How to Win

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 emphasize the balance between enjoying life and achieving financial security. They highlight starting small with goals, maintaining consistent saving habits, and requesting help if needed from financial planners.

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.

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 not be relied on as financial advice. All investing involves risk, including the potential loss of principal, and there can be no guarantee that any investing strategy will be successful.

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.

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 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.

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 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.

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, 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.