PLAY PODCASTS
The 9Innings Podcast

The 9Innings Podcast

178 episodes — Page 3 of 4

Ep 83Epsiode 83: "Unmasking the Secrets of Pig Butchering: A Deep Dive into Cryptocurrency Scams"

Kevin Thompson and special guest James McGlynn, 9i Capital Consultant, in this gripping episode of the 9innings podcast, where they explore the treacherous terrain of "pig butchering" scams. Discover the cunning tactics used to swindle individuals via fake relationships and elaborate cryptocurrency cons. Plus, gain valuable knowledge from Zeke Fuax's "Number Go Up," shedding light on the complexities of crypto fraud. Tune in to arm yourself with the necessary tools to identify and steer clear of these deceptive schemes. Don't miss out on this informative session aimed at safeguarding your finances! #Podcast #ScamAwareness #CryptocurrencyFraud #Educational #mlb2cfp The Investigation (00:01:53)Initial Contact and Scam Tactics (00:04:51)Victims' Situation and Scam Process (00:10:33)Prevention and Awareness (00:13:53)Final Thoughts and Book Recommendations (00:17:25)Check Out These Resources:(Blog)-https://www.9icapitalgroup.com/blog(yt)-https://www.youtube.com/channel/UCw9yLfTDBAprrLWvmcT6fFA(L)-https://www.linkedin.com/company/9innings-capital-group-llc/?viewAsMember=true(X)-https://x.com/home?lang=en(F)-https://www.facebook.com/9iCapGroup(@)-https://www.threads.net/@mlb2cfp

Jun 5, 202418 min

Ep 82Episode 82: Money, Misinformation, and Memes: Social Media Manipulation

In this podcast episode, host Kevin Thompson and guest Dr. Preston Cherry delve into the complexities of the financial planning industry. They discuss the influence of social media, distinguishing between the roles of financial coaching and advising, and the importance of ethical standards. The conversation also covers the challenges posed by misinformation online and the necessity for financial professionals to educate and guide clients effectively. Regulatory issues are explored, with emphasis on the need for clear definitions and protections for the term "financial planner." Finally, they consider the role of technology in enhancing client relationships while maintaining a personal touch in financial advising.Social Media Impacts (00:00:00)Financial Coaching Value (00:08:16) .Regulatory Clarity (00:12:31) .Technology in Financial Advising (00:17:21)Building trust and maintaining strong client relationships (00:22:47)The role of financial advisors and social media (00:27:03) Follow Us Below-(Y)- https://www.youtube.com/channel/UCw9yLfTDBAprrLWvmcT6fFA(F)- https://www.facebook.com/MLB2CFP(X)-https://x.com/MLB2CFP(IG)-https://www.instagram.com/mlb2cfp/(w)- https://www.9icapitalgroup.com/

May 29, 202430 min

Ep 81Episode 81: The Millionaire Roth: A Myth or A Reality

In this episode of the 9Innings podcast, host Kevin Thompson, founder and CEO of 9i Capital Group, tackles the challenging topic of why most people won't amass $1 million in their Roth IRA. Thompson debunks common financial myths, particularly those spread by social media influencers, and explains the practical difficulties in reaching such a substantial retirement savings goal. He provides listeners with strategies for optimizing their Roth IRA contributions and highlights the importance of strategic financial planning and understanding the nuances of investment to realistically approach the $1 million milestone.The Roth IRA (00:01:01) Average Returns (00:01:56) Geometric Return (00:03:19) Millionaire Roth Calculation (00:04:40) Ideal Conditions for a Millionaire Roth (00:07:00) Strategies for a $1 Million Roth (00:10:14) Practical steps and strategies for maximizing contributions and converting traditional IRAs to achieve a $1 million Roth balance.Investment Opportunities (00:12:16) Addressing Misconceptions (00:13:36) Subscribe: https://www.youtube.com/channel/UCw9yLfTDBAprrLWvmcT6fFAWebsite: https://www.9icapitalgroup.com/Linkedin: https://www.linkedin.com/in/kevin-thompson-ricp%C2%AE-cfp%C2%AE-74964428/Facebook: https://www.facebook.com/9iCapGroup/

