Hosted by KDI Wealth Management · 🇺🇸 US · EN-US · 31 episodes
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KDI Wealth Alchemist is a podcast by CEO, Kevin Dick and President, Carrie Dick of KDI Wealth Management. In this podcast, they blend practical financial insights with a holistic approach to wealth-building, guiding listeners to better understand wealth management. With years of experience and a deep commitment to empowering and coaching others, Kevin and Carrie break down complex financial concepts and share real-world strategies, inviting co-hosts who offer thoughtful insights. The information in this material is not intended as tax or legal advice. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Securities offered through Kestra Investment Services, LLC, member FINRA/SIPC (Kestra IS). Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS). KDI Wealth Management , Bluespring Wealth Partners, LLC, Kest
KDI Wealth Management hosts KDI Wealth Alchemist, a business show with 31 episodes published.
In episode 31 of The KDI Wealth Alchemist , KDI Financial Advisors Shane Keith and Dylan Justice take a deep dive into long‑term care planning: why it matters, what it actually covers, and how today’s policies work. They
Join KDI Wealth Financial Advisors Dylan Justice & Shane Keith as they explore why true legacy planning goes far beyond dollars and documents. They discuss how intention, values, clarity, and preparation of heirs can hel
April is Financial Literacy Month, and in this episode, KDI Financial Advisors Dylan Justice & Heidi Oakley tackle some of the most common (and most avoidable) money mistakes we see, especially among younger professional
Getting retirement ready is no longer a simple matter of reaching a certain age and filing paperwork. Today, retirement readiness is about building flexibility, creating options, and designing a financial path that suppo
Join KDI Wealth Alchemist hosts Associate Advisor Dylan Justice and Vice President Shane Keith as they dive into topics like Qualified Charitable Distributions (QCDs), Donor Advised Funds (DAFs), tax‑loss harvesting, and
Join KDI Wealth Financial Advisor Diane Greer and Erin Litchfield, FPQP to discover the power of the Advisor + FPQP® partnership in wealth management. This episode explains why the FPQP® designation matters, how paraplan
Ready to Make Your Goals Stick? Every January, millions of resolutions are made—and most fade by February. Why? Because setting a goal is easy. Sticking to it? That’s the real challenge. In this episode, we reveal the se
This week we invite you to listen to our previously recorded episode 10 of the KDI Wealth Alchemist. This episode references the meticulously designed processes and systems at KDI Wealth and how they have contributed to
In this episode of the Wealth Alchemist podcast, Kevin Dick breaks down the key differences between mutual funds and ETFs—two of the most common investment vehicles available to investors today. You'll learn how each one
Join Carrie Dick of KDI Wealth Management and Nylene Ellingson from Senior Insurance Specialists for an in-depth discussion of Medicare coverage options and what's changing for 2026. What You'll Learn: • Understanding Me
Hosted by Kevin & Carrie Dick. Valuations are high, headlines are louder than ever, and market uncertainty is everywhere. In this episode of the Wealth Alchemist podcast, we break down what high P/E ratios mean, why down
In this episode, KDI Vice President, Shane Keith is joined by Jack Elder, Head of Advanced Sales at Kestra Insurance Planning, to explore how insurance can be used as a powerful planning tool—not just a policy. From mini
Celebrating 20 Years of KDI! 🎉 Our 20 year anniversary is coming up and what an incredible journey it's been! In this special episode (Episode 20!) of the Wealth Alchemist podcast, Kevin and Carrie take you behind the s
In this episode of The Wealth Alchemist, KDI Vice President Shane Keith sits down with Wes Crill, Client Solutions Director at Dimensional, to discuss the philosophy and strategies that guide Dimensional’s investment app
In this episode, KDI Vice President, Shane Keith sits down with Theresa De Leon, National Sales Director at Arden Trust, to explore how Arden partners with advisors to support clients with complex trust needs. They discu
KDI Wealth Alchemist EP: 17 - KDI Vice President, Shane Keith sits down with Nylene Ellingson, a trusted independent insurance broker at Senior Insurance Specialists. With a decade of experience in the insurance industry
In this episode, host KDI President, Carrie Dick sits down with Shelley Spicer, KDI Wealth Management's marketing manager, to pull back the curtain on the person responsible for all the firm's communications and educatio
In this episode of KDI Wealth Alchemist, please join host, Kevin Dick as Kyle Pugel of Guaranteed Rate Affinity Mortgage shares insider knowledge on navigating complex home financing scenarios. From employment verificati
In this special episode, we sit down with Pam & Savannah Kaye, the mother-daughter team who've turned travel planning into an art form. Pam, who spent several years as a valued KDI team member before pursuing her passion
Welcome to the KDI Wealth Alchemist EP:13! Today Kevin and Tax Attorney, Shad Brown discuss something different! In this episode, we dive into estate planning strategies for high-net-worth business owners with $10+ milli
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KDI Wealth Alchemist is hosted by KDI Wealth Management. The show is categorised under business (investing) and has published 31 episodes.
KDI Wealth Alchemist has published 31 episodes.
KDI Wealth Alchemist regularly covers business, investing, entrepreneurship. It sits in the business category, with a investing focus.
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Episodes of KDI Wealth Alchemist average 22 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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