In this podcast episode, host Kevin Thompson, CEO of 9i Capital Group, engages with Dr. Jason Hsu, CEO of Rayliant Global Advisors, to discuss the intricate economic relationship between the U.S. and China. They explore topics such as tariffs, trade dynamics, and the role of international students. Dr. Hsu highlights the mutual benefits of U.S.-China trade, the importance of intellectual property transfer, and the contributions of international students to the U.S. economy. They also delve into concerns about U.S. debt, the impact of digital currencies, and the debate between active and passive investment strategies in emerging markets.

China's Economic Impact (00:01:32)

Technology Transfer Debate (00:04:25)

International Students and U.S. Competitiveness (00:06:56)

American Influence through Education (00:09:40)

Concerns about U.S. Debt (00:10:35)

Cryptocurrency Skepticism (00:13:07)

Historical Lessons in Economics (00:15:04)

Active vs. Passive Investment Strategies (00:17:25)

The Illusion of Competition (00:20:21)

Location and Background (00:23:05)

Engineering and Automation in China (00:25:18)

Insight into the advanced automation and engineering capabilities of Chinese factories.

Infrastructure and Economic Marvels (00:27:06)

Learning from Mistakes (00:28:01)

Closing Remarks and Episode Summary (00:32:56)

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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

Welcome to the 9Innings Podcast where we Educate, Empower and Engage. ON THIS WEEKS PODCAST: In this episode of the 9 Innings Podcast we delve into the Thrift Savings Plan (TSP) and common mistakes federal employees make in their retirement planning. We emphasize the importance of understanding TSP options, including the G Fund and the Roth versus traditional TSP debate. He warns against the "set it and forget it" approach and highlights the impact of recent federal benefit cuts. We encourage listeners to actively manage their TSP accounts and make strategic investment decisions to secure their financial futures amidst changing policies and economic conditions.

Understanding the TSP (00:02:21)

The G Fund Myth (00:03:49)

Roth vs. Traditional TSP (00:06:41)

Allocation Mistakes (00:09:20)

Impact of Federal Benefit Cuts (00:10:40)

Strategic Investment Decisions (00:12:18)

Conclusion and Takeaways (00:14:51)

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In this episode of the 9innings Podcast, Kevin Thompson discusses Social Security and retirement planning. He addresses common questions about when to take Social Security benefits, the impact of potential funding issues, and strategies to maximize benefits. Kevin emphasizes the importance of understanding personal circumstances and consulting professionals for informed decisions. He discusses the benefits of delaying Social Security, break-even points, and scenarios where taking benefits early might be advantageous. The episode aims to educate and empower listeners on making sound financial decisions for their retirement..

Concerns About Social Security Cuts (00:02:09)

Potential Solutions for Funding Issues (00:03:33)

The Benefits of Delaying Social Security (00:05:01)

Understanding Break Even Points (00:06:16)

When to Consider Taking Benefits Early (00:07:43)

Maximizing Benefits Through Delaying (00:08:52)

Addressing Common Questions (00:10:17)

Conclusion and Call to Action (00:12:46)

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

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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 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)

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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.

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In this episode of the "9 Innings Podcast," host Kevin Thompson, founder and CEO of 9i Capital Group, and guest Andy Panko from Tenon Financial discuss the impact of market volatility on the promotion of Indexed Universal Life (IUL) insurance products. Kevin emphasizes the importance of financial education and empowerment, while Andy critiques the aggressive sales tactics used by some IUL promoters, particularly those from multi-level marketing backgrounds. They highlight the misconceptions surrounding IULs and stress the need for consumers to be well-informed and cautious when evaluating financial products.

Promoting IUL Products (00:02:09)

Critique of Salesperson Expertise (00:05:13)

Multi-Level Marketing Dynamics (00:07:59)

Training and Recruitment Issues (00:09:05)

Critique of 401(k) Comparisons (00:13:41)

Personal Experiences with IUL Advocates (00:17:17)

Market Volatility and Financial Products (00:21:08)

Permanent Life Insurance Considerations (00:25:37)

Industry Incentives and Ethics (00:30:00)

Term vs. Permanent Insurance (00:34:17)

Closing Remarks and Takeaways (00:35:40)

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In this episode of the 9innings Podcast, Kevin Thompson delves into the topic of "above the line deductions" to help listeners lower their adjusted gross income (AGI). Using relatable analogies like baseball, Kevin breaks down complex tax concepts into understandable and actionable steps. He covers common deductions such as educator expenses, retirement contributions, student loan interest, and Health Savings Account (HSA) contributions. Kevin also highlights additional deductions for self-employed individuals.

Throughout the episode, he emphasizes the importance of understanding these deductions to maximize tax savings and keep more money in one's pocket.

Understanding Above the Line Deductions (00:01:05)

Importance of Adjusted Gross Income (00:02:30)

Common Above the Line Deductions (00:03:43)

Health Savings Account Contributions (00:06:17)

Self-Employment Tax Deductions (00:07:31)

Unique Deductions and Wild Cards (00:08:58)

Action Steps for Tax Savings (00:10:14)

Conclusion and Wrap Up (00:11:17)

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