May 22, 202414 min

Ep 80Episode 80: Future Proofing Finance: "Breaking Barriers: Succession and Diversity in Finance"

In this podcast episode, Kevin Thompson, founder and CEO of 9i Capital Group, and Tobias Salinger, chief correspondent at Financial Planning at Arizent, explore pressing issues in the financial industry. They discuss the importance of succession planning, the need to increase diversity and improve talent acquisition, and the challenges faced by newcomers. The conversation also covers the Leaders Forum event, which will address the evolving concept of financial advisor independence, and the impact of discrimination on career progression within the industry.Leaders Forum event (00:01:59)Succession planning challenges (00:05:12)Apprenticeship opportunities (00:11:14)Discrimination cases in the industry (00:15:45)Challenges in the Financial Industry (00:19:24)Mentorship and Career Development (00:22:40)Upcoming Live Discussion Event (00:26:49)Subscribe to our channels and follow:(w)-https://www.9icapitalgroup.com/(y)-https://www.youtube.com/channel/UCw9yLfTDBAprrLWvmcT6fFA(f)-https://www.facebook.com/MLB2CFP(X)-https://twitter.com/9ICapGroup/status/1624034073361502212

May 15, 202428 min

Ep 79Epsiode 79: The Most Important Factors in Choosing a Financial Advisor

Welcome to the 9Innings Podcast where we Educate, Empower and Engage. ON THIS WEEKS PODCAST: Kevin Thompson explores the intricacies of financial advisor compensation, highlighting potential conflicts of interest and various payment structures. The focus is on educating both advisors and clients about the significance of transparent compensation practices and ensuring advisors act in the best interest of their clients. The episode serves as a guide to better understand the financial advisor-client relationship and the impact of compensation on advisory services. Understanding Conflicts of Interest (00:01:24) -Explanation of conflicts of interest in the advisory world and how they can manifest in various ways, including compensation structures and product sales. Types of Financial Advisors (00:04:36) -Discussion of commission-based, fee-based, and fee-only advisors, including their compensation models and potential conflicts of interest. The Client's Best Interest (00:11:13)-Examination of fee-only advisors, their advantages, and the reduced conflicts of interest, along with the concept of acting in the client's best interest. Key Aspects of the Client's Best Interest (00:16:30)- Explanation of fiduciary duty, disclosures, suitability, and continuous monitoring as crucial components of acting in the client's best interest. Evaluating the Value of Financial Advisors (00:18:35)- Emphasis on assessing the level of service received, understanding the true cost, and determining if the services align with the client's needs and expectations.

May 8, 202422 min

Ep 78Episode 78: Is The Fed Damned If They Do, and Damned if They Don't?

In this episode of the 9innings podcast, host Kevin Thompson, 9i Capital Group, speaks into the challenges faced by the Federal Reserve. The discussion focuses on the Fed's dual mandate of ensuring price stability and full employment, and the complexities of managing inflation and interest rates. Thompson explores the delicate balance the Fed must maintain to bridge economic conditions, the implications of their rate decisions, and the risk of these decisions being influenced by political factors. The episode provides an in-depth analysis of the Fed's current predicament and its potential effects on the economy and markets.Correction: (Meant to say rate cuts not hikes around 10 minute mark)-Will the Democrats or Republicans love/hate Jerome Powell?- Is Powell the best pilo tto land this plane?- Is Stagflation a concern?Follow Us...Website: http://www.9icapitalgroup.comLinkedin: https://www.linkedin.com/in/kevin-thompson-ricp%C2%AE-cfp%C2%AE-74964428/Yotube: https://www.youtube.com/channel/UCw9yLfTDBAprrLWvmcT6fFAFacebook: https://www.facebook.com/9iCapGroupTwitter: https://twitter.com/9ICapGroup/status/1624034073361502212

