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, host Kevin Thompson and guest Steven Jarvis, CPA, discuss the complexities and frustrations of current retirement tax rules, focusing on the Roth IRA five-year rule, Social Security taxation, and the “widow’s penalty.” They highlight how outdated IRS technology and convoluted regulations create unnecessary stress for retirees. The conversation blends personal stories, professional insights, and broader reflections on workforce development and education, ultimately calling for tax reform and modernization to make retirement planning simpler, fairer, and more effective for individuals navigating today’s financial landscape.

Stephen Jarvis’ Athletic Background (00:00:51)

The Roth IRA Five-Year Rule (00:06:41)

Record Keeping and Tax Complexity (00:09:19)

Social Security Taxation Formula (00:12:48)

Behavioral Incentives in Tax Law (00:16:30)

Higher Education and Workforce Development (00:20:31)

Economic Value of College Degrees (00:23:33)

Philosophy, Ethics, and Self-Presentation (00:26:19)

The Widow’s Tax Penalty (00:31:42)

National Debt and Tax Policy Complexity (00:33:02)

IRS Modernization and Administrative Complexity (00:36:31)

Challenges of Government System Updates (00:37:45)

Podcast Wrap-Up and Closing Remarks (00:39:00)

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On The Podcast: In this episode, we sit down with Dr. John T. Harvey to unpack Modern Monetary Theory (MMT) and the sustainability of the U.S. government’s $37 trillion debt. Dr. Harvey makes the bold claim that the U.S. cannot be forced to default—because it issues and controls its own currency.

The conversation goes beyond the headlines, exploring:

• The real implications of government spending
• How politics shapes economic narratives
• The role of wealth concentration in policy debates
• Why deficits may not be as dangerous as they sound

This episode challenges conventional wisdom about national debt, arguing that the true focus should be on resource allocation and economic priorities—not just big numbers.

Can the US Default on Its Debt? (00:01:38)

Demand for Currency and Taxation (00:08:30)

Debt Sustainability and Inflation Concerns (00:11:33).

US Debt Growth Over Decades (00:13:16)

Government Debt vs. Household Debt Analogy (00:14:34)

Role of Economic Ideology and Market System (00:19:01)

Public Perception of Inflation (00:25:14)

Government Data, Revisions, and Political Influence (00:31:10)

World Reserve Currency Status and Its Implications (00:36:04)

Cryptocurrency, Stablecoins, and US Dollar Dominance (00:41:08)

Value of Currency and Taxation Anchor (00:42:33)

Limits of MMT: Real Resources and Infrastructure (00:44:14)

Capitalism, Competition, and Billionaire Power (00:45:40)

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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In this episode, host Kevin Thompson, founder and CEO of 9i Capital Group, breaks down the newly signed "Big Beautiful Bill" (BBB). He highlights five major changes: a $6,000 senior deduction, restored bonus depreciation for capital investments, a higher $40,000 SALT cap, expanded QBI deduction eligibility for high earners, and a new tax exemption for overtime and tip income. Kevin explains how these provisions impact seniors, business owners, and high-income earners, while urging listeners to seek professional advice to navigate the bill’s complexities and understand its long-term effects.

Bonus Depreciation Returns (00:03:59)

SALT Cap Raised to $40,000 (00:06:06)

Qualified Business Income (QBI) Deduction Expansion (00:08:09)

No Tax on Tips and Overtime (00:10:28)

Recap and Closing Thoughts (00:13:37)

Outro and Farewell (00:15:46)

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, I dive deep into the rise and enduring dominance of the U.S. dollar in the global economy.

I walk you through its journey—from Bretton Woods to the creation of the petrodollar system—and explain how the dollar became the backbone of international trade and a powerful tool for economic sanctions.

But things are shifting. Countries around the world are actively looking for alternatives to the dollar, and I explore what that means for the future of our financial influence.

Whether you’re new to global economics or just want a better understanding of how money moves the world, this episode breaks down the complexities of the “dollar empire” in a way that’s clear, thought-provoking, and timely.

Bretton Woods and the Blueprint for Dominance (00:02:35)

The Dollar as the World’s Reserve Currency (00:05:42)

Dollar Dominance and Economic Sanctions (00:08:22)

Global Pushback and Alternatives to the Dollar (00:09:27)

NEWSLETTER (WHAT NOW): https://substack.com/@9icapitalr=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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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)

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

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.

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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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

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