Father Son Finance

In this fourth installment of the history of the Kessinger Lee Group, Louis shares his journey from pursuing baseball to becoming a financial advisor and helping expand the team’s approach to planning and technology. The episode reflects on the group’s growth across generations while highlighting its continued commitment to personal relationships, thoughtful planning, and an exceptional client experience. Enjoy!

In this episode of Father Son Finance, we explore one of the biggest challenges retirees face: transitioning from saving and investing to actually spending their portfolio. The discussion covers withdrawal strategies, tax considerations, sequence of returns risk, and why the order and timing of withdrawals can have a lasting impact on retirement success. Tune in for practical insights on how to make your money last while enjoying the retirement you've worked so hard to achieve.

In this episode of Ticker Talk, we break down a strong second quarter for markets, including the S&P 500’s impressive rebound, the ongoing impact of AI-driven investment, and the surprising strength of small-cap and international stocks. We also discuss rising inflation, the Federal Reserve’s new leadership, geopolitical tensions with Iran, and the headline-grabbing SpaceX IPO that captured investors’ attention. Plus, we look ahead to earnings season, the evolving AI race, and key themes shaping the second half of 2026.

This episode continues the History of the Kessinger Lee Group. In this session, we bring Ben’s story into the mix. We’ll talk about what led him into the industry, what his early years looked like, what it’s like working alongside his brother, and how the team has evolved along the way.

In this episode, we tackle a question everyone asks: is the market at a high or finally at a bottom? The honest answer—no one knows. But that doesn’t mean there’s nothing to watch. While markets don’t send clear signals, people’s behavior often does, whether it’s confidence at the top or fear at the bottom. In this episode, we’re not trying to predict the market—we’re focused on recognizing these moments and making better decisions through them.

In this episode of Ticker Talk, we talk about the first quarter of 2026—a quarter that was anything but quiet. From geopolitical flashpoints in Venezuela and Iran, to a sharp but temporary market pullback, to the rapid advances in AI, the past 90 days gave investors plenty to process. We’ll break down what really drove markets lower early in the quarter, why small caps, commodities, and precious metals told a very different story, and how a swift rebound to new all‑time highs reminds us just how counterintuitive markets can be. Along the way, we’ll cut through the noise around inflation, interest rates, and tech disruption to focus on what matters most: earnings, diversification, discipline, and keeping today’s headlines from derailing a long‑term investment plan. Enjoy!

In this episode of the Father Son Finance Podcast, Louis and Tommy Kessinger are joined by Chris Lee to continue the history of the Kessinger Lee Group from the early 1990s through the late 2000s. They discuss the evolution of the financial industry from manual, transaction‑based stockbroking to technology‑driven, advice‑focused wealth management, and reflect on major market events such as the dot‑com crash and the 2008–09 financial crisis. The conversation highlights how those challenges shaped the firm’s philosophy, led to the formation of the Kessinger Lee Group partnership, and ultimately drove a shift toward long‑term planning, fiduciary responsibility, and putting clients’ interests first.

In this episode, we talk about retirement — not the financial charts and calculators everyone obsesses over, but the part most people overlook: what you’re actually retiring into. Because while money creates freedom, it doesn’t automatically create fulfillment. The real challenges show up in the open space that follows: how you’ll fill your days, how your identity shifts without work, how your relationships change, what you’ve always wanted to do but kept putting off, and what purpose looks like when a paycheck is no longer part of the equation. So in this episode, we’re exploring what a truly good retirement looks like — flexible, meaningful, aligned with your values — and how to build a life you’re excited to wake up to long after the job ends.

In this episode, we discuss how Q4 2025 closed with resilient markets and steady economic strength, even as uncertainty grew around Fed policy. We also discuss 2026 fiscal expectations, and how rising policy risks and elevated valuations suggest that selectivity and discipline will matter more than ever. Take a listen!

In this episode, we share ourthoughts on how the markets closed out 2025. Enjoy