May 1, 202416 min

Ep 77Episode 77: Unveiling the Aftermath: A Deep Dive into the Stanford Company Ponzi Scheme

In this podcast episode, host Kevin Thompson, founder and CEO of 9i Capital Group, interviews Matt Drews, his former financial advisor and ex-professional baseball player. They discuss their shared history with the Stanford Company, which was involved in a Ponzi scheme, and the personal and financial repercussions they faced following the company's collapse. Kevin credits the experience for his current success in financial planning and owning his firm. Matt, now working in real estate development, shares insights on overcoming adversity and encourages athletes to leverage their skills beyond sports. The episode is a blend of personal reflection, industry critique, and motivational advice for listeners transitioning from sports to new careers.

Apr 24, 202426 min

Ep 76Episode 76: Is the AI Industry Overvalued? A Conversation with Ivana Delevska, CIO of Spear Invest

In this episode of the 9innings podcast, host Kevin Thompson, CEO of 9i Capital Group, discusses AI industry trends and investment strategies with Ivana Delevska, CIO of Spear Invest. They examine Spear Invest's impressive returns, the justification of AI sector valuations, and the potential for growth in companies like Nvidia. Ivana Delevska explains their investment philosophy, the distinction between market caps and valuations, and the opportunities in various sectors influenced by AI. The episode also covers the competitive dynamics in the data center segment, the energy demands of data centers, and the broader applications of AI. Ivana Delevska addresses concerns about AI technology, suggesting the fears of AI dominance are overblown.

Apr 17, 202420 min

Ep 75Epsidoe 75: The White Wall: How Big Finance Bankrupts Black America ft Emily Flitter

ON THIS WEEKS PODCAST: Kevin Thompson interviews Emily Flitter, author of "The White Wall: How Big Finance Bankrupts Black America." They discuss systemic discrimination in the financial industry, focusing on the experiences of Black employees and customers at major banks. Topics include the lack of diversity on arbitration panels, the use of NDAs to silence discrimination victims, and the need for reparations and equity. They also examine the impact of discriminatory practices on individuals and communities, and the importance of systemic reforms. Emily highlights efforts by some banks to change practices and support disenfranchised communities, while Kevin emphasizes understanding different perspectives and the historical context of these issues. The episode concludes with a call to action for listeners to engage with the content and approach the book with awareness.Why Did You Write The Book: (2:50)Arbitration Panel and Diversity: (6:36)Financial Institutions Use of NDA'S: (11:05)What is Affirmative Defense: (13:35)JP Morgan Chase: please Use Caution: (15:27)Ghetto Loans: (18:20)Solutions to these Issues: (21:58)DEI and Reparations: (25:43)Website: http://www.9icapitalgroup.com

Apr 10, 202431 min

Ep 74Ep 74: Breaking Boundaries: The Future of Autonomy for Advisors featuring Josh Brown

In this podcast episode, Kevin Thompson, CEO of 9i Capital Group, discusses the RIA industry's impact on advisors' autonomy with Josh Brown, CEO of Ritholtz Wealth Management. They explore the pressures of consolidation, the parallels with other professional industries, and the necessity for advisors to adapt to a changing landscape. Brown emphasizes the benefits of joining groups with specialized expertise, while Thompson enjoys the competitive aspect and client recognition of individual advisors. They also touch on the role of AI and the importance of mentorship for young advisors. The conversation concludes with Brown's passion for integrating personal interests into his financial career.

