9i Capital Group LLC

Join Me Live

We’re going live tonight on YouTube.

If you’re thinking about retirement — or already there — we’re talking about:

• Taxes
• Income strategy
• Managing risk without sitting on too much cash

I’ll also be in the chat answering questions during the premiere.

Join me live and let’s walk through what actually matters in this phase of life.

👉 Register Here: https://www.9icapitalgroup.com/events

Quick preview of what we’re covering in this week’s retirement webinar:

• Why many retirees pay more in taxes than they expected
• Which accounts to pull from first — and why that matters
• How much risk makes sense when you’re also taking income
• What you can still adjust early in the year

This isn’t about beating the market.
It’s about avoiding unnecessary mistakes once income matters more than accumulation.

Going live soon on YouTube.

👉 Save your spot — link https://www.9icapitalgroup.com/events

What People Are Surprised By

One of the biggest surprises I hear from retirees:

“I didn’t think my taxes would go up in retirement.”

Between Social Security taxation, RMDs, and Medicare premiums tied to income, a lot of people end up paying more than they expected.

This is why retirement planning isn’t just investment planning — it’s tax and income planning too.

We’re covering this in detail in next week’s webinar.

👉 Link to register in the https://www.9icapitalgroup.com/events

Most retirement plans miss the same three things:

👉 Taxes
👉 Income strategy
👉 Risk during withdrawals

It’s not just about how much you have saved.
It’s about how your money shows up, how much of it you actually keep, and how long it needs to last.

That’s why two people with the same portfolio balance can have very different retirement outcomes.

I’ll break this down in plain English in my upcoming webinar — no product pitches, just planning.

👉 Register in the comments if you want to join. https://www.9icapitalgroup.com/events

New year. New goals. Same mistake.

Most retirement plans are built for saving — not for when income actually starts.

Once you’re close to retirement, the game changes:
• Taxes matter more
• Income strategy matters more
• Risk management looks different

I’m hosting a short webinar later this month on what actually matters in retirement — and what you can still fix early in the year before small mistakes compound.

If you’re within 10 years of retirement or already there, this one’s for you.

👉 Registration link in comments. https://www.9icapitalgroup.com/events

Have you reserved a seat yet? RSVP today for The 2025 Financial Playbook: Year-End Moves That Matter. It's going to be great! https://www.9icapitalgroup.com/events/the-2025-financial-playbook-year-end-moves-that-matter

YOUTUBE: https://youtu.be/i46uIxf-gLg

Can you make it for The 2025 Financial Playbook: Year-End Moves That Matter on 11/18/2025? We would love to see you there. RSVP here: https://www.9icapitalgroup.com/events/the-2025-financial-playbook-year-end-moves-that-matter

YOUTIBE: https://youtu.be/i46uIxf-gLg

You are cordially invited to The 2025 Financial Playbook: Year-End Moves That Matter. RSVP today to guarantee your spot https://www.9icapitalgroup.com/events/the-2025-financial-playbook-year-end-moves-that-matter

Youtbe: https://youtu.be/i46uIxf-gLg

🚨 LIVE on YouTube – August 12th @ 12 PM 🚨
One Big Beautiful Bill Act of 2025 – What It Really Means for You

Signed into law on July 4th, this sweeping legislation reshapes taxes, benefits, and government spending for years to come.

In just 30 minutes, I’ll walk you through:
✅ Which tax code changes are now permanent
✅ How new deductions for seniors, tips, overtime, and auto loans actually work
✅ What “Trump Accounts” are and how families can use them
✅ Medicaid & SNAP reform highlights
✅ Immigration, student loan, and spending shifts
✅ Who benefits — and who could lose out
✅ Key planning tips before provisions sunset in 2026

🎯 Why you should watch:
If you’re a taxpayer, retiree, small business owner, or advisor, you’ll get a clear, actionable understanding of what changed, what didn’t, and what to do next.

📅 Date: Monday, August 12th
⏰ Time: 12:00 PM CST
📍 Where: YouTube – WRegister Here ➡

The One Big Beautiful Bill Act – 2025: What Just Happened and What You Should Do Now Join me, Kevin Thompson of 9i Capital Group, as we break down President Trump’s newly signed legislation — the One Big Beautiful Bill Act — and explore what it means for taxpayers, investors, business owners, and retirees. This is more than just a political win — it’s a full-scale economic...

⚠️ We’re LIVE at 12PM – Join Us Now!

🚀 This is it! The webinar you can’t afford to miss starts in 30 minutes.

📍 Click here to join → [https://youtu.be/nn9TTbVTuVw?feature=shared]

🚀 We’re Just A few Days Away! Are You In?

⏳ Final Reminder! We’re about to go live to cover:
📌 The biggest tax differences between W-2 and business owners
📌 How to reduce your tax bill NOW before it’s too late
📌 The 2025 tax changes you need to prepare for

📍 Join us live → [https://youtu.be/nn9TTbVTuVw?feature=shared]