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 of the 9Innings Podcast, host Kevin Thompson tackles the top five financial questions people are asking right now. From staying on track for retirement, to balancing debt and investing, making smart tax moves, rethinking life insurance, and deciding whether to hold cash or invest — Kevin delivers practical, insider perspective shaped by years of planning experience.

You’ll get clear, actionable advice to cut through today’s uncertainty and build long-term security. The focus: personalized planning, disciplined investing, and knowing when to lean on professional guidance.

Am I Still on Track for Retirement? (00:00:53)

Should I Pay Off Debt or Keep Investing? (00:05:10)

What is the Smartest Tax Move Right Now? (00:07:19)

Do I Need Life Insurance or Am I Overpaying? (00:09:24)

Is Now a Good Time to Invest or Hold More Cash? (00:11:58)

Cash as a Safety Net and Peace of Mind (00:15:07)

Summary and Closing Remarks (00:17:13)

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

Follow Us: youtube: / @9icap

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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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Corrections: Editing by http://SwoleNerdProductions.com

Disclosure: https://sites.google.com/view/9idisclosure/disclosure

In this episode of the 9Innings Podcast, Kevin Thompson, Founder & CEO of 9i Capital Group, breaks down the enhanced senior deduction introduced by the Inflation Reduction Act and what it means for retirement planning.

Kevin explains how this increased deduction for those 65 and older can meaningfully reduce taxable income and make Roth IRA conversions far more tax-efficient. Using real-world examples, he shows how retirees can capture significant tax savings—but only if they plan ahead.

This episode emphasizes the importance of timely strategy and working with a trusted financial advisor to take advantage of opportunities while they last.

👉 Don’t miss this breakdown of one of the most overlooked tax benefits for retirees.

Explanation of the Enhanced Senior Deduction (00:01:56)

Numerical Example: Pre- and Post-Enhanced Deduction (00:03:07)

Impact on Roth Conversions and Tax Savings (00:04:21)

Addressing Criticisms and 2024 vs. 2025 Numbers (00:08:10)

Temporary Nature and Planning Window (00:09:17)

Key Takeaways and Action Steps (00:10:23)

Closing Remarks and Contact Information (00:11:28)

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