Mar 27, 202435 min

Ep 73Episode 73: The Most Impactful Insights on Crypto, Wall Street, and Diversity with Tyrone Ross Jr

ON THIS WEEKS PODCAST: Kevin Thompson interviews Tyrone Ross Jr., discussing the intersection of crypto, Wall Street, and DEI (diversity, equity, and inclusion). They explore the importance of accurate crypto data for financial advisors, caution against risky platforms, and emphasize due diligence. Tyrone shares his views on Wall Street's DEI efforts, stressing the need for authentic action. Additionally, Tyrone talks about his initiatives, including a financial education platform for students and a workbook for women. The episode emphasizes empathy, empowerment, and education in the financial industry, with both hosts advocating for meaningful progress in DEI and crypto literacy.

Mar 21, 202428 min

Ep 72Ep 72: "Bridging the Wealth Divide: Strategies for Equitable Financial Planning Access" with Lazetta Braxton

In this engaging podcast episode, host Kevin Thompson welcomes the esteemed Lazetta Rainey Braxton, a trailblazing financial expert and social entrepreneur. Together, they delve into the significant hurdles that black women encounter within the financial sector. The conversation highlights the critical need for equity and the creation of financial opportunities accessible to all individuals.Throughout the episode, Kevin and Lazetta explore the profound impact of mentorship and the role of authenticity in the realm of financial planning. They share insights on how professionals can maintain a healthy work-life balance while remaining steadfast to their personal and professional vision.As the episode wraps up, Kevin takes a moment to commend Lazetta on her principles and the remarkable success she has achieved. He emphasizes the importance of humility and safety in both personal and professional life, leaving listeners with a powerful message to reflect on their own journey towards financial empowerment and inclusivity.

Mar 14, 202426 min

Ep 71"Uncovering the Truth: The Inequity of Growth in Financial Planning" with Tobias Salinger

In this episode of the 9Innings Podcast, host Kevin Thompson, CEO of 9i Capital Group, engages with Tobias Salinger, a renowned journalist and Chief Correspondent of Financial Planning at Arizent, to delve into the disparities in growth within the RIA sector. They discuss the struggles of smaller firms against larger entities, the burdens of compliance, and the complexities of selling practices. Tobias underscores the significance of fiduciary responsibility and the commendable efforts of advisors focused on professional growth and client service. Subscribe to Youtube: https://www.youtube.com/channel/UCw9yLfTDBAprrLWvmcT6fFAMLB to CFP® -https://books.apple.com/us/book/mlb-to-cfp/id1544610970 MLB to CFP®- https://www.amazon.com/MLB-CFP%C2%AE-90-Feet-Counting-ebook/dp/B0BLJPYNS4

Mar 7, 202425 min

Ep 70Episode 70: "Rich Politics: Unveiling the Truth Behind Filthy Rich Politicians" with Matt K Lewis

In this episode of the 9Innings Podcast, host Kevin Thompson interviews author Matthew K. Lewis about his book "Filthy Rich Politicians." They discuss the impact of wealth on politics, the erosion of public trust, and the ways politicians can exploit their positions for financial gain. Lewis highlights the wealth disparity between politicians and the public, insider trading concerns, and the need for transparency to preserve democracy. The dialogue underscores the challenges in reforming a system where elected officials may resist changes that could affect their financial interests.

Feb 1, 202431 min

Ep 69Ep 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.

Jan 19, 202422 min

Ep 68Episode 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.

Jan 12, 202420 min

Ep 67 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

Dec 5, 202339 min

Ep 66Ep: 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:

Oct 27, 202326 min

Ep 65Episode 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

Sep 27, 202338 min

Ep 64EP 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

Sep 20, 202310 min

Ep 63Episode 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.

Aug 17, 202321 min

Ep 62Episode 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.

Aug 7, 202329 min

Ep 61Episode 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......

Jul 26, 202312 min

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

Jul 14, 202313 min

Ep 59Episode 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.

