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
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July 14, 202313 min
EP 60: Finding Your Why! Making The Move To RIA
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
June 9, 202615 min
🚪 The IPO Exit Strategy: Why Retail Investors Are Buying What Insiders Are Selling 💰
In this episode of the 9innings Podcast, host Kevin Thompson — CEO of 9i Capital Group — breaks down the current IPO boom featuring companies like SpaceX, OpenAI, and Stripe. Kevin cautions retail investors against getting swept up in the hype, noting that IPOs primarily serve as exit opportunities for early investors and venture capitalists. He highlights concerning trends including shortened lockup periods and faster index inclusions, while reminding listeners that great companies don't always make great investments. His key takeaway: valuations and fundamentals matter, and the easy money has likely already been made.(00:00) – The IPO Boom Is Back: What Retail Investors Need to Know(00:51) – Why SpaceX, Stripe, and Others Are Going Public Now(03:21) – The New IPO Rules: Accelerated Lockups & Forced Index Buying(05:49) – Great Company ≠ Great Investment: The Valuation Problem(09:06) – Why Insiders Are Selling and What Retail Investors Should WatchNEWSLETTER (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
April 28, 202639 min
🔥 Cracking the Code: Oil, AI, and the Economy’s Hidden Truths 🎙️
Welcome to the 9Innings Podcast where we Educate, Empower and Engage. ON THIS WEEKS PODCAST: In this episode of the 9innings Podcast, Kevin sits down with Lindsay Bell, founder of 248 Ventures, for a wide ranging conversation on markets and the economy. Lindsay walks through her path from working alongside Jim Cramer to becoming a CNBC contributor and independent strategist. They dig into the disconnect between physical oil and futures markets, the growing divide between AI driven growth and traditional industries, and the continued bifurcation in consumer spending. The conversation also touches on housing pressures, persistent inflation, and what it takes to navigate a male dominated financial media landscape. Lindsay closes with cautious optimism on the economy, while making one thing clear… the speed of AI disruption, especially to the workforce, is what should have everyone paying attention. Oil Markets Don’t Match Reality (00:04:22) The Consumer Divide Is Getting Worse (00:08:50) AI Is Driving This Economy (00:11:03) Housing Is the Warning Sign (00:17:35) The Real Risk: AI and the Workforce (00:26:46) 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
March 31, 202613 min
🔥 Texas Two-Step: Don't Lose your Homestead Exemption
Welcome to the 9Innings Podcast where we Educate, Empower and Engage. ON THIS WEEKS PODCAST: In this episode, Kevin Thompson, founder and CEO of 9i Capital Group, breaks down the recent changes to Texas property tax laws, with a focus on the 2024 homestead exemption updates and what I call the “Texas Two Step.” We walk through how stricter enforcement is impacting homeowners—especially those who have placed their homes into trusts—and I use my parents’ situation as a real-world example. The key takeaway: you need to make sure your trust documents are structured correctly, respond to appraisal district notices on time, and stay proactive. If you don’t, you risk losing one of the most valuable tax benefits available to Texas homeowners. This is one of those areas where a small oversight can cost you thousands, so working with the right professionals matters. Texas Two-Step and Homestead Exemption Changes (00:00:55) Trust Transfers and Homestead Exemption Risks (00:02:13) Importance of Trust Language Post-2024 Law (00:04:26) Reapplication Notices and Legislative Background (00:06:54) Fraud Prevention and Systemic Impact (00:08:21) Texas Requirements for Homestead Exemption (00:10:44) Conclusion and Final Advice (00:13:02) 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
March 17, 202613 min
🔥 Why A Bigger Tax Refund Isn’t Really a Tax Cut
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) 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.comHit the subscribe button to get new content notifications. Corrections: Editing by http://SwoleNerdProductions.com Disclosure: https://sites.google.com/view/9idisclosure/disclosure
March 10, 202648 min
📊 $39 Trillion and Counting: Debt, Inflation, and the MMT Debate
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 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
February 24, 202648 min
🔥 “Hazel Isn’t the Story… Ai in Wealth Management Is”
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-pageFollow Us: youtube: / @9icapLinkedin: / kevin-thompson-ricp%c2%ae-cfp%c2%ae-74964428facebook: / mlb2cfp Buy MLB2CFPHere: https://www.amazon.com/MLB-CFP%C2%AE-90-Feet-Counting-ebook/dp/B0BLJPYNS4Website: http://www.9icapitalgroup.comHit the subscribe button to get new content notifications.Corrections: Editing by http://SwoleNerdProductions.comDisclosure: https://sites.google.com/view/9idisclosure/disclosure
February 17, 202647 min
🔥 Stop Chasing Clients: Build Enterprise Value
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 Hit the subscribe button to get new content notifications. Corrections: Editing by http://SwoleNerdProductions.com Disclosure: https://sites.google.com/view/9idisclosure/disclosure
February 10, 202633 min
🔥 Is Bitcoin’s Future at Risk — Or Is This Just Another Stress Test? ft Tyrone Ross Jr
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 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
February 3, 202615 min
🔥 Home Affordability: Why the Problem Isn’t What You Think
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 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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