The 9Innings Podcast

In this podcast episode, Kevin Thompson, founder and CEO of 9i Capital Group, hosts Steven S. Zeiger, an insurance industry expert. The episode, titled "Unmasking Permanent Life Insurance," discuss the complexities and potential pitfalls of permanent life insurance. Steven shares his journey of prioritizing client interests over company sales goals and underscores the necessity of independent rese...

In this podcast episode, Kevin Thompson, founder and CEO of 9i Capital Group, discusses the fundamentals of business ownership. He covers essential topics like business structures (sole proprietorships, LLCs, S corps), taxation, and the importance of building a supportive team. Kevin shares personal anecdotes to highlight the opportunities in the U.S. economy and encourages listeners to pursue the...

In this episode of the 9inngs Podcast, host Kevin Thompson interviews Manish Khatta from Potomac about transition to becoming a Registered Investment Advisor (RIA). They explore the pros and cons of moving from a broker-dealer to an RIA, emphasizing the importance of self-awareness in making this decision. Manish shares insights from his experience, noting that not all advisors want to be business...

In this podcast episode, Kevin Thompson, founder and CEO of 9i Capital Group, emphasizes the importance of a tax-savvy financial plan for business owners. He discusses how many owners miss out on tax benefits due to uncoordinated strategies. Kevin highlights key benefits of effective tax planning, such as minimizing tax liability, freeing up cash flow, preparing for unexpected expenses, and facili...

In this episode, Kevin Thompson, CEO of 9i Capital Group, sits down with financial expert Andy Panko, CFP®, RICP®, EA, to unpack the concept of infinite banking. They dive into how whole life insurance policies can serve as a vehicle allowing policyholders to borrow against their cash value. The conversation highlights: The mechanics and "myths" of infinite banking Key differences between whole li...

In this episode of the 9 Innings Podcast, Kevin Thompson, founder and CEO of 9i Capital Group, explores the potential impacts of Donald Trump's presidency on small businesses. He dives into key areas such as tax policies, deregulation, workforce dynamics, and trade tariffs. Kevin highlights the importance of staying informed about political changes, understanding tax cuts, deregulation, adapting t...

In this podcast episode, Kevin Thompson, founder and CEO of 9i Capital group LLC, digs into the bond market, focusing on "bond vigilantes," interest rates, and the housing market. He clarifies that while the Federal Reserve can influence short-term rates, it has limited control over long-term rates, which are driven by market dynamics. Kevin discusses the impact of higher interest rates on homeown...

In this episode of the 9innings Podcast, host Kevin Thompson, founder and CEO of 9i Capital Group, discusses the fiduciary standard with guest Knute Rostad from the Fiduciary Institute. They explore the implications of a new administration potentially deprioritizing this standard, which mandates that financial advisors act in their clients' best interests. The conversation covers the importance of...

In this podcast episode, Kevin Thompson, founder and CEO of 9i Capital Group, digs into political identity, tribalism, and ideology ahead of an upcoming election. Drawing from "The Myth of Left and Right" by Hyrum Lewis and Verlan Lewis, Kevin challenges the notion that political affiliations are rooted in consistent beliefs, suggesting they may be more about tribal loyalty. He encourages listener...

In this episode of the 9innings podcast, hosted by Kevin Thompson, the focus is on entrepreneurship in financial advisory, community building among advisors, and industry challenges like consolidation. Kevin, the founder of 9i Capital Group LLC, introduces guest Eric J. Negron from Forefront Wealth Partners. Eric shares his journey from feeling constrained in traditional firms to founding his own...

In the 100th episode of the 9innings podcast, host Kevin Thompson, founder and CEO of 9i Capital Group, celebrates this milestone by reflecting on the journey and engaging with notable guests. Josh Brown, CEO of Ritholtz Wealth Management, discusses the impact of AI and consolidation in the financial advisory industry. David Kinder delves into fiduciary standards and Regulation Best Interest (RBI)...

In this episode of the "9innings Podcast," host Kevin Thompson, founder and CEO of 9i Capital Group, converses with Bethany McLean, author of "The Big Fail: How the Pandemic Revealed What America Protects and Who It Leaves Behind." They discuss the systemic failures exposed by the COVID-19 pandemic, focusing on healthcare disparities and the detrimental impact of private equity on the industry. Mc...