Jun 28, 202328 min

Ep 58Episode 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

Jun 6, 202340 min

Ep 57Episode 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)

May 9, 202321 min

Ep 56Episode 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

Apr 25, 202312 min

Ep 55Episode 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

Apr 17, 202321 min

Ep 54Episode 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

Apr 12, 202314 min

Ep 53Episode 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

Mar 29, 202327 min

Ep 52Episode 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

Mar 22, 202328 min

Ep 51Epsiode 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)

Mar 7, 20239 min

Ep 50Ep: 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.

Feb 21, 202324 min

Ep 49Episode 49: What To Expect In 2023

Welcome to the 9Innings Podcast where we Educate, Empower and Engage. ON THIS WEEKS PODCAST: Kevin talks rising rates and how they may impact the overall economy in 2023. The Federal Reserve has stated it will keep rates higher for longer to attack and mitigate inflation. CPI projections have been coming down very slowly and the Fed has maintained a hawkish stance. The expectations on markets lands solely, in our opinion, on how the USD reacts to slowing economics and rates. The dollar has been the outperformer across all currencies in 2022, and has sold off recently over the past few months. The BOJ, Bank Of Japan, has increased their rate outlook which has pushed the Yen higher off the back of historic lows. Our outlook is currency based and we believe markets will move the way of the USD. We remain positive for stocks overall but do believe the first half of 2023 will be rough. We do believe the market will begin to factor in lower rates for 2024 in the latter half of 2023, and you may see a rebound in the equity markets. We do not believe markets in 2023 will be much higher than the 2022, and do not feel markets will approach new highs.#financialliteracy #stockmarket #certifiedfinancialplanner #interestrates2022 #stockmarket2023

Dec 24, 202211 min

Ep 48Episode 48: Bear Market Rallies, Should You Be Leery or Invest?

Welcome to the 9Innings Podcast where we Educate, Empower and Engage. ON THIS WEEKS PODCAST: Kevin describes what makes a bear market and why there are tendencies to have massive upside spikes in returns within them. Historically speaking, bear markets are not uncommon and average -20% or more on the downside. Within those bear markets, you can see positive returns of +10% or more at any given time, due to short covering rallies and a change in sentiment. @9iCap continues to bring timely information and content that will Educate, Empower and Engage....#bearmarket #shortcovering #finanical #certifiedfinancialplanner #stockmarket #financialeducation #financialliteracy #bearmarketrally Website: http://www.9inningscapitalgroup.com

Dec 7, 202213 min

Ep 47Episode 47: 10 Mintues With Ron Insana

Welcome to the 9Innings Podcast where we Educate, Empower and Engage. ON THIS WEEKS PODCAST: Kevin talks to CNBC Contributor Ron Insana about the current inflationary environment, and what happened to those Damn Yankees. Ron is a friend of the show and we always love his insight when he joins. Listen to this weeks episode as we tackle elections, sports drama, and that CPI number...

Nov 14, 202210 min

Ep 46Episode 46: Talking Volatility with Nancy Davis of Quadratic Capital Management

Welcome to the 9Innings Podcast where we Educate, Empower and Engage. ON THIS WEEKS PODCAST: Kevin interviews Nancy Davis and ask her opinions on markets and interest rate volatility. Nancy has a unique way of looking at volatility which led her to start Quadratic Capital Management in 2013. We also talk about TIPS (Treasury Inflation Protected Securities) and why investors need to understand what they actually represent. We end the show discussing what is next for fixed income and how the assets maturing on the Fed's balance sheet may impact the overall market. Website: http://www.9inningscapitalgroup.com

Oct 28, 202220 min

Ep 45Episode 45: Does The Fed Owe Us A Mea Culpa?

Welcome to the 9Innings Podcast where we Educate, Empower and Engage. ON THIS WEEKS PODCAST: Kevin talks about the Fed's actions and why they may owe us an apology. The Fed was way behind the interest rate curve, especially given market expectations, and now is trying to catch up to market participants. With massive 75bps Fed hikes and more to come, the Fed has already admitted to being way too late, but our main concern is that the Fed may become too aggressive and push us into a deep recession. Listen an dsubscribe to this weeks episode. Website: http://www.9inningscapitalgroup.com

Oct 20, 202211 min

Ep 44Epsiode 44: Why Is The Stock Market Down?

