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From 17 epsHost
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Recent episodes
🚪 The IPO Exit Strategy: Why Retail Investors Are Buying What Insiders Are Selling 💰
Jun 9, 2026
15m 04s
FoF: 🔥 The Middle-Class Millionaire: Why $1 Million Isn't What It Used To Be
Jun 2, 2026
14m 36s
Econ 101 🔥 Medicare DisAdvantage: The Changes Seniors Need To Know 🔥
May 26, 2026
13m 19s
Econ 101: 🔥 Why Stocks LOVE Inflation" / "Inflation Is Good For Stocks"
May 19, 2026
14m 22s
🎙️Facts over Feelings: The Scam Economy: How Retiree's Are Being Targeted
May 12, 2026
12m 59s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 6/9/26 |  🚪 The IPO Exit Strategy: Why Retail Investors Are Buying What Insiders Are Selling 💰✨ | IPOinvestment strategy+3 | — | 9i Capital GroupSpaceX+2 | — | IPO boomretail investors+5 | — | 15m 04s | |
| 6/2/26 |  FoF: 🔥 The Middle-Class Millionaire: Why $1 Million Isn't What It Used To Be✨ | inflationmillionaire+4 | — | 9Innings PodcastSubstack | — | inflationmillionaire+5 | — | 14m 36s | |
| 5/26/26 |  Econ 101 🔥 Medicare DisAdvantage: The Changes Seniors Need To Know 🔥✨ | Medicareartificial intelligence+3 | — | WiSer platform9i Capital Group+1 | — | MedicareAI+5 | — | 13m 19s | |
| 5/19/26 |  Econ 101: 🔥 Why Stocks LOVE Inflation" / "Inflation Is Good For Stocks"✨ | inflationstock markets+4 | — | Wall StreetMain Street+2 | — | stocksinflation+5 | — | 14m 22s | |
| 5/12/26 |  🎙️Facts over Feelings: The Scam Economy: How Retiree's Are Being Targeted✨ | scamsfinancial security+3 | — | MLB2CFP9i Capital Group+3 | — | scam economyretiree scams+3 | — | 12m 59s | |
| 5/5/26 |  🎙️ FoF: Wills, Trusts, and Wi-Fi: Estate Planning Isn’t About Death… It’s About Control✨ | estate planningtechnology in law+3 | — | MLB2CFP9Innings Podcast+4 | — | estate planningpower of attorney+5 | — | 10m 01s | |
| 4/28/26 |  🔥 Cracking the Code: Oil, AI, and the Economy’s Hidden Truths 🎙️✨ | oil marketsAI impact+4 | Lindsay Bell | 248 VenturesCNBC | — | oilAI+5 | — | 39m 29s | |
| 4/21/26 |  🎙️ FoF: Your Tax Return Was Accepted… Not Verified✨ | tax preparationtax planning+4 | — | MLB2CFPIRS+2 | — | tax returntax preparers+6 | — | 14m 16s | |
| 4/14/26 |  🎙️ FoF: The 1099 Reality Check: What They Don’t Tell You✨ | 1099 incomeW-2 employment+4 | — | MLB2CFP9Innings Podcast+3 | — | 1099W-2+5 | — | 13m 05s | |
| 4/7/26 |  Econ 101: 🔥 Oil Prices Are a Hidden Tax on Retirees✨ | oil pricesretirement planning+4 | — | 9i Capital GroupSocial Security+3 | — | oil pricesretirees+4 | — | 8m 35s | |
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| 3/31/26 |  🔥 Texas Two-Step: Don't Lose your Homestead Exemption✨ | Texas property tax lawshomestead exemption+4 | — | 9i Capital Group | Texas | Texas Two-Stephomestead exemption+4 | — | 13m 50s | |
| 3/24/26 |  🔥FoF 1099 Madness: The Tax Season Surprises No One Is Talking About✨ | tax season1099 Madness+4 | — | Social Security Fairness Act | — | tax season1099+6 | — | 8m 26s | |
| 3/17/26 |  🔥 Why A Bigger Tax Refund Isn’t Really a Tax Cut✨ | tax legislationtax refunds+3 | — | 9i Capital GroupO3B+1 | — | tax refundO3B tax bill+3 | — | 13m 40s | |
| 3/10/26 |  📊 $39 Trillion and Counting: Debt, Inflation, and the MMT Debate✨ | national debtinflation+5 | Dr. John T. Harvey | 9Innings Podcast | U.S.Japan | debtinflation+5 | — | 48m 46s | |
| 3/3/26 |  🔥 Econ 101: Fannie & Freddie Can’t Fix What They Didn’t Break✨ | housing affordabilitymortgage rates+4 | — | MLB2CFPFannie Mae+3 | — | housing crisismortgage-backed securities+4 | — | 10m 44s | |
| 2/24/26 |  🔥 “Hazel Isn’t the Story… Ai in Wealth Management Is”✨ | AI in wealth managementtax planning+4 | Jason Wenk | HazelAltruist+3 | — | AIwealth management+5 | — | 48m 16s | |
| 2/17/26 |  🔥 Stop Chasing Clients: Build Enterprise Value✨ | client acquisitionbusiness growth+4 | Derrick Kinney | 9Innings PodcastMLB2CFP | — | enterprise valuefinancial advisor+5 | — | 47m 07s | |
