『The 9Innings Podcast』のカバーアート

The 9Innings Podcast

The 9Innings Podcast

著者： 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

Kevin Thompson マネジメント・リーダーシップ リーダーシップ 個人的成功 経済学 自己啓発
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  • (Ep.130): Top 3 Financial Designations: CFP®, CFA, CPA – What’s the Difference? #fiduciary

    (Ep.130): Top 3 Financial Designations: CFP®, CFA, CPA – What’s the Difference? #fiduciary
    2025/05/20

    Welcome to the 9Innings Podcast where we Educate, Empower and Engage.

    ON THIS WEEKS PODCAST: In this episode of the 9Innings Podcast we explore the "alphabet soup" of financial industry designations: CFP, CPA, and CFA. Kevin explains that CFPs are the gold standard in financial planning, emphasizing their fiduciary duty to act in clients' best interests. CPAs are highlighted for their expertise in tax preparation and financial reporting, with an additional credential for financial planning. CFAs are recognized for their investment analysis mastery, requiring extensive study and experience. Understanding these designations helps consumers make informed decisions about their financial advisors.

    Overview of Financial Designations (00:01:02)

    CFP: The Gold Standard (00:03:42)

    Role of CFP Professionals (00:05:05)

    Importance of CFP Credentials (00:06:00)

    CPA: Certified Public Accountant (00:07:00)

    CPAs and Financial Planning (00:08:34)

    CFA: Chartered Financial Analyst (00:09:58)

    Understanding Industry Designations (00:12:48)

    Conclusion: Choosing the Right Professional (00:14:06)

    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
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    15 分
  • EP 60: Finding Your Why! Making The Move To RIA

    EP 60: Finding Your Why! Making The Move To RIA
    2023/07/14

    Welcome to the 9Innings Podcast where we Educate, Empower and Engage.

    ON THIS WEEKS PODCAST: Kevin describes why he decided to open his own RIA, and what lead to his move. He also talks about what he discovered after the move was made, and talk some "Fact vs Fiction". Companies will often make you feel as if you cannot live without them, Kevin takes you on his journey and why that "may" not be true. Website: http://www.9icapitalgroup.com
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    13 分
  • Episode 129: 🚨 Feds Under Fire: What Government Employees Must Know 🚨

    Episode 129: 🚨 Feds Under Fire: What Government Employees Must Know 🚨
    2025/05/13

    In this podcast episode, Kevin Thompson, founder and CEO of 9i Capital Group, discusses three significant proposals impacting government employees. He explains the potential elimination of the FERS pension supplement, which could financially strain early retirees. Kevin also addresses the proposed shift from a high-3 to a high-5 pension calculation, potentially reducing pension benefits and complicating financial planning. Lastly, he explores the reinstatement of Schedule F, which could reclassify certain federal employees as at-will, removing civil service protections and increasing job insecurity. Kevin emphasizes the importance of staying informed and engaged with these critical issues.

    Overview of Proposals (00:01:06) Discussion of three main proposals affecting government employees: FERS pension supplement, pension calculation changes, and Schedule F.

    Elimination of the FERS Pension Supplement (00:02:29) Kevin explains the potential impact of eliminating the pension supplement for new retirees under 62.

    Impact of Changing from High-3 to High-5 (00:05:21) Details on how changing the pension calculation from the highest three to five years will affect benefits.

    Reinstatement of Schedule F (00:12:19) Discussion on the implications of reclassifying federal employees to at-will status and loss of job protections.

    Conclusion and Support for Government Employees (00:16:41) Kevin emphasizes the importance of government employees and expresses support against the proposed changes.

    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
    続きを読む 一部表示
    19 分

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