Father Son Finance

Kessinger Lee Group
  • 5.0 (1)
  • Investing

Our goal with these podcasts is to provide financial education through a new medium. We will talk about all things investing and finance.

  1. Jun 16

    History of the Kessinger Lee Group, Pt 3

    This episode continues the History of the Kessinger Lee Group. In this session, we bring Ben’s story into the mix. We’ll talk about what led him into the industry, what his early years looked like, what it’s like working alongside his brother, and how the team has evolved along the way.

    33 min

  2. May 26

    Is This the High?

    In this episode, we tackle a question everyone asks: is the market at a high or finally at a bottom? The honest answer—no one knows. But that doesn’t mean there’s nothing to watch. While markets don’t send clear signals, people’s behavior often does, whether it’s confidence at the top or fear at the bottom. In this episode, we’re not trying to predict the market—we’re focused on recognizing these moments and making better decisions through them.

    21 min

  3. Apr 28

    Ticker Talk 2026 Q1

    In this episode of Ticker Talk, we talk about the first quarter of 2026—a quarter that was anything but quiet. From geopolitical flashpoints in Venezuela and Iran, to a sharp but temporary market pullback, to the rapid advances in AI, the past 90 days gave investors plenty to process. We’ll break down what really drove markets lower early in the quarter, why small caps, commodities, and precious metals told a very different story, and how a swift rebound to new all‑time highs reminds us just how counterintuitive markets can be. Along the way, we’ll cut through the noise around inflation, interest rates, and tech disruption to focus on what matters most: earnings, diversification, discipline, and keeping today’s headlines from derailing a long‑term investment plan. Enjoy!

    35 min

  4. Apr 1

    History of the Kessinger Lee Group, Part 2

    In this episode of the Father Son Finance Podcast, Louis and Tommy Kessinger are joined by Chris Lee to continue the history of the Kessinger Lee Group from the early 1990s through the late 2000s. They discuss the evolution of the financial industry from manual, transaction‑based stockbroking to technology‑driven, advice‑focused wealth management, and reflect on major market events such as the dot‑com crash and the 2008–09 financial crisis. The conversation highlights how those challenges shaped the firm’s philosophy, led to the formation of the Kessinger Lee Group partnership, and ultimately drove a shift toward long‑term planning, fiduciary responsibility, and putting clients’ interests first.

    35 min

  5. Mar 3

    Retirement: Beyond the Money

    In this episode, we talk about retirement — not the financial charts and calculators everyone obsesses over, but the part most people overlook: what you’re actually retiring into. Because while money creates freedom, it doesn’t automatically create fulfillment. The real challenges show up in the open space that follows: how you’ll fill your days, how your identity shifts without work, how your relationships change, what you’ve always wanted to do but kept putting off, and what purpose looks like when a paycheck is no longer part of the equation. So in this episode, we’re exploring what a truly good retirement looks like — flexible, meaningful, aligned with your values — and how to build a life you’re excited to wake up to long after the job ends.

    19 min

  6. Feb 12

    Ticker Talk 2025 Q4

    In this episode, we discuss how Q4 2025 closed with resilient markets and steady economic strength, even as uncertainty grew around Fed policy. We also discuss 2026 fiscal expectations, and how rising policy risks and elevated valuations suggest that selectivity and discipline will matter more than ever. Take a listen!

    35 min

  7. 12/16/2025

    History of the Kessinger Lee Group

    In this episode, we share the early history of the Kessinger Lee Group. It began with TBK Sr.—a broker who saw long-term in a short-term world. From early partnerships to shaping Hilliard Lyons, his vision built a legacy carried on by TBK Jr. and now, TBK III. Three generations, one enduring philosophy. Enjoy!

    21 min

  8. 11/19/2025

    Investing

    In this episode, we’ll share the process our advisor team uses to build portfolios tailored to client goals. It all starts with two key factors: the amount you’re investing and your investment objective. From there, we’ll explore the core tools—mutual funds, ETFs, and individual stock portfolios—and how we combine qualitative and quantitative strategies for large-cap stocks. You’ll also hear about the resources and expertise behind our approach, plus the flexibility we offer to meet unique needs. Tune in as we dive into how we turn goals into disciplined, customized investment plans.

    21 min
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About

Our goal with these podcasts is to provide financial education through a new medium. We will talk about all things investing and finance.

Information

  • Creator
    Kessinger Lee Group
  • Years Active
    2024 - 2026
  • Episodes
    24
  • Rating
    Clean
  • Copyright
    © Kessinger Lee Group
  • Show Website
    Father Son Finance