11 episodes
How to Win Family Financial Partners
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- Business
Want to know how to win in life and your finances? Then you’re in the right place. On this podcast we’ll be talking about everyday topics and how they relate to your overall financial picture. How to Win is hosted by Kyrk Davis and Rick Gregory. Kyrk is a Wealth Advisor for Family Financial Partners. Rick is FFP's Director of Community Relations. Family Financial Partners is a financial planning firm located in Lexington, Kentucky. Learn more about FFP at familyfinancialpartners.com. 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.
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Tis the (Tax) Season
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 ...
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Cooking up some business with Matt Falcone
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 should ...
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It's the end of the year as we know it
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. Kyrk...
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Let's Talk Money, Honey
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. Investment...
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6 Lessons from The Millionaire Next Door
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 servic...
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Investing Beyond the 401k
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 Ad...