Rethink Wealth

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White Rhino Financial is your premier wealth management firm, challenging the traditional ways of financial thinking, encouraging you to rethink wealth.

White Rhino Financial

  • Jul 23, 2020 LATEST EPISODE
  • every other week NEW EPISODES
  • 15m AVG DURATION
  • 19 EPISODES


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Latest episodes from Rethink Wealth

Market Up Up And Away Audio

Play Episode Listen Later Jul 23, 2020 24:11


Why are the stock market and the economy sleeping in separate rooms? In this episode of 9Innings, host Kevin Thompson of 9I Cap CFP, RICP is joined by James McGlynn of Next Quarter Century, CFA, to discuss just that. They will dive deep into understanding why the stock market is on a quick rise. If you want to learn more feel free to reach out! You can book a one-on-one complimentary consultation with Kevin here: https://outlook.office365.com/owa/cal... To learn more follow us on: Facebook: https://www.facebook.com/kevinThompso... LinkedIn: https://www.linkedin.com/in/kevin-tho... or check out the website: www.rethinkwealth.com

A Viral Market Update 2020

Play Episode Listen Later Jul 16, 2020 8:51


As we move through the summer months, one thing remains constant, uncertainty. The Federal Reserve has stemmed the tide of an unmitigated set of events that placed the United States in its worst recession since the Great Depression. Rising unemployment, job closures, racial tensions, and a health crisis marred the month as stock markets seemed to be unfazed... let's dive into what exactly is going on in the stock market. You can book a one-on-one complimentary consultation with Kevin here: https://outlook.office365.com/owa/cal... To learn more follow us on: Facebook: https://www.facebook.com/kevinThompso... LinkedIn: https://www.linkedin.com/in/kevin-tho... or check out the website: www.rethinkwealth.com

Financial Hot Button Issue...What are our thoughts.

Play Episode Listen Later Jul 9, 2020 28:11


Host Kevin Thompson, RICP, CFP of 9I Capital Group and Rethink Wealth, sits down to speak with James McGlynn of Next Quarter Century and Travis Hostutler of Rethink Wealth to discuss a hot button issue. They are going to discuss the main thing investment advisors and insurance salesmen fight over. This would be the idea of buying term insurance and investing the difference. You can book a one-on-one complimentary consultation with Kevin here: https://outlook.office365.com/owa/cal... To learn more follow us on: Facebook: https://www.facebook.com/kevinThompso... LinkedIn: https://www.linkedin.com/in/kevin-tho... or check out the website: www.rethinkwealth.com

Your Top Financial Questions Answered

Play Episode Listen Later Jun 25, 2020 23:42


There are lots of advisors out there who host their own shows, write books, and provide valuable information. They discuss types of insurances, emergency funds, and how to invest your money. However, you are always left with some questions. Those questions are what Kevin Thompson RICP CFP and James McGlynn answer in this podcast. You can book a one-on-one complimentary consultation with Kevin here: https://outlook.office365.com/owa/cal... To learn more follow us on: Facebook: https://www.facebook.com/kevinThompso... LinkedIn: https://www.linkedin.com/in/kevin-tho... or check out the website: www.rethinkwealth.com

The 5 Financial Essentials

Play Episode Listen Later Jun 11, 2020 12:56


These five things, when followed, and especially in this current environment, we believe, will allow you to get out of your own way and allow for just math to take over. These five things are pivotal to getting you on the right path of financial success! You can book a one-on-one complimentary consultation with Kevin here: https://outlook.office365.com/owa/calendar/KevinThompson@glic.microsoftonline.com/bookings/ To learn more follow us on: Facebook: https://www.facebook.com/kevinThompsonRethinkWealth/ LinkedIn: https://www.linkedin.com/in/kevin-thompson-ricp®-cfp®-74964428/ or check out the website: www.rethinkwealth.com

Understanding Retirement Income Chat with Luke Gunnells

Play Episode Listen Later Jun 4, 2020 20:51


Host Kevin Thompson chats with Luke Gunnells, senior VP for Guardian, and Park Avenue Securities for the South and Midwest regions. Luke specializes in retirement income. He is a sought after public speaker on many issues related to retirement income. He holds an RICP designation demonstrating his full commitment to the mastery and the ethics of retirement planning. Listen and learn about the ebbs and flows in the market, be it 2008 that he saw the recovery process of the market or today. Kevin and Luke will cover the volatility of the market over the last few months and the potential uncertainty around that future income or present income for retirees. Tune in for much more valuable market and retirement info! You can book a one-on-one complimentary consultation with Kevin here: https://outlook.office365.com/owa/calendar/KevinThompson@glic.microsoftonline.com/bookings/ You can follow 9Innings productions at: Facebook: https://www.facebook.com/RethinkWealthTexas/ LinkedIn: https://www.linkedin.com/company/19272067/admin/ YouTube: https://www.youtube.com/watch?v=3Yhgy8Y_idI or go to the Rethink Wealth Website: www.rethinkwealth.com