| 2/10/26 |  🔥 Is Bitcoin’s Future at Risk — Or Is This Just Another Stress Test? ft Tyrone Ross Jr | 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” to eliminate weak projects. The conversation covers blockchain transparency, misconceptions about Bitcoin ownership, and the future of digital assets, emphasizing the need for education, better infrastructure, and a more sustainable crypto ecosystem. Recent Bitcoin Liquidations and Market Downturn (00:01:28) Institutional Involvement and Co-opting of Crypto (00:03:50) Crypto’s Original Sins and Market Narratives (00:06:47) Altcoins, Scams, and Market Washout (00:08:11) Problems with Crypto Trading and Market Structure (00:11:43) Regulatory and Custody Challenges (00:14:53) Venture Capital, Founders, and Retail Burnout (00:17:36) Blockchain Transparency and Traceability (00:22:16) Long-Term Vision for Crypto and Blockchain (00:25:27) High Interest Rates in Crypto and DeFi Risks (00:28:36) 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 Website: http://www.9icapitalgroup.com Hit the subscribe button to get new content notifications. Corrections: Editing by http://SwoleNerdProductions.com Disclosure: https://sites.google.com/view/9idisclosure/disclosure | 33m 43s | ||||||
| 2/3/26 |  🔥 Home Affordability: Why the Problem Isn’t What You Think | 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 homeowners, and discusses the lack of true competition in the insurance market. He urges listeners to shop around, be proactive, and understand the broader affordability challenges facing both homeowners and renters today. Rising Homeowner’s Insurance and Deductibles (00:01:05) Replacement Value vs. Tax Base (00:02:25) Escrow, Mortgage Payments, and Cost Increases (00:03:32)Financing High Deductibles (00:04:35) Wind and Hail Deductible Trends in Texas (00:06:53) Personal Policy Example and Financial Impact (00:08:18) Insurance Market Competition and Lobbying (00:11:03) Market Structure and Profits (00:13:25) 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 Website: http://www.9icapitalgroup.com Hit the subscribe button to get new content notifications. Corrections: Editing by http://SwoleNerdProductions.com Disclosure: https://sites.google.com/view/9idisclosure/disclosure | 15m 22s | ||||||
| 1/20/26 |  🎯 Questions to Ask Your Financial Advisor and Red Flags to Watch For | 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 investors can avoid costly mistakes and make confident, informed decisions.The goal is simple: empower listeners to choose the right advisor and build a successful advisor-client relationship. Kevin wraps by inviting listener questions and sharing additional resources for deeper learning on the topic.The Problem with Interviewing Advisors (00:00:57)Why Proper Interviewing Matters (00:02:21)Who Does the Advisor Work For? (00:05:35)Understanding the Onboarding Process (00:06:55)Advisor Specialties, Credentials, and Ideal Client Profile (00:08:38)What Good Answers and Red Flags Look Like (00:09:52)Empowerment and Closing Remarks (00:11:10)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 Website: http://www.9icapitalgroup.com Hit the subscribe button to get new content notifications. Corrections: Editing by http://SwoleNerdProductions.com Disclosure: https://sites.google.com/view/9idisclosure/disclosure | 13m 34s | ||||||
| 1/6/26 |  Ep 160: 👉 “The Fee Debate: Transparency, Incentives, and Who Really Decides” | 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 needs are key. The episode emphasizes that multiple fee models can coexist, and success depends on clear communication, transparency, and a client-centered approach.Fee Model Polarization Explained (00:04:56)Fairness and Service Alignment in Fee Models (00:07:42)Competitive Advantage Through Transparency (00:12:57)Multiple Business Models in Practice (00:16:37)Defining Best Interest and Flat Fee Variations (00:19:26)Addressing Conflicts of Interest (00:21:12)Sustainability and Capitalism in Fee Models (00:26:09)Entrepreneurship and Social Media Echo Chambers (00:31:18)Final Thoughts: Market Decides & Relationship Building (00:33:36)NEWSLETTER (WHAT NOW): https://substack.com/@9icapital?r=2eig6s&utm_campaign=profile&utm_medium=profile-page Follow Us: youtube: / @9icapLinkedin: / 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 Website: http://www.9icapitalgroup.com Hit the subscribe button to get new content notifications. Corrections: Editing by http://SwoleNerdProductions.com Disclosure: https://sites.google.com/view/9idisclosure/disclosure | 39m 33s | ||||||
