1. From MLB to CFP – Kevin Thompson Retirement Wisdom 37:57

Many people are multidimensional and can achieve success in different fields. Kevin Thompson achieved his dream of playing Major League Baseball with the New York Yankees and the Oakland A’s. Along the way he, with other pro athletes and investors, was the victim of a Ponzi scheme. After learning how to take control of his financial future, he’s built a second act career as a Certified Financial Planner (CFP) and Retirement Income Certified Professional (RICP). We discuss his two careers, his book From MLB to CFP, why people should plan for day-to-day life in Retirement and not just to a Retirement date – and we talk baseball…

Kevin Thompson joins us from Fort Worth, Texas.

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Bio

Kevin Thompson is the President and CEO of 9Innings Capital Group LLC. As a Wealth Management Advisor, Kevin facilitates the financial professional/client relationship by helping to analyze one’s financial needs while developing a framework that can best address one’s objectives. The 9Innings Capital Group philosophy is a system that allows the client to understand their entire financial picture under one platform which allows for the advisor to discover waste and ways to help the client manage risk.

Kevin Thompson uses fundamental and technical analysis to influence investing decisions. Kevin is excellent at dissecting financial statements and analyzing data to perfect his investing decisions while using technical research to provide for liquidity and supply/demand metrics ascertained from equity markets. Kevin received his BBA in Finance from the University of Texas at Arlington. Kevin has obtained his Series 7, 24, 63, 66 and Group 1 licenses. Kevin is a Certified Financial Planner™️ Professional,  And a Retirement Income Certified Professional®️.

Before the financial industry, Kevin played major league baseball for the New York Yankees and Oakland Athletics.

Born and raised in Fort Worth,Texas Kevin Thompson is proud to call Cowtown his home. He resides in town with his beautiful wife Sherae and their son Braxton Richard Wolfgang.

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For More on Kevin Thompson

9Innings Capital Group

From MLB to CFP

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Wise Quotes 

On Planning for Retirement

“Outside of the typical stuff, like Social Security maximization, Long Term Care planning, it’s the fact that many of us plan to Retirement. I want to retire at 65 or 66, they plan to that date. But what will your day to day look like? How many trips are you going to take during the year? How often are you going to go see the grandchildren? What does day-to-day life look like for Joe? Right? The biggest thing I would say, [is] people don’t necessarily realize is now you’re in Retirement, are you going to play golf three or four times a week? Are you gonna go fishing three or four times a week? How many times are you going to do that until you say, You know what, I’m tired of this!  How many hours are you going spend in the garden until you’re saying, You know what? I need to figure something else out. It’s planning for Retirement, not just planning to Retirement.

On Delayed Gratification

“Just work on doing the things today to take care of yourself in the future, which means… get to the point [of ] delayed gratification. Don’t try to gratify or satisfy yourself today because the 40, 50, 60, or 70 year old You will thank you in the future. So delayed gratification, whether it be with investing delayed gratification, or whether it be with savings and purchasing things, all that just takes some delayed gratification to where you can have success in the future.”

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About Retirement Wisdom

Take charge of your future.

Schedule a call to find how how the Designing Your Life process (developed by Bill Burnett & Dave Evans at Stanford) can help you unlock a new direction.  Learn more about our One and One Coaching and small group programs. Take the first step toward your new life today.

Are you prepared for the non-financial side of Retirement? Take our free quiz and see what you should be preparing for in your Retirement planning.

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About Your Host 
Joe Casey is an executive coach who also helps people design their next life after their primary career. He created his own next chapter after a twenty-six-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking.
Today, in addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, which thanks to his guests and loyal listeners, ranks in the top 1.5 % globally in popularity by Listen Notes. Business Insider has recognized him as one of 23 innovative coaches who are making a difference.
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Intro and Outro voiceovers by Ross Huguet.

 

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