Speaking with 2018 Division 1 National Coach of the Year Tim Tadlock

Play Episode Listen Later May 7, 2020 20:23


Kevin Thompson speaks with Tim Tadlock about trials and tribulations of going through junior college, winning championships, then going to D-1 universities, taking them to the World Series. What it's like to be in the hall of fame of Grayson County College. And how Tadlock helped Kevin make it to the Big Leagues. You can learn more at... Facebook: https://www.facebook.com/RethinkWealt... LinkedIn: https://www.linkedin.com/company/1927... Youtube: https://www.youtube.com/watch?v=49pOmNOqwsE or go to our website: www.rethinkwealth.com Book an appointment with Kevin through the link provided :) https://outlook.office365.com/owa/cal...

9Innings Episode 5: Talking finances with Marshall Newhouse

Play Episode Listen Later Apr 30, 2020 20:24


Kevin Thompson speaks with Marshall Newhouse on a wide range of topics. From what it's like in the current situation and how that has affected their daily habits to what's next for Marshall after football and how you can follow him on social! You can book a meeting with Kevin by following this link: https://outlook.office365.com/owa/cal... You can also follow us on... Facebook: https://www.facebook.com/RethinkWealt... LinkedIn: https://www.linkedin.com/company/1927... YouTube: https://www.youtube.com/watch?v=22s7ctYV6eg or go to our website: www.rethinkwealth.com Thanks, y'all!!!

9Innings Episode 4: Talking Minors to Majors with Shelley Duncan

Play Episode Listen Later Apr 23, 2020 21:51


Kevin Thompson speaks with former major league baseball player, Shelley Duncan. They cover everything from growing from minor league to the majors and onto how that molded them into the career men they are today. You can book a one-on-one meeting with Kevin by following this link: https://outlook.office365.com/owa/calendar/KevinThompson@glic.microsoftonline.com/bookings/ You can find us at: Facebook: https://www.facebook.com/RethinkWealthTexas LinkedIn: https://www.linkedin.com/company/19272067 YouTube: https://www.youtube.com/channel/UCBTfFR3SqnTjZOcBMkgaeaQ/featured or the website: Rethinkwealth.com

9Innings Episode 3: A CFA Talks Stock Market and the Economy

Play Episode Listen Later Apr 16, 2020 16:33


Host, Kevin Thompson CFP RICP of Rethink Wealth speaks to guest, Joshua Feuerman, CFA managing director, equity investment specialist of JP Morgan. Josh talks about the crisis and the "worst-performing sectors so far being financials and energy" and the shift we are seeing with the crisis. The conversation will then turn to the difference between the stock market and the economy...all topics to learn more about! Enjoy Learning with them! Follow on Youtube: https://www.youtube.com/playlist?list=PLN2nBBegW8Kom-fxkJjojTAFpDWQVVHXU Facebook: https://www.facebook.com/kevinThompsonRethinkWealth/ or find us on our website: www.rethinkwealth.com Book an appointment with Kevin by following this link: https://outlook.office365.com/owa/calendar/KevinThompson@glic.microsoftonline.com/bookings/

9Innings Episode 2: A CPA talks about the struggling economy.

Play Episode Listen Later Apr 14, 2020 16:26


In this episode of 9Innings, Kevin will talk with guest speaker, Kristy Cortez CPA. They will be discussing the different points of the struggling economy, Kristy's background as a CPA in Austin Texas, and so much more. If you have more questions following this Podcast, You can follow 9Innings on.... Facebook: https://www.facebook.com/kevinThompso... Youtube: https://www.youtube.com/channel/UCw9yLfTDBAprrLWvmcT6fFA Or, Check Out The Website! www.rethinkwealth.com

9Innings Episode 1

Play Episode Listen Later Mar 19, 2020 16:28


Welcome to 9Innings Podcast hosted by Kevin Thompson RICP® ! A new podcast will be posted every Tuesday and Thursday! We will also be airing this on SoundCloud, Apple Podcasts, and Google Play! Thank you for your time guys! Don't forget to Like and Subscribe! You can find us on: Facebook: https://www.facebook.com/kevinThompsonRethinkWealth/ YouTube: https://www.youtube.com/watch?v=LJJV-ufQofA&feature=youtu.be Website: https://www.rethinkwealth.com/podcasts