| 12/16/25 |  👉 “2026 Retirement Planning: Tax and Medicare Changes You Can’t Ignore” | 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 Original Medicare with Medigap. Throughout the episode, Kevin emphasizes proactive planning to manage taxes and healthcare costs, helping retirees make informed decisions and protect long-term retirement income.Enhanced Senior Deduction (00:01:07)Above-the-Line Car Loan Interest Deduction (00:03:12)Stacking Deductions and Standard Deduction Planning (00:04:21)Medicare Premiums and IRMAA (00:05:31)IRMAA Triggers and Tax Coordination (00:07:55)Medicare Advantage vs. Original Medicare (00:08:52)Medigap and Underwriting Considerations (00:10:39)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 Website: http://www.9icapitalgroup.com Hit the subscribe button to get new content notifications. Corrections: Editing by http://SwoleNerdProductions.com Disclosure: https://sites.google.com/view/9idisclosure/disclosure | 15m 24s | ||||||
| 12/9/25 |  🔥 Breaking Barriers: A Financial Advisor’s Journey of Perseverance 💪 | 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 and inspiration for both aspiring and seasoned advisors.Chelsea & Jason Ray: How They Met (00:01:51)Building the Partnership & Early Career Moves (00:03:33)The Value and Evolution of the CFP (00:06:24)First Steps as an Entrepreneur (00:13:02)Role as a CFP Board Ambassador (00:17:54)Advice for Young Advisors (00:22:25)Final Words of Wisdom & Closing (00:26:03)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 MLB2CFPHere: https://www.amazon.com/MLB-CFP%C2%AE-90-Feet-Counting-ebook/dp/B0BLJPYNS4 Website: http://www.9icapitalgroup.com Hit the subscribe button to get new content notifications. Corrections: Editing by http://SwoleNerdProductions.com Disclosure: https://sites.google.com/view/9idisclosure/disclosure | 28m 38s | ||||||
| 11/25/25 |  💰 Avoid the IRMAA Trap: Smart Tax Moves for a Stress-Free Retirement w/ Paul Morrison | 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 penalty,” and the need for better financial education. The episode blends personal stories with practical advice for navigating retirement’s hidden tax challenges.(03:25) – From College Athletes to Retirees(04:10) – What Is IRMAA?(06:00) – The Tax Trigger(10:20) – How the Brackets Are Set(13:40) – Tax Planning & the SSA-44 Form(19:45) – Medicare Advantage & IRMAA(23:15) – Strategies to Reduce IRMAA(25:55) – The Widow’s Penalty(29:06) - Long-Term Care, RMDs, and IRMA(31:21) - IRMA Certification Details(34:57) - Roth Conversions and Standard DeductionNEWSLETTER (WHAT NOW): https://substack.com/@9icapital?r=2eig6s&utm_campaign=profile&utm_medium=profile-pageFollow Us: youtube: / @9icapLinkedin: / kevin-thompson-ricp%c2%ae-cfp%c2%ae-74964428facebook: / mlb2cfpBuy MLB2CFP Here: https://www.amazon.com/MLB-CFP%C2%AE-90-Feet-Counting-ebook/dp/B0BLJPYNS4Website: http://www.9icapitalgroup.comHit the subscribe button to get new content notifications.Corrections: Editing by http://SwoleNerdProductions.comDisclosure: https://sites.google.com/view/9idisclosure/disclosure | 44m 42s | ||||||
| 11/18/25 |  🔥 Don't Let Your 401(k) Turn into a Tax Time Bomb! | 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 retirees thousands. This episode is all about avoiding land mines: understanding IRS rules, tracking your paperwork, and being proactive so you can keep more of what you’ve earned.(00:00:00) Introduction & Why 401(k)s Create Hidden Tax Traps (00:00:58) Pre-Tax Contributions & The Future Tax Bill (00:03:46) RMD Shock: How Distributions Raise Taxes & Medicare Premiums (00:06:16) The Rollover Minefield: After-Tax vs. Pre-Tax vs. Roth (00:07:38) Real Case Study: The Form 8606 Basis Error (00:12:39) The Widow’s Penalty & Timing Risks in Retirement (00:14:54) How to Avoid 401(k) Tax Traps 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 Website: http://www.9icapitalgroup.com Hit the subscribe button to get new content notifications. Corrections: Editing by http://SwoleNerdProductions.com Disclosure: https://sites.google.com/view/9idisclosure/disclosure | 17m 35s | ||||||
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