In this episode, I bring on CFP and enrolled agent Kyle Luetters to talk about making real money moves that actually fit your life. We go deep on the mindset shift from “I am bad with money” to “I just never learned the rules yet” and how a single paycheck and a newborn pushed Kyle to build a system that now helps his clients thrive. We hit on tax planning as a superpower, not a fear, how to stop giving the IRS a zero interest loan, and why consistency beats vibes when it comes to investing. ...
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In this episode, I bring on CFP and enrolled agent Kyle Luetters to talk about making real money moves that actually fit your life. We go deep on the mindset shift from “I am bad with money” to “I just never learned the rules yet” and how a single paycheck and a newborn pushed Kyle to build a system that now helps his clients thrive. We hit on tax planning as a superpower, not a fear, how to stop giving the IRS a zero interest loan, and why consistency beats vibes when it comes to investing. ...
Wealth vs. Rich: A Journey from Baseball to Finance | Kevin Thompson | Growing Money with Sean Trace
Growing Money with Sean Trace
39 minutes
1 month ago
Wealth vs. Rich: A Journey from Baseball to Finance | Kevin Thompson | Growing Money with Sean Trace
In this episode of Growing Money with Sean Trace, I sit down with Kevin Thompson, CFP, RICP, EA, for a conversation that blends his incredible personal journey with his professional insights on money and life. Kevin’s path started in Major League Baseball with the Yankees, and after an injury ended his career, he discovered his passion for finance. That journey included losing money to a Ponzi scheme, which gave him a firsthand understanding of why transparency and trust are so vital in this ...
Growing Money with Sean Trace
In this episode, I bring on CFP and enrolled agent Kyle Luetters to talk about making real money moves that actually fit your life. We go deep on the mindset shift from “I am bad with money” to “I just never learned the rules yet” and how a single paycheck and a newborn pushed Kyle to build a system that now helps his clients thrive. We hit on tax planning as a superpower, not a fear, how to stop giving the IRS a zero interest loan, and why consistency beats vibes when it comes to investing. ...
