The 9Innings Podcast

著者： Kevin Thompson RICP® CFP®
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  • 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
    Kevin Thompson
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あらすじ・解説

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
Kevin Thompson
リーダーシップ 個人的成功 経済学 自己啓発
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エピソード
  • EP 60: Finding Your Why! Making The Move To RIA

    EP 60: Finding Your Why! Making The Move To RIA
    2023/07/14

    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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    13 分
  • Episode 116: 🎙️ Say No to PINOs with Charles “Chuck” Failla

    Episode 116: 🎙️ Say No to PINOs with Charles “Chuck” Failla
    2025/02/11

    Welcome to the 9Innings Podcast where we Educate, Empower and Engage.

    In this episode of the "9innings Podcast," host Kevin Thompson, converses with Chuck Failla CFP®, founder of Sovereign Financial Group and host of the GoRIA Podcast. They delve into the fiduciary standard in the financial advisory industry, addressing the challenges posed by "planners in name only" (PINOs) and the distinctions between broker-dealers and independent registered investment advisors (RIAs). The discussion highlights the importance of fiduciary responsibility, the value of RIAs, educating clients, and the need for title protection and simplification within the industry.

    Debate on Fiduciary Standard (00:01:30)

    Consumer Awareness in Financial Advice (00:05:28)

    Discussion on Planners in Name Only (PINOs) (00:05:55)

    Social Media and Financial Expertise (00:09:04)

    Pushback from Broker Dealers (00:11:07)

    Barriers to Independence (00:14:19)

    Ownership of Book of Business (00:17:00)

    Value of RIA vs. Broker-Dealer (00:20:16)

    Liability and Consumer Awareness (00:23:10)

    Future Initiatives for the Fiduciary Standard (00:24:26)

    Concerns Over Designations (00:28:03)

    Final Thoughts on Industry Standards (00:29:18)

    NEWSLETTER (WHAT NOW): https://substack.com/@9icapital?r=2eig6s&utm_campaign=profile&utm_medium=profile-page

    Follow Us: youtube: / @9icap

    Linkedin: / kevin-thompson-ricp%c2%ae-cfp%c2%ae-74964428

    facebook: / mlb2cfp

    Buy MLB2CFP Here: https://www.amazon.com/MLB-CFP%C2%AE-90-Feet-Counting-ebook/dp/B0BLJPYNS4

    Book Meeting: https://outlook.office365.com/book/G12473568acb64f719ff3e79cfc9d55ed@NETORGFT11398641.onmicrosoft.com/

    Website: http://www.9icapitalgroup.com

    Hit the subscribe button to get new content notifications.

    Corrections: Editing by http://SwoleNerdProductions.com
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    32 分
  • Special Episode 115: Return Or Resign? The Government’s Toughest Choice 🎙️

    Special Episode 115: Return Or Resign? The Government’s Toughest Choice 🎙️
    2025/02/02

    Welcome to the 9Innings Podcast where we Educate, Empower and Engage.

    ON THIS WEEKS PODCAST: Kevin discusses the challenges faced by government employees due to a recent executive order requiring them to return to in-office work or resign with an eight-month severance package. He explores the feelings of disrespect and uncertainty among employees, the financial implications of their decisions, and the importance of strategic planning. Kevin emphasizes understanding retirement options under FERS and CSRS and encourages seeking personalized financial guidance. The episode aims to educate and empower government employees during this challenging time.

    Government Employees' Dilemma (00:01:11)

    Executive Order Implications (00:02:45)

    Understanding Your Options (00:04:08)

    Financial Systems Explained (00:06:50)

    Maximizing Retirement Benefits (00:09:06)

    Call to Action for Financial Planning (00:11:40)

    Conclusion and Reflection (00:12:57)

    Website: http://www.9icapitalgroup.com

    NEWSLETTER (WHAT NOW): https://substack.com/@9icapital?r=2eig6s&utm_campaign=profile&utm_medium=profile-page

    Follow Us: youtube: / @9icap

    Linkedin: / kevin-thompson-ricp%c2%ae-cfp%c2%ae-74964428

    facebook: / mlb2cfp

    Buy MLB2CFP Here: https://www.amazon.com/MLB-CFP%C2%AE-90-Feet-Counting-ebook/dp/B0BLJPYNS4

    Book Meeting: https://outlook.office365.com/book/G12473568acb64f719ff3e79cfc9d55ed@NETORGFT11398641.onmicrosoft.com/

    Hit the subscribe button to get new content notifications

    Corrections: Editing by http:/SwoleNerdProductions.com

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    16 分
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