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Posts by Kevin Thompson CFP®, RICP®, EA

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Kevin Thompson CFP®, RICP®, EA (@9icapital) The system isn’t broken. It’s working exactly as designed. What used to be jobs moving overseas… Then immigrant labor… Is now AI. Same playbook. Different story. If you don’t understand the incent...

The system isn’t broken.
It’s working exactly as designed.

Jobs weren’t stolen, they were moved.
Now AI is the new narrative.

Same incentives. Same outcomes.

If you don’t understand the system… you can’t benefit from it.

substack.com/@9icapital/n...

3 weeks ago 3 0 0 0
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🔥FoF 1099 Madness: The Tax Season Surprises No One Is Talking About Podcast Episode · The 9Innings Podcast · March 24 · 8m

🔥 1099 Madness is here…

If you’re wondering:
- Why you owe taxes this year
- Why your refund is bigger
- Or what changed…(Kwong vs USA)

I break it all down in this week’s episode.

No fluff. Just what’s actually happening.

🎧 Listen:

podcasts.apple.com/us/podcast/t...

3 weeks ago 1 0 0 0
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Is the OBBB Tax Bill Really Saving You Money Facts versus Fiction from a seasoned tax professional....

open.substack.com/pub/9icapita...

Are people really getting larger tax refunds this year?

That’s the narrative…

But after reviewing tax returns, most people are not seeing major savings.

A lot of it comes down to overwithholding.

That’s not a tax cut.

Like: Share: Subscribe:

1 month ago 1 0 0 0
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Kevin Thompson CFP®, RICP®, EA (@9icapital) $39 trillion in debt… and we’re still arguing about the wrong things. The conversation around America’s fiscal future has become political theater. But the real issues are structural: • Demographic...

The U.S. is approaching $39 trillion in debt.

Yet most of the debate is political theater instead of economic reality.

Debt.
Demographics.
Inflation.
Policy incentives.

Eventually the math matters.

I broke it down here 👇

substack.com/@9icapital/n...

1 month ago 2 0 0 0
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Headlines vs. Reality Expanding on silver, housing, 401(k)s, tax refunds, and Social Security — beyond the soundbites.

Everyone is reacting to headlines.

Very few are analyzing the balance sheet impact.

Silver volatility.
Housing supply stress.
401(k) access debates.
Tax withholding distortions.
Social Security funding.

Here’s what actually matters:

open.substack.com/pub/9icapita...

2 months ago 1 0 0 0
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Five Retirement Decisions That Will Matter More Than the Market in 2026” A simple mistake may cost you thousands....

Five Retirement Decisions That Will Matter More Than the Market in 2026” Retirement mistakes aren’t loud.
They’re subtle:
• Missed deductions
• Poor income timing
• Surprise Medicare premiums
Substack: 5 retirement planning moves for 2026 that actually matter.
open.substack.com/pub/9icapita...

4 months ago 1 0 0 0
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👉 “2026 Retirement Planning: Tax and Medicare Changes You Can’t Ignore” Podcast Episode · The 9Innings Podcast · 12/16/2025 · 15m

New 9Innings Podcast 🎙️

Quiet tax changes are creating new planning opportunities for retirees.

This episode focuses on:
– Senior deductions
– Above-the-line tax strategies
– Standard deduction planning

Practical, not theoretical.

podcasts.apple.com/us/podcast/2...

4 months ago 1 0 0 0
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Trump Critics Pounce on Report Alleging He Committed 'Mortgage Fraud Trump has been vocal in calling out political adversaries for claiming more than one primary residence on loans.

“Trump has skillfully desensitized the media and public where so many stories surface that it’s hard for people to tell what’s real or exaggerated,” Kevin Thompson told Newsweek. “

www.newsweek.com/trump-critic...

4 months ago 2 0 0 0
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Fox News host corrects Trump official during live interview When Hassett said wage growth was higher than inflation now, Fox host Martha McCallum corrected him.