In this episode of the 9innings Podcast, host Kevin Thompson, founder and CEO of 9i Capital Group, discusses the groundbreaking Future Proof event with guest Matt Middleton. Kevin praises the event's transformative impact on the financial services industry, highlighting its vibrant atmosphere and innovative networking opportunities. Matt shares insights on the event's success, noting a significant...

In this podcast episode, I, Kevin Thompson, founder and CEO of 9i Capital Group LLC, discuss the Federal Reserve's recent 50 basis point interest rate cut. I explain the reasons behind the cut, including concerns about a slowing economy and employment sector. I explore the impact on various sectors like fixed income, equities, and real estate, and advise listeners on how to adjust their portfolios...

In this episode of the "9innings Podcast," Kevin Thompson, founder and CEO of 9i Capital Group, discusses the evolving regulatory landscape in the financial services industry with Tracy Lownsberry, owner of Up North Retirement. We delve into the implications of Regulation Best Interest (RBI) and the fiduciary standard, examining the shift from commission-based to fee-based models and the complexit...

In this episode of the "9innings Podcast" we discuss the Disruption Blueprint. Kevin Thompson, CEO of 9i Capital Group LLC, and Shannon Spotswood, the CEO of RFG Advisory, discuss the evolving Registered Investment Advisor (RIA) industry. They explore themes of disruption, innovation, and the impact of private equity. Shannon emphasizes the importance of helping independent advisors grow without c...

In this podcast episode, Kevin Thompson, founder and CEO of 9i Capital Group, hosts a discussion with insurance specialist David Kinder, known as "the tax-exempt wealth guy." They explore the insurance industry's response to Regulation Best Interest (RBI), which mandates obligations like disclosure, care, conflict of interest, and compliance. David critiques the industry's resistance to fiduciary...

In this episode of the Nominees Podcast, host Kevin Thompson speaks with Matt Middleton, CEO and co-founder of Future Proof, a pioneering financial services festival. They discuss the festival's inception post COVID-19 pandemic, its innovative approach to industry events, and the challenges faced in establishing it. Middleton emphasizes the importance of inclusivity, genuine connections, and diver...

In this podcast episode, Kevin Thompson RICp®, CFP® discusses the insurance industry's opposition to the Regulation Best Interest (RBI) rule established by the SEC. He explains that the Reg BI rule mandates broker-dealers to act in the best interest of their retail customers, enhancing transparency and accountability in financial advising. Kevin critiques the insurance lobby's resistance, highligh...

WELCOME TO THE 9Innings PODCAST... In this episode of the "9inningsPodcast," Kevin Thompson, founder and CEO of 9i Capital Group, discusses the potential for a recession. He examines economic indicators, market reactions, and Federal Reserve actions, providing a comprehensive overview of the current economic landscape. Kevin explains the dual mandate of the Federal Reserve and the significance of...

In this episode of the "9innings Podcast," we broach the topic of "spoofing," a scam where fraudsters disguise their identity to deceive individuals into revealing personal information. The episode provides insights into various spoofing methods, signs to watch for, and practical tips on protecting oneself from such scams, emphasizing the importance of education and vigilance. From Tiktok to Faceb...

In this episode of the "9innings Podcast," host Kevin Thompson, founder and CEO of 9i Capital Group, discusses the decline of African American players in Major League Baseball (MLB). He highlights a significant drop from 19% in 1995 to 7% in 2023. Kevin attributes this trend to several factors, including the lack of domestic academies in the U.S., insufficient representation and role models, econo...

Welcome to the 9Innings Podcast where we Educate, Empower and Engage. ON THIS WEEKS PODCAST: In this episode of the 9innings podcast, Kevin Thompson, founder and CEO of 9i Capital Group, delves into the rise of financial influencers and the importance of discerning credible advice from misinformation. He stresses verifying the credentials of online financial advisors through platforms like BrokerC...

In this episode of the 9innings Podcast, host Kevin Thompson, founder and CEO of 9iCapital Group, delves into the expiration of the Tax Cuts and Jobs Act (TCJA) and its ramifications for small business owners. Thompson outlines the key components of the TCJA, including tax rate reductions, the Section 179 deduction, the Qualified Business Income (QBI) deduction, corporate tax rates, and bonus depr...

In this episode of the 9Innings Podcast, host Kevin Thompson explores the intricate relationship between social media, freedom of speech, and professional consequences. He explains the difference between freedom of speech and freedom from consequence, highlighting the risks social media poses to employment. Kevin provides practical tips for safeguarding one's career, such as adjusting privacy sett...