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How to Win

Family Financial Partners

18 episodes

5 months ago

In this episode of the How to Win podcast, hosts Kyrk Davis and Rick Gregory are joined by guest Matt Lawson, a physician assistant with 30 years of experience. They discuss the importance of maintaining good health to ensure a quality life during retirement. They emphasize that good health can mitigate financial stress and enhance the enjoyment of retirement years. They touch on the importance of community and staying engaged in activities post-retirement to prevent health decline. Matt Laws...

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In this episode of the How to Win podcast, hosts Kyrk Davis and Rick Gregory are joined by guest Matt Lawson, a physician assistant with 30 years of experience. They discuss the importance of maintaining good health to ensure a quality life during retirement. They emphasize that good health can mitigate financial stress and enhance the enjoyment of retirement years. They touch on the importance of community and staying engaged in activities post-retirement to prevent health decline. Matt Laws...

Show more...

Episodes (18/18)

How to Win

Juggling Health and Wealth with Matt Lawson

In this episode of the How to Win podcast, hosts Kyrk Davis and Rick Gregory are joined by guest Matt Lawson, a physician assistant with 30 years of experience. They discuss the importance of maintaining good health to ensure a quality life during retirement. They emphasize that good health can mitigate financial stress and enhance the enjoyment of retirement years. They touch on the importance of community and staying engaged in activities post-retirement to prevent health decline. Matt Laws...

5 months ago

18 minutes

How to Win

Aiming for Financial Success

In this episode of the How to Win podcast, hosts Kyrk Davis and Rick Gregory discuss how to embrace changes and overcome anxiety in both personal life and finances. They emphasize the importance of mentors, the significance of early planning, tackling fears related to finances, and adapting to changes in the economic environment. Kyrk Davis is a Registered Representative offering Securities through The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way Cincinnati, Ohio 4524...

7 months ago

19 minutes

How to Win

Change: The Only Constant

In this episode of the How to Win Podcast, hosts Kyrk Davis and Rick Gregory discuss the inevitability of change and its impact on both personal life and finances. They share personal anecdotes, including Kyrk’s recent experiences with moving and unexpected home repairs, and provide insights on how to manage financial changes such as job transitions, retirement plans, healthcare costs, and unexpected life events. Additionally, they highlight recent legislative changes affecting social securit...

7 months ago

14 minutes

How to Win

Finance with a Smile with Dana Klausler

In this episode of the How to Win Podcast, hosts Kyrk Davis and Rick Gregory, joined by special guest Dana, discuss goal setting for the new year, particularly focusing on financial and personal development. They revisit Dana's transition from a racehorse rehab manager to her current role and explore the importance of tracking spending and saving for the future. With inputs from personal experiences, such as Kyrk’s interest in golf and Dana’s budgeting strategies after buying a house, they em...

9 months ago

20 minutes

How to Win

From Road Trips to Financial Tips

In this episode of the How to Win Podcast, Kyrk and Rick reflect on their personal and professional milestones from the past year, including major trips and health challenges. They share practical tips for financial planning and conclude with a discussion on the importance of setting and reviewing financial objectives for the upcoming year. Kyrk Davis is a Registered Representative offering Securities through The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way Cincinnati,...

10 months ago

26 minutes

How to Win

From Assembly Lines to Annuities with Rob Neff

In this episode of the How to Win Podcast, hosts Kyrk Davis and Rick Gregory discuss financial planning with guest Rob Neff, a retired Toyota employee and current client of Family Financial Partners (FFP). The hosts share their experiences with surgeries and how Rob transitioned his retirement finances smoothly with FFP. They emphasize simplifying financial planning, ensuring easy account transitions, and the importance of client comfort and trust. Additionally, Rob touches on his career in r...

1 year ago

18 minutes

How to Win

Preparing for the unthinkable

Life can throw us a curveball when we least expect it. Is it even possible to be fully prepared? In this episode, Rick and Kyrk get personal, talking about life-changing moments in their own families and why it's so important to consider long-term options now, before it's too late.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 Re...

1 year ago

13 minutes

How to Win

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 ...

1 year ago

15 minutes

How to Win

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 ...

1 year ago

35 minutes

How to Win

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...

1 year ago

20 minutes

How to Win

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...

1 year ago

15 minutes

How to Win

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...

2 years ago

14 minutes

How to Win

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...

2 years ago

11 minutes

How to Win

How to Battle Inflation and Secure Your Budget and Retirement

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 serv...

2 years ago

16 minutes

How to Win

Connections Between Health and Wealth

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 Company...

2 years ago

49 minutes

How to Win

Pushing Through the Bad Bounce

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 Secur...

2 years ago

14 minutes

How to Win

Welcome to How to Win

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.

2 years ago

8 minutes

How to Win

Budgeting for Your Hobbies

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. In...

2 years ago

17 minutes