Kevin Thompson, the CEO of 9i Capital Group told Newsweek: “The host called out the official for mixing up real and nominal wage growth and that matters. Paychecks might be bigger on paper, but after the inflation hits from 2022 and 2023, people aren’t really ahead.

www.newsweek.com/fox-news-hos...

4 months ago 2 0 0 0
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Map shows states where Medicare coverage is changing next month The change hits in the new year as traditional Medicare recipients undergo a federal AI pilot program.

“If you show me the incentive, I can show you the outcome. When the incentive is built around Medicare denials, that’s exactly what you’ll get, more denials,” Kevin Thompson, the CEO of 9i Capital Group and the host of the 9innings podcast, told Newsweek.

www.newsweek.com/map-states-w...

4 months ago 1 0 0 0
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'Big Short' Housing Market Investor Issues Warning About Jerome Powell Burry’s warning could reflect an impending crisis regarding the overbuilding of AI infrastructure.

“We’ve seen this movie before—creative accounting during Enron and other crises—and similar behavior seems to be resurfacing now,” he said. “When you have multitrillion-dollar companies propping up global markets, that kind of fragility deserves serious attention.”

www.newsweek.com/big-short-ho...

4 months ago 1 0 0 0
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Amazon's Return Policy Changed: What To Know This holiday season, most items purchased between November 1 and December 31, can be returned through January 31, 2026.

www.newsweek.com/amazons-retu... Kevin Thompson, the CEO of 9i Capital Group and the host of the 9innings podcast, told Newsweek: "Amazon has taken some hits in the press lately: everything from a $1.5 billion settlement over improper Prime enrollments to laying off thousands of workers. #amazon

5 months ago 2 0 0 0
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Here's how much Donald Trump is earning from crypto during presidency The Trump Organization earned $802 million from crypto during the first half of 2025, according to a Reuters estimate.

“This will become one of the most fascinating case studies in modern presidential history, how a businessman leveraged every aspect of his brand and position to turn the presidency itself into an asset class,” Thompson said.

www.newsweek.com/how-much-don...

5 months ago 1 0 0 0
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"AI? A Bubble or a Business" Insights, Strategies, and Actionable Advice from the 9Innings Podcast

open.substack.com/pub/9icapita...

Is Ai a bubble or a revolution?

6 months ago 1 0 0 0
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Silver sets new record; should advisors add to client portfolios? The price of silver broke a record this week, previously set in 1980. Nevertheless, not all advisors are convinced now is the time to buy the precious metal.

“I have always felt silver was a much more useful global asset as you can see it inside of many manufacturing inputs such as cars, homes, and machinery,” Thompson said.

www.investmentnews.com/practice-man...

6 months ago 1 0 0 0
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Small RIAs: Who Needs Scale? Small independent RIAs say they now have so many tools at their disposal to help them run a business that scale doesn’t really matter.

Small RIA Execs: You Don’t Need Scale to Run a Successful Business - www.wealthmanagement.com/ria-news/sma... Thompson, CEO and president of 9I Capital Group, a Fort Worth, Texas-based fee-only RIA, pointed out that there are many misnomers...

6 months ago 2 0 1 0
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GenZ: The Canary? “The generation showing us where the system is breaking.”

Gen Z is the canary 🐤

They’re:
– Walking away from degrees
– Regretting homeownership
– Ghosting employers
– Chasing tech hubs
– Cutting back on dating spend

Gen Z isn’t the problem.
They’re the signal.

Full breakdown here 👇🏾
open.substack.com/pub/9icapita...

7 months ago 1 0 0 0
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6 Things I’d Tell My Younger Self “From selfishness to leadership, and everything in between.”

open.substack.com/pub/9icapita...

What would you tell your younger self and why?

7 months ago 1 0 0 0
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Social Security update: Most Americans expect Donald Trump to cut benefits While Trump has pledged to not cut benefits, the Social Security Administration is up against a funding shortfall to hit as early as 2033.

www.newsweek.com/social-secur... Kevin Thompson told Newsweek: "Republicans have said time and again they'll never touch entitlements. By labeling certain provisions as 'wasteful,' they've already rolled back Biden-era expansions while still claiming the core promise is intact."

