Podcast Episodes
Back to Search
FA Unfiltered: Ep 1: 🔍 Insurance Incentives: The Industry Truth w Rick Luchini
Episode 1
Welcome to FA Unfiltered, the show where we strip away the jargon, the sales scripts, and the corporate polish to reveal how financial advice really …
3 months ago
💰 Avoid the IRMAA Trap: Smart Tax Moves for a Stress-Free Retirement w/ Paul Morrison
Episode 157
In this episode, we interview Paul Morrison, an IRMAA-certified planner from Lincoln, Nebraska. They discuss the impact of IRMAA (Income Related Mont…
3 months ago
🔥 Don't Let Your 401(k) Turn into a Tax Time Bomb!
Episode 156
In this episode of the 9Innings Podcast, I break down the hidden tax traps inside your 401(k). Most people think pre-tax contributions are an automat…
3 months, 1 week ago
🌍 Running Your Own Race: Global Perspectives in Financial Planning w/ Mark Hedderman 🇮🇪
Episode 155
In this episode, I sit down with Mark Hedderman of Hedderman Financial Solutions in Ireland. We talk about how we met at the Future Proof Festival an…
3 months, 2 weeks ago
🔥“From Paychecks to Purpose: Redefining Retirement for a Meaningful Life
Episode 154
In this episode, host Kevin Thompson and Certified Financial Planner Practitioner Joy Slabaugh dive into a holistic approach to retirement planning—o…
3 months, 3 weeks ago
🔥“Your Emergency Fund Can Save Your Life — and Your Marriage 💔💰”
Episode 153
In this episode of "9innings Podcast," host Kevin Thompson, founder and CEO of 9i Capital Group, discusses the critical importance of emergency funds…
4 months ago
Ep 152: 🔥 Small But Mighty: Building a Lean, Independent RIA
Episode 152
In this episode of the 9Innings Podcast, Kevin Thompson sits down with Andy Panko of Tenon Financial to reflect on their experiences at the Future Pr…
4 months, 1 week ago
Ep 151: 🔥 Are You Making These Costly 401(k) Mistakes?
Episode 151
In this episode of the 9innings Podcast, host Kevin Thompson, founder and CEO of 9i Capital Group, discusses six common mistakes people make with the…
4 months, 2 weeks ago
Ep 150:🔥 “The AI Revolution Is Just Getting Started — Ivana Delevska on What’s Coming Next”
Episode 150
In this episode of the 9Innings Podcast, I sit down with Ivana Delevska, founder and CIO of Spear Invest, to talk about the current state — and the f…
4 months, 3 weeks ago
🔥“ Fed’s 25 Basis Point Cut: What It Really Means for You”
Episode 149
In this episode of the "9innigns Podcast," Kevin Thompson, founder and CEO of 9i Capital Group, analyzes the Federal Reserve’s recent 25 basis point …
5 months ago