Episodes
Most of us look forward to the excitement that comes with onset of spring, — well, everything except that pesky payment to Uncle Sam. In this episode of How to Win, Kyrk and Rick talk about how to set yourself up for success when it comes to your tax burden. And you know they're gonna sneak in some golf talk, too. Tax and/or legal advice is not offered by Family Financial Partners.  Please consult with your tax professional for additional guidance regarding tax-related matters. Kyrk Davis is...
Published 03/20/24
Published 03/20/24
On this episode of How to Win, businessman and entrepreneur Matt Falcone joins Rick and Kyrk to talk about how he built a successful catering company through word of mouth and used smart, aggressive investing to retire early. Matt Falcone and any companies mentioned are not affiliated with The O.N. Equity Sales Company or O.N. Investment Management Company. Neither the information nor any opinion expressed herein constitutes a solicitation for the purchase or sale of any securities and...
Published 01/18/24
In the final How to Win of 2023, Rick takes the interviewer chair and asks Kyrk all about his journey into advising and his best end-of-year financial tips. And because it's How to Win, be ready to hear about golf and hunting, a trip to urgent care, and why Rick's Apple Watch recently got a bit concerned about him. Kyrk Davis is a Registered Representative offering Securities through The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way Cincinnati, Ohio 45242 (513) 794-6794....
Published 12/20/23
Rick and Kyrk are joined by FFP's Director of Client Services, McKellar, to explore how to talk to your partner about household finances and what it's like being a woman in the male-dominated financial field. Kyrk Davis is a Registered Representative offering Securities through The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way Cincinnati, Ohio 45242 (513) 794-6794. Kyrk Davis is an Investment Advisor Representative offering Investment Advisory services through O.N....
Published 11/22/23
In a rare solo episode, Kyrk reflects on the personal finance book that changed his life and lays out six surprising traits that so many millionaires have in common. Kyrk Davis is a Registered Representative offering Securities through The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way Cincinnati, Ohio 45242 (513) 794-6794. Kyrk Davis is an Investment Advisor Representative offering Investment Advisory services through O.N. Investment Management Company. Estate planning...
Published 10/20/23
Most of us are already investing in our retirement accounts. On this episode of How to Win, Kyrk and Rick go beyond the 401k to discuss what investment might look like in the rest of our lives. Hint: Investment doesn't always have to be financial. Kyrk Davis is a Registered Representative offering Securities through The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way Cincinnati, Ohio 45242 (513) 794-6794. Kyrk Davis is an Investment Advisor Representative offering Investment...
Published 09/20/23
Kyrk and Rick take on the latest headlines around inflation and give you some simple steps you can take starting today to help protect yourself and your savings.  Kyrk Davis is a Registered Representative offering Securities through The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way Cincinnati, Ohio 45242 (513) 794-6794. Kyrk Davis is an Investment Advisor Representative offering Investment Advisory services through O.N. Investment Management Company. Estate planning services...
Published 07/18/23
Rick and Kyrk talk with registered dietician Mary Plowman to discuss the parallels between health and finances. One of the top expense retirees have is healthcare. Mary gives tips on ways you can try to reduce that as much as possible, no matter where you’re at in your health journey. No matter your age, your fitness level or your financial status, you’re sure to takeaway something from this episode! Mary Plowman and any mentioned companies are not affiliated with The O.N. Equity Sales...
Published 06/20/23
Even the best tee shots can end up in the rough. In this episode of How to Win, Kyrk and Rick show you how you can you stay in control of your financial plan with so many outside forces trying to knock you off the fairway. "I don't know many people that are happy with how 2022 treated them financially. It's normal to start questioning your process." Listen to "Pushing through the bad bounce" from the How to Win Podcast with Kyrk and Rick. Kyrk Davis is a Registered Representative offering...
Published 05/16/23
Kyrk and Rick introduce themselves, Family Financial Partners and the podcast! Kyrk Davis is a Registered Representative offering Securities through The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way Cincinnati, Ohio 45242 (513) 794-6794. Kyrk Davis is an Investment Advisor Representative offering Investment Advisory services through O.N. Investment Management Company. Estate planning services provided in conjunction with your licensed legal professional.
Published 04/18/23
Kyrk and Rick talk about how they budget for their favorite hobbies. Kyrk shares strategies for saving up for golf trips as a younger investor and Rick shares how he budgets for the shooting range as a retiree.  Kyrk Davis is a Registered Representative offering Securities through The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way Cincinnati, Ohio 45242 (513) 794-6794. Kyrk Davis is an Investment Advisor Representative offering Investment Advisory services through O.N....
Published 04/12/23