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

In this episode of the 9innings Podcast, Kevin Thompson, founder and CEO of 9i Capital Group, breaksdown the recent “O3B” tax bill and what it actually means for taxpayers. He explains that much of the legislation simply extends provisions from the 2017 tax cuts, rather than creating entirely new ones, meaning most Americans shouldn’t expect dramatic changes to their tax bill.

Kevin also addresses the larger refunds some taxpayers are seeing, explaining that many of them are the result of over-withholding earlier in the year after the law was passed mid-2025, not necessarily new tax savings. The episode highlights where the real benefits are concentrated—primarily among seniors, business owners, and higher-income households—and reinforces a key takeaway: real tax savings usually come from proper tax planning, not just changes in legislation.

Introduction & Episode Overview (00:00:00)

Are the Tax Cuts Actually Saving Money? (00:01:00) .

Why Refunds Look Bigger (00:04:55)

Who Actually Benefits from the Bill (00:07:17)

Why Tax Planning Matters More Than the Law (00:11:24)

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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 welcomes Dr. John T. Harvey for an in-depth discussion on the U.S. national debt, inflation, and economic policy. They examine the implications of America’s $39 trillion debt, compare it to Japan’s situation, and discuss the roles of demographics, immigration, and government spending. The conversation explores the effectiveness of monetary policy, the importance of education and social safety nets, and the challenges of economic inequality, offering listeners a nuanced perspective on the complexities facing the modern U.S. economy.

00:00 — Introduction & Why the Debt Conversation Matters

01:49 — U.S. vs. Japan: Debt, Demographics, and Economic Reality

03:35 — Immigration, Labor, and Social Security Sustainability

08:10 — Inflation, Interest Rates, and Modern Monetary Theory (MMT)

15:08 — Mainstream vs. Alternative Economic Thinking

23:19 — Government Spending, Deficits, and the Private Sector

32:17 — Privatization, Public Goods, and Economic Data Reliability

45:25 — Technology, Marx, and the Future of Work

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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

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Website: http://www.9icapitalgroup.com

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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

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Disclosure: https://sites.google.com/view/9idisclosure/disclosure

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

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Buy MLB2CFP Here: https://www.amazon.com/MLB-CFP%C2%AE-90-Feet-Counting-ebook/dp/B0BLJPYNS4

Website: http://www.9icapitalgroup.com

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Corrections: Editing by http://SwoleNerdProductions.com

Disclosure: https://sites.google.com/view/9idisclosure/disclosure

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

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Corrections: Editing by http://SwoleNerdProductions.com

Disclosure: https://sites.google.com/view/9idisclosure/disclosure

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

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Corrections: Editing by http://SwoleNerdProductions.com

Disclosure: https://sites.google.com/view/9idisclosure/disclosure