordability, emphasizing that rates are driven by broader market forces. The episode also highlights the limited impact of

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48:16

🔥 “Hazel Isn’t the Story… Ai in Wealth Management Is”

The 9Innings Podcast ·

2026/02/24

In this podcast episode, Altruists' Jason Wenk discusses the launch and impact of Hazel, their AI-driven tax planning and wealth management software. The conversation explores Hazel’s development, strategic release timing, and advanced features—such as real-time data integration, automated tax analysis, and personalized financial planning. Hazel streamlines advisor workflows, reduces reliance on multiple tools, and democratizes sophisticated planning for clients. The episode also covers Hazel’s role

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47:07

🔥 Stop Chasing Clients: Build Enterprise Value

The 9Innings Podcast ·

2026/02/17

On this episode of the 9Innings Podcast, Kevin Thompson sits down with Derrick Kinney — former financial advisor, successful practice owner, and now coach and speaker to entrepreneurs nationwide.Derrick walks through his journey from grinding it out early in his career to building — and ultimately selling — a thriving advisory firm. He breaks down how authentic community engagement attracted million-dollar clients, why specialization beats commoditization, and how integrity builds long-term

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33:43

🔥 Is Bitcoin’s Future at Risk — Or Is This Just...

The 9Innings Podcast ·

2026/02/10

Welcome to the 9Innings Podcast where we Educate, Empower and Engage. ON THIS WEEKS PODCAST: In this episode of the 9innings Podcast," host Kevin Thompson and guest Tyrone Ross Jr. analyze the recent turmoil in Bitcoin and the broader crypto market. They discuss causes of the downturn, institutional involvement, regulatory uncertainty, and the shift toward permissioned blockchains. Tyrone critiques the dilution of crypto’s original vision, warns of speculative risks, and calls for a market “washout”

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15:22

🔥 Home Affordability: Why the Problem Isn’t What You...

The 9Innings Podcast ·

2026/02/03

Welcome to the 9Innings Podcast where we Educate, Empower and Engage. ON THIS WEEKS PODCAST: In this episode of 9innings Podcast, host Kevin Thompson, founder and CEO of 9i Capital Group, explores the rising costs of homeowner’s insurance, focusing on Texas but noting nationwide trends. He explains why premiums and deductibles—especially for wind and hail—are increasing, often based on inflated home replacement values. Kevin shares personal policy details, highlights the financial strain on

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9:55

👉 Econ 101: “Why Using Your 401(k) for a Down...

The 9Innings Podcast ·

2026/01/27

Can you really use your 401(k) to buy a house — and would that actually make housing more affordable?There’s growing discussion around a proposal tied to Donald Trump that would allow Americans to tap their 401(k) retirement savings for a home purchase, potentially without early withdrawal penalties. On the surface, it sounds helpful. But Econ 101 tells us the second-order effects matter.In this show Kevin Thompson, CFP®, EA, RICP®, founder of 9i Capital Group explains how this would actually work

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13:34

🎯 Questions to Ask Your Financial Advisor and Red...

The 9Innings Podcast ·

2026/01/20

In this episode of the 9innings Podcast, Kevin Thompson, founder and CEO of 9i Capital Group, breaks down how to properly interview a financial advisor before entering a long-term relationship.Kevin highlights the most common mistake he sees, clients not knowing what questions to ask, and walks through a practical framework covering tax advice, compensation, onboarding, specialties, and overall client fit.The conversation focuses on transparency, alignment, and how to recognize red flags early, so

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39:33

Ep 160: 👉 “The Fee Debate: Transparency, Incentives,...

The 9Innings Podcast ·

2026/01/06

In this episode of "The 9innings Podcast," host Kevin Thompson and guest Sarah Grillo discuss the ongoing debate over fee structures in financial advising, focusing on flat fee versus assets under management (AUM) models. They explore the importance of transparency, fairness, and client communication, highlighting how different models impact advisor incentives and client relationships. Sarah shares insights from her Transparency Movement, while both agree that building trust and adapting to client

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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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167 results

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