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

In this episode, we share the early history of the Kessinger Lee Group. It began with TBK Sr.—a broker who saw long-term in a short-term world. From early partnerships to shaping Hilliard Lyons, his vision built a legacy carried on by TBK Jr. and now, TBK III. Three generations, one enduring philosophy. Enjoy!

In this episode, we’ll share the process our advisor team uses to build portfolios tailored to client goals. It all starts with two key factors: the amount you’re investing and your investment objective. From there, we’ll explore the core tools—mutual funds, ETFs, and individual stock portfolios—and how we combine qualitative and quantitative strategies for large-cap stocks. You’ll also hear about the resources and expertise behind our approach, plus the flexibility we offer to meet unique needs. Tune in as we dive into how we turn goals into disciplined, customized investment plans.

In this month's episode of Ticker Talk, we dive into the third quarter of 2025. This past quarter was anything but ordinary. From the S&P 500 soaring past 6,600 to the Fed’s first rate cut in nearly a year, markets were driven by a mix of optimism, caution, and shifting global dynamics. We’ll unpack the strong equity performance, evolving bond trends, and the policy moves that shaped investor sentiment. Whether you're a seasoned investor or just market-curious, stay tuned as we break down the numbers, the narratives, and what it all means for Q4.

In this episode, we dive into the heart of legacy planning—what it really means and why it matters for families of all sizes and incomes. From breaking down the myths that keep people from getting started to exploring how trusts can protect and empower future generations, we’ll guide you through the essentials of building a lasting legacy. You’ll hear real-life stories, practical steps to begin your own plan, and tips to avoid common mistakes. Whether you're just starting out or revisiting your estate strategy, this episode will help you take meaningful action toward securing your family's future.

Selling your business is a major milestone—but what comes next can be just as challenging. In this episode, we explore the emotional and financial journey from business operator to investor. From navigating taxes and finding your “sleep-at-night” number to replacing your paycheck and investing for long-term growth, we break down the key steps to help you transition with confidence. Whether you're feeling excited or uncertain, this episode offers practical insights and real stories to guide you through the shift. Tune in and learn how to avoid common pitfalls and build a plan that works for your future.

In this episode of "Q2 2025 in Focus: Trade Tensions, Global Shifts, and the Consumer Pulse," we unpack a turbulent quarter marked by record-breaking market highs, renewed tariff battles, and rising geopolitical tensions. From the impact of Liberation Day to the Israel-Iran conflict and China’s growing global influence, we explore how investors navigated uncertainty with surprising resilience. We also dive into cooling inflation, steady interest rates, and shifting consumer sentiment—setting the stage for what’s ahead in Q3. Tune in for insights, analysis, and what to watch as the economic landscape continues to evolve.