Welcome to the 9Innings Podcast where we Educate, Empower and Engage.ON THIS WEEKS PODCAST: Kevin discusses why the market has come down 20%. We are in a bear market due to rising rates and high inflationary pressures that are forcing the Feds hand. Jerome Powell continues to stress “pain” will be felt in the overall economy and unemployment will rise. With supply chain issues starting to abate and global demand subsiding, many fear the Fed is being too aggressive and needs to back off their rate hikes. The Fed continues to state they will be aggressive to combat the inflationary pressures because inflation will be a headwind in overall economic growth.Website: http://www.9inningscapitalgroup.comHit the subscribe button to get new content notifications.

Oct 3, 202215 min

Ep 43Episode 43: Whole Life versus Term Insurance ( The Industry Debate)

Welcome to the 9Innings Podcast where we Educate, Empower and Engage. ON THIS WEEKS PODCAST: Kevin describes the truth, the fact professionals such as himself battle others in the neverending debate between which type of insurance a person should carry. A majority of Americans need coverage but often get sold coverages involving life insurance they do not need. Listen to our take on this matter and what you can do to be better prepared purchasing life insurance. Website: http://www.9inningscapitalgroup.comHit the subscribe button to get new content notifications.

Sep 14, 202220 min

Ep 42Episode 42: Meme Stocks Are Back! How Meme Stocks Are Making Billions For Wall Street!

Welcome to the 9Innings Podcast where we Educate, Empower and Engage. ON THIS WEEKS PODCAST: Meme stocks are back and being pushed upwards once again by investors that are looking for a quick payday. Kevin Thompson talks about how these investors may be making a few bucks while Wall Street is raking in billions on the backs of the retail investor. From secondary offerings and issuance of shares, to executives exercising options at elevated stock values, to a full scale diltuion of shareholder value, Wall Street may be pulling one over on the unsuspecting memesters as they try to attack the financial infrastructure. Listen to this weeks podcast and determine for yourself, who is winning the financial tug-of-war! Website: http://www.9inningscapitalgroup.com

Aug 31, 202212 min

Ep 41Episode 41: Stocks, ETFs or Mutual Funds. Which Is Right For You?

Welcome to the 9Innings Podcast where we Educate, Empower and Engage. ON THIS WEEKS PODCAST: Kevin talks about stocks, exchange traded funds, and mutual funds. He describes how they work and the benefits of each. Stocks have produced great returns for investors, however, there are some idiosyncratic risk involved with stocks. Etfs have been great as well but they come with their own set of issues being that you own the good and the bad of the index. Mutual funds are more costly than the prior investments and ae actively managed by the fund companies. it has been said that a majority of mutual funds do not beat their respective indexes. So which option is best for you? Website: http://www.9inningscapitalgroup.com Hit the subscribe button to get new content notifications.

Aug 22, 202216 min

Ep 40Episode 40: The Dreaded Student Loan Phone Scam! Why Do I Receive Calls?

Welcome to the 9Innings Podcast where we Educate, Empower and Engage. ON THIS WEEKS PODCAST: Kevin talks about the rampant nature of Spam calls and his ever favorite student loan call. I have never had a student loan, yet I receive calls weekly about my student loan debt and my need to possibly repay that debt. It is comical the lengths people go through to scam others, however, it is a booming industry. This week we tackle the Student Loan scam and how not to become a victim of these nefarious characters. Website: http://www.9inningscapitalgroup.com Hit the subscribe button to get new content notifications.

Aug 18, 202211 min

Ep 39Episode 39: So You Just Retired. NOW WHAT?

