Kevin Thompson

Kevin Thompson, founder of 9i Capital Group and an expert in retirement planning, joins to discuss hot topics in the financial landscape. They dive into the complexities of the One Big Beautiful Bill Act and its implications for tax planning, particularly for seniors. The duo examines market dynamics, cautioning against overexposure to risky investments like private credit and SPACs. They also address IRMAA strategies and the importance of protecting seniors from financial exploitation, sharing what keeps them awake at night.