The 9Innings Podcast

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

  1. 🔥 “Hazel Isn’t the Story… Ai in Wealth Management Is”

    2D AGO

    🔥 “Hazel Isn’t the Story… Ai in Wealth Management Is”

    In this podcast episode, Altruists' Jason Wenk discusses the launch and impact of Hazel, their AI-driven tax planning and wealth management software. The conversation explores Hazel’s development, strategic release timing, and advanced features—such as real-time data integration, automated tax analysis, and personalized financial planning. Hazel streamlines advisor workflows, reduces reliance on multiple tools, and democratizes sophisticated planning for clients. The episode also covers Hazel’s role in boosting firm efficiency and valuation, its transparent AI-driven recommendations, and the competitive edge Altruist offers over traditional custodians, highlighting Hazel’s transformative potential in the wealth management industry. Altruist Introduction To Tax Planning (2:10) How Is Altruist Disrupting The Indsutry (5:42) What Should We Expect From Hazel Moving Forward (10:20) Hazel and Altruist..The All-in-One Tool? (20:30) Is Ai Accretive to Enterprise Value? (29:20) The Adjustment for Major Custodians (34:00) 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

    48 min
  2. 🔥 Stop Chasing Clients: Build Enterprise Value

    FEB 17

    🔥 Stop Chasing Clients: Build Enterprise Value

    On this episode of the 9Innings Podcast, Kevin Thompson sits down with Derrick Kinney — former financial advisor, successful practice owner, and now coach and speaker to entrepreneurs nationwide. Derrick walks through his journey from grinding it out early in his career to building — and ultimately selling — a thriving advisory firm. He breaks down how authentic community engagement attracted million-dollar clients, why specialization beats commoditization, and how integrity builds long-term enterprise value. The conversation also dives into the emotional side of selling a business, overcoming revenue plateaus, avoiding shiny object syndrome, and why comparison can quietly kill growth. At its core, this episode is about ownership, sacrifice, and running your own race — with practical lessons for advisors and entrepreneurs who want to build something that actually lasts. From Humble Beginnings to Betting on Himself (00:03:24) Community Over Cold Calls (00:04:37) Specialize or Stay Stuck (00:09:46) The Emotional Reality of Selling a Business (00:15:29) The “You Know How” Framework (00:24:00) The Non-Negotiables for Growth (00:32:20) Breaking Revenue Plateaus (00:37:20) Comparison vs. Celebration (00:43:10) 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

    47 min
  3. 🔥 Is Bitcoin’s Future at Risk — Or Is This Just Another Stress Test? ft Tyrone Ross Jr

    FEB 10

    🔥 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

    34 min
  4. 🔥 Home Affordability: Why the Problem Isn’t What You Think

    FEB 3

    🔥 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

    15 min

  5. JAN 27

    👉 Econ 101: “Why Using Your 401(k) for a Down Payment Could Cost You Your Future”

    Can you really use your 401(k) to buy a house — and would that actually make housing more affordable? There’s growing discussion around a proposal tied to Donald Trump that would allow Americans to tap their 401(k) retirement savings for a home purchase, potentially without early withdrawal penalties. On the surface, it sounds helpful. But Econ 101 tells us the second-order effects matter. In this show Kevin Thompson, CFP®, EA, RICP®, founder of 9i Capital Group explains how this would actually work from a tax perspective, how it compares to first-time homebuyer IRA rules, and why increasing access to retirement money could ultimately push home prices higher. You’ll learn: ▶️ How 401(k) withdrawals are taxed (penalty vs taxable income) ▶️ Why housing affordability is more about price than interest rates ▶️ How increased demand impacts home values ▶️ The long-term risk of pulling from retirement accounts This is financial education — not political commentary. 👍 Like, subscribe, and share if this helped you think differently. Full video:https://youtu.be/ptT9MlsmO5I 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. Disclosure: https://sites.google.com/view/9idisclosure/disclosure

    10 min
  6. 🎯 Questions to Ask Your Financial Advisor and Red Flags to Watch For

    JAN 20

    🎯 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

    14 min
  7. Ep 160: 👉 “The Fee Debate: Transparency, Incentives, and Who Really Decides”

    JAN 6

    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: / @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

    40 min
  8. 👉 “2026 Retirement Planning: Tax and Medicare Changes You Can’t Ignore”

    12/16/2025

    👉 “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

    15 min
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5
out of 5
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About

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

Information

  • Creator
    Kevin Thompson, RICP®, CFP®
  • Years Active
    2021 - 2026
  • Episodes
    161
  • Rating
    Clean
  • Copyright
    © Kevin Thompson
  • Show Website
    The 9Innings Podcast