Welcome to the 9Innings Podcast where we Educate, Empower and Engage. #retirement #certifiedfinancialplanner #retirementlife #retirementlifestylepodcast ON THIS WEEKS PODCAST: So you just retired, Now What? Many of us do an incredible job getting "to" retirement, but have not done a successful job planning "for" retirement. To know you have plenty of money and that your plan is sound is 1/2 the battle. What are you going to do day-to-day, week-to-week, month-to-month? Having a successful financial plan requires not only planning to retirement, but also planning for retirement. Website: http://www.9inningscapitalgroup.com

Aug 8, 202210 min

Ep 38Episode 38: The 7 Principles For Successful Long-Term Investing

Welcome to the 9Innings Podcast where we Educate, Empower and Engage. ON THIS WEEKS PODCAST: Kevin talks about the seven principles to successful long-term investing. Human psychology causes us to make bad decisions as we invest. Removing the desire to sell when the market is down remains crucial in our path for investment success. Most of us just need the KISS strategy when it comes to investing. (Keep It Simple, Stupid). Principles: 1. Planning For Longevity 2. Cash Isn't Always The Best Strategy 3. Power Of Compounding 4. Avoid Emotional Biases 5. Volatility Is Normal 6. Diversification Is Your Friend 7. Stay Invested Website: http://www.9inningscapitalgroup.com

Jul 28, 202215 min

Ep 37Epsiode 37: 5 Tactics To Combat Credit/Debit Card Fraud

Welcome to the 9Innings Podcast where we Educate, Empower and Engage. ON THIS WEEKS PODCAST: Kevin discusses tactics to combat credit and debit card fraud. Many, if not all, of us have dealt with this growing issue. We tackle this hard hitting conundrum and discuss issues such as: best banks to use, consolidating spending accounts, daily/weekly review of transactions, and motnioring your credit report. Listen to this weeks podcast and subscribe to the channel. Website: http://www.9inningscapitalgroup.com

Jul 20, 202214 min

Ep 36Epsiode 36: Interview w/ Super Agent Tom O'Connell

Welcome to the 9Innings Podcast where we Educate, Empower and Engage. ON THIS WEEKS PODCAST: Kevin interviews Tom O’Connell of O’Connell Sports Management. We discuss the upcoming draft, how baseball has changed and how he represents some of todays big leaguers. Tom O’Connell is the owner of O’Connell Sports Management where he has helped negotiate a number of todays MLB contracts. Tom has helped change a number of lives in the industry and continues to be a friend to this day.

Jul 12, 202221 min

Ep 35Episode 35: Your Top Trending Finanical Topics Answered!

Welcome to the 9Innings Podcast where we Educate, Empower and Engage. ON THIS WEEKS PODCAST: Kevin discusses the top trending financial topics provided by Expio Marketing Services. 1. Will Inflation Cause a Recession (1:39) 2. How Does Inflation Impact Rate (3:50) 3. When Wil Rates Come Down (7:50) 4. How Do Interest Rates Impact Housing? (11:45) Subscribe to the channel for more commentary.... Website: http://www.9inningscapitalgroup.com Hit the subscribe button to get new content notifications.

Jun 29, 202216 min

Ep 34Episode 34: Talking Finance and Behavior With Jonathan Clements of the Humble Dollar

Welcome to the 9Innings Podcast where we Educate, Empower and Engage.ON THIS WEEKS PODCAST: Kevin sits down with Jonathan Clements editor of the Humble Dollar. Jonathan talks about how the Humble Dollar blog came about and where it may be headed. We discuss the possibility of recession and how he sees the current market landscape. We then parse through inflation and how the average investor reacts to bear markets. Listen to this episode to gather evidence on why equity exposure in retirement remains important and how you should react to media bias.Mr Clements has 20+ years of experience with Wall Street and has written over 1k finance articles.If you have questions, email [email protected]: http://www.9inningscapitalgroup.com

Jun 25, 202219 min