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, Kevin Thompson of 9i Capital Group sits down with Cameo Roberson of Atlas Park Consulting to talk about what it really takes to break away and build your own firm.

From navigating the leap from employee to business owner, to building operational systems that actually work, this episode is packed with real-world advice. Cameo shares insights from her book Beyond the Broker, highlighting the power of mentorship, having a clear vision, and staying resilient through the process.

They cover:

• How to choose the right business model for your practice
• Why most advisors underestimate the importance of back-office systems
• How to scale without burning out
• What compliance fears are real—and which ones are in your head

If you're an advisor thinking about going independent, this conversation is the blueprint.

Advisor vs. Business Owner: Key Differences (00:02:45)

Origin and Purpose of Atlas Park Consulting (00:04:49)

Industry Business Models and Reasons for Going Independent (00:07:20)

Paths to Independence: RIA, Tuck-In, Aggregator (00:09:00)

Fee Structures: Fee-Only vs. Fee-Based (00:12:36)

Building a Sticky Client Ecosystem (00:14:41)

Legacy Clients and Revenue Per Hour Analysis (00:15:50)

Scaling While Maintaining Client Service (00:21:34)

Emotional Side of Going Independent (00:25:03)

Optimal Client Load and Service Model (00:30:43)

Key Takeaways from Cameo’s Book (00:33:12)

Final Words and Inspiration (00:34:41)

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In this episode of the 9 Innings Podcast, we discuss the essentials of estate planning. We explains the importance of having a will, the consequences of dying without one, and the key legal documents everyone should have, such as powers of attorney. We addresses common misconceptions, emphasizes that estate planning is vital for all—not just the wealthy—and urges listeners to regularly update their documents. We encourage proactive steps to protect loved ones and announces that the next episode will cover trusts as part of comprehensive estate planning.

The Importance of Having a Will (00:01:04)

What a Will Actually Does (00:02:19)

Essential Legal Documents for Estate Planning (00:03:37)

Common Mistakes and Misconceptions (00:06:31)

Main Takeaways and Call to Action (00:10:05) Urges listeners to create or update wills and powers of attorney, and highlights estate planning is for everyone.

How a Will Streamlines Probate (00:11:15) Clarifies that a will doesn’t avoid probate but makes the process smoother and more organized.

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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)

NEWSLETTER (WHAT NOW): https://substack.com/@9icapital?r=2eig6s&utm_campaign=profile&utm_medium=profile-page

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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)

NEWSLETTER (WHAT NOW): https://substack.com/@9icapital?r=2eig6s&utm_campaign=profile&utm_medium=profile-page

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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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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)

NEWSLETTER (WHAT NOW): https://substack.com/@9icapital?r=2eig6s&utm_campaign=profile&utm_medium=profile-page

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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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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

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Linkedin: / kevin-thompson-ricp%c2%ae-cfp%c2%ae-74964428

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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.

NEWSLETTER (WHAT NOW): https://substack.com/@9icapital?r=2eig6s&utm_campaign=profile&utm_medium=profile-page

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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