5 Strategies To Successful Investing

Play Episode Listen Later Aug 13, 2018 11:43


Kevin Thompson, RICP, and Investment Specialist at White Rhino Financial and special guest James McGlynn talk about 5 strategies for successful investing. Listen for yourself here. 1. How emotions drive investment decisions 2. Investment Horizon 3. Diversify - What does that mean? 4. Dollar Cost Averaging 5. Work with an experienced professional Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS),7 Hanover Square, New York, NY 10004. Securities products/services and advisory services are offered through PAS, a registered broker/dealer and investment advisor. Career Development Manager, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly owned subsidiary of Guardian. White Rhino Financial is not an affiliate or subsidiary of PAS or Guardian. Insurance Products offered through White Rhino Financial is not an independent registered investment advisor. PAS is a member of FINRA/SIPC. This Material is Intended For General Public Use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact one of our financial professionals for guidance and information specific to your individual situation. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. • Contact the Social Security and Medicare Administration for complete details regarding eligibility for benefits. Dow Jones Industrial Average is a widely used indicator of the overall condition of the stock market, a price-weighted average of 30 actively traded blue chip stocks, primarily industrials, but also includes financial, leisure and other service oriented firms. S&P 500 Index is a market index generally considered representative of the stock market as a whole. The index focuses on the large-cap segment of the U.S. equities market.

Medicare Answers

Play Episode Listen Later Aug 13, 2018 10:23


Kevin Thompson, RICP, at White Rhino Financial discusses Medicare with special guest, James McGlynn. Are you read to rethink-wealth? Today, they talk about Healthcare. The Costs are rising and reasons why it is important to understand Medicare. Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS),7 Hanover Square, New York, NY 10004. Securities products/services and advisory services are offered through PAS, a registered broker/dealer and investment advisor. Career Development Manager, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly owned subsidiary of Guardian. White Rhino Financial is not an affiliate or subsidiary of PAS or Guardian. Insurance Products offered through White Rhino Financial is not an independent registered investment advisor. PAS is a member of FINRA/SIPC. This Material is Intended For General Public Use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact one of our financial professionals for guidance and information specific to your individual situation. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. • Contact the Social Security and Medicare Administration for complete details regarding eligibility for benefits. Dow Jones Industrial Average is a widely used indicator of the overall condition of the stock market, a price-weighted average of 30 actively traded blue chip stocks, primarily industrials, but also includes financial, leisure and other service oriented firms. S&P 500 Index is a market index generally considered representative of the stock market as a whole. The index focuses on the large-cap segment of the U.S. equities market.

What is IRMAA?

Play Episode Listen Later Aug 4, 2018 8:52


Kevin Thompson Investment Specialist of White Rhino Financial and guest James McGlynn, Retirement Specialist, discuss IRMAA. What is IRMAA(Income Related Monthly Adjustment Amount)? How does it impact you in retirement? The two talk about the ins and outs of IRMAA and what you should be looking for when thinking about retirement. 2018-63490 Exp: 07/20

Retirement Strategies and Tips

Play Episode Listen Later Jun 27, 2018 10:56


Kevin Thompson, RICP, Investment Specialist of White Rhino Financial and James McGlynn, CFA, RICP, retirement author, of 'Next Quarter Century' talk about retirement strategies. James gets into tips that are a must know at each stage of retirement, in order to maximize your benefits, starting with preretirement at age 55 all the way to age 85. There is talk about how to take money out of your 401k, IRA and how to receive early social security payments without penalty as qualified distributions.

Basics of a Roth IRA

Play Episode Listen Later Jun 27, 2018 11:42


Kevin Thompson, RICP, Investment Specialist of White Rhino Financial and James McGlynn, CFA, RICP, retirement author, of 'Next Quarter Century' discuss about what a Roth IRA account is and what benefits it provides. You’ll hear about the deposit and withdraw limits in a Roth IRA, and what your income needs to be when opening an account. There is also talks about the taxes applied on a Roth IRA, required minimum distributions and the possibility of converting a traditional IRA to a Roth IRA.

Bull Markets?

Play Episode Listen Later Jun 22, 2018 9:53


Kevin Thompson, RICP, Investment Specialist of White Rhino Financial and James McGlynn, CFA, RICP, retirement author, of 'Next Quarter Century' discuss the continuation of positive markets and some concerns investors might have. Kevin and James mention the anticipation of earnings reports and how the new corporate tax cuts could impact the economy. Verizon and Apple are used as a brief example of the actions they’ve done within their company with the new corporate tax cuts. There is also talks about wage growth, consumer spending, and unemployment rates.

October Recap

Play Episode Listen Later Jun 21, 2018 4:23


Kevin Thompson, RICP, of White Rhino Financial talks about what happened in the markets in October 2017. Market hit all time highs continuing to rise in through October. This has to do with strong company earnings and increase in P/E. Kevin mentions unemployment rates and how it affects the economy. Kevin also advices on certain geopolitic scenarios and long term picture building strategies.

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