7 months ago 1 0 0 0
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📉 Borrowed Time, Borrowed Dollars: Why the National Debt Hits the Middle Class Hardest Government Debt and Our Economic Future..

substack.com/@9icapital/n...

Read and subscribe to our latest Substack: 👊🏾

10 months ago 1 0 0 0
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What If Trump Was Right? When Policy Theory Runs Into Economic Reality

open.substack.com/pub/9icapita...

What if Trump is Right? Would it even make a difference in the grand scheme of things?

1 year ago 1 0 0 0
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What’s Next for Social Security: Tech Overreach or Modern Upgrade?

open.substack.com/pub/9icapita...

1 year ago 1 0 0 0
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"Tariffs, Trade, and Truth: The Real Cost of Bringing Manufacturing Home" Are Tariffs Inflationary?

"Tariffs, Trade, and Truth: The Real Cost of Bringing Manufacturing Home"
open.substack.com/pub/9icapita...

1 year ago 1 0 0 0
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The Hidden Meaning of Short-Term Pain It's Not Just Economics

The Hidden Meaning of Short-Term Pain: "It's Not Just Economics" #recession #jobloss #people #inflation

open.substack.com/pub/9icapita...

1 year ago 2 1 1 0
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CPI Came In Hot 🔥—What That Means for Rates, Markets, and You The latest CPI report shows inflation running hotter than expected, pushing back Fed rate cut expectations. Markets react as shelter, transportation, and energy costs rise. What this means for rates, ...

CPI just dropped and it was not pretty.

A 3% number year over year with a .5% increase month-over-month.
The most impacted areas were medical care commodities, used cars and trucks, utility (gas) services, fuel oil.

Read our blog here: www.9icapitalgroup.com/blog/cpi-cam...

1 year ago 1 0 0 0
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What is the People's Union? Group behind nationwide economic blackout The grassroots organization is looking to fight against corporate rollback of DEI initiatives by taking back purchasing power.

Kevin Thompson, founder and CEO of 9i Capital Group, told Newsweek: "The idea originated from grassroots efforts, driven by individuals who want to shift the narrative and regain control over corporate influence.

www.newsweek.com/who-peoples-...

1 year ago 1 0 0 0
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Kevin Thompson CFP®, RICP®, EA on Substack I remember reciting the Pledge of Allegiance as a child, never truly understanding the meaning behind the words. Back then, they were just a daily routine—spoken but not felt. Now, as an adult, those...

Does Loyalty actually exist? In my recent Substack, i explain how those sacred words we all recited as children may be nothing more than a passing fancy in this new America...

substack.com/@9icapital/n...

1 year ago 1 0 0 0
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America: Closed For Business Government Employees Asked to Resign

America: Closed For Business open.substack.com/pub/9icapita... Gov employees must return to the office or take 8 months' severance. A tough choice with real financial & emotional stakes. Stay, leave, or push back? Breaking it down on the pod. 🎙 #GovernmentJobs #RemoteWork #FERS #CSRS

1 year ago 1 0 0 0
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Kevin Thompson CFP®, RICP®, EA on Substack Republican Tax Cut? What happens if the “head of household” filing status is removed? This would impact mainly single parents and divorced individuals estimating $200B in revenue for the federal gove...

Will be interesting to see if Republicans use the "head of household" filing status to fund 200B in tax cuts for corporations.

substack.com/@9icapital/n...

1 year ago 1 0 0 0

📢 Retirees! Join our Feb 5th webinar to learn how to reduce taxes, optimize withdrawals, and avoid costly mistakes 💰. Secure your retirement. Register now 🔗 [events.teams.microsoft.com/event/5e494287-9b17-4c3a... #RetirementPlanning

1 year ago 1 0 0 0