The 9Innings Podcast

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 share...

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...

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 entrepreneu...

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’r...

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...

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...

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-...

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 c...

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 emerg...

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 vibe The collaborative, rising-tide culture of the RIA community The power of spe...

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 cos...

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 rise The U.S.–China tech rivalry and what it means for investors Energy and infrastructure challenges that could shape the next decade The growing role of g...

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...

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 busin...

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 Federa...

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 cl...

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-worl...

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, Kevi...

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 vict...

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 t...

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 conversatio...

In this episode, investigative journalist and bestselling author David Enrich joins the host to discuss the mounting legal threats facing journalists and the erosion of press freedom in the U.S. Drawing from his book Murder the Truth , Enrich explores how wealthy individuals weaponize lawsuits to silence critical reporting, referencing cases like the Peter Thiel-funded Gawker lawsuit. The conversa...

In this episode, host Kevin Thompson and guest Steven Jarvis, CPA, discuss the complexities and frustrations of current retirement tax rules, focusing on the Roth IRA five-year rule, Social Security taxation, and the “widow’s penalty.” They highlight how outdated IRS technology and convoluted regulations create unnecessary stress for retirees. The conversation blends personal stories, professional...

On The Podcast: In this episode, we sit down with Dr. John T. Harvey to unpack Modern Monetary Theory (MMT) and the sustainability of the U.S. government’s $37 trillion debt. Dr. Harvey makes the bold claim that the U.S. cannot be forced to default—because it issues and controls its own currency. The conversation goes beyond the headlines, exploring: The real implications of government spending Ho...

In this episode, host Kevin Thompson, founder and CEO of 9i Capital Group, breaks down the newly signed "Big Beautiful Bill" (BBB). He highlights five major changes: a $6,000 senior deduction, restored bonus depreciation for capital investments, a higher $40,000 SALT cap, expanded QBI deduction eligibility for high earners, and a new tax exemption for overtime and tip income. Kevin explains how th...